Data Management Capabilities > Managing Part Structures > Windchill Options and Variants Capabilities > Working with Option Sets > Workflow for Defining an Option Set > Managing the Option Set
  
Managing the Option Set
To manage options and choices included in an option set, go to the information page of the option set and select the Structure tab. The Structure tab has two panes:
• The left pane shows a tree view of groups, options, and choices defined for the option set.
• The right pane shows the tabs that provide in-depth information on the item selected in the left pane. Depending on the item you select, some of the following tabs are available: Attributes, Design Option, Design Choices, Conditional Rules, Include Rules, Exclude Rules, Enable Rules, and Where Used.
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Different types of options can be defined in the Option Pool. Each type is displayed in a separate tab. By default, the Design Option tab is selected. For more information, see Enabling or Disabling Sales and Design Subtypes, Creating a New Option Subtype, and Customizing the Display Name of the Option Type.
Tree View of an Option Set
The tree view of the option set provides a hierarchical representation of the groups (if they are defined), options, and choices included in the option set. You can click an option to expand it and view the associated choices.
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If both the Sales and Design option types are used at your site, you can filter the tree view by selecting Sales Option or Design Option from a drop-down list.
The next table lists the item types appearing in a tree view table (left pane).
Item type
Description
Available actions
Option Set
A top-level item in the tree view
Expanding the Option Set displays the options and groups included in the Option Set. Right-click the Option Set to view information of the Option Set with additional actions. Selection of the Option Set displays the Design Option, Conditional Rules, Include Rules, Exclude Rules, and Enable Rules tabs in the right pane.
Group
A user-defined collection of options. A group is inherited from an option pool when options are added to the option set.
Expanding a group displays the options included in the group. Right-click the group to view information for the group. Selection of a group displays the Attributes and Design Choices tabs in the right pane.
Option
A list of options included in the option set
Expanding an option displays the choices defined in this option. Right-clicking an option displays the View Information action. Selection of an option displays the Attributes, Design Choices, and Where Used tabs in the right pane.
Choice
Choices associated with the selected option
By right-clicking a choice, the View Information, Copy, New Include Rule, New Enable Rule, and Set Effectivities actions are displayed. Selection of a choice displays the Attributes and Where Used tabs in the right pane.
The Option Set tree contains the following actions for viewing and modifying Option Set information:
Action
Description
Manage Choices
Provides the ability to select options and choices for inclusion in or to deselect for removal from the Option Set. For more information, see Managing Choices in the Option Set.
Preview
Preview the Option Filter with the current Option Set definition.
Expand All
Expands all hierarchy levels for the Option Set.
Collapse All
Collapses all hierarchy level for the Option Set.
Enable Ordering
This action is available when the Select Group-Dependent Ordering preference is set to No for Option Sets having one or more groups.
This action allows the ordering of option and choices independent of groups. When the Option Manager clicks this action, the Manage Choices action becomes hidden and the Move Up and Move Down actions are available.
Selecting the Enable Ordering action hides the group node from the option set tree structure.
Disable Ordering
This action is available when the Select Group-Dependent Ordering preference is set to No for Option Sets having one or more groups.
When using the Disable Ordering action, the Manage Choices action becomes available for the group as table column view. However, the Move Upand Move Down actions are hidden.
Move Up
Moves the selected Option Set member up in the default order. For more information, see the “Managing Ordering for Options and Choices” section below.
Move Down
Moves the selected Option Set member down in the default order. For more information, For more information, see the “Managing Ordering for Options and Choices” section below.
Export List to File
Exports the information in the Option Set to a file that can be accessed offline in programs such as Microsoft Excel.
Sort by Default Order
Sets the default sort order that is defined by the Option Manager on the option set.
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This action is available only on the last user-defined sorted column of the table for an option set.
Managing Ordering for Options and Choices
When the Option Set is sorted in default order, Option Manager can control the order in which options and choices are presented in the Option Filter window for an option set. The Select Group-Dependent Ordering preference, available under the Options and Variants node, provides the ability limit ordering dependent on group assignments or independent of group assignments. When groups are defined and ordering is allowed independent of grouping, the Option Manager must use the Enable Ordering action to modify the order. To modify the order, the Option Manager can use the Move Up and Move Down actions.
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The Sort by Default Order action is disabled when the tree is sorted by any other column than the default order. To define the default order, you must first sort on default order.
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• Only users with the required authorization to edit the option set, typically the Option Manager, can manage option set ordering.
• When moving Option Set members, the Option Manager can select multiple items by holding the Ctrl button on the keyboard and selecting the required objects before using Move Up or Move Down actions.
Ordering defined by Option Manager is retained when switching between different preference modes and views.
Toolbar Actions
You can perform the following actions using toolbar actions located in the left pane:
• Check for duplicate choices by clicking
• Add choices to the option set by clicking
• Preview the choices included in the option set by clicking