Integration with Other Applications > Managing CAD Data > Using the Workspace to Manage Work-in-Progress > Introduction to the Workspace > Workspace Page Functionality
  
Workspace Page Functionality
This topic describes the functionality available in the workspace.
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The appearance and use of your workspace can vary based on a number of factors. See the topic Introduction to the Workspace for a discussion of these factors. One key factor is the status of any object, which is indicated by a smaller symbol appended to the object’s type icon. For more information about object status indicators, see Object Status.
Workspace Actions Menu
The following table describes workspace-level actions available in the actions menu that appear next to the workspace name.
Action
Description
Event Management
Opens the server's Event Management utility, allowing you to review the history of attempted transactions. See About the Event Manager.
Apply previous Frame
(Available only if frames are enabled.) Restores the workspace state to that of the last recorded frame. See About Workspace Frames. (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only)
Lock current Frame
(Available only if frames are enabled.) Locks the current workspace frame to prevent it from being purged. (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only)
Purge Frames
(Available only if frames are enabled.) Purges all but the last recorded frame from cache. Locked frames are not purged. (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only)
Edit Preferences
Opens the Edit Workspace Options page. See About Workspace Preferences.
Delete Workspace
(Available only if viewing an inactive workspace.) Displays a confirmation window for you to confirm you want to delete the workspace and any data which is not yet checked in.
File Menu for an Active Workspace
The following table describes actions on workspace objects that can be initiated from the File menu of an active workspace.
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File menu actions are also available from a right-click actions menu when one or more rows in the Object List are selected. The actions available depend on the objects selected and their status. Some actions are only available in the right-click actions menu.
Action
Description
Add
If an object is selected, opens the Add to Workspace window. See Adding Objects to the Workspace.
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The Add to Workspace action is also available as a right-click menu or Actions menu command for objects from many locations in the commonspace.
Remove
Opens the Remove from Workspace window (only if an object is selected). See Removing Objects from the Workspace.
New > CAD Document
Opens the New CAD Document window. See Creating a New CAD Document (Windchill PDMLink,Windchill ProjectLink or Pro/INTRALINK only).
New > Data
Opens the New Data Document window. See Creating a New Data Sheet Dynamic Document (Windchill PDMLink, Windchill ProjectLink or Pro/INTRALINK only).
New > Graphics
Opens the New Graphics Dynamic Document window. See Creating a New Graphics Dynamic Document.
New > Part
Opens the New Part window. For more information, see the help available from the New Part window. (Windchill PDMLink or Windchill ProjectLink only)
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This action can be hidden or displayed using the ‘Create Part’ profile. This profile setting is used when the workspace used is related to a product or a library.
New > Revision
Opens the Revise window (only if an object is selected). See Creating a New Revision.
Open in
Open in
Opens a selected CAD document in Creo Parametric. (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only. Not available for Windchill Workgroup Manager.)
Opens a valid, selected object in Creo View
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There is no mechanism for opening dynamic documents in the workspace. Dynamic documents must be opened from Arbortext Editor.
Check In
Opens the Check In window (only if an object is selected). See Checking In Objects to Windchill.
Check Out
Opens the Check Out and Add to Workspace window (only if an object is selected). See Checking Out Objects from Windchill
Undo Check Out
Opens the Undo Checkout window (only if an object is selected). See Undoing a Checkout.
Lock
Makes the selected object read-only
Unlock
Removes the read-only status from the selected object
Rename
Opens the Rename window (only if a new-to-the-workspace object is selected). See Renaming Objects.
Save As
Opens the Workspace Save As window. See Using Workspace Save As.
Upload
Opens the Upload window (only if an object is selected). See Uploading Objects from a Workspace Cache
Update
Opens the Update page if an object is selected. If nothing is selected and the workspace has any out-of-date objects, the Update window is launched. See Updating Out-of-Date Objects.
Export List to File
Allows you to select one of the following commands to create a file in the indicated format that contains the current information in the workspace Object List table.
• Export List to CSV
• Export List to HTML
• Export List to TEXT
• Export List to XML
• Export List to XLS
• Export List to XLS Report
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You are able to specify to open or save the new file.
About Load Limiting for Add to Workspace Client-side Requests
Windchill has tools to limit the load on the Windchill method server, applicable to the Add to Workspace request for client-side requests. This is especially helpful for users with very large assemblies. Note the following points.
• As of Windchill 10.1, com.ptc.core.collectionsrv.engine.collected_result_limit is obsolete.
• In Windchill 10.1 M040, this property is replaced by the following two properties.
◦ com.ptc.core.collectionsrv.engine.limitDependencyTracing – The value is an integer and is the number of objects the collector tries to collect before it stops. (for example, the default setting is set to  60,000). In the case of a CAD document structure where all dependencies exceed 60,000 objects, then when selecting Add to Workspace with dependencies set to All, collection on the Add to Workspace page is aborted with the message:
"Data collection was aborted because the maximum limit of objects set by your administrator (60,000) was reached. Try to work with a smaller set of objects, or contact your administrator".
◦ com.ptc.core.collectionsrv.engine.chunking.limit – The value is an integer and it indicates the object limit at which the system starts to "chunk" requests to the method server. The collector always fully traverses one level (even it exceeds the chunking limit). After traversing the first level, if the number of objects is less than the chunking limit, it will continue to the next level and add the second-level dependents to the same request. However, if the number of objects collected is the same or exceeds the chunking limit, then the request is broken into another "chunk" and traversing the rest of the dependents continues. This process continues until collection is finished.
For example, in the case of an assembly where traversing:
▪ 1st layer: 10 dependents (total)
▪ 2nd layer: 300 dependents (10 +290)
▪ 3rd layer: 5000 dependents (10 +290 + 4700)
If com.ptc.core.collectionsrv.engine.chunking.limit=1, the system performs three add-to-workspace requests (the first with the 10 objects, the second with the next 290 objects, and the last with 4700 objects).
If com.ptc.core.collectionsrv.engine.chunking.limit =5000, the system performs one add-to-workspace request with all 5000 objects.
File Menu for Inactive or Standalone Workspaces
The following table describes actions on workspace objects that can be initiated from the File menu of an inactive workspace:
Action
Description
Add
If an object is selected, opens the Add to Workspace window.
Remove
Opens the Remove from Workspace window (only if an object is selected).
New > CAD Document
Opens the New CAD Document window. See Creating a New CAD Document (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only).
New > Data
Opens the New Data Document page. See Creating a New Data Sheet Dynamic Document (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only).
New > Part
Opens the New Part window. For more information, see the help available from the New Part window (Windchill PDMLink or Windchill ProjectLink only).
New > Graphics
Opens the New Graphics Dynamic Document window
New > Revision
Opens the Revise window (only if an object is selected)
Open in
Opens the selected object in Creo View (not applicable to dynamic documents)
Check In
Opens the Check In window (only if an object is selected).
Check Out
Opens the Check Out and Add to Workspace window (only if an object is selected)
Undo Check Out
Opens the Undo Checkout window (only if an object is selected)
Rename
Opens the Rename page (only if an object is selected). Only new objects can be renamed from the workspace.
Save As
Opens the Workspace Save As window
Update
Opens the Update window if an object is selected. If nothing is selected and the workspace has any out-of-date objects, the Update page is launched.
Export List to File
Allows you to select one of the following commands to create a file in the indicated format that contains the current information in the workspace Object List table.
• Export List to CSV
• Export List to HTML
• Export List to TEXT
• Export List to XML
• Export List to XLS
• Export List to XLS Report
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You are able to specify to open or save the new file.
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Add to Workspace, Check In, and Check Out actions in an inactive or standalone workspace support metadata-only transactions.
Workspace Edit Menu
The following table describes actions that are available in the Edit menu of both active and inactive (or standalone) workspaces.
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Edit menu actions are also available from a right-click actions menu when one or more rows in the Object List are selected. The actions available depend on the objects selected and their status. Some actions are only available in the right-click actions menu.
Action
Description
Attributes
Opens the Edit Attributes window (only if a checked-out or new object is selected—not applicable to dynamic documents). See Editing Object Attributes
Edit Associations
(Not applicable to dynamic documents) Opens the Edit Associations window (only if an object is selected). See Editing the Association of CAD Documents and Windchill Parts (Windchill PDMLink or Windchill ProjectLink only).
Auto Associate
Opens the Auto Associate Parts window (only if an object is selected - not applicable to dynamic documents). See Automatically Associating CAD Documents and Windchill Parts (Windchill PDMLink or Windchill ProjectLink only).
Set State
Opens the Set State window for a selected object. See Setting a Life Cycle State
Set as Featured
Sets one or more selected objects in the workspace table to the featured state.
Unset as Featured
Unsets one or more selected objects in the workspace from the featured state.
Workspace Tools Menu
The following table describes actions that are available in the Tools menu, which is available only in an active workspace:
Action
Description
Import to Workspace
Opens the Import to Workspace window. See Importing to the Workspace (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only).
Export from Workspace
Opens the Export CAD Documents window. See Exporting from the Workspace (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only).
Synchronize
Refreshes workspace objects that have become stale in cache due to more recent changes on the server (for example, name changes). See Synchronizing the Workspace.
Workspace Action Icons
The following table lists workspace action icons that are available (depending on workspace status or context) in the workspace table tool bar. The actions may also be available in the right click actions menu for a selected object.
Icon
Description
Remove objects from workspace (Object selection required)
Upload local content to server (Object selection required)
Check In: publish changes (Object selection required)
Check Out: reserve for changes (Object selection required)
Undo Check Out: release and revert changes (Object selection required)
Update out-of-date versions
Automatically Associate parts and CAD documents (Object selection required. Windchill PDMLink or Windchill ProjectLink only).
New Revision: create a new revision (Object selection required)
New Part (Windchill PDMLink or Windchill ProjectLink only)
New CAD Document (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only)
Add objects to workspace (Object selection required)
Open the workspace information page for the object (available in actions column only)
Open in Creo (available in actions column only) (Windchill PDMLink, Windchill ProjectLink, or Pro/INTRALINK only)
Open in Arbortext Editor (does not apply to graphics dynamic documents)
Open in AutoCAD (Windchill PDMLink or Windchill ProjectLink only)
Open in Autodesk Inventor (Windchill PDMLink or Windchill ProjectLink only)
Open in Arbortext IsoDraw (applicable to .iso files, only)
Open in Creo Illustrate
Open in native CAD application (available in actions column only) (Windchill PDMLink or Windchill ProjectLink only)
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