Creating a New Search

The New Search option enables you to create a search from one of the classes. You must define search criteria for it by entering search information in the attribute fields. You can then run the search to locate the objects in the selected class that match the search criteria.

To create a new search:

  1. In the Search Module toolbar, click .
  2. The New Search window is opened

  3. From the Class Tree on the left, expand the tree as applicable to locate and select a class to be searched for.
  4. Select the Match Case checkbox if you want the search to be case-sensitive.
  5. This is important as database items are case-sensitive.

  6. Check the Last Public Revision checkbox if you want the search to display only the last public revisions of objects that meet the search criteria. This option is applicable for revision-managed objects only.
  7. The key is: GeneralPreferences.LastPublicRevsInSearches

    Key description: The key specifies the default value of the Last Public Revision checkbox in the New Search and Quick Search as follows:

    True - the Last Public Revision checkbox is selected by default.

    False - the Last Public revision checkbox is cleared by default.

    The default value defined in the Configuration Editor can be changed by a user performing the search.

    Link to Sample%20NewSearch1.gif

  8. Highlight the selected Class to display its Profile Card in the right pane:
    • Enter the search criteria in the displayed fields
      For example, to search for all Products in SmarTeam - Web Editor, select the class Products
    • Click to specify advanced search criteria. See Specifying Advanced Search Criteria for details
    • Click to change the attributes to be displayed in the Search Results
    • Select one of the following Save options:
      • Click to save the search in the Saved Searches
      • Click to save a modified search under a new name
      • Link to Sample%20NewSearch2.gif

  9. In the Save window:
    • Enter a new search name in the Search Name field
    • If you have administrator privileges and want to save the new search as Public:
      • Select the Save as Public check box
    • To assign the new search to a group:
      • Select the group you require in the Available Groups pane
      • Select to move your group to the Selected Groups pane
      • Click to save the new search and display it in the Saved Searches window.Link to Sample%20NewSearch3.gif.