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.
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• 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.
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Icon
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Action
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Description
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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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>
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Add a link for each selected row to the Hot Links folder in your My Notebook table. For more information, see Notebooks.
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Add the object to a managed collection. For more information, see Managed Collections.
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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.
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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.
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Add the selected object to a specified workspace. For more information, see Workspace Page Functionality.
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Check In
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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.
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Check Out
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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
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Check Out and Download
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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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Check Out and Edit
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Reserve the document and open the Edit window, where you can edit certain Windchill attributes.
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Check out to workspace
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Collect and configure an entire set of objects for checkout to a workspace. For more information, see Checking Out Objects from the Workspace.
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Select a different object of the same type and compare the object information.
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N/A
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Opens a window where you select a CAD structure with which to compare the selected part and its structure.
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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.
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N/A
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Convert To PDM Check Out
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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.
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Copy
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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.
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Cut
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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.
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Delete
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Remove the object and related objects from the database. For more information, see About Delete.
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Download Documents to Compressed File
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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.
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N/A
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Edit Multiple Objects
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Edit multiple documents at once. For more information, see Editing Multiple Documents and Editing Multiple Parts.
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Export
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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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N/A
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Export List to File
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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.
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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N/A
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Edit Access Control
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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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N/A
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Edit Security Labels
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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.
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Move
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Transfer all versions of a selected object and other related objects to another context and folder location. For more information, see About Move.
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Create an out-of-sequence revision of an existing document while replacing the document content. For more information, see Inserting a Document.
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Create an out-of-sequence revision of an existing part. For more information, see Inserting a Part Version.
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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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Create a new change notice. The change notice includes an implementation plan detailing the tasks required to make the change. For more information, see Creating a Change Notice.
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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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Create a new document in the folder. For more information, see About Document Management.
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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.
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Create a new service product hierarchy in the folder. For more information, see Creating a Service Product Hierarchy.
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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.
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N/A
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Create a new graphics information element that has a graphics file as content.
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Create a link in the folder to an object that resides in another location. For more information, see Creating a Link.
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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.
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Create several documents at once, rather than creating one document at a time. For more information, see Creating Multiple Documents.
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Create several parts at once rather than creating one new part at a time. For more information, see Creating Multiple New Parts.
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New Note
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Create a new note in the folder. For more information, see Creating a New Note.
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Select a note template that provides standard format for notes. For more information, see Creating a New Note from a Template.
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Create a part in the folder. For more information, see Creating a New Part.
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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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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.
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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.
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Create a new variance in the folder. For more information, see Creating a Variance.
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Paste
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Transfer the last objects cut or copied to the Windchill clipboard into the selected folder. For more information, see About the Clipboard.
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N/A
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Reassign the life cycle template or set the starting life cycle state for the object. For more information, see Reassign Life Cycles.
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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.
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Rename
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Modify the name or number of the object. For more information, see Renaming an Object.
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Remove Share
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Removes a shared object from a project folder, eliminating read access for all project team members. For more information, see Exchanging Data Between Contexts.
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Revise
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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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Route
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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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Save As
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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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Send to PDM
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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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Set State
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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.
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Subscribe
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Subscribe to certain events for an object. For more information, see Subscriptions.
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Undo Check Out
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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.
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Undo PDM Checkout
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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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Update Project
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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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Upload Documents from Compressed File
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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.
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