Configuring the Initial Collection of Objects for Actions

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The Windchill Preference Management utility allows you to set preferences for default collection rules on a per-PDM-action basis. To set preferences for default collection rules, navigate to the appropriate section of the Preference Management utility as explained for the following options:

• For setting collection rule defaults for Agreements, navigate to the Display > General Collector category.

• For setting collection rule defaults for Packages, navigate to the Packages > Collector category.

• For the Add to Project, Convert to Share, Move, Send to PDM, or Update Project actions, navigate to the Integral Operations > <ActionName> Collector category.

• For the Add to Baseline, Delete or Revise actions, navigate to the <ActionName> > Collector category.

• For the Save As action, navigate to either the Save As > From Commonspace Collector category, or the Save As > From Workspace Collector category, as appropriate.

• For other actions, navigate to the Operation > <ActionName> > Collector category. Collection options are available for the following actions:

◦ Add to Workspace and Check Out

◦ Check In

◦ Edit Attributes

◦ Export from Workspace

◦ Remove from Workspace

◦ Rename

◦ Set State

◦ Undo Check Out

◦ Update

◦ Upload

Within each of the collector categories, you are able to set preferences that determine default collection rules applied when an action is initiated. The following table lists and describes the collection preferences that may be available within the respective categories (not all preferences are available in all categories):

Preference	Values	Description
Include dependent CAD Documents	All Required None	Allows user to specify which dependent CAD documents for the collected CAD documents are by default added to the collection
Include dependent Documents	All None	Allows user to specify which dependent documents for the collected documents are by default added to the collection
Include dependent Parts	All None	Allows user to specify which dependent parts for the collected parts are by default added to the collection
Include related CAD Documents	All Initially Selected Only None	Allows user to specify which CAD documents associated to the collected parts are by default added to the collection
Include related Documents	All Initially Selected Only None	Allows user to specify which documents associated to the collected parts are by default added to the collection
Include related Drawings	All Initially Selected Only None	Allows user to specify which drawings related to the collected CAD documents or parts are by default added to the collection
Include related Family table objects	All None Initially Selected Only	Allows user to specify which family table objects related to the collected generic or instances are by default added to the collection
Include related Generics	All None Initially Selected Only	Allows user to specify which generics related to the collected instances are by default added to the collection
Include related Notes	All None Initially Selected Only	Allows user to specify which notes related to the collected parts are by default added to the collection
Include related Parts	All None Initially Selected Only	Allows user to specify which parts related to the collected documents, CAD documents, or dynamic documents are by default added to the collection

Out-of-the-box default settings may vary, depending on the action. You can specify the system default setting by selecting Revert to Default on the Set Preference page.

Within each collection category, the preference, Display collected objects, allows users to specify how collected objects are listed in the table. The options are as follows:

• As a List (default)

• As a Structure (shows the object hierarchy)

• As a Structure with Associated Objects

Administrative users can add com.ptc.core.collectionsrv.engine.isIntralinkTracingEnabled=true to the wt.properties file to disable tracing of drawings and family table assemblies added by the explicit requests to collect drawings for selected objects and requests to collect family objects for selected objects.

This property is not to be used when the Windchill Workgroup Manager is installed in Windchill 9.0, 9.1, 10.0 (through M040). and 10.1 (through M040), as it can prevent collection of necessary dependencies when working with third-party CAD drawings.

This property can be used in Windchill 10.0 M050 and later releases, 10.1 M050 and later releases, and in Windchill 10.0 without concern as to whether the Windchill Workgroup Manager is installed.

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