Add to Managed Collection
Use the Add to Managed Collection action to alter the contents of a managed collection. The contents are based on initially selected objects and various collection options. After adding objects to or removing objects from the managed collection, you can configure collection rules to drive the collection of the contents from the set of initially selected objects. For example, adding an assembly and using the default collection rules populates the managed collection content with all parts in the assembly structure. You can specify specific collection rules to gather documents, drawings, or other objects related to the assembly. The managed collection maintains memory of the initially selected objects and the collection options, which allows the managed collection to be regenerated using the Refresh action.
Add to managed collection
is available from the
Actions menu on the object information page or right-click actions menu from the
Folder page. By using the
Add to Managed Collection action, you are checking out the managed collection. If another user visits the information page for the managed collection, the checked out glyph
appears until you have completed your action.
Add to Managed Collection from Object
To alter the contents of a managed collection, use the following procedure:
1. Select the > action from an object’s right-click actions menu or from the Actions menu on the object’s information page.
The Add to Managed Collection window opens.
2. Click the find icon
to search for an existing managed collection or click
New Managed Collection to create a new managed collection with the selected object as the initially selected object. For more information about creating a managed collection, see
Creating a Managed Collection.
If you add the object to an existing managed collection, the Initially Selected Objects table is refreshed to include the managed collection’s initially selected objects in addition to the current object.
If you create a new managed collection, the current object is the only object listed in the Initially Selected Objects table.
3. Use the paste icon
or the add objects icon
to add one or more initially selected objects to the table. Use the remove icon
to remove an unwanted object. For more information, see
Initially Selected Objects Table.
| Working or private copies of objects are not included in a managed collection. Only the checked in version of an object can be included. |
4. Click the Configure link in the Rule Configure field to select additional collection options.
| There must be at least one object in the Objects table to specify collection rules for the managed collection. |
5. [Optional] To preview the objects collected using the collection options you set, click the Preview Collection button. The Preview Collection window opens, displaying both the initially selected and collected objects.
6. Click OK to add the objects to the managed collection, save the collection option changes, and close the Add to Managed Collection window.
The updated content appears in the Managed Collection Content table, which is available from the managed collection information page.
Add to Managed Collection from Managed Collection
To alter the contents of a managed collection, use the following procedure:
1. Click the add to managed collection icon
or select the
Add Content step when creating a new managed collection.
The Add to Managed Collection window opens.
2. Use the paste icon
or the add objects icon
to add one or more initially selected objects to the table. Use the remove icon
to remove an unwanted object. For more information, see
Initially Selected Objects Table.
3. Click the Configure link in the Rule Configure field to select additional collection options.
| There must be at least one object in the Objects table to specify collection rules for the managed collection. |
4. [Optional] To preview the objects collected using the collection options you set, click the Preview Collection button. The Preview Collection window opens, displaying both the initially selected and collected objects.
5. Click OK to add the objects to the managed collection, save the collection option changes, and close the Add to Managed Collection window.
The updated content appears in the Managed Collection Content table.
