Managing Options in the Option Pool

Data Management Capabilities > Managing Configurable Products > Windchill Options and Variants Capabilities > Creating and Managing Enterprise-wide Definitions > Managing Options in the Option Pool

To work with the option pool, go to the Details page of a product or library, and click the Option Pool tab. From this page, you can create and manage options and choices that belong to the option pool, and create the rules to define the choice selection logic.

The Option Pool page has two panes:

• The left pane shows a tree view of groups, options, and choices included in the option pool.

• The right pane shows the tabs that provide more detailed information on the attributes and rules defined for the option set. For example, depending on the item selected, you can see some of the following tabs: Design Option, Conditional Rules, Include Rules, Enable Rules, Exclude Rules, Expression Aliases, and Where Used.

Different types of options can be defined in the Option Pool. Each type is displayed in a separate tab. By default, the Design Option tab is selected. For more information, see Enabling or Disabling Sales and Design Subtypes, Creating a New Option Subtype, and Customizing the Display Name of the Option Type.

Tree View of the Option Pool

The tree view of the option pool provides a hierarchical view of the groups (if they are defined) and options with choices that exist in the option pool.

Item type	Description	Available actions
Option Pool	A top-level item representing the container within which the option pool is created	Expanding an Option Pool displays the options and groups included in the Option Pool. By right-clicking the Option Pool, the actions View Information, New Group, and New Option are available. Selection of the Option Pool displays the Design Option, Conditional Rules, Include Rules, Exclude Rules, Enable Rules, and Expression Aliases tabs in the right pane.
group	A user-defined collection of options, allowing you to organize options within the option pool	Expanding a group displays the options included in the group. By right-clicking a group, the View Information, Edit Group, and Delete Group actions are available. Selection of the group displays the Attributes and Design Choice tabs in the right pane.
option	A capability or feature that may have several choices.	Expanding an option displays the choices defined for this option. By right-clicking an option, the actions View Information, Edit, Delete, Rename, New Choice, and Assign to Group are displayed along with the ability to create new change objects. Selection of an option displays the Attributes, Design Choice, and Where Used tabs in the right pane.
choice	Choices (allowed values) associated with the selected option	By right-clicking a choice, the actions View Information, Edit, Copy, Delete, Rename, New Include Rule, and New Enable Rule are displayed along with the ability to create new change objects. Selection of a choice displays the Attributes and Where Used tabs in the right pane.

The Option Pool tree contains the following actions for displaying and modifying Option Pool information:

Action	Description
Check Duplicate Choices	Checks whether the Option Pool contains duplicate choices.
Expand All	Expands all the hierarchy levels for the Option Pool.
Collapse All	Collapses all the hierarchy levels for the Option Pool.
Export List to File	Exports the information in the Option Pool to a file that can be accessed offline in programs such as Microsoft Excel.

When more than one type of option is enabled, the Option Pool tree is filtered to display a single type of option and its corresponding choice type. To change the filtered tree, select the specific types of option from a drop-down list on the upper right—hand corner of the tree pane. When an Option or Choice tab is displayed on the right pane, it matches the type selected from the list. For more information, see Enabling or Disabling Sales and Design Subtypes.

Options for an Option Pool

When the Option Pool or group is selected in the Option Pool tree, the right pane includes the options matching the selected option type. The following actions are available from this table:

Action	Description
Delete	Deletes the option from the option pool. For more information, see Deleting an Option.
New Option	Adds a new option to the selected Option Pool or group.
Assign to Group	Assigns the option to the group. For more information, see Assigning Options to Groups.
Export List to File	Exports the options, matching the selected type, in the Option Pool or group to a file that can be accessed offline in programs such as Microsoft Excel.

For more information, see Options and Choices.

Choices for an Option Pool

When the option is selected in the Option Pool tree, the right pane includes the choices corresponding to the selected option type. The following actions are available from this table:

Action	Description
Delete	Deletes the choice from the option in the Option Pool.
New Choice	Adds a new choice to the selected option.
Copy	Copies the selected choice to the clipboard.
Export List to File	Exports the choices for the selected options in the Option Pool to a file that can be accessed offline in programs such as Microsoft Excel.

For more information, see Options and Choices.

Conditional Rules for an Option Pool

When the Option Pool is selected in the Option Pool tree, the right pane includes the Conditional Rules for the Option Pool. The following actions are available from this table:

Action	Description
Delete	Deletes the Conditional Rule from the Option Pool. For more information, see Deleting a Conditional Rule.
New Conditional Rule	Adds a new Conditional Rule to the Option Pool.
Copy	Copies the selected Conditional Rule to the clipboard.
New	Creates a new Change Notice, Change Request, Problem Report, Variance, or Promotion Request for the selected Conditional Rule.
Export List to File	Exports the Conditional Rules in the Option Pool to a file that can be accessed offline in programs such as Microsoft Excel.

For more information, see Conditional Rules.

Include Rules for an Option Pool

When the Option Pool is selected in the Option Pool tree, the right pane includes the Include Rules for the Option Pool. The following actions are available from this table:

Action	Description
Delete	Deletes the Include Rule from the Option Pool. For more information, see Deleting an Include Rule.
Copy	Copies the selected Include Rule to the clipboard.
New	Creates a new Change Notice, Change Request, Problem Report, Variance, or Promotion Request for the selected Include Rule.
Export List to File	Exports the Include Rules in the Option Pool to a file that can be accessed offline in programs such as Microsoft Excel.

For more information, see Include Rules.

Exclude Rules for an Option Pool

When the Option Pool is selected in the Option Pool tree, the right pane includes the Exclude Rules for the Option Pool. The following actions are available from this table:

Action	Description
Delete	Deletes the Exclude Rule from the Option Pool. For more information, see Deleting an Exclude Rule.
New Exclude Rule	Adds a new Exclude Rule to the Option Pool.
Copy	Copies the selected Exclude Rule to the clipboard.
New	Creates a new Change Notice, Change Request, Problem Report, Variance, or Promotion Request for the selected Include Rule.
Export List to File	Exports the Exclude Rules in the Option Pool to a file that can be accessed offline in programs such as Microsoft Excel.

For more information, see Exclude Rules.

Enable Rules for an Option Pool

When the Option Pool is selected in the Option Pool tree, the right pane includes the Enable Rules for the Option Pool. The following actions are available from this table:

Action	Description
Delete	Deletes the Enable Rule from the Option Pool. For more information, see Deleting an Enable Rule.
Copy	Copies the selected Enable Rule to the clipboard.
New	Creates a new Change Notice, Change Request, Problem Report, Variance, or Promotion Request for the selected Include Rule.
Export List to File	Exports the Enable Rules in the Option Pool to a file that can be accessed offline in programs such as Microsoft Excel.

For more information, see Enable Rules.

Expression Aliases for an Option Pool

When the Option Pool is selected in the Option Pool tree, the right pane includes the Expression Aliases for the Option Pool. The following actions are available from this table:

Action	Description
Delete	Deletes the Expression Alias from the option pool. For more information, see Deleting Aliases.
New Expression Alias	Adds a new Expression Alias to the Option Pool.
Copy	Copies the selected Expression Alias to the clipboard.
New	Creates a new Change Notice, Change Request, Problem Report, Variance, or Promotion Request for the selected Include Rule.
Export List to File	Exports the Expression Aliases in the Option Pool to a file that can be accessed offline in programs such as Microsoft Excel.

For more information, see Working with Aliases.