Save As Overview
Objects selected for Save As are initially shown in the Save As table as intended to be copied.
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The preference, > , is set to false by default. When this preference is set to true, only selected objects are copied and the rest are reused by default.
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Some general considerations for workspace Save As are as follows.
• If CAD documents and their associated parts (either by Owner or Content links) are copied together, the new objects have the same types of associations as the originals.
• If a CAD document is copied without its associated parts, the new CAD document does not have any associations to parts.
• If a part is copied without its associated CAD documents, the new part does not have associations to any CAD document.
• Incomplete objects or objects modified in the local cache are not eligible for collection. Objects with circular dependencies must be either included or excluded together.
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Save As is supported for objects and structures shared to a project. The new object or structure copy must be created in the active Windchill ProjectLink project context.
For a user with access to the project context only, the Save As action is supported from the project Folders page Actions menu and right-click menu option, only. This creates a new object or structure in project context only. However, for a user with access to both product and project contexts, the Save As action is also supported from CAD document information page. When the Save As action is invoked from the object’s information page, the new object or structure will be created in the product context.
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The following are other important points about how Save As works:
• Selected objects display a default Number. CAD objects also have a default Name.
◦ If the selected object is auto-numbered by default by a site preference, then by default the New Number field displays the text (Generated) and the New File Name field displays the text <Same As Number> and both fields are inactive. This is to indicate that the object is being copied, and that auto-numbering is applicable for that object type.
◦ Selecting an object and clicking Reuse indicates that you intend to reuse the existing object in the new structure, rather than creating a new copy. If you toggle between saving a new copy and reusing the existing object, then any text, whether generated by the system or entered by you, is removed from the New Number, New Name, and New File Name (if applicable) fields.
◦ An underscore (_) is added to the default object New Number when auto-numbering is not the default mechanism for naming for this object type.
◦ An underscore (_) is added to the default object Name.
◦ Windchill generates the default New File Name when the file name is tied to the CAD document New Number. The file name is the <number> plus the appropriate CAD document extension. For example, if auto-numbering specifies a number for a CAD document to be "1234567" and you are copying a Creo Parametric part, then the resulting New File Name is "1234567.prt."
◦ An underscore (_) is added to the base of the default New File Name when auto-numbering is not invoked. That is, if the file name was bolt.prt, then when auto-numbering is not used, the New File Name by default would be bolt_.prt.
• Related objects may be added to the object list by using the collection tools and Configuration menu.
If you want to change the default name, number or file name of these added objects, you must do one of the following:
◦ Enter a New Number, New Name, or New File Name in the appropriate field of the table.
Or
◦ Select the object and click Set New Name in the tool bar. The object Name is changed based on the options set in the Set New Name window.
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Changing context, location, or organization ID does not generate a new object. These changes are ignored when exiting the window if the object Name, Number, or File Name has not been changed.
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• You can also use the Set View command to specify a different view for a part object.
The default behavior of Save As is to preserve CAD document and Windchill part structures to the maximum extent possible.
If you save a CAD document or Windchill part structure, a new, complete, and parallel structure is created only if both of the following conditions are met:
• The top-level object is saved as a new object.
• All the parents of a lower-level object are also saved as new objects.
If these conditions are not met, the explicitly selected objects are copied, but each change is discrete.
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You can use Save As to copy an entire or partial family table. If you copy an instance without its generic, the new instance copy becomes a new member of the family table. Also, if you copy a drawing without copying its referent model, the new drawing refers to the original model.
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Using Workspace Save As
The workspace Save As action allows you to save objects in the workspace as new objects. These newly created objects are not committed to the commonspace until you perform a checkin. This means copies can be modified, evaluated, and, if best, discarded before checkin, to avoid unwanted or redundant database iterations. Workspace Save As also allows you to update a dependency from an existing parent object to the newly duplicated object, letting you replace an old component with a newly duplicated component without involving the authoring application. In addition, circular dependencies can be detected and managed.
Using Commonspace Save As
The commonspace Save As action allows you to copy a checked-in CAD document or CAD document structure (with or without associated parts), or a part object or product structure, and store it as new object or structure. This functionality applies to models, drawings, and family table objects in the commonspace, and is capable of preserving CAD document/part associations (that is, the saved as CAD documents and parts are associated in the same way that their originals were).
Commonspace Save As is only available from the commonspace (for example, the Structure tab or the Product Structure report on the commonspace view of the object's information page, as well as the part or CAD document Actions menu on the commonspace view of an object's information page, and the search results page).
Comparing Creo Parametric Native Save As
Workspace or commonspace Save As in Windchill is distinct from the > options available in Creo Parametric. Windchill Save As presents many options for file naming, numbering, and storage location. The more limited Creo Parametric native Save As options are the following.
• Save a Copy—Opens the Save a Copy window. If you are in a connected session, it saves a copy of the active model into your workspace. If you are not connected to Windchill, it opens by default to your local working directory and you can navigate to another local storage location.
• Save a Backup—Opens the Backup window (by default, displaying your local working directory) to save a local (only) backup copy of the active model. You can navigate to another local storage location.