Creating a Smart Collection

Additional Windchill Capabilities > Manufacturing Process Management > Transforming an eBOM into an mBOM > Maintaining an mBOM > About Smart Collection > Creating a Smart Collection

To create a smart collection in BOM Transformer, do the following:

1. Select parts from upstream view or downstream view, or from both the views. If you used Highlight Selected Rows and

Quick Search actions, the highlighted parts are added automatically to the tables in the New Smart Collection dialog box.

2. From the middle toolbar, click

> New Smart Collection. The New Smart Collection dialog box opens.

3. In the Set Attributes step, provide the required details to create a smart collection, such as Type, Name, Number, and Location of the smart collection. Optionally, add a description of the smart collection in Description.

If you have defined any custom attributes, those are also displayed in the New Smart Collection dialog box. Optionally, provide details for the custom attributes.

4. Perform one of the following to proceed:

◦ Click Finish and Open to open the smart collection in a new BOM Transformer session.

◦ Click Finish to complete creating the smart collection.

◦ To add parts or modify the part selection in the smart collection, click Next. Use the following instructions:

a. In the Content step, the Upstream Selected Paths and Downstream Selected Paths tables list the current selection of parts in the smart collection. To add parts to the Upstream Selected Paths or Downstream Selected Paths tables, copy parts from upstream and downstream views in BOM Transformer using the

Copy action.

b. In the Upstream Selected Paths or Downstream Selected Paths tables, click

Paste Paths to paste the parts under respective tables.

You can also change the value of Quantity. The value of quantity must be a positive integer and less than excess usage quantity.

c. Click Finish.

The selected parts are added to the smart collection. You can view the smart collection at the specified location.

Use

Remove Paths, available in the Upstream Selected Paths and Downstream Selected Paths tables. This action is available in the toolbar of these tables.

At any point in time, you can add or copy only one instance of a part and its associated quantity to the Upstream Selected Paths and Downstream Selected Paths tables. If you try to copy a part that already exists in Upstream Selected Paths and Downstream Selected Paths tables, the action is disregarded. The value of quantity for those parts remains unchanged in the tables.

When the quantity of a part in smart collection is modified or updated in the Content page, and that part is filtered out in Upstream Selected Paths and Downstream Selected Paths tables, the updated value of quantity is disregarded in the smart collection.

In addition to the existing default columns, you can also add Line Number and Status Change columns to Upstream Selected Paths and Downstream Selected Paths tables.

The following considerations apply when using the New Smart Collection action:

• You cannot add a root part to a smart collection. Even if you select a root part for addition, the selection of the root part is ignored.

• You need to select at least one part from upstream or downstream view to add to a smart collection.

• Smart collection stores root part information and individual path information for parts in upstream and downstream views.

• Windchill stores the configuration settings that were applied when creating a smart collection. For example, plant filter, attribute filter, set options and choices applied when creating a smart collection. When you open the smart collection in BOM Transformer, all these settings are retained.

• Root parts are not required to be equivalent to add parts in a smart collection.

• The Number field in the New Smart Collection dialog box is autogenerated if you specify Object Initialization Rules for a smart collection type.