Using Search Search can be used to search all projects (also called Global search) or to search within a project. Clicking on any of the search results will load the particular result, for instance if you have clicked on a 3D file then it will be opened in the 3D Viewer A user can search for and filter by the following objects: Projects Folders Files ToDos Releases Snapshots/Views Clashes Users Global Search Global search allows you to search across all the projects you are part of (it is not region specific). To execute a search across multiple projects, use the Search button located in the header of the application starting on the project page. You can also click the Search other projects button on the search results page if you had executed a search inside a project. Note: If you are searching for files based off file attributes, you will not be able to use global search. To use global search Open Trimble Connect. From the projects page, click on the search button (located in the application header). The Search field will be displayed. Enter the search term. Hit the Enter key to run the search. The Search Results page will be displayed. You can also use the filters displayed on the page to refine your results. Accepted Search Parameters Parameter Description Object names or titles Results will be shown for Partial or full matches Object description Typing keywords or phrases from a ToDo description will return results File extensions Searching for .PDF or .IFC for example will return results By tags Use the tag operator to research for tags: tag:tagName Quick Tip: Use the back arrow to be taken back to where you were before you executed the search Filtering the Results Use the available filters to refine your results. Filter Description Projects Multi-selection of projects to search within is supported Object type Folders, Files, ToDos, Releases, Views, Clashes Modified date Today, Yesterday, Past 7 days, Past 30 days, Custom date range Supported Operations The following operations can be done for the search results. Operation Description Delete1 Delete files2, folders, ToDos, views, Draft Releases from the project. Project delete is also supported.3 View single file Click on the file name to open the file in the 2D Viewer or in the 3D Viewer. Export to Excel Export a list of files to Excel. For more information, see Exporting File Lists Checkin/Checkout4 Checkin or checkout files or files inside a folder. For more information, see Change Control with Check In/Out
Searching within a Project Searching within a project will allow you to narrow your search to just the active project you are in. To use project search Open a project in Trimble Connect. From inside the projects, click on the search button (located in the application header). The Search field will be displayed. Enter the search term. Hit the Enter key to run the search. The Search Results page will be displayed. You can also use the filters displayed on the page to refine your results. Advanced Search5 You can search for files based on the file attributes values by clicking the Advanced Search text in the search header. You can search by 1 or all the file attributes that were defined in the file attributes template. Filtering the Results Use the available filters to refine your results. Filter Description Object type Folders, Files, ToDos, Releases, Views, Clashes Modified date Today, Yesterday, Past 7 days, Past 30 days, Custom date range File Attributes Filter by any of the custom file attribute values Supported Bulk Operations The following mass operations can be done for the search results: Operation Description Delete6 Delete files7, folders, ToDos, views, Draft Releases from the project. Download files Download files to your local computer. Share files Share files to others. View multiple files View files in the 2D Viewer or in the 3D Viewer. Export to Excel Export a list of files to Excel. For more information, see Exporting File Lists Add multiple files to a Release Add files to a new or existing Release. Add multiple files to a ToDo Add files to a new or existing ToDo. Checkin/Checkout8 Checkin or checkout files or files inside a folder. For more information, see Change Control with Check In/Out
Search Project Users When searching in the Teams page, the users will be filtered instantly as you type. Hit the Search button to execute the search. Tap on a user from the results page to see their detailed information. Tap the X to close the search box. Accepted Search Parameters Parameter Description First Name Results will be shown for Partial or full matches Last Name Results will be shown for Partial or full matches Email address Results will be shown for Partial or full matches
Dependent on users role or permissions in the project Files that are attached to ToDos or Releases cannot be deleted Some restrictions apply Dependent on users role or permissions in the project Dependent on users role or permissions in the project Files that are attached to ToDos or Releases cannot be deleted Dependent on users role or permissions in the project
