Creo Options Modeler > Creo Options Modeler > Using PTC Creo Options Modeler > Retrieving Assemblies and Configurable Products > To Customize Retrieval in Advanced View
  
To Customize Retrieval in Advanced View
1. Click or File > Open. The File Open dialog box opens.
2. Select the assembly, configurable product, or configurable module to open and click Open Subset. The Retrieval Customization dialog box opens.
3. Click Advanced View.
4. Select a component to retrieve.
5. To set a representation for the component, right-click the component in the Chooser Tree or the preview window, click Set Representation to, and then click one of the following options:
◦ Derived—Derives the status from evaluation of the simplified representation.
◦ Exclude—Excludes the selected component.
◦ Master Rep—Sets the selected components to the default state of Master representation.
◦ Automatic—Retrieves the minimum required data for presenting the assembly in the most accurate way. The system determines what data is required based on your actions. Use this representation type to retrieve your assembly as fast as possible.
◦ User Defined—Activates a simplified representation from the selected component.
6. To substitute the component, right-click the component in the Chooser Tree or the preview window, click Substitute, then click one of the following options:
◦ Envelope
7. Click OK.