Modifying a Shared Feature

When working simultaneously with another designer on a shared feature, the other designer can make modifications you may need to carry on.

Using the Synchronizing command you can check if any modifications were made and update your feature accordingly. This task shows you how to synchronize your representation of the shared feature that you simultaneously modify with another designer. You can only retrieve data and update your feature accordingly when a feature has already been shared between both designers.

Before you begin: To access to this command, the designer who simultaneously modified the shared feature must save the modified version of the feature in the database to let you update it if needed.
See Also
Receiving and Merging Data

Synchronize from One Source

You can simultaneously work with another designer.

Consider a scenario where Designer A and Designer B (you) are simultaneously working on a pad.

  • Designer A has designed Pad.1 in the representation RepDesignerA.
  • Designer A shares Pad.1 with Designer B.
  • Designer B merges Pad.1 in his/her representation RepDesignerB.
  • Designer A changes the length of Pad.1, creates a fillet and a hole relying on Pad.1 and saves the representation RepDesignerA in the database.

Reproduce the following steps to retrieve data for Pad.1 from the database.

  1. Log in to the PLM Workplace.
  2. In the Workplace header, right-click and select Synchronize current part.
    Note: The version of the representation used to perform the share is the last saved in database. To retrieve changes that are not saved, standard online share and merge actions should be performed.
  3. Select Synchronize current part.
    Notes:
    • As Pad.1 is the only feature coming from a merge, only changes made on Pad.1 in the representation RepDesigner1 are retrieved from the database.
    • The hole and fillet are not retrieved because they have not been shared with Designer B.
    Important:
    • If Designer A is online and is currently editing Pad.1, the changes made cannot be retrieved as they are not saved.
    • Designer B needs to contact Designer A by chat and asks Designer A to share his/her session changes.
    • The briefcase containing Pad.1 changes made by Designer A are posted in Designer B's HUD in the tab of Designer A.
    • Designer B can then use the collaborative options Merge, Preview and Merge Assistant displayed in the fan menu that appears when selecting the briefcase just sent by Designer A.

Synchronize from More than One Source

You can simultaneously work with several designers. Your shared feature may then contain features coming from several representations. You can synchronize your shared feature with several representations.

In the following scenario you are Designer B and work with Designer A and Designer C.

  • You received a pad, Pad.1, coming from the representation RepDesignerA from Designer A
  • You received another pad, Pad.2, coming from RepDesigner3 from Designer C
  • You want to update your shared feature accordingly.
Reproduce the following scenario to update your shared feature accordingly.

  1. Log in to the PLM Workplace.
  2. Right-click the menu icon on the user description and select Synchronize current part.

    Note: The version of the representation used to perform the share is the last saved in database. To retrieve changes that are not saved, standard online share and merge actions should be performed.

    The Select Source dialog box appears indicating you the representations with which you can synchronize.
    Tips:
    • By default, all sources are selected. Deactivate the representation you do not want to synchronize with.
    • The Synchronize dialog box does not display information about the features.
  3. Click OK when satisfied.
    Tip: For each source, a separate message of synchronization is posted in the HUD.
  4. Click the synchronization message to access the Merge Assistant command.
    You can exclude the features you do not need to update your feature.