Function documentationDocument List

 

If you have navigated to the document list from a different view or from the search, you see all the associated document info records here. The document list also displays the results of the where-used list.

Features

In this view, the following functions are available:

  • Export to Microsoft Excel

    You can use this function to export the entire contents of the view to an external file in the form of Microsoft Excel.

  • Remove Row

    You can use this function to remove a row from the view; the associated document is not deleted.

  • Document: Display or Change

    You use these functions to navigate to the display or change screen for the selected document.

  • Document: Delete

    The system physically deletes document info records in the document management system. Checks are performed to ensure deletion is permitted. For example, a document info record cannot be deleted if it is contained in a document structure.

  • Document: Set Status

    The system evaluates the common successor status of a list of selected document info records. Once you have selected one of the statuses, the system changes the status of all selected document info records to that status.

  • Document: Add to Document Structure Browser

    If the document browser is active, document info records can be added to the selected directory of the document structure browser.

  • Original: Restore Last Check-In

    If you have made changes to an original in your local working area, but you decide not to make these changes valid, you can reproduce the status of the previous change by using this function. The file that you last checked in is valid again. The locally-changed file is still available.

  • Original: Display or Change

    In the CAD system, you can display or change originals that were checked in and have document info records.

    If you choose these functions, you load data from the SAP system into the CAD system.

    In doing so, E-desktop determines all dependent document info records, for example from a document structure, that must be considered as well.

  • Original: Display Lightweight

    The system evaluates the structure in the document structure view and if a lightweight file exists, it is displayed instead of the CAD original. If there is no lightweight file available, the system transfers the CAD original instead.

    As a prerequisite, in Customizing you must set Lightweight CAD Original when you maintain the applications for the corresponding CAD System and User Group. The lightweight CAD file must also have been added to the document info record by CAD integration or manually.

  • Original: Display As Saved or Change As Saved

    The system retrieves the document structure as saved and transfers the files to the CAD system. If the change function is used, the selected document info records are checked out.

  • Original: Display Latest or Change Latest

    The system retrieves the latest versions of the documents in the document structure and transfers the files to the CAD system. If the change function is used, the selected document info records are checked out.

  • Original: Display Released or Change Released

    The system retrieves the released versions of the document structure and transfers the files to the CAD system. If the change function is used, the selected document info records are checked out.

  • Functions for Materials

    • Create

    • Create in Background

      If you create the material in the background, the system reads the attributes to be assigned from Customizing.

    • Display

      You can display the linked materials for the selected document info record. If only one material is linked, then it is displayed directly. If more than one material is linked, then you get a selection.

    • Change

    • Assign

    • Select Material Link

      You can link a material to a selected document info record. Several links are possible; the system marks the first link with the CAD-Relevant indicator. If a material link with this indicator already exists, then this indicator is retained.

  • Functions for Material BOM or iPPE Variant Assembly

    In Customizing, you define whether you want create iPPE variant assemblies or classic material BOMs with E-desktop. Depending on this setting, the corresponding functions listed below are available to you:

    • Functions for Material BOM:

    • Functions for iPPE Variant Assembly:

      • Create/Refresh

        The system creates variant assemblies in the background, you cannot make any further settings.

      • Display

      • Change

  • Product Assembly: Display or Change

    You can use this function to view and change components you have created with the iPPE Variant Create/Refresh function.

    Note Note

    To use this function, your iPPE model must be compliant with Product Structure Management and vice versa.

    End of the note.

  • Display in Document Structure

    You use this function to switch to the Document Structure view and display the selected object with the structure there.

  • Where-Used List

    You can execute a version-dependent or version-independent where-used list of documents for all object types.

    If you select a document, and execute the where-used list, the system displays the results in the document list.

  • Display Options: Display Classification

    If this display option is set, the system retrieves all characteristics and the values of the document info record and displays them in the view. New columns are created.

    If the Customizing parameter EDESK_CLASSIFICATION is set, this display option is always turned on by default.

  • Show in Detail Area: Image Preview

    You can display a preview of original files in all views of E-desktop in a separate screen area.

  • Show in Detail Area: Document Browser

    You can use this function to display the document browser in E-desktop. It will appear on the right-side of the window, where the EDIPUBLICROOTFOLDER and the private folder (if it exists) can be accessed.

  • Copy to E-Desktop (from Document Structure Browser)

    If the document browser is active, document info records can be copied from the document structure browser to the document structure view or document list view of Engineering Desktop.

  • Hide / Unhide General Data

    You can use this function to hide the General Data area.

  • Integrated PLM Search (Quick Search and Advanced Search)

    The PLM search (including classification search) is fully integrated in E-desktop.

    The key words can either be inserted into the search line and the result appears in a popup, or the advanced search can be called directly in a popup. The results can be exported to document structure view or document list.

    The same search is available for the Assign Document to Product Item Variant function.

  • Integration to BCV

    Like other areas of PLM, Engineering Desktop is integrated to BCV. No standard content is delivered for document info records.