ProjectWise Explorer Help

Define Search Dialog

Used to create, run, and save advanced searches for documents, folders, and work areas in ProjectWise Explorer, or from an integrated application.

The Define Search dialog opens when you:

  • select Folder > Advanced Search in ProjectWise Explorer, if Search Builder is set as the default advanced search method
  • click the Advanced Search icon in the Search toolbar in ProjectWise Explorer, if Search Builder is set as the default advanced search method
  • select Search Builder in the Select Search Definition Dialog, if you selected Folder > Advanced Search or clicked the Advanced Search icon in ProjectWise Explorer and no default search dialog was set
  • are in an integrated application and click the Advanced Search icon in the Search toolbar (regardless of what is set as the default advanced search method in ProjectWise Explorer)
SettingDescription
Look for Sets whether the search will look for Documents or Work Areas and Folders.
View Sets the view to apply to the search results list generated by this search.
Find documents / work areas and folders that match these criteria Displays the criteria defined for the search, listed on OR Group tabs (OR Group (1), OR Group (2), OR Group (3), and so on).
Environment attribute labels from Displays the environment of the parent folder. This field only displays when Look for is set to Documents.
Criterion Type Sets the type of search criterion you want to configure and add to the search definition. The options available depend on whether you set this search to Look for > Documents or Look for > Work Areas and Folders.
  • General Properties — Lets you search for documents that have specific values for general document properties, or lets you search for folders and work areas that have specific values for general folder properties.
  • Full Text (Documents search only) — Lets you search for documents that have specific text strings in their files, general document properties, and environment attributes, if full text extractions have been performed by your administrator on this datasource. This criterion type appears in the list when your user setting, User Interface > Show full text search, is on.
  • File Properties (Documents search only) — Lets you search for documents that have specific file property values, if file property extractions have been performed by your administrator on this datasource. This criterion type appears in the list when your user setting, User Interface > Show file properties, is on.
  • Environment Attribute (Documents search only) — Lets you search for documents that have specific environment attribute values.
  • Work Areas Properties — Lets you search for work areas that have a specific custom attribute value (based on the work area type assigned to them), or lets you search for documents that are in work areas that have a specific custom attribute value (based on the work area type assigned to them).
  • Work Areas Type — Lets you search for work areas that have a specific work area type assigned to them, or lets you search for documents that are in work areas that have a specific work area type assigned to them.
Property/Environment

When Criterion Type is set to General Attribute, this list contains the general properties you can search against. The general properties are those on the General tab of the Document Properties dialog.

When Criterion Type is set to Full Text, this list contains the options File Contents which lets you look inside documents' files, and ProjectWise Attributes which lets you look inside documents' general properties and environment attributes, for the text you will specify in the Value field.

When Criterion Type is set to File Properties, this list contains the available file property categories. If no categories display on this list, then most likely file property extractions have not yet occurred in the datasource.

When Criterion Type is set to Environment Attribute, this list contains all the environments that exist in the datasource.

Attribute

When Criterion Type is set to General Attribute, this list is disabled.

When Criterion Type is set to Environment Attribute and you select an environment from the Property/Environment list, this list contains all available attributes in the selected environment.

When Criterion Type is set to File Properties and you select a file property category from the Property/Environment list, this list contains the file properties in the selected category.

When Criterion Type is set to Full Text, the following options are available:

  • Return documents - Including exact phrase — Restricts the search to only documents containing text exactly as it appears in the Value field.
  • Return documents - Including all words — Restricts the search to documents containing all words in the Value field, but not necessarily in that order.
  • Return documents - Including any of the words — Restricts the search to documents containing any of the words in the Value field.
  • Return documents - Not including all words — Restricts the search to documents containing none of the words in the Value field.
Value Used to define a value of the selected general property, environment attribute, file property, or to enter a text string for a full text search. Value is either a field or a list, depending on your previous selections in this dialog. If Value is a field, you can click the Browse button to create a custom search expression to use as the value to search for.
Add Criteria/Remove Criteria Clicking the Add Criteria button adds the defined criterion to the active OR Group tab. Clicking the down arrow changes the button to the Remove Criteria button. Clicking Remove Criteria removes the selected criterion from the OR Group tab.
Add OR Group/Remove OR Group Clicking the Add OR Group button adds a new OR Group tab to the search. Clicking the down arrow changes the button to the Remove OR Group button. Clicking Remove OR Group removes the selected OR Group tab from the search.
Saved Search menu
  • Save — Used to save the search to a new or existing saved search folder.
  • Save As — Used to save the existing search under a new name or location.
  • Load — Used to open a saved search.
  • New Search — Used to clear any defined search criteria from the dialog and start a new search. If you have made any changes to an existing search and you select New Search, you will be prompted to save the changes before starting a new search.
OK Initiates the search based on the criteria defined.