Integration with Other Applications > Windchill Workgroup Manager Documentation > Introduction to Windchill Workgroup Manager > Windchill Workgroup Manager Components > PDM Actions Accessible from CAD Authoring Applications
  
PDM Actions Accessible from CAD Authoring Applications
The following table lists the actions that are available in your application when it is connected to Windchill using Windchill Workgroup Manager.
PDM Action
Description
Authoring Application Availability
Auto Check In
Checks in the object in session into the commonspace in Windchill using predefined check-in options.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Modeling
Creo Elements/Direct Drafting
Creo Illustrate
PTC Mathcad
NX
SOLIDWORKS
Activate
When connected to the Windchill Workgroup Manager, the Activate action (in the Creo CADDS 5 Local Data Manager) sets the Creo CADDS 5 create directory to the location of the active local workspace directory.
Creo CADDS 5
Custom Check In
Checks the object currently in session into the Windchill commonspace and applies check in options previously specified in the Custom Checkin user interface.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
Creo Illustrate
Creo Schematics
PTC Mathcad
NX
SOLIDWORKS
Check Out
Creates a copy of the object on the Windchill server and marks it as "checked out". This signals other users with access that the object is being modified.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
Creo Illustrate
Creo Schematics
PTC Mathcad
NX
SOLIDWORKS
Change Load Type
Changes the default load type of the model when it is loaded into the application from Windchill.
Creo Elements/Direct Modeling
Copy to Workspace
Copies the selected part or assembly to the workspace local directory.
Creo CADDS 5
Event Management
Checks and acts on Windchill log messages generated in your application.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
Creo Illustrate
Creo Schematics
PTC Mathcad
NX
SOLIDWORKS
Export
Exports any supported file format of the active illustration to the workspace and other folder locations.
Arbortext IsoDraw
Export from Workspace
Allows you to export objects in your active workspace, such as CAD documents and all dependent files, to a directory on the local file system.
AutoCAD
Autodesk Inventor
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
NX
SOLIDWORKS
Export to Windchill
Exports the model as a primary CAD Document to Windchill.
NX
File
When connected to the Windchill Workgroup Manager, the File action saves the active Creo CADDS 5 part or assembly (including its dependents) currently in session to the active workspace local directory.
Creo CADDS 5
Import to Workspace
Imports a Windchill object into the active authoring application.
Autodesk Inventor
Creo Elements/Direct Modeling
Creo Illustrate
NX
SOLIDWORKS
Import from Windchill
Allows you to import objects to your active workspace, such as CAD documents and all dependent files.
Creo Elements/Direct Drafting
Insert Component from Windchill
Inserts a part, subassembly, or CGR to a CATIAV5 product from the Windchill workspace or commonspace.
CATIA V5
Insert from Windchill
Adds a CAD part/Assembly from the active workspace, as well as from products, libraries, or projects to which the user has access.
NX
Load File from Windchill
Allows you to navigate to another drawing document on the server and place that drawing's geometry into the current Creo Elements/Direct Drafting drawing.
Creo Elements/Direct Drafting
Load Frame from Windchill
Allows you to select a frame from a server product, project, or library and bring it into the current Creo Elements/Direct Drafting session
Creo Elements/Direct Drafting
Lock
Reserves an object so it can only be modified by the user who locked it.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
Creo Elements/Direct Modeling
Creo Illustrate
Creo Schematics
NX
SOLIDWORKS
Open inCAD Tool
A allows you to select an object from a workspace or commonspace and open it in your native CAD tool.
Arbortext IsoDraw
Autodesk Inventor
Creo CADDS 5
PTC Mathcad
NX
SOLIDWORKS
Open from Windchill
Accesses the registered workspace on the Windchill server or navigate to the commonspace and enables you to browse and open a CAD document in the application.
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
Creo Illustrate
Creo Schematics
NX
SOLIDWORKS
Place
Places a Windchill object or a dynamic document in the authoring application.
Arbortext IsoDraw
Preview
Allows you to preview a file from the Open window when importing or opening a Windchill object.
Arbortext IsoDraw
Creo Illustrate
Publish
Allows you to create and save a CreoView (.pvz) file of the active illustration.
Creo Illustrate
Refresh All
Updates the object display in the active workspace with the status of the displayed objects.
Creo Elements/Direct Modeling
Rename
Allows you to rename a CAD document in the Windchill Workspace by changing the values of the Name, Number, and File Name attributes. You can also rename objects that are in other users’ Workspaces; for such changes, a system notification is sent to the users when they synchronize their Workspaces with the Windchill server.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo Elements/Direct Modeling
Creo Illustrate
Creo Schematics
PTC Mathcad
NX
SOLIDWORKS
Revert
Reverts an object modification and restores its last design iteration.
Creo Elements/Direct Modeling
Revise and Check Out
Replaces the current workspace object with a new revision of the object in a checked out state.
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
NX
SOLIDWORKS
Replace Component from Windchill
Replaces a part, subassembly, or CGR to a CATIAV 5 product from the Windchill workspace or commonspace.
CATIA V5
Revision
Opens the New Revision page, which allows you to create a new revision for an object.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
CATIA V5
Creo Schematics
NX
SOLIDWORKS
Save Copy As
Saves an object with a new name. The object is saved to the workspace local directory for the active workspace on the primary server.
Autodesk Inventor
CATIA V5
Save As
Saves an object with a new name. The object is saved to the workspace local directory for the active workspace on the primary server
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo Illustrate
NX
PTC Mathcad
SOLIDWORKS
Save Frame to Windchill
Presents the Save to Workspace window, allowing an administrator to save a new drawing recognized as a frame to an appropriate library workspace.
Creo Elements/Direct Drafting
Save Modified Instances
Allows you to tell Windchill that modifications have been made to individual SolidWorks Configurations that have been exposed to Windchill as Family Table instances.
NX
SOLIDWORKS
Save Viewable with Models
Allows you to enable or disable viewable generation during a Save operation.
Autodesk Inventor
NX
SOLIDWORKS
Save to Workspace
Saves selected objects and uploads the data to the server-side workspace.
AutoCAD
Autodesk Inventor
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
NX
SOLIDWORKS
Server Management
Opens the Server Management utility, where you can view or change Windchill servers and server active workspaces.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
Creo Illustrate
Creo Schematics
NX
SOLIDWORKS
Synchronize
Synchronize includes all of the updates included in a workspace refresh. This action also performs additional server checks, including synchronizing out-of-sync objects, and updating the client with modifications made to server preferences.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
Creo Illustrate
Creo Schematics
PTC Mathcad
NX
SOLIDWORKS
Text Reference
Allows you to assign, unassign, or update text references to document attributes.
Creo Elements/Direct Drafting
Undo Check Out
Removes the checked out status for an object and returns it to its previously checked in state on the server.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
Creo Illustrate
Creo Schematics
NX
PTC Mathcad
SOLIDWORKS
Unlock
Releases the lock on an object so other users can modify it.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
Creo Elements/Direct Modeling
Creo Schematics
NX
SOLIDWORKS
Update
Aligns the object version currently in session with the object version in your primary workspace.
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
Creo Illustrate
NX
SOLIDWORKS
Update All Models
Enables you to update multiple objects currently in session.
Autodesk Inventor
CATIA V5
CATIA 3DEXPERIENCE
Creo Elements/Direct Modeling
NX
SOLIDWORKS
Upload
Stores working copies of the files you are editing in your registered CAD application to your personal folder location on the Windchill server, without making your changes visible to other users.
* 
Upload of CAD content from workspace or CAD tool considers the security labels and their vaulting restriction. Refer to Replication with Security Labels for more information.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
CATIA V5
Creo Illustrate
Creo Schematics
PTC Mathcad
NX
SOLIDWORKS
View Drawing Information
Opens the server information page (workspace view) for the drawing in session.
Creo Elements/Direct Drafting
View Information
Displays the Windchill server information page for the selected object.
Creo Elements/Direct Modeling
Workgroup Manager
When the application is registered with Windchill Workgroup Manager, opens or activates (if minimized) the Windchill Workgroup Manager user interface directly.
Arbortext IsoDraw
AutoCAD
Autodesk Inventor
Creo CADDS 5
Creo Elements/Direct Drafting
Creo Elements/Direct Modeling
Creo Illustrate
PTC Mathcad
NX
SOLIDWORKS