Chapter 3 – Vault ObjectsChapter 3 – Vault Objects\Advances searchAdvances search\Smart ViewSmart View\To create a new search with Level 1

To create a new search with Level 1

 

 

o   Select «Advanced Search» / «Smart view»

o   Click on «Create»

 

 

 

 

o   Enter the name and a comment,

o   Click on « Next » to select the applicable tables,

 

 

 

o   Select the tables on which to apply the search: in our example: Drawings / Technical documents

 

Note if you select multiple tables, only the common properties will be displayed to edit the search.

 

 

When you have selected a table, a new frame appears ….

 

o   Select the property on which to apply the filter. Example : «Discipline label»

 

 You can add additional criteria on the first level.

For example: «000-all» à the search will only apply with Folders with this status. If there are no additional criteria, all the values will be searched.

 

o    Click on  to display the possible values.

o    Click on « Done » to proceed.

 

 

 

 

o   The 1st level of the Smart View is created. If only one level is enough, click on « Save »

 

Top of Page
Top of Page