Additional Capabilities > Windchill Quality Management Solutions > Windchill Quality Management Navigation > Folders Page Overview > Folder Table Actions
Folder 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.
• 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.
Icon
Action
Description
Check In
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.
Check Out
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
Copy
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.
Cut
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.
Delete
Remove the object and related objects from the database. For more information, see About Delete.
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Export List to File
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.
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Select Export Importable Spreadsheet to create a spreadsheet that can later be used to import parts and product structures into Windchill.
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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Edit Access Control
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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To edit access controls for a specific object, select the action from that object's right-click actions menu or select the object in the folder browser and use the table-level action. Using the table-level action without selecting an object modifies the permissions of the folder selected in the Folders table.
Move
Transfer all versions of a selected object and other related objects to another context and folder location. For more information, see About Move.
New > Insert Document
Create an out-of-sequence revision of an existing document while replacing the document content. For more information, see Inserting a Document.
New > New Change Request
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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This action is available only for Products, Libraries, and Quality.
New > New Document
Create a new document in the folder. For more information, see About Document Management.
New > New Change Notice
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.
New > New Folder
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.
New > New Problem Report
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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This action is available only for Products, Libraries, and Quality.
New > New Variance
Create a new variance in the folder. For more information, see Creating a Variance.
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This action is available only for Products, Libraries, and Quality.
Paste
Transfer the last objects cut or copied to the Windchill clipboard into the selected folder. For more information, see About the Clipboard.
Rename
Modify the name or number of the object. For more information, see Renaming an Object.
Revise
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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This action is available only for Products, Libraries, and Quality.
Save As
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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This action is available only for parts, documents, and CAD documents.
Set State
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.
Subscribe
Subscribe to certain events for an object. For more information, see Subscriptions.
Undo Check Out
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.
Undo PDM Checkout
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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This action is available only for projects.
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