PDM Action
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Description
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Authoring Application Availability
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Auto Check In
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Checks in the object in session into the commonspace in Windchill using predefined check-in options.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Modeling
• Creo Elements/Direct Drafting
• PTC Mathcad
• NX
• SOLIDWORKS
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Activate
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When connected to the Windchill Workgroup Manager, the Activate action (in the Creo CADDS 5 Local Data Manager) sets the Creo CADDS 5 create directory to the location of the active local workspace directory.
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• Creo CADDS 5
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Custom Check In
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Checks the object currently in session into the Windchill commonspace and applies check in options previously specified in the Custom Checkin user interface.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• Creo Schematics
• PTC Mathcad
• NX
• SOLIDWORKS
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Check Out
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Creates a copy of the object on the Windchill server and marks it as "checked out". This signals other users with access that the object is being modified.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• Creo Schematics
• PTC Mathcad
• NX
• SOLIDWORKS
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Change Load Type
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Changes the default load type of the model when it is loaded into the application from Windchill.
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• Creo Elements/Direct Modeling
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Copy to Workspace
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Copies the selected part or assembly to the workspace local directory.
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• Creo CADDS 5
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Event Management
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Checks and acts on Windchill log messages generated in your application.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• Creo Schematics
• PTC Mathcad
• NX
• SOLIDWORKS
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Export
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Exports any supported file format of the active illustration to the workspace and other folder locations.
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• Creo Schematics
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Export from Workspace
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Allows you to export objects in your active workspace, such as CAD documents and all dependent files, to a directory on the local file system.
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• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
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Export to Windchill
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Exports the model as a primary CAD Document to Windchill.
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• NX
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File
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When connected to the Windchill Workgroup Manager, the File action saves the active Creo CADDS 5 part or assembly (including its dependents) currently in session to the active workspace local directory.
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• Creo CADDS 5
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Import to Workspace
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Imports a Windchill object into the active authoring application.
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• Creo Elements/Direct Modeling
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Import from Windchill
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Allows you to import objects to your active workspace, such as CAD documents and all dependent files.
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• Creo Elements/Direct Drafting
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Insert Component from Windchill
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Inserts a part, subassembly, or CGR to a CATIAV5 product from the Windchill workspace or commonspace.
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• CATIA V5
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Insert from Windchill
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Adds a CAD part/Assembly from the active workspace, as well as from products, libraries, or projects to which the user has access.
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• NX
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Load File from Windchill
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Allows you to navigate to another drawing document on the server and place that drawing's geometry into the current Creo Elements/Direct Drafting drawing.
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• Creo Elements/Direct Drafting
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Load Frame from Windchill
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Allows you to select a frame from a server product, project, or library and bring it into the current Creo Elements/Direct Drafting session
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• Creo Elements/Direct Drafting
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Lock
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Reserves an object so it can only be modified by the user who locked it.
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• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• Creo Elements/Direct Modeling
• Creo Schematics
• NX
• SOLIDWORKS
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Open in CAD Tool
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A allows you to select an object from a workspace or commonspace and open it in your native CAD tool.
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• Creo CADDS 5
• PTC Mathcad
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Open from Windchill
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Accesses the registered workspace on the Windchill server or navigate to the commonspace and enables you to browse and open a CAD document in the application.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• Creo Schematics
• NX
• SOLIDWORKS
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Refresh All
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Updates the object display in the active workspace with the status of the displayed objects.
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• Creo Elements/Direct Modeling
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Rename
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Allows you to rename a CAD document in the Windchill Workspace by changing the values of the Name, Number, and File Name attributes. You can also rename objects that are in other users’ Workspaces; for such changes, a system notification is sent to the users when they synchronize their Workspaces with the Windchill server.
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• Creo Elements/Direct Modeling
• PTC Mathcad
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Revert
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Reverts an object modification and restores its last design iteration.
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• Creo Elements/Direct Modeling
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Revise and Check Out
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Replaces the current workspace object with a new revision of the object in a checked out state.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• NX
• SOLIDWORKS
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Replace Component from Windchill
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Replaces a part, subassembly, or CGR to a CATIAV 5 product from the Windchill workspace or commonspace.
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• CATIA V5
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Revision
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Opens the New Revision page, which allows you to create a new revision for an object.
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• CATIA V5
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Save Copy As
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Saves an object with a new name. The object is saved to the workspace local directory for the active workspace on the primary server.
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• CATIA V5
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Save As
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Saves an object with a new name. The object is saved to the workspace local directory for the active workspace on the primary server
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• PTC Mathcad
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Save Frame to Windchill
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Presents the Save to Workspace window, allowing an administrator to save a new drawing recognized as a frame to an appropriate library workspace.
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• Creo Elements/Direct Drafting
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Save Modified Instances
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Allows you to tell Windchill that modifications have been made to individual SolidWorks Configurations that have been exposed to Windchill as Family Table instances.
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• SOLIDWORKS
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Save Viewable with Models
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Allows you to enable or disable viewable generation during a Save operation.
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• Autodesk Inventor
• NX
• SOLIDWORKS
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Save to Workspace
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Saves selected objects and uploads the data to the server-side workspace.
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• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
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Server Management
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Opens the Server Management utility, where you can view or change Windchill servers and server active workspaces.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• Creo Schematics
• NX
• SOLIDWORKS
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Synchronize
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Synchronize includes all of the updates included in a workspace refresh. This action also performs additional server checks, including synchronizing out-of-sync objects, and updating the client with modifications made to server preferences.
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• Creo CADDS 5
• CATIA V5
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• PTC Mathcad
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Text Reference
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Allows you to assign, unassign, or update text references to document attributes.
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• Creo Elements/Direct Drafting
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Undo Check Out
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Removes the checked out status for an object and returns it to its previously checked in state on the server.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• Creo Schematics
• NX
• PTC Mathcad
• SOLIDWORKS
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Unlock
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Releases the lock on an object so other users can modify it.
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• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• Creo Elements/Direct Modeling
• NX
• SOLIDWORKS
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Update
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Aligns the object version currently in session with the object version in your primary workspace.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• NX
• SOLIDWORKS
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Update All Models
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Enables you to update multiple objects currently in session.
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• Autodesk Inventor
• CATIA V5
• CATIA 3DEXPERIENCE
• Creo Elements/Direct Modeling
• NX
• SOLIDWORKS
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Upload
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Stores working copies of the files you are editing in your registered CAD application to your personal folder location on the Windchill server, without making your changes visible to other users.
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• Creo CADDS 5
• CATIA V5
• PTC Mathcad
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View Drawing Information
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Opens the server information page (workspace view) for the drawing in session.
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• Creo Elements/Direct Drafting
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View Information
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Displays the Windchill server information page for the selected object.
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• Creo Elements/Direct Modeling
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Workgroup Manager
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When the application is registered with Windchill Workgroup Manager, opens or activates (if minimized) the Windchill Workgroup Manager user interface directly.
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• AutoCAD
• Autodesk Inventor
• Creo CADDS 5
• Creo Elements/Direct Drafting
• Creo Elements/Direct Modeling
• PTC Mathcad
• NX
• SOLIDWORKS
• Creo Schematics
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