Managing Saved Searches

About Managing Saved Searches

With an established database, you may repeat searches frequently. By saving a search, with all the search criteria, category and view information, you can load that search later and reuse it. This saves time and decreases the likelihood of errors, since you do not have to enter the criteria, category and view information repeatedly. Once you have saved a search you can delete, rename or load that search. You can also edit a saved search by loading a search, changing the criteria, category, etc. and resaving that search.

When Managing Saved Searches

  • When a search is saved, an XML with the name you specified is saved in the resource directory. It contains all the criteria, category, and view information needed to repeat the search. Searches are saved in a CATSetting Repository. They can be locked by the administrator, if needed. For more information on this, refer to the CES Enterprise Catalog Administration Guide : Installing CES : Customizing Search.
  • A saved search can be loaded in the following ways:
    • Click the down arrow to the right of the Load Search dropdown list. Select the search to load. The saved search is loaded automatically.
    • Click the Manage Searches button. In the Manage Saved Searches window that appears select the search to load and click Load Search.
  • You can only load or rename one saved search at a time. However, you can delete multiple searches at one time. To delete multiple saved searches, select the searches while holding down the Ctrl button. Once you have selected all the searches to delete click the Delete button.

How to Manage a Saved Search

Follow these steps to:

  • create and save two searches
  • load a saved search
  • edit the loaded search
  • delete one of the searches you saved

:

This example assumes that a database including manufacturer and supplier information exists and is accessed by CATIA Client.
  1. Start CATIA. Login to ENOVIA V5 VPM and CES. For more information on logging in, refer to Logging in to ENOVIA V5 VPM in CATIA and Accessing CES Functionality.

  2. Click the Search CES Database button.  The Sourcing Search window appears. The top portion of the window contains the Sourcing Search Criteria and the Simple and Standard tabs. The bottom portion contains the Category Browser, a graphical representation of the categories of information that are available,  and the Attribute Based Category Search. You can use the Category Browser to narrow your search by selecting one of the category "nodes" in which to search. For more information, refer to Category Browser. You can use the Attribute Base Category Search, located on the List View tab to locate categories based on attribute name and category name. For more information, refer to Attribute Base Category Search.




  3. In the Sourcing Search window, select Supplemental Information in the Search From: dropdown list, select Items - Supplier in the Type: dropdown list, and select All Items in the Search Form: dropdown list. On the Standard Search tab, enter the appropriate attribute values, using Valid Values, Query Builder or direct entry. In this example the search is for supplier items in which the Supplier Item Description includes "GATE"      

  4. To save this search, click the Save Search button. The CES Save Search window appears.

  5. Enter the name of the search in the Search name edit box and click Save.

  6. Back in the Sourcing Search window, click OK. The following Sourcing Search Results window appears.

  7. Close the Sourcing Search Results window and click the Search CES Database button in the CES toolbar to display the Sourcing Search window again. Once you save one search, the Manage Searches button is enabled. Back in the Sourcing Search window, enter information for a new search. This example is searching for Manufacturer Items that contain "GATE" in the Manufacturer Item Description.

  8. Click Save Search and in the CES Save Search window enter the name of the search to save. Click Save.

  9. Once you have saved the search, click the Manage Searches button in the Sourcing Search window. The Manage Saved Searches window appears. Select the first search saved in this example and click Load Search.

  10. The Sourcing Search window is updated with the information stored in the loaded search, as shown below. You can verify the search by clicking OK and looking at the results in the Sourcing Search Results window.

  11. With the saved search loaded, you can edit it. Change the saved criteria. For this example Supplier Item starting with "X" has been added. Click Save Search.

  12. The CES Save Search window appears. Save this edited search using the same name as the search you just loaded.

  13. Back in the Sourcing Search window, click Manage Searches. The Manage Saved Searches window appears.

  14. Highlight the name of the search you just edited and click Rename.

  15. In the Rename Search window, change the name of the search and click OK. For this example Gate_Supplier_Search has been changed to Gate_Supplier_X_Search.

  16. Back in the Manage Saved Searches window, you can see the changes that you made. Now, still in the Manage Saved Searches window, select one of the searches you saved, and click Delete. The verification window appears to verify deleting the searches. Click Yes.



  17. In the Manage Saved Searches window you can see that one saved search has been removed and the other saved search remains.

Sourcing Search Window

This table describes the fields displayed in the Standard Search tab of the Sourcing Search window.

Fields Description

Search From

Category of data to search.

Type

Type of item for which to search.

Search Form

Type of information to view in the Search Results. Possible values are:

  • All Items:  Include information on the manufacturer item, supplier item and internal item. This includes Manufacturer Item Number, Manufacturer Item Description, Supplier Item Number, Internal Item Number, Price, Currency Code, and other information.
  • Manufacturers Content:  Information included depends on the item type selected:
    • Manufacturer Item: Contains only manufacturer specific content.
    • Supplier Item: Contains supplier specific content and some manufacturer specific content.
    • Internal Item: Contains internal item specific content and some manufacturer specific content.
  • Suppliers Content: Information included depends on the item type selected:
    • Manufacturer Item: Contains manufacturer specific content and some supplier specific content.
    • Supplier Item: Contains only supplier specific content.
    • Internal Item: Contains internal item specific content and some supplier specific content.
  • Internal Content: Information included depends on the item type selected:
    • Manufacturer Item: Contains manufacturer specific content and some internal item specific content.
    • Supplier Item: Contains supplier specific content and some internal item specific content.
    • Internal Item: Contains only internal item specific content.

Project

Projects in which to search. This field is enabled only if the Type dropdown list is set to Items - Internal. Possible values:

  • Current Project: Search the project you are working on.

  • All Projects: Search all projects.

Revision

Revisions in which to search. This field is enabled only if the Type dropdown list is set to Items - Internal. Possible values:

  • Current Revision: Search the current revision.

  • All Revisions: Search all revisions.

Attribute search fields

Value to search for, for the respective attribute. These fields vary depending on what you have selected in the For dropdown list and the Search View dropdown list. The list of attributes also changes if you click the Show Additional Properties button.

Load Search

Name of the saved search to load.

Show Count

Check this box to have the number of items in each category displayed after the category name in the Category Browser.

This table describes the buttons displayed in the Sourcing Search window and the Standard Search tab of the Sourcing Search window:

Button Description

Clear All

Click this to clear the keyword field.

Show Additional Properties

Display other attributes for the selected item type. You can set these attributes as well to further narrow your search. Please note that when you click on the Show Additional Properties button, the Additional Properties : section appears in the Sourcing Search window and the Show Additional Properties button is changed to Hide Additional Properties.

Save Search

Save current search criteria for later use.

Manage Searches

Load, delete, or rename saved searches.

OK

Click this to execute the search command, and get search results for items or companies.

Apply

Applies the category selected in the Category Browser to the list of criteria in the search window, without closing the search window.

Close

Click this to close the window without performing the search.