4 Replies Latest reply on Mar 23, 2016 1:14 AM by Paul Smith

Favorite search - transitions made after previous day or week

Paul Smith Mar 21, 2016 8:28 PM

Hi,

I'm looking to set up some favorite searches in our vault. I'd like to search for files that have gone into the state "Released" in the last day.

So I go to the Workflow tab and select Released and yesterdays date. But if I favorite this search, am I correct in saying when I run it tomorrow it will use yesterdays date, therefore giving me the last 2 days of files that went to Released?

Is there a way to favorite a search so it will only produce results from files that have changed in the last day?

On top of that, some other searches I want to set up might involve searching for changes in the last week. But I assume whatever logic applies for a 'last day' search would also work for a 'last week' search.

Thanks,

Paul

Re: Favorite search - transitions made after previous day or week

Michael Dekoning Mar 22, 2016 2:02 PM (in response to Paul Smith)

It appears that you can't do this with a search. Have you considered creating a report to give you this information?
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- Re: Favorite search - transitions made after previous day or week
  
  Paul Smith Mar 22, 2016 5:36 PM (in response to Michael Dekoning)
  
  Hi Michael,
  
  Thanks for the response.
  
  I was concerned this might be the case. We are currently using SQL reports to achieve this. Our IT department handles requests for creating new reports but it's often a low priority for them so there is currently a backlog of reports we need created so we were investigating another method for users to find this kind of information. Maybe I will suggest I get training to set up SQL reports.
  
  I'm also looking into using the PDM notification system, but we need to get that set up to direct to Outlook emails rather than the PDM inbox (unfortunately everybody ignores this). I found the following link on how to do this, I'll need to wait for IT on this as well.
  2013 SOLIDWORKS PDM Help - Configuring the Message System
  
  Can you suggest any other methods for informing users of state changes?
  
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  - Re: Favorite search - transitions made after previous day or week
    
    Lee CS Young Mar 22, 2016 10:40 PM (in response to Paul Smith)
    
    Have you thought about a dashboard? Users get the information they need now. It would work for you.
    
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    - Re: Favorite search - transitions made after previous day or week
      
      Paul Smith Mar 23, 2016 1:14 AM (in response to Lee CS Young)
      
      Hi Lee,
      
      This is an interesting concept. Looks quite flashy. I might read up a bit more on this subject and see if it will work for us.
      
      Thanks for the suggestion.
      
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