Folder Contents Table Actions

Additional Capabilities > Service Information Management > About Windchill Service Parts > Windchill Service Parts Folders Page > Folder Contents Table Actions

Two types of action are available from the Folder Contents table:

• Table-level actions are available in the Actions menu in the table toolbar. To perform these actions on multiple objects at once, select the checkbox for the desired objects and then select the action.

The most frequently used actions from this menu also appear as icons in the table toolbar.

• Object-specific actions are available in the context menu when you right-click an object in the table row.

The options available depend on the object type.

Available actions depend on the Windchill solutions you have installed and the context/folder you are viewing.

Icon

Action

Description

Add to > Add to Baseline

Add the most recent version of the object to a baseline.

A baseline is a snapshot of an evolving collection of product data objects. You can search for an existing baseline or create a new baseline in which to include the object. For more information, see Baselines.

This action is available only for products or libraries.

Add to > Add to Hot Links

Add a link for each selected row to the Hot Links folder in your My Notebook table. For more information, see Notebooks.

Add to > Add to Managed Collection

Add the object to a managed collection. For more information, see Managed Collections.

Add to > Add to Package

Add the object to a package. You can add to an existing package or create a new package containing the selected object. For more information, see Packages.

Add to > Add to Project

Share or check out a selected object to a project.

Sharing allows an object located in a product or library to appear in a project. For more information, see Exchanging Data Between Contexts.

Add to Workspace

Add the selected object to a specified workspace. For more information, see Workspace Page Functionality.

Assign Expression

Launches the Assign Basic Expression or the Assign Advanced Expression window, where you can set applicability for an object based on the option set defined for the product.

The window presented depends on the setting of the preference Supported Expressions preference (Options and Variants category).

Refer to Options and Choices for information about options and choices.

Check In

Open a checkin window for an object that you have checked out.

The checkin operation saves the modifications you have made to the object in the system. The operation also iterates the object, for example from A.1 to A.2. For more information, see Checking In an Object.

Check Out

Checks out the object to you, locking it to prevent modification by others. You can then undo the checkout or check in the modifications you have made to the object. For more information, see Checking Out an Object

Check out to workspace

Collect and configure an entire set of objects for checkout to a workspace. For more information, see Checking Out Objects from the Workspace.

Compare > Compare Information

Select a different object of the same type and compare the object information.

Compare > Compare to Part Structure

Opens a window where you select a part structure with which to compare the selected part and its structure. For more information, see Comparing Structures.

Copy

Places a copy of the selected object on the Windchill clipboard so that it can be pasted elsewhere as a new object or a reference. For more information, see About the Clipboard.

Cut

Move objects to the Windchill clipboard temporarily until transferred to another location within a context using the paste action.

Objects are permanently removed from their original locations when the paste action is complete. For more information, see About the Clipboard.

Delete

Remove the object and related objects from the database. For more information, see Deleting Parts Lists.

Download Documents to Compressed File

Create and download a compressed file (ZIP) containing selected documents and folders. Both document content and the folder structure can be added to the compressed file. For more information, see Downloading Documents to a Compressed File.

N/A

Edit Access Control

View the current permissions on the object for any user, group, or organization that you can access. If you have the required permissions, you can change the current ad hoc access control permissions that are in place for the object. For more information, see Access Table.

To modify security for a specific object, select the action from that object's context menu or select the object in the folder browser and use the table-level action. Using the table-level action without selecting an object modifies the permissions of the folder selected in the Folders table.

Edit Attributes

Edit attributes of the selected object.

Edit Common Attributes

Edit attributes associated to all versions of a selected object. For more information, see Editing Common Part Attributes.

N/A

Edit Multiple Objects

Edit multiple documents at once. For more information, see Editing Multiple Documents and Editing Multiple Parts.

N/A

Export List to File

Export the information in the Folders table to a file that can be accessed offline in programs such as Microsoft Excel. You can export this list in CSV, HTML, PDF, TEXT, XLS, XLSX, XLS Report, or XML format.

Select Export Importable Spreadsheet to create a spreadsheet that can later be used to import parts and product structures into Windchill.

Once you have selected a format, a window opens showing the progress of the file. When the export is complete, the file either automatically opens in your browser, or a window appears allowing you to choose whether to open or save the file. This depends on your browser settings.

