Create Design Part Tree View

Explanation

This activity is used to create a tree view for design parts. A design part tree view is a configurable view of a single design part or collection of design parts and related entities in a tree-like structure. For example all design parts grouped by class with the Available design part status.

If the tree view is primarily created for design parts it is possible to define tree settings that will configure views based on classes, a top design part or a navigational model. Additionally it is possible to select a standard for which design parts will be displayed, set tree filters to include or exclude design parts of a depending on status and version, and define the tree presentation to your preference. Once a design part tree view has been created it can be viewed by expanding the Explore Design Parts node. Design parts in the tree view are named, by default, using the design part ID and description of the design parts

Prerequisites

A standard for the design parts should exist.

System Effects

A design part tree view is created.

Window

Tree View Configuration

Related Window Descriptions

Tree View Configuration
Tree View Configuration/Design Parts

Procedure

1. Open the Business Object Explorer.
2. Click the Explore Design Parts 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 Parts.
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 Parts tab, select one of the following options in the Tree Settings groups of fields:
    
   • Select Group Design Parts by Class to display all design parts grouped by class. Next, select Show only used Classes, if required, to display only design parts for the classes for which a design part exists.
   • Select Top Design Part to display a selected design part as the top node in the Design Parts Tree View and it will be display it together with its structure/child parts. In the Top Design Part field, use the List of Values to select a design part for the top node.
   • Select Use a Navigational Model to display all design parts belonging to a particular design part 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 model. 
7. In the Standard field, enter the Standard for which design parts should be displayed in the Tree View. By default, the value of this field is the Standard of the User Default Plant. Use the List of Values to select a specific Standard.
8. In the Design Part Status group of fields, select the check boxes for statuses as required, to include design parts in the tree view based on the status of the design part.
9. Select the Display only the Latest Version check box to display the only the most recent version of a design part in the tree view.
10. Select the Direct navigation check box to display child parts directly underneath the parent and not within relational folders such as Consists of and Belongs To.
11. Select the Omit the More Information folder field to directly view additional information for a design part, such as related documents or design objects. If this check box is cleared, this additional information will be included by default in a folder called More Information beneath the design part.
12. Configure the filter options for the corresponding business objects on the Design Object, Document, Equipment tabs, as required.