Combined Search

Find > Combined search > Documents and Articles

To call the function for a combined search of documents and articles, select (Find > Combined search > Documents and Articles .

The function refers to articles, documents and their links. In the tabs of the search masks you can enter different conditions for Document search, Article search, as well as for the Classification of Articles and Documents.

Combined search

In the Links field on the right hand side of the mask you will find a list of available link conditions. These can also be considered for the search process.

A simple click selects only one link, clicking while holding down the CTRL key adds or removes further links, and CTRL+A selects all links. Multiple selections via click and SHIFT are also possible.

If you deactivate all link classes for the search, i.e. nothing has been selected in the field beneath Links, all objects matching the entered search criteria that are not linked to any other object will be shown in the corresponding result list. In this way you can, for instance, list documents of already deleted articles in conjunction with other, attribute-related search criteria, e.g. in order to link, move or delete them. Furthermore, you can search for articles without assigned drawing in order to determine for large assemblies whether drawings have been created for all related parts, or whether parts have been "overlooked" by mistake.

If you work with the HELiOS Desktop in conjunction with HiCAD and the Steel Engineering Drawing Management module, you have the option to filter search results, via the Combined search function, by additional special Link types such as "PDF data up to date".

If an article or document has been marked in the result list, you can use the arrow keys at the top of the window to switch between the search conditions and the detail window of the marked object.

Detail window in Combined search mask

At the bottom right of the window you have the option to show the result list for your link selection for articles or for documents only.

Click to mark all links, and click to unmark all links. When you click Show information on all links, an overview of all links, containing information such as Source class, Target class, Description and Link type will be displayed.

Link types)

For the Combined search you first need to select a Link before starting the search.

Click the Find button to start the search - either for documents or for articles, depending on which tab is currently open. By default, the Document number, HEL_Sachnummer(=HELiOS article number) and Link description will be displayed in the result list.

When you click on the Adjust result list icon, a dialogue window opens, enabling you to add further attributes (or remove existing ones) to be displayed in the list view (the procedure is the same as the one for the configuration of the Properties window). If the sub-project setting is deactivated ( switched to Do not search in sub-projects) and the Project number has been set to Project-independent, HELiOS will only search for files which are not assigned to any project.

If you are searching in a particular project (via the Project number) with deactivated sub-project setting, only files located in this project will be displayed, and none from its sub-projects.

If you double-click an article or document in the result list, the corresponding master data will be displayed; if you right-click the article or document, the corresponding article or document context menu will be opened.

Please note:

At the bottom of the window you can find the following options:

• Display new contents in this window.... This window has a content focus. /  Do not display new contents in this window. If no window with content focus is open, a new window will be opened.
• Use the Save search template option to save the current search settings. If the current template already exists, it will be saved immediately, otherwise, the input field for the template name will be displayed. If you select Save search template as... the current search settings will always be saved as new templates, i.e. requiring the input of a new name. If you select Save global search template as... (Administrator rights required!) , you can create a search template which will also be available to other users. All available search templates can be chosen from the pull-down menu next to the symbol.
• When working with search templates please also note the following: Search templates saved in the window of the Combined Search window refer to the complete Combined Search, which means that besides specific options of the Combined Search (e.g. the Links), the current search options on the other tabs will be saved to the search template as well, and not just those of the currently visible tab (e.g. when saving the search template in the Document tab, the current options in the Article tab will also be saved). These templates will then be exclusively available to the Combined Search. General search templates of articles or objects can also be used in the Combined Search.
• Select Reset to clear all input fields of the search mask.
• Right-clicking an empty area of the search mask opens a context menu from which you can also set the search to Project-dependent, Folder-dependent, Project- and Folder-dependent, or save and load search templates.
• When you call the dialogue window, the Article tab will be the active tab by default. If you want a different tab to be active by default, you can specify this in the Registry, at HKEY_CURRENT_USER/Software/ISD Software und Systeme/HELiOS Desktop > CombiSearchDefaultTab.
• The deleting of an object (mark and press DEL key) in the result list area of a combined search shows the same behaviour as the deletion of a multiple selection. The deletion of an object (e.g. the article in the Article tab) causes the deletion of the complete combination, i.e. the document linked to the article will also be deleted.

The User Interface • Find Article • Find Document