Function Icons
The function icons enable various user operations.
Export Icons
The export to Excel or export to CSV icon
allows you to export selected BOM data to a Microsoft Excel or Comma-Separated Value (CSV) file. This icon represents both file types. The file type is set by your system administrator using a property setting.
Depending on the requirements of your configuration, this icon defaults to Excel or CSV.
The export to PDF icon
allows you to export selected BOM data to an Adobe Acrobat Portable Document Format (PDF) file. Like the Export to Excel or Export to CSV icon, the properties of the data output to the PDF are controlled by your system administrator.
For instructions on the use of these icons, see
Exporting the BOM.
View Icons
There are three icons that control BOM views.
• The select view icon
allows you to select the different views created using the create new table layout icon.
• The create new table layout icon
allows you to define which BOM attributes you want displayed in a given view.
• The update table layout icon
appears after you have selected a view. Clicking this icon allows you to edit attributes displayed in the currently selected view.
Additionally, the Show Images button also works with views.
Selecting Views
You can switch from one BOM view to another. Click the select view icon
to display a list of available views. From the list of available views, select the name of the view you want to use. The system refreshes, and your BOM is displayed with the defined attributes in the selected view. The name of the current view appears next to the select view icon.
Displaying Thumbnails in a View
The Show Images toggle button allows you to display material thumbnails. When you click Show Images, the applicable thumbnails appear, and the button becomes Hide Images, which allows you to hide material thumbnails.
Creating Views
1. Click the create new table layout icon
. The
Create Search Results View page appears, where you can name and configure the contents of a BOM for viewing and editing.
2. In the Name field, enter a name for your new BOM view.
3. To make this view your default view in the main BOM information page, select the Default View checkbox.
4. Click Create. The Update Search Preference page appears.
◦ You can double-click the Selectable Attributes you want to include in the BOM view, or you can select the attributes and click Add. Selected attributes appear on the right, in the Chosen box. To remove an attribute, you can either double-click it, or you can select it and click Remove.
| Press CTRL to select multiple attributes, or SHIFT to select a range. |
◦ Click Update to add your selections to your view.
◦ You can use the arrows to the right of the Chosen box to change the order in which the attributes are displayed. Click Update to add your updated order to your view.
| Press CTRL to select multiple attributes, or SHIFT to select a range. |
◦ When you are finished selecting and ordering the desired attributes, click Return.
Updating Views
1. Click the select view icon
to display a list of available views. From the list of available views, select the name of the view you want to update.
2. Click the update table layout icon
. The
Update Search Preference page appears, listing the name and the selectable attributes that have been chosen for this view.
3. Update the view.
◦ Double-click the Selectable Attributes you want to include in the BOM view, or select the attributes and click Add. Selected attributes appear on the right, in the Chosen box. To remove an attribute, you can either double-click it, or you can select it and click Remove.
| Press CTRL to select multiple attributes, or SHIFT to select a range. |
◦ Click Update to add your selections to your view.
◦ You can use the arrows to the right of the Chosen box to change the order in which the attributes are displayed. Click Update to add your updated order to your view.
| Press CTRL to select multiple attributes, or SHIFT to select a range. |
◦ When you are finished selecting and ordering the desired attributes, click Return.
4. When you are finished updating your attributes and their order, click Return.
View Action Buttons
At any point in the view creation or update process, you can access the action buttons at the top of the Update Search Preference page.
• Update—Saves your changes to the selected view.
• Copy View—Allows you to save the contents of the current view and create a new view with the current view’s contents. The new view can then be edited for further use. Clicking Copy View displays the Create Search Results View page. After you enter a unique name for the new view and click Create, the system returns you to the Update Search Preference page, which contains the contents of the view you just copied.
• Share View—Allows you to share the current view with other users.
• Cancel—Cancels your work on the current view without saving, and returns you to the main BOM information page
• Delete—Deletes the view currently displayed. The system prompts you to confirm your action before returning you to the main BOM information page.
• Return—Redirects you to the main BOM information page.
Sharing Views
The Share View function allows you to email the current view to an individual, a selected list of PTC FlexPLM users, or a predefined group within your organization.
1. Click the select view icon
to display a list of available views. From the list of available views, select the name of the view you want to share.
2. Click the update table layout icon
.
3. In the Update Search Preference page, click Share View.
4. In the Email Client page, complete the information in each section.
◦ The first section includes the To, CC, BCC, and Subject fields, along with multiple Attachment fields. You can manually enter email addresses in the To, CC, and BCC fields. You can also enter a subject in the Subject field.
To upload an attachment, click Browse. In the file upload window, you can navigate to your attachment, and then select it by clicking Open.
◦ The second section, Windchill Users / Groups, allows you to send the current view to other users and/or groups within the system. The Select Users box allows you to send the view to specific users within the system, while the Select Groups box allows you to send the view to all users who belong to a certain group within the system, such as administrators.
Double-click the users or groups you want to send the view to. You can also select the users or groups you want and click Add. Selected users and groups appear on the right, in the Chosen box. To remove a user or group, you can either double-click the name of the user or group, or you can select the name and click Remove. Only those users and groups in the Chosen box receive the email.
| Press CTRL to select multiple users or groups. Press SHIFT to select a range. |
◦ The third section, New Message, includes the body of the message as well as numerous function icons.
Icon | Name | Description |
| Source | Converts the hyperlink in the body of the email to HTML |
| New Page | Inserts a new page into the current e-mail; overwrites the current content in the body of the email |
| Paste as plain text | Pastes copied content as plain text |
| Paste from Word | Pastes copied content as formatted text |
| Replace | Finds content and replaces it |
| Select All | Selects all content in the body of the email |
| Insert / Edit Anchor | Inserts an anchor. This allows you to create a hyperlink to this location in the email, and provides easy navigation in lengthy emails. |
| Insert / Edit Table | Inserts a user-defined table into the body of the email. Table editing functions are available by right-clicking the table. |
| Insert Horizontal Line | Inserts a horizontal line beneath the current line in the body of the email |
| Insert Special Character | Allows you to pick a special character for insertion into the body of the email |
| Form | Inserts a custom form into the body of the email |
In addition, you can control the style, format, font, and size of the text and content in the body of the email through lists. You can also change the text color and the background color using lists.
5. When you have completed the information in the Email Client page, click Send. The system sends your email and returns you to the Update Search Preference page.
