To create a constraint in the GUI

1. Right click the type that you want to create the constraint for, and select Edit Type from the shortcut menu. The edit Type view opens.

2. From the left tree pane, select the Constraints node and click Create. The Create Constraint dialog box opens.

You can edit an existing constraint by selecting it and clicking Edit.

When editing a type, you can also create a field relationship, rule, or IBPL constraint. You cannot create a basic constraint when creating a type.

3. In the Description field, you can enter a short description for the constraint you are creating.

4. Choose a constraint method (one of Basic, Field Relationship, Rule, or IPBL).

Refer to the following sections for details about each constraint category, key considerations when creating constraints, and examples:

◦ “Working With Basic Constraints”

◦ “Working With Field Relationship Constraints”

◦ “Working With Rule Constraints”

◦ “Working With IBPL Constraints”

◦ For a basic constraint, choose the constrained field and values by clicking the Constrained Field list and selecting the required source field. Under Value Constraints field, click the plus sign (+) and select the required allowed value(s) from the list of available values.

◦ For a field relationship constraint, choose the source field and values by clicking the Field list and selecting the required source field. Under the Value(s) field, click the plus sign (+) and select the required allowed value(s) from the list of available values. For the constrained field and values, select the required values under Constrained Field and Value Constraints.

◦ For a rule constraint, set the constraint rule by defining the rule and conditions, and then click Add. For the constrained field and values, select the required values under Constrained Field and Value Constraints. For more information on defining rules in Windchill RV&S, see “Defining Rules”.

◦ For an IBPL constraint, set the constraint rule by defining the rule and conditions, and then click Add. For the constrained field and values, select the pick list field under Constrained Field and the allowed pick list values under Value Constraints. For more information on defining rules in Windchill RV&S, see “Defining Rules”.

6. Where required for a mandatory field, check the box for Make this field mandatory.

• When chosen as constrained fields, the following fields can have value constraints set for them: User, Group, Pick, State, Project, IBPL, and Logical. All other fields have no options and can only be made mandatory.

• Computed fields, including Range and Phase fields, are not available selections in the Constrained Field list.

7. When selecting assigned users or assigned groups, available options can include (and are active when applicable):

◦ Allow any user/group

◦ Allow only the users/groups below

◦ Allow only users/groups with permissions for the item’s project

◦ Allow only members of the groups below

◦ Allow only members of the group specified by the field below

Project, State, Type, Pick, and Logical fields allow only the following options:

◦ Allow only the values below

8. You can also customize the error messages that Windchill RV&S will display for invalid field values or mandatory field errors. For more information, see “Customizing Error Messages for Constraints”.

9. When you have completed your changes, click OK. The new constraint settings are displayed.

Changes to a constraint do not take effect until the associated type has been saved (that is, until you click OK in the edit Type view). If you cancel your edits to the type, your constraint changes are also canceled.