Fundamentals > Managing Your Work > Working in Folders and the Folder Structure > Folder Contents Table Actions
  
Folder Contents Table Actions
Two types of actions are available from the Folder Contents table:
• Table-level actions are available in the Actions menu in the table toolbar. To perform these actions on multiple objects at once, select the checkbox for the desired objects and then select the action.
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The most frequently used actions from this menu also appear as icons in the table toolbar.
• Object-specific actions are available in the right-click actions menu when you right-click an object in the table row.
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The options available depend on the object type.
Icon
Action
Description
Add to > Add to Baseline
Add the most recent version of the object to a baseline.
A baseline is a snapshot of an evolving collection of product data objects. You can search for an existing baseline or create a new baseline in which to include the object. For more information, see Baselines.
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This action is available only for products or libraries.
Add to > Add to Hot Links
Add a link for each selected row to the Hot Links folder in your My Notebook table. For more information, see Notebooks.
Add to > Add to Managed Collection
Add the object to a managed collection. For more information, see Managed Collections.
Add to > Add to Package
Add the object to a package. You can add to an existing package or create a new package containing the selected object. For more information, see Packages.
Add to > Add to Project
Share or check out a selected object to a project.
Sharing allows an object located in a product or library to appear in a project. For more information, see Exchanging Data Between Contexts.
Add to > Add to Workspace
Add the selected object to a specified workspace. For more information, see Workspace Page Functionality.
Check In
Open a checkin window for an object that you have checked out.
The checkin operation saves the modifications you have made to the object in the system and also iterates the object. For example, from A.1 to A.2. For more information, see Checking In an Object.
Check Out
Checks out the object to you, locking it to prevent modification by others. You can then undo the checkout or check in the modifications you have made to the object. For more information, see Checking Out an Object
Check Out and Download
Reserve the document and also save a copy of the file to your default file path folder. This copy is separate from the local version that is automatically created when you open a Windchill document.
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If you open Windchill in a browser to download the document, then selecting Check Out and Download only checks out the document. The local version is already saved to your default file path.
Check Out and Edit
Reserve the document and open the Edit window, where you can edit certain Windchill attributes.
Check out to workspace
Collect and configure an entire set of objects for checkout to a workspace. For more information, see Checking Out Objects from the Workspace.
Compare > Compare Information
Select a different object of the same type and compare the object information.
N/A
Compare > Compare to CAD Structure
Opens a window where you select a CAD structure with which to compare the selected part and its structure.
Compare > Compare to Part Structure
Opens a window where you select a part structure with which to compare the selected part and its structure. For more information, see Comparing Structures.
N/A
Convert To PDM Check Out
Perform a PDM checkout operation on an object that is currently shared to a project from a product or a library. For more information, see Exchanging Data Between Contexts.
Copy
Places a copy of the selected object on the Windchill clipboard so that it can be pasted elsewhere as a new object or a reference. For more information, see About the Windchill Clipboard.
Cut
Move objects to the Windchill clipboard temporarily until transferred to another location within a context using the paste action.
Objects are permanently removed from their original locations when the paste action is complete. For more information, see About the Clipboard.
Delete
Remove the object and related objects from the database. For more information, see About Delete.
Download Documents to Compressed File
Create and download a compressed file (ZIP) containing selected documents and folders. Both document content and the folder structure can be added to the compressed file. For more information, see Downloading Documents to a Compressed File.
N/A
Edit Multiple Objects
Edit multiple documents at once. For more information, see Editing Multiple Documents and Editing Multiple Parts.
Export
Opens the Export window, allowing you to compress the content and metadata of the object into a JAR file to move the information to another site or portal.
The JAR file resides on your local file system before being moved. For more information, see About Export and Import.
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Export List to File
Export the information in the Folders table to a file that can be accessed offline in programs such as Microsoft Excel. You can export this list in CSV, HTML, TEXT, XLS, XLSX, XLS Report, or XML format.
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Select Export Importable Spreadsheet to create a spreadsheet that can later be used to import parts and product structures into Windchill.
Once you have selected a format, a window opens showing the progress of the file. When the export is complete, the file either automatically opens in your browser, or a window appears allowing you to choose whether to open or save the file. This depends on your browser settings.
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Edit Access Control
View the current permissions on the object for any user, group, or organization that you can access. If you have the required permissions, you can change the current ad hoc access control permissions that are in place for the object. For more information, see Access Table.
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To edit access controls for a specific object, select the action from that object's right-click actions menu or select the object in the folder browser and use the table-level action. Using the table-level action without selecting an object modifies the permissions of the folder selected in the Folders table.
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Edit Security Labels
View the current security label values set on the object. If you have the required permissions, you can change the security label values that are in place for the object. For more information, see Edit Security Labels — Collect Related Objects.
Move
Transfer all versions of a selected object and other related objects to another context and folder location. For more information, see About Move.
