In the Meridium APM Web Framework, you can search for records within a selected family and optionally refine your search results by specifying a related family or by specifying a keyword within the record IDs of all the records.
To perform an Advanced Search in the Meridium APM Web Framework:
On the Advanced Search page, in the Search In list, select the desired family. Your search results will include only the records that belong to this family. The list will display only the families to which you have been granted View privileges in the Configuration Manager. You must select a value in the Search In list.
Hint: You
can also click the icon to view
the family hierarchy on the Select Family
dialog box, from which you can select the desired family.
After you select a family in the Search In list:
If the family that you selected is related to one or more families, the Linked To list will display the related families.
-or-
If the family that you selected is not related to any other families, the Linked To list will remain empty, and you can proceed to step 3.
In the Linked To list, if desired, select a family that is related to the family that you selected in the Search In list. If you select a family in the Linked To list, your results will include only the records that belong to the family in the Search In list that are also linked to a record belonging to a family in the Linked To list.
Note that the Linked To list contains only the families that are related to the family selected in the Search In list and to which you have been granted View privileges in the Configuration Manager. In addition, the list will display a family only if you have been granted View permissions to the relationship family that relates that family to the family selected in the Search In list.
For example, if you selected Pump in the Search In list, and the Pump family is related to the Failure family through the Has Failure relationship, the Linked To list will display Failure only if you have View permissions to the Failure family and the Has Failure relationship family.
In the Look For field, if desired, type a keyword to limit your results to records containing that word within the Record ID. If you specify a keyword, your results will contain records that match your family criteria and contain the keyword that you specified.
If you want the search to be case-sensitive, select the Match Case? check box. Selecting the check box indicates that you want to return only the records that contain the keyword that you specified using the exact case that you specified in the Look For text box.
-or-
If you do not want the search to be case-sensitive, do not select the Match Case? check box.
Note: The Match Case? check box appears only if you are logged in to an Oracle data source. If you are logged in to a SQL Server data source, the Match Case? check box will not be visible.
Click the Search button.
The Meridium APM Web Framework performs the search, and the results appear in the results grid. If you included a Linked To family in your search criteria, an additional column will be displayed in the search results and will contain the linked Record ID hyperlinks. From the results, you can open a record in the Record Manager. You can also print the results.
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