AnsweredAssumed Answered

Favorite search - transitions made after previous day or week

Question asked by Paul Smith on Mar 21, 2016
Latest reply on Mar 23, 2016 by Paul Smith

Like • Show 0 Likes0
Comment • 4

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

Michael Dekoning Mar 22, 2016 2:02 PM

Correct Answer

It appears that you can't do this with a search. Have you considered creating a report to give you this information?

See the reply in context

No one else had this question

Outcomes

Michael Dekoning Mar 22, 2016 2:02 PM

It appears that you can't do this with a search. Have you considered creating a report to give you this information?

Actions

Paul Smith @ Michael Dekoning on Mar 22, 2016 5:36 PM

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?

Actions

Lee CS Young @ Paul Smith on Mar 22, 2016 10:40 PM

Have you thought about a dashboard? Users get the information they need now. It would work for you.

Actions

Paul Smith @ Lee CS Young on Mar 23, 2016 1:14 AM

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.

Actions

4 Replies

Michael Dekoning Mar 22, 2016 2:02 PM
Unmark Correct
Correct Answer
It appears that you can't do this with a search. Have you considered creating a report to give you this information?
Like • Show 0 Likes0
Actions
- Paul Smith @ Michael Dekoning on Mar 22, 2016 5:36 PM
  Mark Correct
  Correct Answer
  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?
  Like • Show 0 Likes0
  Actions
  - Lee CS Young @ Paul Smith on Mar 22, 2016 10:40 PM
    Mark Correct
    Correct Answer
    Have you thought about a dashboard? Users get the information they need now. It would work for you.
    Like • Show 0 Likes0
    Actions
    - Paul Smith @ Lee CS Young on Mar 23, 2016 1:14 AM
      Mark Correct
      Correct Answer
      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.
      Like • Show 0 Likes0
      Actions

Favorite search - transitions made after previous day or week

Outcomes

Related Content

Recommended Content