Create Design Object Tree View

Explanation

This activity is used to create a tree view for design objects. A design object tree view is a configurable view of a single design object or collection of design objects and related entities in a tree-like structure. For example a tree view displaying the functional structure of all design objects without parents that can have children.

If the tree view is primarily created for design objects it is possible to configure tree settings that enable you to create views of objects according to functional or locational structures, root object nodes or navigational models. Additionally it is possible to select a plant for filtering tree view content, set tree filters to include or exclude design objects depending on status and define tree presentation to your preference. Once a design object tree view has been created it can be viewed by expanding the Explore Design Objects node. Design objects in the tree view are named using the object ID and description of the design objects, by default.

Prerequisites

A plant for the design objects should exist.

System Effects

A design object tree view is created.

Window

Tree View Configuration

Related Window Descriptions

Tree View Configuration
Tree View Configuration/Design Objects

Procedure

1. Open the Business Object Explorer.
2. Click the Explore Design Objects folder, right-click and click New Tree View.
3. In the Tree View Name field, enter the name of the tree view to identify the tree view in the Business Object Explorer. e.g. All Design Objects.
4. In the Access group of fields, select the required level of access that you wish to confer on the tree view:
    
   • Select Global to ensure that the Tree View will be displayed for all active users registered in IFS/Solution Manager.
   • Select Personal to ensure that the Tree View will be displayed exclusively for the user who created it.
   • Select Group to ensure that the Tree View will be displayed for users in a specific User Group. Use the List of Values to select a User Group that has been registered within IFS/Solution Manager.
5. Click Save.
6. In the Design Objects tab, select one of the following options in the Tree Settings groups of fields:
    
   • Select Display all objects without Parent that can have Children to display all objects at the top of either a functional or a locational structure. Next, select Functional Structure or Locational Structure as required.
   • Select Functional Structure with Top Object to display a single object at the top of a functional structure. In the Functional Structure with Top Object field, enter the object for the top of the structure. Use the List of Values to select the required object.
   • Select Locational Structure with Top Object to display a single object at the top of a locational structure. In the Locational Structure with Top Object field, enter the object for the top of the structure. Use the List of Values to select the required object.
   • Select Use a Navigational Model to display all design objects belonging to a particular design object navigational model. In the Use a Navigational Model field, enter the name of the navigational model. Use the List of Values to select the required navigational mode. 
7. In the Select Plant field, enter the name of a plant to display design objects from a single plant. If this field is left empty, all design objects of all available plants will be displayed.
8. In the Design Status Filter and Operational Status Filter group of fields, select the check boxes for statuses as required, to include design objects in the tree view based on the design status of the object in IFS/Asset Design and the operational status of the corresponding equipment object in IFS/Equipment.
9. Select the Display objects in conflict with filter as inactive check box to set the tree view to display objects that do not satisfy the Design Status and Operational Status Filter conditions or display these objects in gray.
10. Select the Omit the More Information folder field to directly view additional information for a design object, such as related documents or design parts. If this check box is cleared, this additional information will be included by default in a folder called More Information beneath the design object.
11. Configure the filter options for the corresponding business objects on the Design Part, Document, Equipment tabs, as required.