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  1. Search for Data
  2. Favorites

The first page displayed after logging in to Peruse is the Home page with a search function. This is the landing page where you find the data that you want to load into Peruse.

The home page has the following options for choosing data to load:

Routine Filters are only shown if you have these filters configured for your database.

If this is the first time you have logged in, or have not marked any Routine as a Favorite, you must use the Search field. Once a search is executed or a Routine is loaded, you can set a Routine as a Favorite to appear as a tile on the home page.

See also, Peruse User Interfaces.

1. Favorites Routines can be marked as Favorites to appear as shortcuts on the home page. Once you have a favorite marked, you can select it from the home page to load the data directly into the viewer. This allows you to have quick access to data you access regularly without going through the search process every time.

Peruse Favorites

2. Favorites Display Favorites can be displayed as either tiles or a grid.
  • list  Show Favorites as GridThis option displays data as a row in a grid layout, with columns of additional information about the Routine or Feature including Label, Alias, Type and Description. This view does not allow for marking the data as a Favorite directly.
  • grid  Show Favorites as TilesThis option displays data as rows of cards with the Routine or Feature name and a thumbnail picture of the part model (if available).
 
3. Filters The scope of your search can be reduced by selecting options from available filters displayed as buttons along the top of the screen, including DataSources or Routine Filters. Once an initial search is executed, the filters are dynamic based on the search results. This means that if you enter text for the initial search, only filters (buttons and options within the filter popups) which also apply to the data found by the text string are shown on the Search Results page. Any changes to the filter selection triggers an automatic update to the search results. The DataSource filter menu is always available; Routine Filters are only displayed if the accessible data has Routine Filters assigned.
  • More Filters - Click to open a popup containing any additional filters that do not fit on the screen.
  • Reset Filters - Click rotate-ccw to clear any selected filters.

Peruse Data Filters

Search for Data

4. Home Reload the Home page.

Home Page

5. Search Enter a text string identifying the data you want to find. This is a full-text search on Routine properties including labels, descriptions, filters or types.

Search for Data

7. User Options User Options provide some settings that are apply to the logged in user and stored for subsequent sessions.

Peruse User Options

Search for Data

Enter text identifying a Routine property, select from the available filter options, or click Search and Apply Filters to search the entire database. The text entered should be a Label, Alias, Description or a filter value.

See the topic Search for Data for more information.

Favorites

Routines can be marked as Favorites to appear as shortcuts on the home page. Once you have a favorite marked, you can select it from the home page to load the data directly into the viewer. This allows you to have quick access to data you access regularly without going through the search process every time.

If this is the first time you have logged in, or have not marked any Routine as a Favorite, you must use the Search field.

Home - No Favorites

No Favorites Yet

Once a Search is executed or a Routine is loaded, you can set a Routine or Feature as a Favorite to appear on the Home page.

Home Page Favorites

See the topic Peruse Favorites for more information.

 

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