Dynamic Document Information Page
A dynamic document is a Windchill business object that contains the specialized document types of certain authoring applications, including the following documents.
• PTC Mathcad data sheets
• Windchill Arbortext Editor XML files
• Graphic files authored in, or for use in, Windchill Arbortext Editor or Windchill Arbortext IsoDraw.
For Windchill Arbortext applications, three dynamic document varieties are supported, described by authoring application and Document Category. The information pages for those objects may vary accordingly. The dynamic document types are as follows.
• Windchill Arbortext Documents—Dynamic documents (Publication Source category) authored in Windchill Arbortext Editor. These may be structured documents.
• Windchill Arbortext Graphics
—Dynamic documents (Publication Graphic category) authored in Graphics Editor
• Windchill Arbortext IsoDraw Graphics—Dynamic documents (Publication Graphic, Illustration category) authored in Windchill Arbortext IsoDraw
The dynamic document information page is a collection point for information related to the dynamic document you are investigating. The information page of a dynamic document is accessed by clicking the information icon
. The version of the information page displayed (workspace or commonspace) depends on whether the specific version of the object being investigated is in a workspace or in the commonspace.
From the information page, you can perform actions on the dynamic document as well as view attributes and tables of additional information. If Creo View is installed, you can view thumbnail images and access visualization information as well.
For an overview of information page functionality, see
About Information Pages and
Customizing Information Page Tabs.
Workspace and Commonspace Versions
The dynamic document information page supports two versions. From a workspace table row, clicking the information icon
presents an information page for the workspace version of a dynamic document; whereas clicking the info icon
for a dynamic document in the commonspace accesses the information page for the commonspace version.
| If the dynamic document is checked-out to a workspace, Clicking on the information icon from a Folders page displays the workspace information page. |
For clarity, the information page for a dynamic document in the workspace displays the workspace icon
after the dynamic document's name, while a cabinet icon
is displayed on the information page for a dynamic document in the commonspace.
From a workspace information page, you can toggle to go to the information page for the commonspace version of the dynamic document by clicking the go to information about this object in the commonspace icon
. You can go from a commonspace page to a workspace page only if the object is checked out by you. To do so, click the go to information about this object in the workspace icon
.
The following table shows the icons for the different workspace designations that are available in the embedded browser:
Icon | Workspace Designation |
| Active Workspace on Primary server |
| Active Workspace on an additional server |
| Inactive Workspace or workspace viewed in standalone browser |
| Active Locked Workspace on Primary server |
| Active Locked Workspace on an additional server |
| Inactive Locked Workspace |
Object Identification and Status Indicators
Near the top of the page, the title area identifies the object by the following attributes.
• <Object type icon>
• <Object Type>
• <Object Name>
• Org ID: <org ID> (if applicable)
• Version: <version>
• <status image> (as appropriate)—Indicates the database status of the object
Next to the object type icon, the following images can appear to indicate the status of the dynamic document.
Image | Status | Description |
| Checked out by you | Indicates you have an iteration of the object checked out, that is, you are making modifications with the intent of checking in an updated iteration of the dynamic document. |
| Iteration is checked out by another user | Indicates that someone else has an iteration of the dynamic document checked out. |
| A different iteration is checked out | Indicates that another user has a different iteration of the same dynamic document checked out. |
| A different iteration is checked out by you | Indicates that you have a different iteration of the same object checked out. |
| Pending change | (Windchill PDMLink only) Indicates that a revision has been proposed to a released version of the object. The pending change indicator provides advanced warning, so that proper planning can take place. |
| Checked out to a project | (Windchill PDMLink orWindchill Arbortext Content Manager only) Indicates that the dynamic document has been checked out to a project from PDM, resulting in the creation of a project-specific version of the dynamic document. Dynamic document checked out to a project can still be modified in PDM. |
| Checked-out from PDM | (Windchill ProjectLink only) Indicates that the dynamic document has been checked out from PDM to the project, such as during the Add to Project operation. Dynamic documents checked out from PDM are locked in their original location, and a project-specific version of the dynamic document is created in the project. |
| Shared from PDM | (Windchill ProjectLink only) Indicates that the dynamic document is being shared from PDM. Shared objects are readable in the project and are viewable by members of that project. |
| Shared to ProjectLink | (Windchill PDMLink or Windchill Arbortext Content Manager only) Indicates that the dynamic document is being shared with a project. When a dynamic document is shared to a project, the owner of that dynamic document can still modify it within PDM. |
Actions
Information pages contain a list of applicable actions in a menu to the left of the object identification line.
See Common Actions for a list of common actions available in Windchill. The availability of these actions depends on the status of the dynamic document, as well as your access to it.
