Searching for Documents

You can search for CAD objects and documents stored in the 3DEXPERIENCE platform.

  1. Open the Search dialog box.

    You can start the search from this location:

    • From the Open from 3DEXPERIENCE dialog box, use the General Search tab. By expanding the CAD object tree, you can select any of the current object's iterations.

  2. To use an existing query, click Queries. You can start entering the name of the query to filter the list. Select the required query and click Open.
  3. Enter search criteria in any of the fields. If you opened a query, you can further refine the search by entering additional search criteria.

    Criteria Options Description
    Type Select Browse in the type field to choose the type of object you are searching for.
    Name Enter of name of the design. It also accepts a wildcard character (*), which will return all the CAD objects with that criteria.
    Case Sensitive You can search for a name based on case. This check box determines whether or not the search will be case-sensitive.
    Revision The connector returns all CAD objects belonging to the specified revision.
    Latest Revision Select this check box to return all the latest revisions of the objects in 3DEXPERIENCE. Clear this box to disable the Revision text field.
    Owner You can specify the name of a particular user. This will search for all CAD objects owned by that user. You can also conduct a search based on four different criteria.

    Attribute Description
    User Name When entering multiple entries, use a comma to separate them. A wildcard character (*) returns all the available users in 3DEXPERIENCE.
    First Name Do not use multiple entries. A wildcard character (*) returns all the available users in 3DEXPERIENCE.
    Last Name Do not use multiple entries. A wildcard character (*) returns all the available users in 3DEXPERIENCE.
    Organization When entering multiple entries, use a comma to separate them. A wildcard character (*) entry results in all those organizations in 3DEXPERIENCE based on that search criteria.

    Vault You can specify the vaults using the browser to search for all designs in the specified vault.
    State You can search for the objects based on the states of the object; namely, Release, Approved, Review, and Preliminary.
    Search Limit You can restrict the number of results to be returned using the Search Limit field. The Client Connector returns the number of objects specified in the search limit.

  4. Click Search.
    The app loads the objects that meet the search criteria. You can continue to refine the search criteria and click Search until you find the required object.
  5. To change the columns shown in the results table, select an item from the View list and click View.
  6. To save the search criteria as a query for future use, click Queries. Enter a name for your query and click Save.
  7. To assign a PCB document to the Bareboard document, select it and click Assign.