Configuring Collection (Creo Elements/Direct Drafting)
When users perform PDM actions, the Windchill collection feature allows them to collect additional objects to be acted on, according to their relationship to an initially selected object. The administrator determines what appears in the collection user interface. The following collection modes are supported:
• Collecting all dependents at the time the collector is launched with an initially selected object (up-front) such that selection actions are enabled or disabled depending on what is selected.
• Collecting only the required dependents of an initially selected object at the time the collector is launched.
• Collecting dependents incrementally when an object is selected and an action clicked.
The first two listed modes can be accomplished on the Basic tab of the action page, while the incremental selection is performed on the Advanced tab.
The following image shows the collection options on the Basic tab during a Check Out operation from the Windchill Workgroup Manager:
The system provides default settings that apply to both tabs. You can tailor the collection process by setting one or more specific preferences that determine the default object collection that is performed when an action is initiated.For more information, see Collecting Related Objects Overview.
All preferences related to the collector can be set by Site, Products, Projects, or Organizations in Windchill Preference Management. The collector infrastructure allows each specific action (for example, Check In or Edit Attributes) to specify a default collection for the action, as well as a default display for the Advanced tab.
The preference is set in Preference Management under a node specific to the action. For example, the preferences for collection at Check In are found as illustrated in the next graphic.
Because only a subset of these preferences may be relevant for a specific action, not all preferences are required to exist for each action.
 | A particular preference can be overridden by each individual user (if not locked at the Organizations or Site level by the administrator). See Managing Preferences Using the Preference Management Utility for more information. |