To create an advanced search in Java Client:
A. Select the Search Type, Java Client
1. Click the Advanced Search button in the toolbar.
The Advanced Search dialog appears, ready for you to define the search criteria. The name
Advanced Search appears in the title bar at the upper left of the dialog box. 2. To create a completely new search, select Create New.
You can also start with a saved search: select Use a Saved Search, click the ... button, and select the search you want to start with.
3. In the Object Type drop-down list, select the type of object to find. You can specify a base class, class, or subclass object.
4. In the Search Type drop-down list, make sure Object Search is selected.
Note If you select a search type other than Object Search, you must also select an object type in the With Related Content drop-down list. For more information, see
Where-Used Searches for Items (on page 170), Where-used Searches for File
Page - 160 Agile Product Lifecycle Management
B. Define the Search Criteria, Java Client
1. By default, the search condition table contains one row. (You can add as many rows as you need by clicking Add in the search builder window.)
Click the row to enable the search criteria selection lists. 2. 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. For example, if you search for assembly drawings—a part—the Field list includes Title Block.Lifecycle Phase. If you search for ECOs—a change—the Field list includes Cover Page.Status. b. Click the second drop-down list to select a Match If search operator from the list. For more
information, see Selecting Search Operators (on page 165).
c. The Prompt? field is enabled if appropriate, and the checkbox is unchecked by default. If you leave the checkbox unchecked, the Value field is enabled (see next step). If you check the checkbox, you are not going to fill in the Value field, and, when you run the saved search, you will be prompted to enter a value.
d. In the Value field, select a value from the drop-down list and click OK. The value you selected populates the 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 Field is set to Title Block.Lifecycle Phase, then the Value field lists the different lifecycle phases; if Field is set to Title Block.Description, then you can type text or numbers in the Value field.
If you select Like as a Match If search operator, or if you are searching for attachment file content, 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). For information about searching for attachment file content, see Full Text Search for Content
in Attachment Files (on page 147).
e. To add an operator setting of “AND” or “OR,” click the And/... field and select AND or OR from the list.
Use AND if both conditions must be met. Use OR if either or both conditions can be met.
If you have selected AND or OR but wish to remove the operator, click the And/... field and select the empty space, which will de-populate the field of either operator.
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).
f. To add parentheses, select two adjacent rows using Shift-click. This enables the ( ) button. Click it and the proper parenthesis appears to the left of the first row and right of the second row.
Page - 161
To remove parentheses, select two rows grouped by parentheses, and click the enabled
Remove ( ) button.
For more information about using parentheses, see Using Parentheses in Search
Definitions (on page 169).
3. 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 previous row is set to [blank] by default.
4. To insert a search condition row, select a row and click the Insert button. The new row is inserted above the selected row. If you want to delete a search condition row, select one or more rows and click Delete. The selected rows are deleted.
5. To perform a case-sensitive search where text capitalization matters, click the Match Case checkbox.
If you want to perform a search where text capitalization does not matter, click to deselect
Match Case.
Selecting the Match Case checkbox 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 select a value from a list (such as for Product Line), checking Match Case allows the system to use internal database settings to find objects more quickly.
6. When you have finished adding search conditions, you can Save the search, or click Run to run the search without saving it.
If you click Save, skip to D. Save and Run the Search, Java Client (on page 162) and follow step a through step d to save the search. Saving the search now, before you define the Custom Output Display (see C. Define a Custom Output Display, Java Client (on page 161)), gives you the opportunity to name the Search Criteria you have defined, and to use that search with different output displays later.
If you click Run without saving the search, the results are displayed in the search results window. To further edit the search or to save the search, click the View/Edit button .
C. Define a Custom Output Display, Java Client
1. When you have finished adding search conditions, select Custom Output Display... in the More.. button drop-down list. The Custom Output Display dialog appears for you to specify which fields to include in the search results. The Available Fields and Selected Fields tables are displayed.
2. In the Custom Output Display dialog, in the Available Fields table, select the field names you want and use the right and left arrows to move field names 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 field names that will appear in the search results table. Select one or more rows and use the up and down arrows to change the order of field names in the list, which reflects the order of the columns in the search results.
3. To sort the search results, in the Selected Fields list, click in the Sort column for the field name by which you want to sort, and select a number from the drop-down list (for example, 1 means sort by this field name first). You can sort by multiple field names; select a number in the Sort column for the each of the field names you want to use to sort. Click in the Direction column and select Ascending or Descending order.
Note List and Multilist fields, such as Product Lines, cannot be sorted alphabetically. 4. When you have finished specifying output display fields and sort order, click OK in the dialog
Page - 162 Agile Product Lifecycle Management
box.
D. Save and Run the Search, Java Client
1. You may choose to click Save to save the search, or click Run to run the search without saving it first.
a. If you click Save, the Save in Folder dialog box appears. b. Enter a name for the search.
c. 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.
d. Click OK in the dialog box to save the search.
e. 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. 2. To print the list of search results, click the Print button .
Edit the Search After Running It, Java Client
To edit the search after running it, do one of the following: