Collecting Objects for PDM Operations
A basic practice for many PDM operations (also referred to as actions) is specifying the set of objects upon which you want to perform the operation. The set might only consist of a single object in your workspace. More often, it is made up of one or more assemblies, with or without other dependent objects and associated enterprise parts, and referencing a particular configuration (either latest or as-stored, or based on a particular baseline or part effectivity). This section discusses how you can collect the exact objects that you want for your PDM activities.
The workspace is your typical starting point for a PDM action, although actions can be initiated in many places throughout Windchill. Initially, you select an object (or several) and then click the button corresponding to the desired action. An action page appears, with your initially selected objects listed in the Object List. Arriving at your final collection typically follows this sequence:
1. Initial Selection -- Generally, you select a top-level object
2. Adding or removing related objects -- Collection controls let you add or remove related objects by setting rules
3. Specifying a configuration for the objects -- Embedded or pop-up fields allow you to set the desired configuration
4. Excluding unwanted objects -- Objects collected by the foregoing steps can be selectively excluded
5. Setting options (not part of all actions) -- Specifying how objects are treated upon the execution of the action
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