For more information about status indicators, see Object Status.The following actions may be of particular interest for this object.
| The availability of these options depends on the status of the object as well as your access to it. For example, if an object is checked-out, the Check Out action is not available, but Check In and Undo Check Out appear in the actions list. |
Action | Description |
Open in Arbortext Editor | Opens the object in a session of Windchill Arbortext Editor (not applicable for graphics dynamic documents) |
> | Presents the default existing representation of the object |
View Representation | Displays the Representations tab on the information page. This action is only available for Windchill Arbortext dynamic documents. This action is also available from a right-click menu, such as on a Folders page. |
Publish Representation | Initiates a publishing of the dynamic document. This action is also available from a right-click menu, such as on a Folders page |
Add to Workspace | Presents the Add to Workspace window |
Add to Project | (Available when running Windchill ProjectLink with Windchill PDMLink) Presents the Add Objects to a Project window. |
Add to Baseline | Presents the Add to Baseline window |
Check Out | Presents the Check Out and Add to Workspace window |
Check In | Presents the Check In window |
Undo Check Out | Presents the Undo Check Out window |
Revise | Presents the New Revision window |
Manage Security | Presents the Manage Security window, allowing the setting of access permissions. |
Edit Access Control | Presents the Edit Access Control window, allowing the setting of ad hoc access permissions |
Edit Security Labels | Presents the Edit Security Labels window, allowing the viewing and changing of security label values |
Move | Presents the Move window, allowing you to specify a new location for the object |
Rename | Presents the Rename window |
Delete | Presents the Delete window, allowing you to delete the object from the database |
New Problem Report | Presents the New Problem Report window, allowing you to create a problem report |
New Change Request | Presents the New Change Request window, allowing you to create a change request |
New Change Notice | Presents the New Change Notice window, allowing you to create a change notice |
Set State | Presents the Set State window, allowing you to set a life cycle state |
Subscribe | Presents the Subscribe window, allowing you to request notice of events that affect the object |
Copy | Places a copy of the object on the clipboard |
Compare Information | After you find a database object for comparison, presents the Comparison Options window to select object qualities to compare, followed by a Comparison Report |
Add to My Notebook | Presents the Add to My Notebook window |
Reassign Life Cycles | Presents the Reassign Life Cycle window, allowing you to reassign a life cycle or set a starting life cycle state for an object |
Tabs
The following tabs are viewable on the dynamic document information page. You can customize the tabs that appear on each object information page to display the information most useful to you.
| Administrators may have modified the tabs that are viewable to you. |
Tab | Description |
Details | Contains some basic information about the dynamic document. Typically, the Details tab lists system attributes. See Object Attributes for a list of common attributes available in Windchill. In addition, a Where Used table lists the current dynamic document and any parent documents to which it is a child. |
Structure | (Shown for Windchill Arbortext Editor Publication Source category only) The Structure tab on a dynamic document’s information page presents a view of the structure that comprises the document and actions for investigating and editing that structure. For more information, see Viewing CAD or Dynamic Document Structures. |
Related Objects | (Shown forWindchill Arbortext IsoDraw Publication Source category only) Displays a Representations table listing any visualization representations created for the dynamic document. Also displayed is a CAD/Dynamic Documents area, containing the References, Referenced By and Source and Image tables that display relationships with related objects. (For example, if this Windchill Arbortext IsoDraw object was created from a PVZ graphic dynamic document, the Source and Image table will show that source PVZ object. |
Content | (Shown for Windchill Arbortext Graphics only) Displays tables listing the primary content (with links to view or download the file), attachments (secondary content), and any representations or annotations of the dynamic document. |
Representations | (Shown for Windchill Arbortext Editor Publication Source category only) Displays a Representations table listing any visualization representations created for the dynamic document, and Published Content information, if any. |
Changes | The Changes tab by default displays the following tables that provide information regarding any change processes in which the dynamic document is involved. • Issues and Variances • Change Requests • Affected by Change Notices • Resulting from Change Notices |
History | Displays the Version History and Timeline for the dynamic document |
System Attributes
A subset of attributes that communicate the unique identity of the object, appears on the page. You can view more attributes for the object by adding a new tab and then selecting > > to display the
General and
System tables of object attributes.
For more information, see Customizing Information Page Tabs.Visualization
The information page may also contain a thumbnail image of the object and access to visualization-related actions and information.
If you are viewing the workspace information page for a dynamic document, this viewable displays the object as currently stored in the workspace, not as stored in the database. To see the image as stored in the database, click the go to information about this object in the commonspace icon
, located at the top of the page, to go to the information page of the database version of the object.
Special Considerations for Working with Bundled Servers
Though Windchill PDMLink and Windchill ProjectLink have a common information page design, there are special considerations when working with bundled Windchill PDMLink and Windchill ProjectLink servers. These considerations are as follows.
• When an object is shared or from Windchill PDMLink:
◦ Accessing its information page from Windchill ProjectLink or Windchill PDMLink commonspace presents the object'sWindchill PDMLink commonspace information page, regardless of your access to Windchill PDMLink.
▪ The information page displayed is for the iteration that is contained in the project baseline.
▪ All information in the information page that is access-controlled and for which the user does not have specific access is hidden. Instead of the information, the user is shown <Secured Information>.
◦ Accessing its information page from a Windchill ProjectLink workspace presents the workspace information page in the Windchill PDMLink context.
• When an object is PDM checked-out from Windchill PDMLink:
◦ Accessing its information page from the Windchill ProjectLink commonspace presents the Windchill ProjectLink commonspace information page.
◦ Accessing its information page from the Windchill PDMLink commonspace should lead to its Windchill PDMLink commonspace information page.
◦ Accessing its information page from a Windchill ProjectLink workspace presents the object's Windchill ProjectLink workspace information page.
