Defining the Default Columns in DocStudio Using the DocStudio Tab
An administrator can define the default columns to be displayed in DocStudio. To define the default columns, an administrator must add the columns to Default Fields section in the DocStudio tab.
To access the DocStudio tab:
1. From the Windchill RV&S administration client, expand the Workflows and Documents node, and select Types. The display pane shows the available item types.
2. Select the required type, right-click, and click Edit Type.
3. In the Edit Type window, select Presentations.
4. Select the DocStudio tab in the right pane and then select one or more fields from the Visible Fields list and move them to the Default Fields list.
Considerations When Defining the Default Columns in DocStudio
Consider the following when defining the default columns:
• The DocStudio tab is enabled only for items whose Document Model is selected as Node.
• The fields that are listed in the DocStudio tab are fetched from the Visible Fields section. You can add the visible fields to Default Fields. The default fields inherit the permissions of the Visible Fields.
• By default, the following four fields are available under Default Fields:
◦ Category
◦ ID
◦ Reference Mode
◦ Document ID
The default fields cannot be removed and do not include any text field. However, a text field may be required to work in
DocStudio. The system achieves this by using the Primary Text Field. Once you edit the Type and save without adding a text field to the default list, this Primary Text Field is automatically reflected under the
Default Fields section. For more information on the Primary Text Field, see
Configuring Display of Text Content in the Outline Pane of DocStudio.