6.1 Search Dialog for Documents

Picking the Open from Aras command will bring up a search dialog for Documents:

Aras Office Integration 1.0

Note that the columns displayed in the dialog are configurable by the administrator and so may appear different at your site.

Capabilities within this Search dialog include:

Blue Search Row

In the top blue-colored row, you may enter search criteria for any column. In the picture above you can see that "Preliminary" is entered for the State column, meaning that only Documents with State=Preliminary will be returned when executing the search. You may enter search criteria for multiple columns simultaneously, and you may use the asterisk "*" character as a wild card. Some examples:

  • a*b means anything starting with a and ending with b
  • *bolt* means anything with the word bolt in it
  • * means any non-blank value

Run Search - Aras Office Integration 1.0

The Run Search button will execute the search based on the values you've entered in the blue search row. In addition to the criteria you entered, the search results will automatically be filtered such that:

  • Only Documents managed by the Office Connector will be listed
  • Only Documents with "Authoring Tool" equal to your current Office application will be listed.

If no search criteria are entered in the blue bar, all Documents in Aras that are managed by Aras and with the matching Authoring Tool will be listed.

Clear Search Criteria - Aras Office Integration 1.0

The Clear Search Criteria button will clear any search criteria you've entered in the blue search row, so that you may enter different criteria.

Saved Searches

The select list next to Clear Search Criteria allows you to select a pre-defined Saved Search. Saved Searches can be defined in the Aras Web Client using the Search > Save Search... command. Once defined they will appear in the list; if you select one it will immediate execute that saved search and show the criteria in the blue search row.

Note that saved searches created from Advanced or AML search types in the Aras web client will not function in this search dialog.

Default Saved Search

The Office Connector provides the ability to have one specific saved search that will execute immediately upon opening the search dialog. The name of this saved search is defined by your administrator, as well as whether the search is set globally for all users, or can be defined on an individual basis. Contact your site administrator for details.

Column Sorting

Clicking on any column header in the search dialog will cause the search results to be sorted by that column. Clicking the same column again will reverse the order.