Customizing Views

Customize views when you want to choose which object classes appear in the content windows and which attributes are displayed.

PRIVILEGES No special privileges required.

To access the Views tab of the Customize dialog box:

Select Tools | Customize.

To add an object class to a view:

On the right-hand side of the Views tab, select the object class whose view you want to customize.

The available object classes you can include in the view appear on the left-hand side.

NOTE You cannot have more than one secondary object class, or more than three related object classes in a view. For some views there is no secondary object class.

If either:

you want to add a secondary object class, and there is already a secondary object class included

you want to add a related object class, and there are already three related object classes included

you will first need to remove the existing secondary object class or one of the three related object classes. In this case, follow the procedure described in To remove an object class from a view described below.

Select the object class in the left-hand side of the Views tab that you want to add. If you are adding a secondary object class, its type will be indicated either by a design part icon: or a project/stream icon:
Click the Add button.

The icon will move into the right hand list.

If you want to customize the attributes for object class you have added, follow the procedures described in To customize the attribute display for an object class in a view below.
When you have finished click the OK button to save the changes.

To remove an object class from a view:

On the right-hand side of the Views tab, select the object class whose view you want to customize.
Expand the top level icon and select the object class you want to remove from the view
Click the Remove button.

The icon will move from the right hand list to the left hand side of the Views tab.

When you have finished click the OK button to save the changes.

To change the order of a related object class in a view:

On the right-hand side of the Views tab, select the object class whose view you want to customize.
Expand the top level icon and select the object class you want to move within the view.
Click the Up button to move it farther up in the view and click the Down button to move it farther down in the view.
When you have finished click the OK button to save the changes.

Note that, by default, the first related object class in the list will be displayed in a tiled pane on the top right of the content window, and the others will be displayed beneath it in tabbed panes.

To make an object class in a view active or inactive:

On the right-hand side of the Views tab, select the object class whose view you want to customize.
Expand the top level icon and select the object class you want to make active or inactive the view. The status of the object class is indicated by the icon at the top right of the object icon, for example:

active:
inactive:

Click the Off button to make the object class inactive, or click the On button to make it active.
When you have finished click the OK button to save the changes.

NOTE Only related object classes can be made inactive. The Primary object class, and the Secondary object class, if present, always remain active.

To customize the attribute display for an object class in a view:

On the right-hand side of the Views tab, select the object class whose view you want to customize.
Expand the top level icon and select the object class whose attributes you want to customize.

Icons entitled System Defined and User Defined will appear in the left hand side of the Views tab. Expand the icons to see the corresponding attributes. These are the available attributes for the object class.

Expand the icon for the object class within the view in the right hand side of the Views tab. The attributes currently to be displayed in the view will appear beneath it.
Do one of the following:

To add an attribute, select the attribute on the left-hand side and click the Add button. The attribute will move from the left-hand side of the Views tab to the right-hand side.

NOTE Single-value single-field and single-value multi-field attributes can be added but multi-value multi-field attributes cannot be added. (They are not shown in the list).

To remove an attribute, select the attribute on the right-hand side and click the Remove button. The attribute will move from the right-hand side of the Views tab to the left-hand side.
To change the order of an attribute to the left or right in the view, select it on the right-hand side and click the Up button to move it further up in the list and click the Down button to move it further down.

NOTE If the object class is displayed in a Tree View, only a single attribute can be shown. Therefore, if you want to see a different attribute (e.g. in a Design Part tree, to see the Part Number instead of the Part Specification), first remove the attribute currently displayed.

When you have finished click the OK button to save the changes.