New > Insert Document
Create an out-of-sequence revision of an existing document while replacing the document content. For more information, see Inserting a Document.
New > Insert Part
Create an out-of-sequence revision of an existing part. For more information, see Inserting a Part Version.
New > New Baseline
Create a new baseline in the folder.
A baseline is a snapshot of an evolving collection of product data objects. You can search for an existing baseline or create a new baseline in which to include the object. For more information, see Creating a New Baseline.
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This action is available only for products or libraries.
New > New Change Request
Create a new change request.
A change request details and quantifies the impact of the proposed changes and is created in response to one or more problem reports or without any reference to a problem report. For more information, see Creating a Change Request.
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This action is available only for products or libraries.
New > New Document
Create a new document in the folder. For more information, see About Document Management.
New > New Document from Template
Create a new document based on a template that provides a standard format. For example, your administrator can create a template for meeting minutes or specifications. For more information, see Creating a Document from a Template.
New > New Service Product Hierarchy
Create a new service product hierarchy in the folder. For more information, see Creating a Service Product Hierarchy.
New > New Folder
Create a new folder in the table or within another folder. The folder appears at the top of the list, or if you select the checkbox next to the folder name before clicking New Folder, the new folder appears above the selected folder.
N/A
New > New Graphic Information Element
Create a new graphics information element that has a graphics file as content.
New > New Link
Create a link in the folder to an object that resides in another location. For more information, see Creating a Link.
New > New Managed Collection
Create a collection of objects that can be used to gather related objects into a cohesive set for inclusion in a package or to be routed for review or approval. For more information, see Managed Collections.
New > New Multiple Documents
Create several documents at once, rather than creating one document at a time. For more information, see Creating Multiple Documents.
New > New Multiple Parts
Create several parts at once rather than creating one new part at a time. For more information, see Creating Multiple New Parts.
New Note
Create a new note in the folder. For more information, see Creating a New Note.
New > New Note from Template
Select a note template that provides standard format for notes. For more information, see Creating a New Note from a Template.
New > New Part
Create a part in the folder. For more information, see Creating a New Part.
New > New Problem Report
Create a new problem report to document a problem or request a product enhancement. For more information, see Creating a Problem Report.
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This action is available only for products or libraries.
New > New Process Plan
Available when Windchill MPMLink is installed. Process plans are the detailed description of what needs to be done on the shop floor in order to produce, inspect, repair, or maintain a given part or assembly. For more information, see Creating and Managing Process Plans.
New > New Promotion Request
Create a new promotion request, subject to review and approval, to advance the object to another life cycle state. For more information, see Creating a Promotion Request.
New > New Variance
Create a new variance in the folder. For more information, see Creating a Variance.
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This action is available only for products or libraries.
Paste
Transfer the last objects cut or copied to the Windchill clipboard into the selected folder. For more information, see About the Clipboard.
N/A
Process > Reassign Life Cycles
Reassign the life cycle template or set the starting life cycle state for the object. For more information, see Reassign Life Cycles.
Process > Reset Team
Opens the Reset Team window, allowing users with the appropriate permissions to reset the team template for that object. For more information, see Resetting a Team Template.
Rename
Modify the name or number of the object. For more information, see Renaming an Object.
Remove Share
Removes a shared object from a project folder, eliminating read access for all project team members. For more information, see Exchanging Data Between Contexts.
Revise
Create a new revision of the object. For example, you can change the object version from A.4 to B.1, depending on the revision scheme at your site. For more information, see Revising an Object.
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This action is available only for products or libraries.
Route
Move an object through an automated process, such as a review or approval routing. For more information, see Routing an Object.
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This action is available only for projects and programs.
Save As
Create a new object based on the current object. The attributes and relationships that can be carried forward to the new object vary by object type.
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This action is available only for parts, documents, and CAD documents.
Send to PDM
Check in the current object and related objects from a project to a product or library. For more information, see Sending Objects to PDM.
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This action is available only for projects.
Set State
Change the life cycle state of the object, for example, from In Work to Released. For more information, see Setting the State of an Object.
Subscribe
Subscribe to certain events for an object. For more information, see Subscriptions.
Undo Check Out
Release your hold on the object, making it available for others to check out. Modifications you made to the object are not maintained. For more information, see Undoing a Checkout.
Undo PDM Checkout
Undoing a PDM checkout reverses the checkout operation on an object from PDM to a project. Modifications you made to the object are not maintained. For more information, see Undoing a PDM Checkout.
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This action is available only for projects.
Update Project
Update any object shared to the project. This allows the most recent iteration of the object to be downloaded from the project to a workspace. For more information, see Updating Shared Objects.
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This action is available only for projects.
Upload Documents from Compressed File
Add documents and folders to Windchill from files and folders contained in a compressed file (ZIP or JAR). For more information, see Uploading Documents from a Compressed File.