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Searching for Configuration Names in EnterprisePDM

Monday March 5, 2012 at 5:39pm None

A call into the Helpdesk last week had me scratching my head until I noticed this nice little option added to the Complete Search Form in EPDM 2011.

The caller wanted to be able to search for files based on a known configuration name, they have a number of 'master' parts each with many configurations that relate to particular products in their catalogue. As "Configuration Name" isn't a standard Variable in Enterprise we can't use a typical 'edit' box linked to a Variable to search for them. Instead we use the 'History' Search combined with a new(ish) option that allows us to Search in Configuration / Sheet names.

If you installed your Enterprise originally at version 2011 or 2012 then you don't have to change anything, but if you created your Vault using an earlier version (or you want to add the functionality to a Custom Search Card) then you may need to open the Card Editor and load up the 'Complete Search' Card.

On the History Tab you can see a Combobox linked to 'History Text' - this is where you will type your Configuration Name. What you also need to enable is the 'Configuration Names' modifier.

EPDM Complete Search Form - History Tab

Add a 'Check Box' and label as shown

Link Check Box to 'HistoryText - Configuration Names'

Link this 'Check Box' to 'History Text - Configuration Names' and you are done.

If you are customising an existing Search Form then be sure to Copy / Paste both the ComboBox and the Checkbox Modifier to your own Search Card.

Hope you find this useful

Wayne Marshall

PDM Product Manager 

 SolidSolutions Management

 Solid Solutions | Trimech Group