Active Workspace Functional
Fundamentals of Active Workspace
- Home page
- Page Layouts
- Toolbars and Commands
- Selecting and multiselecting objects.
- Header Information
- Navigating your workspace using breadcrumbs
- Change the views
- Customize the vies
- Display the data in table view
- Display the structure and folders in tree view
- Navigating structures vies
- Arrange the wrap text and save the order of columns.
- Modifying the table and tree appearance.
- Selecting and multiselecting objects.
- Header Information
- Navigating your workspace using breadcrumbs
- Search for objects
- Search video
- Global search
- Quick search
- Advance Search.
- Refine global search with revision rules.
- Work with search result.
- Filter search results.
- Personalize your search setting.
- Work with breadbrums.
- Save and pin searches.
- Export search result.
- Organize searches with active folder.
- Search property names.
- Perform a shape search.
- Find a classified objects by browsing the classification hierarchy.
- Find objects by searching for a specific property value.
- Find classified object by global search.
- Search for a object based on properties of another object.
- Undersetting the classification of assemblies.
- Filtering by visual navigation cards.
- Creating and revising data.
- Working with attachments.
- Exploring relations between objects.
- Sharing data
- Generating and viewing reports.
- Troubleshooting
- Viewing audit logs
- Using projects.
- The Teamcenter Assistant
- Train the assistant
- The assistant panel.
- Inbox
- Folders
- Saved Searches
- Help
- My Stuff
- Favourites
- Reports
- Questions
- Subscription
- Projects
- Results panel toolbar
- Work area toolbar
- Primary toolbar
- Header information
- Navigating your workspace using breadcrumbs
- Display data in the table view
- Table with Summary
- Table view
- Tree view:
- Tree with Summary view:
- Modifying table and tree appearances
- Change column widths
- Freeze and Unfreeze columns
- Modify the sort order
- Text filtering for any table column that contains text.
- Date filtering for table columns that contain dates.
- Number filtering for table columns containing numeric data.
- Resize a tile
- Arrange tiles
- Pin an object to the home page
- Unpin a tile from the home page
- Change your password
- Change your group, role, or project for your session
- Select your geography
- Pin user profile settings to bottom of browser window
- Manage your group, role, or volume from your Profile page
- Change your revision display
- Set or change your company location assignment
- Create and change ID display rules
- View ID display rule information
- Change location on parts and documents
- Advanced search
- Refine search with revision rules
- Search display names
- Searching for matching components
- Structure display options for item type Resource
- Work with search results
- Filter search results
- Personalize your search settings
- Work with breadcrumbs
- Save and pin searches
- Export search results
- Global results relevance
- Tips for Quick and Advanced searches
- Perform a shape
- Find a classified object by browsing the classification hierarchy
- Find an object by searching for a specific property value
- Find classification objects using the global
- Search for an object based on the properties of another
- Understanding the classification of assemblies
- Search for classes using classification
- Filtering by visual navigation
- Include classification properties when you compare search
- Creating and revising data
- Object types in Active Workspace
- How items and item revisions work with Favorites and the home page
- How dynamic item revisions work in folders, item relations, and paste
- Quick access to your
- Open a part, document, or other
- Create / Add a part, document, or other object
- Favorites with items and item revisions
- Assign to projects
- Apply project-level security to selected objects
- Using owning program
- Assign a project when creating a revision
- Assign assemblies to projects
- Change ownership
- Check out and check
- Edit properties
- Modify a table property
- Define properties in addition to the object’s configured properties
- Autofill properties in a table
- Drag-and-drop between browser windows
- Drag-and-drop in lists and tables
- Create alias and alternate ID
- Create a new revision
- Create a new object from an existing object
- Add attachments
- Replace an attached
- Open or download attached
- Open related
- View and mark up your attachments using the universal
- Upload or download large data files
- Tips for using Relations
- View related data
- Tracking changes to objects
- Exporting tables to Microsoft Excel
- Generating and viewing reports
- Generate an item report
- Generate a summary report or a custom report’
- Generate Reporting and Analytics reports
- Generating and viewing reports
- Generate a report dynamically
- View a dynamic report
- Record a problem in a log file to share with your
- Using audit logs
- Audit project events and view assigned or removed data
- The Active Workspace
- The Assistant panel
- Finding structures, parts, and subassemblies
- Limit the scope of your search to a specific assembly
- Navigate to the child or parent part in assemblies or subassemblies
- Pack or unpack structure elements
- View attribute details for a structure occurrence
- Control the display of configured structures
- Using structure view types in Active Workspace
- Using structure view types
- Configure and view structure based on view types
- Export a structure to
- Viewing structure arrangements
- Set the structure arrangement
- Editing the
- Set a change context to track structure update
- Edit a released structure in markup mode
- Add or remove structure
- Add a copy of the existing objects to a structure
- Replace a structure component
- Duplicate (clone) a structure
- Separate an occurrence with multiple quantity values into its individual occurrences
- Move an occurrence within a structure
- Edit the properties of a part or an assembly
- Editing occurrence properties in the context of an assembly
- Setting in-context
- Set in-context overrides Apply or cancel markups on a structure
- Review active or closed changes for a structure
- Analyze where a component is used in a structure or
- Viewing structures in the split
- Open and update two structures side by side in the split
- Making mass updates to a structure
- Making mass
- Make mass updates to a structure
- Save a structure
- Comparing the content in structures
- Compare structures
- Compare structures in the split view
- Specify comparison properties
- Define properties for dynamic
- Understanding global alternates and substitutes
- View substitutes and alternates for a structure part
- Add a substitute for a part in the structure
- Remove a substitute part
- Assign a substitute as preferred
- Add a global alternate for a part
- Remove a global alternate from a part
- Adding occurrence effectivity
- Create occurrence effectivity
- Edit occurrence effectivity
- Assign occurrence effectivity
- Remove occurrence effectivity
- Create release effectivity
- Edit release effectivity
- Assign release effectivity
- Remove release effectivity
- Configure a structure with group effectivity
- Configuring structures with variant rules
- View variant rule details
- Update a variant rule
- Save a modified variant rule as new
- Associate a configurator context with a product
- Create variant conditions for a part
- Understanding revision rules
- Viewing and updating a revision rule in Active Workspace
- Configure structures with a revision rule
- Configure a structure with a modified revision rule
- What is a context?
- Save a working context
- View where an element is used in a context
- Opening an element in context
- Recalling a working context
- Share a working context with other users
- Including multiple structures in a working context
- Find a classified object by browsing the classification hierarchy
- Find an object by searching for a specific property value
- Find classification objects using the global search
- Search for an object based on the properties of another object (search similar)
- Understanding the classification of assemblies
- Search for classes using classification criteria
- Filtering by visual navigation cards
- Include classification properties when you compare search results
- Classify an object using the Classification tab
- Classify an object in a suggested class
- Classify an object using the Classify panel
- Reclassify an object
- Edit object properties
- Classify an object in multiple classes using the Classification tab
- Classify an object in multiple classes using the Classify panel
- Classifying multiple objects simultaneously
- Classify an object based on the properties of an existing classified object
- Working with unit systems
- Delete classification information
- Library management overview
- Indexing of
- Indexing of library elements that includes:
- Visual navigation card
- Library
- Hierarchy
- Hierarchy nodes
- Overview of finding and classifying
- Find a classified object by browsing the classification hierarchy
- Use the global search to find the classified objects
- Reclassify
- Understanding the classification of
- Classify an object in multiple classes using the classification
- Classify an object in multiple classed using classification
- Filtering by visual navigation objects
- About Classification libraries
- Include classification properties when you compare search
- Submit to Workflow on Create
- Improved Tasks Overview
- Perform the workflow task in AWC
- Task Signoff Configuration
- Initiate the workflow process on Item
