Search

  Saved Searches

Searches can be saved and recalled for future use for frequently-performed searches.

Using (i.e., loading) a Saved Search always queries current data for up-to-date results.

Search in Structure may also be used to create save and load searches in the context of pages that list tables of data.

Save a Tool Bar Search

Perform a Tool Bar Search and build the criteria that you want in the Search window.

  1. Click on the Search Results page tool bar.

A menu drops down.

  1. Select Save or Save As.

Save allows you to name the saved search.

Save As allows you to select an existing saved search to set to the current criteria or enter a new name.

  1. Enter a Name for the search or select a saved search to overwrite.

  2. Click Done.

The search criteria are saved.

Save a General Search

Access General Search:

  1. Set the search criteria but do not perform the search.

  2. Click or on the Search window page tool bar.

Save allows you to name the saved search.

Save As allows you to select an existing saved search to set to the current criteria or enter a new name.

  1. Enter a Name for the search or select a saved search to overwrite.

  2. Click Done.

The search criteria are saved.

Use Saved Searches

You can use saved searches from a search window or from the global tool bar.

From Tool Bar Search:

  1. Click in the Search window of the ENOVIA Top Bar.

  1. Click My Favorite Searches.

  1. Select the radio button of the desired search.

Alternatively, click the search Name link to immediately perform the search.

  1. Click Search.

Edit Saved Searches

In the search window invoked from Tool Bar Search, you can not edit a saved search, but you can load a saved search, make changes and then use Save As to overwrite the search with the modified criteria.

From Tool Bar Search:

  1. Click in the Search window of the ENOVIA Top Bar.

  1. Click My Favorite Searches.

  1. Click in the Edit column of the saved search to edit.

The Search window displays with the saved search criteria.

  1. Change the search criteria as needed.

  2. Click to save the new criteria with the same name as the edited search, overwriting the previous criteria, or click to select an existing saved search to set to the current criteria or enter a new name.

You may also click Search to use the edited criteria without saving.

Delete Saved Searches

From Tool Bar Search:

  1. Click in the Search window of the ENOVIA Top Bar.

  1. Click My Favorite Searches.

  2. Click in the Delete column for the saved search you wish to delete.

A window displays to confirm the deletion.  

  1. Click OK to delete.