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3.4 How do the search filters work when creating a new part in the MDS Explorer Interface?

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Steps in the screenshots correspond to the numbers in the headings.

This document will explain how the searches work in the MDS Explorer interface.  They are not difficult to use, it just takes a little instruction the first time around.

1. Log into the MDS User Interface.

2. From the home screen, make sure that Parts is displaying under the Model drop-down.

3. Click on Explorer.

4. Click on Entities.

5. Choose Parts from the drop-down.

6. Click Add Member to bring up a new record.

7. The Details panel on the right clears out and is ready for entry.

8. If the ability to search/filter is going to be available, you will see a pencil icon.  Click that to begin.

9. In our example, we are on the Primary Supplier field, so clicking the pencil brings up a list of all the existing suppliers.

11. Click on the drop-down next to Select.

12. Choose the criteria by which you want to search.  In our example we chose Name.

13. The default is Contains Pattern which is effective.  If you want to use a different operator, you can select it from the drop down.

14. Type in the name, or part of the name.

15. Hit Apply.

16. Results matching your criteria will populate below.

17. If this is what you were looking for, scroll to the bottom of the screen and click OK.

Snagit Editor - [Apr 30, 2020 8:47:44 AM]

18. The Primary Supplier you selected will now be populated in the Details Panel.

Explore (Model : Parts (Parts Entity) | Version : VERSION_1) - Master Data Services - Google Chrome

19. To remove the Supplier, click the red X and click the pencil again.

20. The Filter keeps it's previous record.

21. You can remove this by clicking the Filter button then Clear Filter and entering new parameters.

22. You could also simply change the name to a different supplier and click apply.

Don't forget, you must highlight the desired row hit OK at the bottom of the screen to apply the changes.

Explore (Model : Parts (Parts Entity) | Version : VERSION_1) - Master Data Services - Google Chrome

A video on this topic can be found by clicking the following link:

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