To create a type in the GUI

1. From the Types view, select Type > Create. The Create Type dialog box displays.

2. In the Name field, enter a name for the type. This is the name Windchill RV&S uses to refer to the type. The Name field allows up 100 alphanumeric characters.

3. Select a node to perform a task on the Type. The following nodes are available:

See “Assigning Type Administrators”.

See “Configuring Type Attributes”.

See “Using Type Properties”.

Specify how change packages are used with the type. To allow change packages to be created for items of this type, select Allow Change Packages. Then select which users can create change packages against items of this type.

▪ If you select Anyone, any user can create a change package for the item.

▪ If you select a Users in this field, only users selected in that field on the item can create a change package.

▪ If you select a Members of groups in this field, only users who belong to groups selected in that field on the item can create a change package.

▪ If you select Members of these groups, only users who belong to the groups selected in the list can create a change package.

• Custom user fields and any group fields first must be made visible for the type.

• Constraints are set after Visible Fields are configured.

Define conditions that will apply to specified fields in Windchill RV&S. The conditions can be used to restrict the values that display in the field, or to make certain fields mandatory when editing an item. After creating a constraint, you can later edit, copy, or delete that constraint as required for your workflow. For more information, see “Managing Constraints”.

Define the model for item types that utilize documents. Includes settings for Significant Edit Fields and Version Edit Fields. For more information, see “Setting Up Documents”.

Define the type as part of Test Management.

See “Setting the Test Management Role for Types”.

See “Setting Up Documents”.

See “Setting Item Editability for Types”.

Specify the notification fields you want to include in every e-mail notification related to this type. All visible fields for this item type are available. All users receive e-mail notifications with the notification fields you select, even if the fields are normally invisible to them.

For the selected type, only fields visible to at least one group are listed.

By default, the e-mail notifications include the item ID, type, and summary, as well as a hyperlink to the item, the date the item was edited, the user who performed the edit, and the fields that were modified.

The Overrides for Fields and Overrides for States nodes are type overrides and are configured as required after the type is created. For more information on type overrides for fields and states, see “Setting Type Overrides”.

Allow users to search for potential duplicate items in the Windchill RV&S database. If enabled for a type, duplicate detection is available during item creation and item viewing to help reduce the number of duplicate items in the Windchill RV&S database.

Making duplicate detection mandatory on a type means that when users are creating a new item of that type, they are automatically presented with a list of potential duplicates before they can save the new item. For more information, see “Configuring Duplicate Detection”.

Specify the groups that have access to the type. In the right pane under Available Groups, select the desired groups and move them to Permitted Groups.

As part of a customized workflow, type permissions allow you to control more precisely which groups can work with an item according to the type the item is associated with. Type permissions allow you to create a unique set of permissions for a specified type, allowing the membership of the group to change based on the value of the type identifier.

By default, the everyone group is included in the list of Permitted Groups. This means that by default all users have access to created types in Windchill RV&S. To limit access to a type, move the everyone group to the Available Groups list.

Customize the order that types display in. The order you select is the order the type appears in the Create Item list. Use the Move Up or Move Down buttons to change the position of the new type.

Define which fields are copied by default when items of this type are copied. In the CopyFields list, select the fields to be copied. The fields must be visible to the user in both the original item and the new item in order to be copied.

Users can override these default fields by adding and removing any fields that they can view and edit.

Define which fields are visible for particular groups. In the Fields list, select a field to define visibility for.

In the Selected Field Is Visible For list, select the groups that can see this field. By default, the everyone group is selected. In this list, use the Select All button to select all the groups list, and use the Unselect All button to clear all the groups in the list.

For more information on field visibility for types, see “Setting Field Visibility for Types”. If there are no fields defined for your installation, see “Creating Fields”.

Design the workflow for the type. For more information, see “Workflow View”.

Customize the item presentation using the presentation template designer. For more information, see “Customizing Item Presentation”.

Define the template used when users edit documents in the Word editor. For more information, see “Administering Microsoft Word Templates”.

Displays what types refer to the field/state/type and what attributes have been overridden for that type. A checkmark indicates an attribute has been overridden by type.

Determine all objects that reference the type. The References pane displays the following information:

▪ Object Type displays the type of object referencing the type. Possible objects include: Type (item), Field (includes computed fields, as well as editability, relevance, and visibility rules), Trigger (includes trigger and notification rules), User Notification Rule, Chart, and Query.

▪ Creator displays the user ID that was logged as creating the object reference.

Fields or states containing overrides display in the References pane regardless of whether the fields are visible or the states are included in the workflow.