Lesson goal
Find a file in seconds and save useful searches for the whole team.
3 videos
1 exercise
Intermediate
Prerequisite: Lesson 1
1. Watch the videos
Dassault Systèmes videos hosted on MySolidWorks: they open in a new tab and a free account is enough. Watch them in order.
SOLIDWORKS PDM Searching in PDMThe three tools: Quick Search, Embedded Search and Search Tool.↗ SOLIDWORKS PDM Adding, Editing and Recalling Favorite SearchesSave a search for files checked out by a user and share it with others.↗ SOLIDWORKS PDM Integrated Search vs. Search ToolWhat the Search Tool adds: editing favorites, exporting to Excel, searching for users.↗
2. Key takeaways
Quick Search handles simple searches by name, directly in Windows Explorer.
Embedded Search displays a criteria form in the vault window.
The Search Tool goes further: editing favorites, exporting results to Excel, searching for users.
A favorite search can be shared: your colleagues rerun it without re-entering the criteria.
Tip
Create a “My checked-out files” favorite and run it every Friday: you check everything in before leaving and nobody is left waiting on you.
3. Do the exercise
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