The process for creating a where-used search is similar to the process for creating an object search.
To create a where-used search in Java Client: 1. Click the Advanced Search button in the toolbar.
The Advanced Search dialog box appears with the Search tab displayed.
2. In the Object Type list, select the type of object on which to base the where-used search. The object must be an item, a part, or a document.
3. In the Search Type list, select the type of where-used search to perform.
4. By default, the search condition table contains one row. (You can add as many rows as you need by clicking Add in the Advanced Search dialog box.)
Click the row to display the search criteria selection lists.
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search operator, and the value.
5. Define a set of search criteria, or conditions:
a. Click the first drop-down list to select a target Field from the list. For example, Title Block.Number represents the Number field on the Title Block tab of a part or document. The Field list varies depending on the object selected in the Object Type field.
b. Click the second drop-down list to select a Match If search operator from the list. For more information, see Selecting Search Operator (see "Selecting Search Operators" on page 165).
c. If you select the Prompt ? checkbox, the value field is disabled and you do not enter a value for which to search. Instead, when you run the saved search, you are prompted to enter a value.
d. In the last field, enter a value.
The last search condition field, the Value field, specifies the content or setting of the field selected from the Field list. Depending on the selection in the Field list, the Value field may contain a list that is relevant to the selection, a calendar button, or a field where you can enter text or numbers. For example, if the first field is set to Title Block.Size, then Value lists different sizes; if the first field is set to Title Block.Description, then you can type text or numbers in the field.
If you select Like as a Match If search operator, you can use wildcard characters when entering a value. For information about using wildcards to search for objects, see Using
Wildcard Characters (on page 145).
e. If you want to add another row of search conditions, click Add.
A new row is added at the end of the table. The And/Or field at the end of the row is set to [blank] by default.
f. To modify the And/Or or Union/Intersection/Minus setting, click the And/Or field to select AND or ORfrom the list. Use AND if both conditions must be met. Use OR if either or both conditions can be met. For more information, see Using And/Or Values in Advanced
Searches (see "Using And/Or — An Example" on page 169).
g. If you want to insert a search condition row, select a row and click Insert. The new row is inserted above the selected row.
h. If you want to delete a search condition row, select one or more rows and click Delete. The selected rows are deleted.
If you do not use parentheses when defining your search, the search is processed giving precedence to AND values, that is, it processes all rows that end with AND before processing rows that end with OR. In other words, the first line is combined with the second and process order is based on the first line’s AND/OR value.
For more information, see Using And/Or Values in Advanced Searches (see "Using And/Or — An Example" on page 169).
6. Choose Custom Output Display... in the More.. button drop-down list to specify which fields to include in the search results and save the search, or click Run to run the search without saving it.
If you click Run, the search results window shows all the object that match the search criteria. If you choose Custom Output Display... in the More.. button drop-down list, the Display Fields, Results Range and Case Sensitive settings are displayed.
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Note In these setup steps, Case Sensitive is selected by default.
7. Under Display Fields, select fields and use the right and left arrows to move fields to and from the Available Fields and Selected Fields lists. Double-clicking a field name also moves it from one list to the other list.
The Selected Fields list specifies the fields that will appear in the search results table. Use the up and down arrows to change the order of fields in the list, which reflects the order of the columns in the search results.
8. To sort the search results, in the Selected Fields list, click in the Sort column for the field by which you want to sort, and select a number from the drop-down list (for example, 1 means sort by this field first). You can sort by multiple fields; select a number in the Sort column for the each of the fields you want to use to sort. Click in the Direction column and select Ascending or
Descending order.
9. If you want to perform a case-sensitive search where text capitalization matters, make sure
Case Sensitive is selected.
If you want to perform a search where text capitalization does not matter, click to deselect Case
Sensitive.
Selecting the Case Sensitive check box can help your search run more quickly. If you enter text in the Value field, the search looks for text that is an exact match (uppercase and lowercase letters). If you selected a value from a list (such as for Product Line), checking Case Sensitive allows Agile to use internal database settings to find objects more quickly.
10. When you have finished specifying output fields and sort order, click Run to run the search, or click Save to save it.
If you click Save, the Save in Folder dialog box appears.
11. Enter a name for the search. Then select a folder in which to store it. If you do not have sufficient privileges to save a search in the selected folder, you can select another. You can always save a search in the Personal Searches folder.
12. Click OK in the Save in Folder dialog box to save the search.
13. When you are ready to run the search, click Run in the search dialog box.
The search results window shows all the objects that match the search criteria. If there is more than one page, click the right arrow at the top of the window to display the next page.
14. If you want to print the list of search results, click the Print button . To edit the search after running it, do one of the following: