To manage admin provided objects in the Windchill RV&S Administration Client
1. Expand the Workflows and Documents node, and select the type of object you want to manage (Queries, Reports, Charts, or Dashboards). The object view displays.
By default, the data filter in the object view displays all admin provided objects of that type. You can search for a specific chart by typing in the text filter. For more information, see
“Filtering Data”.
2. From the object menu, select Run, New, Copy, Delete, Edit (Properties), or View Definition (Properties).
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If the administrator has placed an admin lock on the Windchill RV&S server, admin provided objects display as view-only when edited from the Windchill RV&S client.
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3. When editing an object or viewing an object’s definition, you can view all the objects that refer to it by clicking the References tab. You can then use that information to minimize the impact of editing or deleting that object.
The References panel displays the following information:
◦ Object Type displays the type of object referencing the viewed object. Possible objects include:
▪ Admin Change Package Type
▪ Admin Chart
▪ Admin Dynamic Group
▪ Admin Project
▪ Admin Query
▪ Admin Report
▪ Admin Type (item)
▪ Chart (user charts)
▪ Column Set
▪ Field (includes computed fields, as well as editability and relevance rules)
▪ Group Notification Rule
▪ Item Presentation Template
▪ Query (user queries)
▪ Report
▪ Trigger (includes trigger rules and assignments)
▪ User Notification Rule
▪ User Name
◦ Name displays the actual name of the object referencing the viewed object.
◦ Creator displays the user ID that was logged as creating the object reference.
