Search Variable Values in Attributes (DM)

Records in which a variable has been assigned as an Attribute (DM) – e.g., items, CTO BOMs, sales/assembly lines, checklists, service BOM headers, and so on – can be quickly located via the Attribute Value Search function.

The Variable Value Search function can be accessed:

using the Tell Me feature by entering Attribute Value Search.
by choosing Actions > Value Search from the Variable/Attribute Types page.
from the Actions section in the Configure to Order Design Engineer Role Center.

When opened from Tell Me or the Role Center, you will need to enter the variable to search for either with a template or manually in the Attribute (DM) field in the Attributes FastTab. When opened from the Variable/Attribute Types page, the selected variable is automatically set in the Attribute (DM) field.

In the Search Type field, choose Numeric or Alphanumeric and then enter the value(s) to search for in the Filter Input field. Variable options assigned to the attributes can be accessed via the ellipsis button. Choose the Find action to search for the specified attribute(s).

The lines show the related tables where the attribute was found. You can open the records for a line by choosing the Show Related Records action or by choosing the value in the No. of Records field.

To remove the search settings, choose the Clear action.

Show References to Checklists

If the Follow References toggle is turned on, the references to found checklists are added to the results (e.g., if a Checklist has been found, the Sales Line pointing to that checklist is added as a search result). This will look to archived documents as well.

Save and Reuse Searches

Search criteria can be saved for future use with templates.

Save Existing Critiera

After entering all settings, choose the Save As action.
In the Save current search filter as template dialog, enter a short identifier in the Code field.
Choose the Yes button.

Create New Template

Open the Attribute Value Search page.
Choose the Templates action and then choose the New action.
In the Code field, enter a short identifier of the template.
In the Description field, enter a short description of the template.
Turn on the Follow References toggle as needed.
In the Attributes FastTab, enter the search critieria.
Close the Attribute Value Search Template page when finished.

Assign Template

Open the Attribute Value Search page.
In the Template Code field, enter the template with the required search criteria.
The Follow References toggle is set accordingly and the search criteria is assigned in the Attributes FastTab.
Choose the Find action to start the search process.

Modify Template

You can modify an existing template with the same code or create a new template from it.

Open the Attribute Value Search page.
In the Template Code field, enter the template with the required search criteria.
Adjust the Follow References toggle and the search criteria in the Attributes FastTab as needed.
Save the changes:
- Choose the Save action to save the changes to the current template.
- Choose the Save As action and then enter a new code.