Search

From the Navigation menu: Click Search to search for files or tasks based upon the search string you have entered and the Workspace, File Type and Attributes you have specified. More filters may be applied to further restrict the results of your search.

The Select Workspace filter allows you to filter the search by specific Workspaces.

The options in the Type filter are used to filter the search by the type of file for the results: Object, Folder and/or Task.

When you enter search text in the Full Text Search field and click Search, the results will be filtered to the Workspaces and file Types you selected.

Full Text Search

Search for any file or task that matches or partially matches the search string you have entered here. If any part of the search string does not match, no results will be found. For example, the string 'Rock M' will find a file called 'Rock Model', but the string 'Rock Max' will not. Search results for matching files and tasks are displayed in separate tabs.

For each file in the search results, you can use the drop down arrow to display all versions of the file and select one to show the details in the Info panel.

Basic Filters

You can filter your search by limiting the results to a match in one or more of the basic filters - Workspace, File / Task, Object Type plus Name, Description, and Created By and Created On.

If you select the Show only deleted or dangling objects check box, the search results will be filtered to include only deleted / dangling objects.

More Filters

You can further restrict your search by applying one or more of the following filters:

Filter

Description

Description

Limit the results to any file with a Description (property) that matches or partially matches the text you have entered.

Created by

Limit the results to any file created by the nominated user(s).

Created on

Limit the results to any file created on the specified date (From) or within the specified period (From - To).

Tasks Where Task is selected for search, the Task Type menu allows you to limit the results to any selected Task Type, Status, Priority, Start Date, End Date or User (Owner/Responsible/Consulted/Informed).

Advanced Search

Click on the link to set advanced search options:

Attributes

Here you can limit the search results to files associated with the attribute(s) and attribute value(s) you have selected:

The attributes you have selected are shown under the Hide advanced search prompt (hiding your advanced search settings will not deselect them).

Attribute values

Specify a value for the attributes you have selected:

Click on the Delete icons to delete a particular attribute:

The search will be limited to those files with matching attribute values.

Results

The results of your search (if any) are listed below the search criteria you have specified and any inputs you have entered. Where matching versions of the same file exist, those versions are listed.

Information on any file or task in the search results can be viewed in the Info pane when selected:

Download

Multiple files can be downloaded from the Search results by selecting the check box for each file to be downloaded and using the Properties panel at the right. The panel will indicate the number of files selected for download:

Copy

Multiple files can be copied to other locations from the Search results by selecting the check box for each file to be copied and using the Properties panel at the right. The panel will indicate the number of files selected for download:

Search

Finally, click the Search button to begin your search. If no results are found, review your search criteria. You can press ESC to cancel the search at any time.

Clear All Filters

Click this button to clear your search parameters. Any results will also be cleared.