Export Parts List to XML

Generate an XML version of a parts list that can be used by Creo Illustrate to generate callouts for an associated illustration, For more information, see Generating XML for Creo Illustrate.

Generate Translation Document

Generate a translation document (XLIFF) for a structure. For more information, see Generate a Translation Document for a Structure.

Import from Spreadsheet

Import parts and product structures into Windchill from a spreadsheet.

N/A

Edit Access Control

To modify security for a specific object, select the action from that object's right-click actions menu or select the object in the folder browser and use the table-level action. Using the table-level action without selecting an object modifies the permissions of the folder selected in the Folders table.

N/A

Edit Security Labels

View the current security label values set on the object. If you have the required permissions, you can change the security label values that are in place for the object. For more information, see Edit Security Labels — Collect Related Objects.

Move

Launches the Move window, from which you can transfer all versions of a selected object and related objects to another context and folder location. For more information, see Moving Parts Lists.

N/A

New

Provides options for you to create new objects in the folder. Select the required folder in the Folders list.

•

— New Document

•

— New Multiple Documents

•

— New Part

•

— New Multiple Parts

•

— New Change Request

•

— New Problem Report

•

— New Variance

•

— New Promotion Request

•

— New Textual Information Element

•

— New Graphic Information Element

•

— New Parts List Information Element

•

— New Publication Structure

•

— New Information Structure

•

— New Folder

•

— New Link

•

— New Note

•

— New Note from Template

•

— New Baseline

•

— New Managed Collection

N/A

Open

Launch modules:

• Part Structure Browser

• Service Associative Part Structure Browser

N/A

Open in

Provides a list of modules in which to open the selected object:

• Open in Creo View — Launches the default representation in Creo View. If there is no default representation, Creo View opens with no representation.

• Open in Parts List Editor — Opens the selected parts list in the Parts List Editor.

• Open in Service Associative Part Structure Browser — Opens the selected part in the Service Associative Part Structure Browser. For more information, see Using the Manufacturing Associative Part Structure Browser.

Paste

Transfer the last objects cut or copied to the Windchill clipboard into the selected folder. For more information, see About the Clipboard.

Process > Reassign Life Cycles

Reassign the life cycle template or set the starting life cycle state for the object. For more information, see Reassigning Life Cycles.

Process > Reset Team

Opens the Reset Team window, allowing users with the appropriate permissions to reset the team template for that object. For more information, see Resetting a Team Template.

Remove Update Required Flag

Removes the Update Required flag from a parts list.

Use the action if you have updated a parts list to reflect changes to its associated SBOM, or if you do not plan to update it.

For more information, see Updating Parts Lists after Changes to Source.

This action is available to users who have permission to update parts lists.

Revise

Launches the Revise window, from which you can create a new revision of the object. For example, you can change the object version from A.4 to B.1, depending on the revision scheme at your site. For more information, see Revising Parts Lists.

Save As

Opens the Save As window, from which you can create a new object based on the current object. The attributes and relationships that can be carried forward to the new object vary by object type. For more information, see Saving Parts Lists as New Objects.

Set State

Change the life cycle state of the object, for example, from In Work to Released. For more information, see Setting the State of an Object.

Subscribe to certain events for an object. For more information, see Subscriptions.

Supersede with Existing

Launches the Supersede with Existing window, in which you can select a part with which to supersede the selected part. For more information, see Superseding a Part with an Existing Part.

Supersede with New

Launches the Supersede with New window, in which you can create a new part with which to supersede the selected part. For more information, see Superseding a Part with a New Part.

Undo Check Out

Release your hold on the object, making it available for others to check out. Modifications you made to the object are not maintained. For more information, see Undoing a Checkout.

Update Parts List

Update a parts list to reflect changes that have been made to its associated SBOM.

This action removes the Update Required flag from the parts list.

Action is disabled if parts list is checked out.

For more information, see Associating a BOM to a Parts List and Updating Parts Lists after Changes to Source.

Upload Documents from Compressed File (see New > Upload Documents from Compressed File)

Add documents and folders to Windchill from files and folders contained in a compressed file (ZIP or JAR). For more information, see Uploading Documents from a Compressed File.

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