Using Tables

From the Discussions and My Discussions tables, you can create, view, and manage discussion topics and comments.

The My Discussions table only displays discussion topics that you have created or have been added to as a participant. The topic creator initially adds participants to the discussion, but you can remove yourself by right-clicking a topic and selecting Remove Me.

To access the My Discussions table, click the discussions icon

in the PTC FlexPLM header. This icon also shows the number of unread comments.

If new comments have been posted to a topic in the My Discussions table, an unread message indicator

appears next to the topic.

Click a topic name to open a new page where you can view and create comments associated with that topic.

The Discussions table contains data-specific discussions. You can access the Discussions table in two ways:

• Click the Actions menu for an object and select Discuss. For example, to access all discussions related to a BOM for a product, you would go to the BOM, click the Actions menu for the BOM, and select Discuss. If there is an active discussion, you can also click the discussions icon

on the object page.

• On the left navigation panel, under Libraries, click Discussions.

Only users who have access to an object can view topics associated with it.

The discussion icon

appears on objects with active discussions. Click this icon to view discussion threads associated with that object.

The information and actions available in the Discussions table vary depending on the view to which it is set. If you cannot find an action or a comment, try changing the table view. For instructions, see Changing the Table View.

To create a new topic for a particular object, navigate to the Discussions table for that object.

To create a new general topic, navigate to the Discussions library.

To view all discussion topics for a particular object, navigate to the Discussions table.

To view general topics and those associated to an object, navigate to the Discussions library.

• For general topics, you see only those topics where you are a creator or participant.

• For specific topics, you see all topics where you have access to the object, even if you are not a creator or participant.

The Discussions table has two default views:

• The Tree View displays comments in a nested hierarchy within discussion topics. From this view, you can click a topic name to open that topic in a new window, sort by topic, and perform all available actions.

• The Table View displays topics but does not display comments. It provides a more readable view of existing topics.

You can also customize the table view. For more information about customizing views, see the “Personalizing Tables” topic in the Windchill Help Center.

If there are existing filters for the Participants column on the My Discussions table and the Discussions table, update the filter criteria with asterisks around the criteria (for example, update the filter from Participants = abc* to Participants = *abc*). This allows information to display correctly in both tables.