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Search Overview

The Search tab in combination with the Search Result Profiling page offers extensive methods for locating objects in STEP quickly and efficiently.

If you know specific details about the object you wish to find, using the Search tab you can find, for example, all Products where the value for the attribute Weight is less than '5 kg', the object is located below the Product Folder 'Office Chairs' and is not of the Object Type 'Item'.

If you do not know the details, you can start with a broad search and then narrow it down using the Search Result Profiling.

Search Elements

  1. Search Criteria Type Selector - Click the text / triangle icon to display a list of available search criteria options. See Basic Search Criteria and Functionality within the Search Overview documentation for more information here.
  2. Add Criteria / Operator Button - Click the button to add a new Standard Search Criteria. The type can be changed for each search criteria. If you hold down the mouse button, you can choose an OR operator or an Exclude operator. See Basic Search Criteria and Functionality within the Search Overview documentation for more information here.
  3. Remove Search Criteria Button - Clears the criteria from the search. Click the Search button to refresh the Results Area.
  4. Reset Button - Clears all results from the Search tab and Search Result Profiling page.
  5. Search Button - Runs the defined search.
  6. Search Result Counts - The number of items currently displayed and total number of items found by the search. If the search finds objects not visible in the current Context or objects that you are not privileged to see, a message is displayed and the objects are not displayed in the search result.
  7. Show Details / Hide Details Toggle - Hyperlink shows or hides search result details. The details view displays asset thumbnails.
  8. Search Results List - Click an object to open the object editor in the Search Results Profiling pane while continuing to display the Search Results list. A maximum of 100 results are displayed in this area. The complete result set can be viewed, exported or updated using the Operations on Entire Result options.
  9. Save as Collection Button - Click to open the Save as Collection dialog which allows you save the entire result set as a Collection. Collections are available on the Tree tab. See Search Operations within the Search Overview documentation for more information here.
  10. Export Button - Click to open the Export Manager wizard which allows you to export the entire result set to a specified file type. See Search Operations within the Search Overview documentation for more information here.
  11. Bulk Update Button - Click to open the Bulk Update wizard which allows you to modify a variety of elements on each item in the entire result set. See Search Operations within the Search Overview documentation for more information here.
  12. Search Result Profiling Page - Page displays profiling information about the search including categories and the ability to easily refine the search. See the Search Result Profiling Page section within the Search Overview documentation for more information here.

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