8.1. Overview on different types of assistants

All assistants are in PARTdataManager with their own icon labeled with their own icon.

  • Quick filter search with auto filters

    In the Filter Assistant docking window, a filter assistant is automatically created based on the common variables of a selected directory.

    Settings are performed with the help of sliders, checkboxes, etc. The search is executed like a "normal" search.

    Example: Filter assistant for hexagon bolts

    Example: Filter assistant for hexagon bolts

    For details, see Section 3.1.6.4.15.1, “Docking window filter: Quick filter search with auto filters ” in PARTsolutions - User manual.

  • Manufacturer-related filter wizards (provided by the catalog manufacturer, created with project type [Project type] Search Wizard [Search Assistant] or Calculation Wizard [Calculation Assistant] )

    Search assistant and calculation assistant [Calculation assistant] can be found in the catalog of the respective manufacturer.

    • Search assistants simplify the restriction on relevant search parameters. (Settings with the help of sliders, list fields, etc.) Searching can directly be started in the assistant.

    • Calculation assistants display calculation results on the fly when entering parameters and this way support part selection.

  • Global filter wizards

    • Filter wizard in the classification 2.0 search [Classification 2.0 search] (CADENAS-created internally within eCATALOGsolutions with project type [Project type] classification search [Classification Search] )

      Call under enhanced search methods

      Call under enhanced search methods

      See also Section 3.1.6.4.11, “ Classification 2.0 search ” in PARTsolutions - User manual.

    • Filter search assistant on the B2B portal(CADENAS-created internally within eCATALOGsolutions with project type [Project type] classification search [Classification Search] )

    • Search filter wizard [Search filter assistant] (within PARTdataManager manually created)

      Perform a search, whereon you would like to create the search filter assistant.

      The Search filter generation settings [Search Filter Generation Settings] dialog box is opened after a search has been carried out on the Search results tab page by clicking on the Advanced search filter wizard [Extended search filter assistant] icon icon.

      You can find details on this under Section 3.1.6.4.15.3.2, “ Search filter wizard (provided by PARTsolutions Administration) ” in PARTsolutions - User manual.

    • The wizards mentioned above are all based on eCATALOGsolutions (created with different project types).

      In addition to this, there are also assistants based on web technology, see Section 3.1.6.4.16, “ Web assistant (provided by the manufacturer) ” in PARTsolutions - User manual.