Filtering the Visibility of Templates
You can filter the visibility of templates by using the show icon
and hide icon
, which are located at the top of the
Templates table.
| You cannot filter the visibility of report templates. |
Hiding a template means that the template is not visible in the user interface where templates of the current type are usually displayed. For example hiding a project template means that the template will not appear in the list of templates a user has to select from when creating a project. Similarly hiding a library template means that the library template will not appear in the list of templates a user has to select from when creating a library.
| For users to see a specific template, you must both enable and show the template in the context from which the user is working. If the template is either disabled or hidden, users will not see it. Enabling a template means that the template is ready for use. Enabling or disabling a template enables or disables the template in all contexts where it is available; you cannot enable a template in one context and disable it in another. Instead, you can make the template visible from one context and hidden in another using the show icon and hide icon . |
All templates that are loaded when your Windchill solution is installed have the visibility set to show the template to users. Additionally, when you create a new template, the visibility is set to show the template.
By clicking the check boxes to the left of the template name in the
Templates table and then clicking either the show icon
or hide icon
, you can filter where users see the templates. This allows you to change the visibility of templates in the context from which the table is displayed and in all child contexts. When you hide a template in one context, it is automatically hidden in all child contexts. To make a hidden template visible in a child context, you must explicitly show the template in the child context after it has been hidden in the parent context.
For example, assume that the Basic life cycle template has been hidden at the site level. Then the Templates table for all contexts displays the Hide value in the Visibility column for the Basic template when the table view is Life Cycle Templates. To make the Basic template visible in a specific context:
1. Navigate to that context.
2. Display the life cycle templates as the current view.
3. Click the check box in front of the Basic template.
4. Click the show icon
.
The table refreshes showing Show in the Visibility column of the Basic row. The visibility is changed to Show for the current context and all child contexts of the current context.
When you export a context template, you have the ability to maintain the visibility settings on all of the templates included in the export.
