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PDM Actions in NX
PDM (Product Data Management) actions are used to manage your CAD data in Windchill. These actions are available from NX, and the Windchill user interface.
When a CAD application is connected to Windchill Workgroup Manager, some PDM actions become active in NX, such as Check In and Check Out.
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Windchill Workgroup Manager changes the behavior of some of the native commands in NX, such as Save or Open. For example, when NX is connected to Windchill Workgroup Manager through the WindchillFile System, Open and Save operations default to the Local Workspace.
The following table lists the various PDM actions and their access paths.
PDM Actions
Access from NX
Access from Windchill Workgroup Manager Client
New CAD Document
Windchill > New CAD Document
Windchill > New > CAD Document
Open from Windchill
Windchill > Open from Windchill
Not applicable
Check In
• Windchill > Auto Check In
• Windchill > Custom Check In
• Right Mouse Button
File > Check In
Check Out
• Windchill > Check Out
• Right Mouse Button
File > Check Out
Undo Check Out
• Windchill > Undo Check Out
• Right Mouse Button
File > Undo Check Out
Revise and Check Out
Windchill > Revise and Check Out
Not applicable
Update
• Windchill > Update Active Model
• Windchill > Update All Models
• Right Mouse Button
File > Update
Save Viewable with Models
Windchill > Save Viewable with Models
Not applicable
Lock
Right Mouse Button
File > Lock
Unlock
Not applicable
File > Unlock
Insert from Windchill
File > Assemblies > Components > Insert from Windchill
Not applicable
Export to Windchill
Windchill > Export to Windchill
Not applicable