List of Designs

Along the left-hand side of the Designs tab is a running list of all designs in the system. By default, they are sorted descending by Date Modified (in other words, the most recently modified designs are listed first, and the oldest designs are listed last).

Search for Designs

Use the Search field to winnow the list of designs.

When working with the Search field, keep the following in mind:

It is a keyword style search, meaning it searches anywhere within the searchable fields, and it assumes a wildcard before and after your search text.
You configure the searchable fields using the Configure Search Format button. When you click the Configure Search Format button, a dialog opens displaying the current Search Format.
You can modify the Search Format. The easiest way to do so is to keep the current structure and add or remove the fields you want to search. The field uses Azure Cosmos DB syntax.
- You can add the following codes to the Search Format. For all codes listed, it searches within both the Design and the Work Request. For example, “c.name” searches within the field “name” both Designs and Work Requests. Thus, if the field is the same name for both Designs and Work Requests, you only need to include it once in the Search Format. If the fields have different names, then you need to include both the Design field name and the Work Request field name in the Search Format syntax. The following list assumes the field names are the same between Designs and Work Requests.
  - c.name = Design Name or Work Request Name
  - c.id = GUID of Design or Work Request
  - c.notes = Any text within the Design Notes or Work Request Notes
  - c.assignedTo = Current owner of the Design.
- After modifying the Search Format, click Save to all. This saves the Search Format across all of your company’s tenants.
If modifications to the Search Format have been made over time and you want to switch back to the default format, click the Revert to Default button. This changes the Search Format to match the one most recently released by Schneider Electric as part of a Solution Center release. In other words, there is a default Search Format that comes with the application, but that default might change slightly over time after numerous releases.

TIP: If it has been a long time since your implementation, it can be difficult to remember if the Search Format contains the default or if it has been modified. So, before you click Revert to Default, we recommend you copy the Search Format and temporarily paste it an application such as Notepad or Word (just to have a copy of it). Then, after you click Revert to Default, you can compare what you pasted to the default and make a decision to either accept the default or paste back the one you copied.

View Only Designs with Workflow Errors

At the top of the List of Designs, click the View Only Designs with Workflow Errors button to filter the list down to only designs with errors.

TIP: This is a toggle filter, meaning it stays on until you click it again to turn it off. So, if you are searching for a Design and it is not appearing, perhaps this toggle is filtering it out.

See the help topic Workflow Errors for more information.

Delete Designs

Click to select a Design, then click the Delete Selected Designs button.

You can either delete individual designs, or using the Shift and Ctrl key, select multiple designs to delete.

Prior to deleting, the application provides a confirmation dialog with two options:

Delete Design and Work Request
Delete Design Only

IMPORTANT: There is not an undo function for deleting designs.