PDM Search

How to search files checked out by SOLIDWORKS PDM users

It is often important for users to locate files they have checked out to themselves. These files should be checked in regularly. To help find those files, the search engine allows for the checked out criteria to be searched on. The Checked in/out tab allows…

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SOLIDWORKS PDM Complete Search Card

Complete Search Card available

‘Out of the box’ SOLIDWORKS PDM contains a Complete Search Card that has many options for search criteria.  For example; Users can search by filename, description, current state, or even so far as text contained inside a document using the “Content” tab.  Basically; this form has an option for…

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Managing SOLIDWORKS PDM Professional Search Favorites

Edit or Delete SOLIDWORKS PDM Search Favorites

In SOLIDWORKS PDM Professional, users can set up custom Search Favorites to dramatically speed up the process of finding relevant files.  This is great functionality that can be a huge time saver, however, sometimes things can get a little out of hand and Search Favorites…

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SOLIDWORKS PDM 2017 Input Formula For Search Cards

In previous versions of SOLIDWORKS PDM, it was possible to add Input Formulas to Edit boxes in Search Cards … but they didn’t actually do anything.  The input formula box would display for any Edit box in the Card Editor, so the formula could be…

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Adding a Search Favorite in SOLIDWORKS PDM Professional

In SOLIDWORKS PDM Professional you can add a Search Favorite, making it quicker and easier to access frequently used searches via Windows Explorer. Listed below are the steps to create a SOLIDWORKS PDM Professional Search Favorite: To save a search simply expand the favorites drop-down and select Add To Favorites option…

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How to create a shortcut to your favorite SOLIDWORKS PDM Search

Did you know that you can create a SOLIDWORKS PDM Search shortcut directly on your desktop? Being the responsible PDM user that you are, it’s safe to assume that you’re checking in your documents at least once a day?  A search shortcut can be a speedy…

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