Many of the tasks share common options to configure. As an administrator, you can use the collection tailoring pages to quickly set options for an entire task collection. You can also configure a different set of options for different user roles. The collection tailoring page is also the place to define the tasks that users of each role can see. For instance, you could hide the View & Measure in 3D task for users in the Purchasing role.

On the landing page, you can get to the tailoring pages using the Edit Collection link at the top right of each collection.

Below, you’ll find additional information about some of the settings on the page. For recommendations on getting the most out of your saved filters and saved searches, see Tailor Your Tasks: Best Practices for Using Windchill’s Saved Searches and Saved Filters.

The Select role to tailor list includes the all user roles defined in ThingWorx Composer.

The options marked with an asterisk are available only for the part tasks.

Max search results—When you search for both parts and CAD documents, your max value applies to each object type.

Display Windchill navigation link?—Select Yes to add a View in Windchill link with the part details. This way, users can quickly jump to the part’s corresponding Windchill page.

Object type to find*—To see your results as quickly as possible, make sure to select only the relevant object types for your organization. Setting this option to Both when you don’t need both parts and CAD documents can slow down your searches.

Show partial matches?—If you want to allow wildcard searches, make sure to select Yes for this option. Select No to show exact matches only.

Use a search filter?*