Task | Options |
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View Design Files | • Formats to show • Design file relationships to show |
View Drawings | • Select files to display • Select file formats to display |
View Part Properties | • Select attributes to show |
View Parts List | • Select the level of detail to list • Maximum items in table • Show “Export All” button? • Select the sorting method • Select attributes to show • Design file formats to show • Design file relationships to show • Drawing format to download |
View Part Structure | • Select default expansion level • Select attributes to show |
View Document | • Show Representation section • Automatic download when search is complete • Select attributes to show |
View Document Structure | • Select attributes to show |
My Tasks: Task List | • Maximum table rows • Enable Export • Select attributes to display |
My Tasks: Task Identity | • Select attributes to display |
My Tasks: Tiles | • Select attributes to display |
My Tasks: Attributes | • Select attributes to display |
My Tasks: Additional Attributes | • Select attributes to display |
My Tasks: Attachments | • Maximum table rows • Select attributes to display |
My Tasks: Affected Items | • Maximum table rows • Enable Export • Select attributes to display |
My Tasks: Activity | • Maximum table rows • Select attributes to display |
Report a Problem | • Set problem report type • Set context • Set default context |
• In View Part Structure and View Document Structure, the tree hierarchy is associated with the first attribute column, as set in the tailoring page. When viewing the View Part Structure or View Document Structure tasks, users can move attribute columns. The View Document Structure task also allows users to hide attribute columns. If the first column is moved or hidden for either of these tasks, the tree hierarchy is moved or hidden accordingly. This only affects the specific user who moved or hid the first column, and not other users. • In the tailoring page for My Tasks, there are sections for tailoring each of the different components of a change request task. Each section includes an image showing the location on the page of the component that you can tailor in that section. The images for Attachments and Affected Items show those components as they appear in the Details tab of a change request task. However, tailoring the Maximum items in table for these components only affects the number of items shown in the Attachments tab or the Affected Items tab. The Details tab always shows a maximum of five items under Attachments and Affected Items. |
Option | Description | ||||||||
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Design file formats to show | This option is only available when the Design Files attribute is selected. Set the design file formats to show in the task. Separate formats with a space. To show all formats, leave the box blank. | ||||||||
Design file relationships to show | Select the relationship to show. Each option shows the relationship between the design file and the object in Windchill. For View Parts List, this option is available when the Design Files attribute is selected. The relationships marked with an asterisk (*) apply to parts only. • Described By*—Version-specific relationship of parts and documents. For some product documentation, a version of a part is described by only one version of the document. • Reference Documents*—Version-independent relationship of parts and documents. For some product documentation, the latest released version of the document must be connected to the part. • Attachment—Attachments are best used for these cases: ◦ You have content that is directly correlated to, or is derived from the primary content, such as an image file generated from a technical illustration. ◦ You do not require version control, workflow processes, or customized access control settings for the content. • Representation—Associated to CAD documents or parts when a CAD document is submitted for publishing. | ||||||||
Automatic download when search is complete | Turn on the toggle if you want to automatically download documents. To get the files, you may need to disable your popup blocker for ThingWorx Navigate. | ||||||||
Drawing format to download | This option is only available when the Drawing Files attribute is selected. Specify the file formats to download. Separate the formats with a space. Supported formats are PDF, DXF, PLT, and CGM. If there are multiple drawings of a particular type available for a part, the latest one is retrieved. The file formats are retrieved in the order that the business administrator sets on the task’s tailoring page. | ||||||||
Enable Export | Turn on the toggle to include an Export All button. Since all items may not appear in the table, you can give the user the option to export the complete list to a CSV (*.csv) file. The user can export a file using the CSV (Standard) or CSV (Excel Formatted) options from the Export All box. | ||||||||
File content to download | Select the content to show: a representation of the file, or the native file format. | ||||||||
Formats to show | Set the file formats to show in the task. Separate formats with a space. To show all formats, leave the box blank. | ||||||||
Maximum items in table | Limit the number of items in a table.
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Maximum table rows | Limit the number of items in a table. | ||||||||
Select attributes to display | Select and order the attributes for each item. | ||||||||
Select attributes to show | Select and order the attributes for each item. In View Parts List, select the Design Files and Drawing Files attributes to provide your users with links to directly download some or all of the design and drawing files. | ||||||||
Select default expansion level | Define the default number of levels to have expanded when the part structure is loaded. Out of the box the default expansion level is set to 3. Initially, only the number of levels specified here are loaded and displayed. However, The user can expand the collapsed items, which causes the collapsed children of that item to load and appear in the table.
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Select files to display | • Select All files to show all available drawing files associated with the part or CAD document. • Select Last modified file only to show only the last modified drawing file associated with the part or CAD document. | ||||||||
Select file formats to display | Select whether to show all file formats for each drawing or only files formats that you specify. • To show only specified drawing file formats, select Specified formats only. In the box, enter the formats to show, separating each format with a space. Default formats are PDF, DXF, PLT, and CGM. The first available format from the list is used for the download link in the Name column. • To show all available file formats for each drawing, select All available formats. If there is a PDF format available for the drawing, PDF is the first format listed in the drop-down menu and it is the format used for the download link. | ||||||||
Select the level of detail to list | Select the level of detail for the View Parts List. The default set in the out-of-the-box is Multi Level. • To display only the first-level sub-assemblies and parts, select Single Level. • To display a detailed list of all components in the assembly, select Multi Level. | ||||||||
Select the sorting method | Select the sorting method for the View Parts List. The default set in the out-of-the-box is Alphanumeric. • To sort the list in a natural order, select Natural. In the natural order, Part2 is listed before Part11. • To sort the list in an alphanumeric order, select Alphanumeric. In the alphanumeric order, Part11 is listed before Part2. | ||||||||
Set context (required) | Set the context for problem reports. You can either set a fixed context for all problem reports or you can create a list of contexts for users to select from when creating a problem report.
• Fixed context—Select the context for all problem reports. Users don’t see the selected context when reporting a problem. • Allow user to select the context—Select one or more contexts for problem reports. Users can select a context from the list when reporting a problem.
◦ Set default context—Select a default context to apply to all problem reports automatically. Users can still change the context to another context from the list.
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Set problem report type (required) | Set the subtype for all problem reports. For more information about types, see the topic Managing Types in the Windchill Help Center. | ||||||||
Show “Export All” button? | Select Yes to include an Export All button. Since all items may not appear in the table, you can give the user the option to export the complete list to a CSV (*.csv) file. The user can export a file using the CSV (Standard) or CSV (Excel Formatted) options from the Export All box.
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Show Representation section | Turn on the toggle to show a representation section for the document. |
This step will clear all of your tailored values for ThingWorx Navigate Contribute tasks. |