Data Management Capabilities > Exchanging Data Between Contexts > Actions to Exchange Objects > Sending Objects to PDM
Sending Objects to PDM
The Send to PDM action allows you to share objects from projects to products and libraries.
You can use this action on two types of objects:
Object Type
Description
Objects created in the project context
The object is added to the product or library baseline. Use the Collect Objects and Set Options table to determine whether objects are shared back to the project or to perform a PDM checkout operation.
Objects created in PDM and checked out to a project
This results in the following actions:
• The latest iteration of the project-specific version is copied as the latest iteration of the original object.
• You can keep the object checked out to the project. Otherwise, the original object is unlocked in PDM and the latest version is shared back to the project.
• If you send a CAD document and a build rule exists between the CAD document version and a part version, an EPM build is performed.
For information on the necessary user permissions for this action, see Permissions and Valid Object Types.
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You cannot send deprecated or abandoned objects to PDM, or any objects related to a deprecated or abandoned object. For more information, see Managing PDM Checkout Objects.
1. Navigate to the project context and perform one of the following actions:
◦ From an object information page, select Actions > Send to PDM.
◦ Navigate to the Project Status table. Select an object and click the send to PDM icon on the table toolbar.
◦ Select one or more objects in the Folder Contents table and then select Actions > Send to PDM. You can also select Send to PDM from the right-click actions menu of an individual object.
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Setting the Folder Contents table view to Candidates for PDM Checkin displays all objects in the folder that can be sent to PDM.
2. The Send to PDM window opens, displaying the Collect Objects and Set Options table:
Column
Description
Number
When you create an object in a project and send it to PDM, a new object number might be assigned.
• If the numbering scheme for the PDM context is set to manual, you can enter a number into this field.
• If the numbering scheme for the PDM context is set to automatic, the object number is automatically generated.
• If the number generation is the same in both contexts, the object keeps the number that is assigned in the source project.
Name
Identifies the name of the object. If the object was created in the project, you can rename it using this field.
Version
The version and iteration of the object being checked in.
Selected Action
Identifies the action to be taken on this object when you click OK.
You set this action by selecting the checkbox next to an object and clicking the icons in the table toolbar.
PDM Location
Identifies the PDM context of the object.
This field is blank if the object has been created in the project. You can specify a new PDM location under the Set Object Attributes step.
Collection Rule
Specifies the collection rule that applies to each object. For example, the objects you selected before launching the action are considered Initially Selected objects.
Hover over the collection rule to view a message that provides information about additional object relationships.
For more information, see Collect Objects Table for Sharing.
3. Use the following actions to refine your selection:
Action
Description
PDM Checkin
The object is sent to PDM and a shared version remains visible in the project.
For information about ad hoc access control permissions set on the resulting shared version, see Setting Access Control on a Shared Object.
Keep Checked Out
The object is sent to PDM and then checked out again to the project.
Ad hoc access control permissions on the resulting checked-out object match the permissions set on the latest object iteration before it was sent to PDM. These permissions have the source designation Access Control.
Collect objects that are dependent or associated to the selected object.
Remove Selected Objects
Remove selected objects from the table.
4. If the objects you are sending to PDM were created in a PDM source context, click Finish.
If the objects were newly created in the project, click Next.
5. Under the Set Object Attributes step, complete the following fields:
Field
Description
Name
Identifies the name of the object. You can always edit this field.
File Name
The file name of the object. You cannot edit this field.
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This field only applies to CAD documents and dynamic documents.
New Location
Specifies the PDM location for the object. Select an object and click the set location icon to select a library or product folder.
View
Identifies the view. You can also change the view before sending the object back to PDM.
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This field only applies to parts.
6. Click Finish.
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