Configuring Collection
When users perform PDM actions, the Windchill collection feature allows them to collect additional objects to be acted upon according to their relationship to an initially selected object. The administrator determines the default collection behavior using preference settings. The following collection modes are supported:
• Collecting all dependents at the time the collector is launched with a seed object (up front), such that selection actions are enabled or disabled depending on what is selected.
• Collecting only the required dependents of a seed object at the time the collector is launched.
• Collecting no dependents of a seed object at the time the collector is launched.
The Basic tab applies collection rules generally to the entire collection, and the Advanced tab allows you to further tailor the general collection based on individual objection selections. This also allows you to confirm the list of objects being collected.
The system provides default settings that apply to both tabs. You can tailor the collection process by setting one or more specific preferences that determine the default object collection that is performed when an action is initiated.
All preferences related to the collector can be set by Site, Products, Projects, or Organizations in Windchill Preference Management. The collector infrastructure allows each specific action (for example, Check In or Edit Attributes) to specify a default collection for the action, as well as a default display for the Advanced tab.
The preference is set in Preference Management under a node specific to the action. For example, the preferences for collection at Check In are found as illustrated in the next graphic.
Because only a subset of these preferences may be relevant for a specific action, not all preferences are required to exist for each action.
| A particular preference can be overridden by each individual user (if not locked at the Organizations or Site level by the administrator). |
