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Saving and Deleting PDM Search Favorites

Saving and Deleting PDM Search Favorites

SOLIDWORKS PDM Professional users can configure and save favorite searches for themselves or other users to quickly find relevant files based on any available search criteria, such as quickly finding files which need approved, or for sales and purchasing teams to find parts from specific vendors. Clicking on a favorite from the list performs the search and lists the results.    Managing and deleting the favorite searches is done through the Search Tool as described later in this guide. 
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Saving Searches as Favorites

After using the search tool tabs to define search criteria in Windows File Explorer, click the Add to Favorites icon. Enter a name for the favorite and select which users and groups may see or edit the favorite. Click OK to save the favorite search. 

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Pro Tip: To place the search in a submenu, enter the name in the following format: 

submenu_name\favorite_search_name 

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Note: Editing search favorites requires Administrative Permission named Can update search favorites for the user or group. 

Editing and Deleting Favorite Searches

While creating and using favorite searches is a simple process, deleting or editing the existing favorite searches isn’t as clear. Favorite searches cannot be deleted from within the integrated search within the PDM vault view. Favorite searches can only be managed through the standalone PDM Search Tool (PDM Professional only). 

 

To launch the Search Tool, click the Open Search icon and then select Search Tool at the bottom of the menu. 

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Within the newly opened Search Tool, from the left menu, expand Favorites and right-click any saved favorite to access Properties to rename or modify which users can see or edit the favorite, or Delete to remove the Favorite completely. 

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You can now create as many favorite searches as you want and share them with other PDM users within your organization to make finding specific files quick and easy. 

Technical Support

Get help from our team by Calling us at 800-364-1652 x 2. You can also get assistance by clicking the Technical Support button or the Email Our Experts button below. 

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