Saving Content with Advanced Options

You can save content in a long transaction mode. This enables you to modify the save scope before saving, change the maturity state of the objects to be saved, or save them as a duplicate, branch, or revision.

This task shows you how to:

See Also
About Saving

Open the Dialog Box and View the Objects

  1. Select Share > Save > Save with Options (or use Ctrl+Shift+S).
    The Save with Options dialog box displays the list of all the objects that belong to the save scope.
    Notes:
    • A new aggregated representation cannot be saved without its reference. Representation instances of aggregated representations are not displayed in the Save dialog box.
    • If the app supports it, when the Save with Options dialog box appears, the B.I. Essentials panel displays the legend used for the save status. For more information, see Save Status.

      The status of each reference/instance occurrence is displayed in the tree whenever the Save with Options dialog box opens and each object is highlighted in the geometry area with the corresponding color. This helps you detect which content is impacted by the current save operation.

      A label is also displayed in the geometry area and contains the following information (below is the exhaustive list but depending on the object's status, only part of the information might be displayed):

      • Status in session (for example New, To be saved, or Excluded) with the corresponding icon
      • Lock status
      • Display name with the Type icon
      • Revision status ( To be revised, if being revised) with the corresponding icon
      • Minor Revision status
      • As New status
      • Branch status
      • Error message if the object is impacted by the saving failure

    Tip: If you select objects that cannot be saved, an Incident Report dialog box appears. When you close this dialog box, the Save with Options dialog box appears. The objects at the origin of the error are displayed in the list with the icon in the Modification column.

    However, if the Automatically exclude objects that cannot be saved option is selected in the Preferences panel, the Save with Options dialog box directly appears, and these objects are displayed as excluded in the list, with the icon in the Modification column. When you click OK, these objects are skipped. For more information, see Save

  2. Optional: In the Save with Options dialog box, right-click anywhere then click Select All.
  3. Optional: Click Zoom In (or use the Zoom In contextual command).
    All references are exploded.

    The Save dialog box displays the objects in a single list so that:

    • Objects are not mixed when they belong to two different editors that do not share any content.
    • Objects can be mixed when they belong to two different editors that share at least one object.

    Tips:

    • The columns and their order of appearance in the Save dialog box can be customized in the Save options in Me > Preferences > App Preferences > Social and Collaborative > Global Design Management > Collaborative IP Management > Save. You can also define which object types can be listed in the dialog box. By default, representation instances are not displayed. For more information on this tab, see Save.

      In addition, reference nodes can be sorted in each column by clicking the column title. When a column is sorted, all displayed children of each reference remain displayed under their parent reference. To retrieve the initial order, click the # column title.

    • Double-clicking a reference in the Display Name or in the # column lets you expand or collapse it.
    • Multiselection is supported when using the Zoom In and Zoom Out commands.
  4. Optional: Click View Filter .
    The Dashboard Filter dialog box lets you filter objects listed in the Save dialog box according to their type or their status.

    References are always displayed and this is why the References check box is selected and grayed out. You can configure the types to be displayed in the Save dialog box through the Save tab.

Specify the Save Scope

You can select the save scope from the Save with Options dialog box and exclude objects you do not want to save. For more information, see Save Scope and Exclusion Mechanism.

  1. From the list on the left, select the save scope: Current Tab, Selected, or Session.

    The selected save scope is stored in preference files, which means that it is retrieved from one session to another.

  2. To exclude a reference, a representation reference or an instance from the save scope, select it, and then click Exclude from Save Scope .

    You can also use the Exclude contextual command or double-click in the Modification column.

  3. Optional: When an object has been automatically excluded, you can use the following two contextual commands:

    • Exclusion Impact: lists all the objects that have been automatically excluded because of the excluded object you select. These objects are highlighted in the list.
    • Exclusion Roots: lists all the excluded objects implying the automatic exclusion of the excluded object you select. These objects are highlighted in the list.

  4. Optional: To put an excluded object back to the save scope, select it from the list then click Restore in Save Scope .

    You can also use the Restore contextual command or double-click in the Modification column.

    After its restoration, the object's modification icon ( ) is restored.
    Notes:
    • When applied to a reference, the restoration is also automatically applied to all its direct children (instance, representation, port or connection).
    • Any unchanged reference can be restored when at least one of its direct children (instance, representation, port or connection) is excluded: all the excluded direct children are restored as "To be saved".
    • When the restoration is applied to a new aggregated representation, the reference is also restored.

Save your Modifications

You can view the modifications to be saved from the Save with Options dialog box. You can also save the objects as a duplicate, a revision or a branch.

  1. Optional: Select a modified object then click Show Modifications .
    The Logged modifications dialog box displays the history of all the modifications made to the selected object since you opened it.
    Notes:
    • The content displayed in this dialog box is displayed for information only.
    • Regarding 3D Parts, the dialog box gives information on the global 3D Part, whatever the modifications made to the reference or the representation.
    • When creating a new 3D Part then saving it, the creation and modification dates remain the same as the original product is not modified. For more information about this behavior, see About Content.
  2. Optional: To create a new revision or minor revision for a reference or a representation, select it then click Revision or Minor Revision . For more information, see Saving Content As a Revision.

    Recommendation: Do not create minor revisions.

  3. Optional: To create a duplicate or a branch of an object, select it and then click Save as New or Save as New Branch . For more information, see Saving Content As a Duplicate or Branch.
  4. Optional: To change the maturity status of a reference or a representation, select the required objects then click Maturity Management (or use the Maturity Management contextual command).

    For more information, see Collaborative Lifecycle User's Guide: Changing Maturity.

    Important:
    • Multiselection is supported.
    • The maturity modifications are saved, even if the action of the save command has been canceled or failed.
    • You cannot change the maturity state of instances, representation instances, ports, and connections.
    • The maturity state of reusable representations can be modified independently of the aggregating reference.
    • Both reusable and aggregated representations are selected along with the reference when changing the maturity. The maturity state of a reusable representation can be modified afterward.
    • If the command is launched on a 3D part with aggregated representations, these aggregated representations are automatically added in the Change Maturity dialog box, even if they are not opened.

  5. Click OK to validate.

A warning is displayed at the upper right corner of the screen to give a status.

  • The total of KB transferred to the vault is the total size of stream representations. As this value depends on stream data, it is unpredictable.
  • Some objects are not displayed, even though they impact the number of saved attributes. Therefore, output values are unpredictable.
  • In Assembly Design, when an assembly update needs to be performed before saving, the Save with Options dialog box stays open to let you perform the update. The update is done only if the setting " Suggest to update out-of-date data at save" is on in Me > Preferences > App Preferences > 3D Modeling > Mechanical Systems > Assembly Design > Update Behavior During Save.

Important:
  • If you select objects that cannot be saved, an Incident Report dialog box appears. When you close this dialog box, the Save with Options dialog box appears and the objects at the origin of the error are displayed in the list with the icon in the Modification column.

    However, if the Automatically exclude objects that cannot be saved option is selected in the Preferences panel, the Save with Options dialog box directly appears and these objects are displayed as excluded in the list, with the icon in the Modification column. When you click OK, these objects are skipped. For more information, see Save.

  • If you want to save an object that has already been opened and saved in another session, either refresh it before saving it, or close it and reopen it.