Strategy One

Create and Run Search Objects

Create a search object to save your search criteria, so you can re-use and edit it whenever you need. For example, you can use it in a prompt to return a specific list of attributes for a user to choose from.

Create a Search Object

  1. Open the Workstation page.

  2. In the Navigation pane, click Objects.

  3. In the top right corner, click Create New Object.
  4. In the Create New window, if you are connected to multiple projects, select the project from the drop-down list on the left.
  5. Click Search.

  6. Define the search criteria by typing search terms or selecting items such as locations or dates.

  7. Define the settings for the search object. In the top left, next to Search Criteria, click the Settings icon .

    • To view system managed objects in the search, toggle on Show System Managed Objects.

    • If Show System Managed Objects is enabled, you can display only system managed objects. Toggle on Display Only System Managed Objects.

      System managed objects are identified in the Location column.

    • To view components and dependents in the search, toggle on Show Components and Dependents Sections.

    • To view hidden objects in the search, regardless of whether Workstation shows them, toggle on Show Hidden Objects.

  8. To search using the criteria, click Run Search in the top left, next to Search Criteria.

  9. You can work with any of the objects listed in the search results—open it, edit it, view properties, view dependents, and more.

  10. To save the search object:

    1. Click Save.

    2. Navigate to the location where you want to save the search.
    3. In Save As, type the name of the new search.
    4. Click Save.

Run an Existing Search Object

  1. Open the Workstation window.

  2. Find the search object. In the Navigation pane, do one of the following:

    • To navigate to its location, click Browse Folders.

    • To filter for it, click Objects. Filter for the Search type, as shown below:

  3. Double-click the search object . The search runs and the results display.

  4. You can work with any of the objects listed in the search results—open it, edit it, view properties, view dependents, and more.

  5. You can change the search criteria and re-run the search.

  6. You can Save the updated search or use Save As to create a new search object with a different name.