Using Search Search can be used to search all projects, or to search within a project. Search is available for the following: Projects Data Models Model Objects ToDos Views Search for a Project You can search through your project library by using the search field. Only projects matching the search criteria are displayed in the library. Accepted Search Parameters Parameter Description Project name Results will be shown for Partial or full matches. Search the File Explorer The File Explorer can be searched by using Search located in the upper right corner. Pressing enter validates the entry, and File Explorer turns into a flat list, displaying only the folders/files corresponding to the applied filters. Clicking Remove on the right side of the filter field clears all entries, and the File Explorer goes back to normal state. Accepted Search Parameters Parameter Description Created by Results will be shown for files added by the user Tags Results will be shown for files added with matching tags File/Folder name Results will be shown for partial or full matches Search the Models Tab The Models Tab can be searched by using Search, located in the upper right corner. Pressing ENTER validates the entry, and the Models Tab turns into a flat list, displaying only the model groups/models corresponding to the applied filters. Combination of texts and tags can be used to cross filter the list and display only the model groups/models matching all search entries. Accepted Search Parameters Parameter Description Created by Results will be shown for files added by the user Tags Results will be shown for files added with matching tags File/Folder name Results will be shown for partial or full matches Search the Objects Tab Objects can also be filtered by using the filter field. Only objects that are matching the search criteria will be shown in the Objects Tab. The filter will search any of the object’s attributes, not just the ones used to group or sort the objects. The filtering can be cleared by clicking the Remove button next to the filter field. Once the filter field is cleared, all objects are grouped and sorted as prior to filtering them. Accepted Search Parameters Parameter Description Object attributes Results will be shown for partial or full matches Search ToDos ToDos can also be filtered by using the search field. Only ToDos that are matching the search will be shown in the Objects Tab. Accepted Search Parameters Parameter Description ToDo Title Results will be shown for partial or full matches ToDo Description Results will be shown for partial or full matches Tags Results will be shown for matches Assignee Results will be shown for matches Author Results will be shown for matches Search Views Users can search the Views Strip and easily find created Views using the search field on the right side of the Views Strip. When searching the Views Strip, only matching Views and groups are shown. Opening a group also only shows matching Views within that group. The Search can be cleared by clicking Remove next to it. Accepted Search Parameters Parameter Description View Title Results will be shown for partial or full matches
Using Search Search can be used to search all projects, or to search within a project. Clicking on any of the search results will load the particular result, for instance if you have clicked on a 3D file then it will be opened in the 3D Viewer. Search is available for the following: Projects ToDos Views Project Users Search for a Project When searching in the projects page, the projects will be filtered instantly as you type. Tap on a project from the results page to open the project or use the back arrow to clear the search and go back to showing all projects. Accepted Search Parameters Parameter Description Project name Results will be shown for Partial or full matches Created by user name Results will be shown for Partial or full matches Search ToDos When searching in the ToDo page, the ToDos will not be filtered instantly as you type. Hit the Search button to execute the search. Tap on a ToDo from the results page to view the ToDo details. Tap the back arrow to go back to showing all ToDos. Accepted Search Parameters Parameter Description ToDo Title Results will be shown for Partial or full matches. ToDo Description Results will be shown for Partial or full matches Search Views When searching in the Views page, the Views will not be filtered instantly as you type. Hit the Search button to execute the search. Tap on a View from the results page to open in the 2D or 3D Viewer. Tap the Info button to see the View details Select multiple Views from the results to delete, Add to a View Group or Add to a ToDo. Tap the back arrow to go back to showing all Views. Accepted Search Parameters Parameter Description View Title Results will be shown for Partial or full matches View Description Results will be shown for Partial or full matches Search Project Users When searching in the Teams page, the users will not be filtered instantly as you type. Hit the Search button to execute the search. Tap on a user from the results page to see their detailed information. Tap the back arrow to go back to showing all Projects Users. Accepted Search Parameters Parameter Description First Name Results will be shown for Partial or full matches Last Name Results will be shown for Partial or full matches