Advanced Find

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Advanced Find

The Advanced Find tool can be used to search for Components, Resources, Routings, Operations, and Activities within their respective editors.  The same tool is used within the Mass Update feature.

Clicking on the Advanced Find icon AdvancedFindButton will bring up a new search window. This window has a customized search table in it; the criteria in the window below were added by the user.

Routing Advanced Find Search Control with ID and Description criteria added

Routing Advanced Find Search Control with ID and Description criteria added

 

The first time the Advanced Find is used, the search Criteria will be blank.  Right-click in the criteria window and select Customize Criteria, or go to Tools>Customize Criteria.

Highlight a field from the list on the left and click "Add" to move it to the Selected Fields list on the right. To remove a field from the criteria, select it on the right and click "Remove."  Notice that you can search for the activity entity by searching by activity properties, but also by properties of other entities like routings and operations.  When you click OK, you will be returned to the original window to enter specific values.

Advanced Search Avaliable and Selected Fields Customize Criteria Window 

Advanced Search Avaliable and Selected Fields Customize Criteria Window 

To actually perform a search, enter values in as many or as few of the search criteria cells as you wish—only those with entries will be utilized when searching through the database.

Populating the Advanced Find Control with Values

Populating the Advanced Find Control with Values

Notice that for fields with specific options for values (drop-downs, checkboxes, etc) they are automatically populated into the table to avoid errors.

If parameters are entered only in global activity property fields (e.g. Description, Activity ID), only global activity entries will be returned.

If parameters are entered only in local activity property fields (e.g. Op Seq No) or a combination of Global and Local Activity Property Fields, only local entries will be returned.

Clicking the "Search" button will execute the search. The processes meeting the specified criteria will be displayed in the Search List behind this window.

If there are searches you commonly perform, you can Save the set of criteria and values. The ID you define for the search will then be added to the Template drop-down menu so that you can come back to it at any time.

Template dropdown displaying "Routing Search by Plant" Advanced Search template defined by user

Template dropdown displaying "Routing Search by Plant" Advanced Search template defined by user