Fundamentals > Working with Windchill Objects > Managed Collections > Add to Managed Collection > Collection Options
  
Collection Options
Collection options are a set of rules applied to a set of initially selected objects. The set of collection options has three parts: collection rules, configuration specification, and collection filters. Each aspect works together when applied to the initially selected objects to define the final set of content objects.
• Collection rules define the dependency, related business objects, and related change objects included in the collection. Dependency varies based on the centricity of the collection (CAD document, part, document, or none). It manages which structure relationship is used and how much of the structure should be included. For related change objects and change objects, the collection rules are used to pull in the related object covered by the individual rule. For more information, see About the Collector.
• The configuration specification is used to determine the single version of an object. It is always used in the dependency navigation. It can optionally be applied to initially selected objects. When initially selected objects are added to the table, CAD document structure centricity, part structure centricity, or document structure centricity is applied to the configuration specification. Based on what object types are included in the initially selected objects, a default centricity is applied.
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The default centricity can be changed using the Dependency Processing Type drop-down list. The drop-down list is only available if your site administrator has set the site-level Display > Configuration Specification > Enable Dependency Processing Type preference to Yes.
◦ CAD Document Centricity - Applied if at least one CAD document is included as an initially selected object.
◦ Part Structure Centricity - Applied if at least one part is included as an initially selected object, but there are no CAD documents included.
◦ Document Structure Centricity - Applied if there are only documents included as initially selected objects with no CAD documents or parts included.
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If you change the initially selected objects after creating your managed collection and add a different object type than was included previously, a message will appear asking if you want to change the collection options to reflect the appropriate centricity. If you do change the collection options to reflect the appropriate centricity, all filters or other collection options you had previously selected will be reverted to their default values and should be reapplied as needed.
For more information, see About Configuration Specifications.
• Filters are applied to all collected objects, not the initially selected objects. Use filters to exclude objects from the collection set and further processing. The following set of filters are available for managed collections:
Filters
Description
Context Filter
Limits the collected objects based on the context in which they reside. By default, objects from all contexts are included. There are three options for managing contexts:
• Include all: Include all available contexts.
• Include only selected: Click the Find button to open the Find Context window. From this window, search for and select only the contexts that you want to include in your collection. Click OK, and the contexts you selected appear in the table. Only these contexts are included in your contents.
• Exclude only selected: Click the Find button to open the Find Context window. From this window, search for and select only the contexts that you want to exclude from your collection. Click OK, and the contexts you selected appear in the table. Only these contexts are excluded from your contents.
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You can use the Remove button at any time during this process to remove contexts you added.
Type Filter
Limits the collected objects based on object type. There are three options for managing object types:
• Include all: Include all available object types.
• Include only selected: Click the Find button to open the Find Type window. From this window, select only the object types that you want to include in your collection. Click OK, and the object types you selected appear in the table. Only these object types are then included in your contents.
• Exclude only selected: Click the Find button to open the Find Type window. From this window, select only the object types that you want to exclude from your collection. Click OK, and the object types you selected appear in the table. Only these object types are then excluded from your contents.
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Use the Remove button at any time during this process to remove object types you added.
Organization ID Filter
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Depending on the configuration of your site, this filter may not appear or may appear with a different name.
Limits the collected objects based on the organization that owns the object. There are three options for managing organization identifiers:
• Include all: Include all available organization identifiers.
• Include only selected: Click the Find button to search for organization identifiers to include in your collection. Only objects owned by the selected organizations are included in your contents.
• Exclude only selected: Click the Find button to search for organization identifiers to exclude from your contents.
Security Label Filter
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Depending on the configuration of your site, this filter may not appear.
Limits the collected objects based on the security label values applied to each object. Select Include all to include all objects regardless of any applied security label. Select Include only selected to specify the security label values to include in the collection. For custom security labels, you can select All values to include objects with any value of the custom security label applied, or you can select No value to remove any objects with any value of that custom security label applied.
Black Box Filter
Limits the collected objects based on their relationship to an object in the part structure. For example, if Part A has two subparts, Part B and Part C, and Part A is set as the black box part, only Part A is collected and not its subparts. If collection rules are defined so related objects should be included, all objects related to Part A, such as related documents or change objects, are included. Use the Find button to search for parts to add as black box parts.
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This filter is only available if you are using a part structure configuration specification. Use the Configuration Specification tab in the Edit Filter window to specify the Dependency Processing Type as Part Structure. For more information, see About Configuration Specifications.
To access the collection rules:
1. Click the Configure link located above the Initially Selected Objects table. The Set Collection Rules window opens.
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There must be at least one object in the table for you to configure collection options.
2. Select any dependencies, related business objects, or related change objects in the available sections. For more information, see Collecting in Basic Mode.
3. Click the edit filter icon .
The Collection Options window opens.
a. Select a configuration specification from the Configuration Specification tab.
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Applying a configuration specification to the top-level object also applies the same configuration specification to all initially selected objects.
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Be sure to select the Apply to initially selected objects and the Apply latest for unresolved dependents checkboxes on the Configuration Specification filter tab.
b. Select the appropriate filters. See the table above for a description of each filter.
c. Click OK to save your changes and close the window.
4. Click OK to accept your collection option changes and close the window.