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mslotty1-Visitor
1-Visitor
November 30, 2015
Question

SEARCH OPTIONS - WINDCHILL

  • November 30, 2015
  • 9 replies
  • 3622 views

Is there any way to search for promotion requests? They will not pull up via a keyword search.

We have things broken into projects, so each folder has its own set of Promo Requests.

I would like to be able to search to make sure none slipped through the cracks without being approved.

This is how we manage PDM related ECOs for a particular company, so theoretcally, I'd like to be able to search for *ecoxxxxxx* and have it pull up.

any suggestions?

9 replies

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BenLoosli23-Emerald III
23-Emerald III
November 30, 2015

Set your search type to All Types, then in the search field enter 'eco*'.

Check the OIR for Promotion Requests to be sure of the naming convention.

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MikeLockwood22-Sapphire I
22-Sapphire I
November 30, 2015

You may want to save a search with the criteria STATE not equal to Approved, then use that each time. Could also do this with a report.

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STEVEG21-Topaz I
21-Topaz I
December 1, 2015

Isn't it in the drop-down of the upper-right?

Types1.jpg

Or when you go to the Advanced Search and you select the Add next to the Type is it not there?

Types2.jpg

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    BenLoosli23-Emerald III
    23-Emerald III
    December 1, 2015

    What version? On 10.0m040, I don't have all those options on the type menu. Is it a preference to show more types?

    PDMLink 10.0m040 menu for Type

    PDMLink 10.2m030 menu for Type

    Both installs are OOTB and no mods done.

    T
    TomU23-Emerald IV
    23-Emerald IV
    December 3, 2015

    Ben Loosli‌,

    The contents of this list is controlled by a preference.  Go to Site --> Utilities --> Preference Management --> Search.

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      doehr1-Visitor
      1-Visitor
      February 19, 2016

      Can't you set which object types you want to find within an Advanced Search?

      Go into Advanced Search, then in the Type section deselect All, click Add, and then every primary object type in the system should be there listed in alphabetical order. Select Promotion Request.

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      mslotty1-VisitorAuthor
      1-Visitor
      February 20, 2016

      I should have stated which Version of windchill I am using. those options in the drop box do not show up on my version.

      I also had gone through my Utilities, Preference management, Search options and did not have the option to update those particular options.

      At my work, we just figured out a simpler way to organize the Promo Requests, so intuitively, we can just find them.

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      STEVEG21-Topaz I
      21-Topaz I
      February 22, 2016

      You have to be Site admin for that first option.

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