Save your search and use it again later - 2021 - Help - Hexagon

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You can save a search to use again later. You can save as many searches as you want, maybe one to help find information for each of the many jobs you have to do!

Save a search

  1. Log on to your user account for the help.

  2. Search from the Home page.

  3. If the Filter panel doesn't appear with your search results, click Filter to open it.

  4. Select the filters that describe the information you're interested in. You can pick as many as you want in each category.

    Want some examples of what to pick?

     

    If you are

    Then set this filter

    To this value

    A SmartPlant Foundation user with an older version of the software, who does not install or configure that software, and does not use any other Hexagon software.

    Product

    SmartPlant Foundation

    Search by Category

    Help

    Smart Foundation / SDx Version

    The version you're using.

    An IT person who installs Smart3D and several other design tools but does not configure how the software works or use it to do your job.

    Product

    Intergraph Smart 3D

    Search by Category

    Installation and Upgrade

    An in-house trainer who wants to see recent changes for several products your company uses.

    Product

    Each product you're interested in, if you want to see the changes for all products at one time.

    Search by Category

    Release Bulletin

    The list of search results is narrowed down to topics that match at least one of the filters you picked from each category.

  5. Play around with different combinations of filters and search terms until you get a list of search results that's close to what you want.

    Don't see a filter you need?

    If you don't see a filter you need, it's probably because none of your search results come from that category. The Filter panel only includes the categories that the search results come from. For example, if results are only found in two products, those are the only two products you'll see in the panel.

    To see more filters, you can:

    • Search for something less specific to see if more filters appear.

    • Do a blank search to see all possible filters. (A blank search is when you don't put any text in the Search field, but just click Search .)

  6. Click Save . A save results card appears, showing all the filters you picked.

  7. Give the save results a name and click Save.

Use a saved search to narrow down your search results

  1. Log on to your user account for the help.

  2. Search from the Home page.

  3. Once the search results appear, click My searches .

  4. On the saved search card, click the bar on the top that says Launch search.

    The saved search is run.

  5. To refine the results even more, click Filter and change the settings. This will modify the search results but won't change or delete the saved search filters.

    SHARED Tip If you don't see the results you want, or the results seem to not match your software, check to see if a product version filter is set to a different version than what you're using.

After you apply a saved search, it's only used while you work on the Search Results page and do not change the settings on the Filter pane. If you pick other filters or go back to the Home page, the saved search is not changed or removed, but it is no longer being used.

If it's still confusing, we suggest playing around with the filter settings and saving a few searches to see how they act. You'll easily get the hang of it!