About Favorites

Favorites enable direct access to preferred data. A new favorites mode, Dynamic favorite, is the default mode as opposed to the former mode, now referred to as Static. Except where indicated, information is for both Dynamic and Static modes.

This page discusses:

Favorites Modes

There are two favorites modes: Dynamic (default mode) and Static. When you create a favorite, all the information required to open it in either Dynamic or Static mode is stored. When you open the favorite, you can choose the mode you prefer.

  • Dynamic mode: restores the content by replaying the captured user intent.
    • Filters are replayed.
    • Additions, deletions, and new revisions are displayed accordingly.
    • Session content modifications that are not recorded in the database (for example: tree expansions, keep/remove branch manipulations, volumic searches) cannot be replayed and therefore are not taken into account.
  • Static mode: the structure reappears as it was when the favorite was created (minus any instances that may have been deleted).
Note: The dynamic mode cannot be used in the following contexts:
  • Authoring app context in which the content is a composition of several heterogeneous structures. For example, the Manufacturing Simulation app contains a Simulation structure composed of a set of different structures (model, scenario and results).
  • When activating a Navigation Favorite that captures Bookmark, Catalog, or Engineering Workspace data.

Favorites in a Finder App Context

The name of a favorite created in a Finder app context will be a concatenation of the content name of the current tab + your user identifier + the current date and time. Its associated icon will be . When you open a Finder favorite, the product structure reappears exactly as it was when you created the favorite. Note: Referenced data that has been deleted will not be displayed; data is always opened from the database.

The following data will be captured in the favorite:

  • filter criteria
  • tree structure
  • expand state
  • selection state
  • viewpoint
  • turntable position (for Finders other than Product Finder)

For a favorite created in Product Finder, the following additional content will be captured:

  • structure roots: all roots for tabs containing multiple roots
  • filters: all filters applied to roots in the tab will be captured

For Static favorites, you should consider the following:

  • Filters are not replayed.
  • An object that was referenced when you created a favorite but in the meantime has been replaced by a new version will not be displayed.
  • If an object was instantiated in the structure after you created a favorite, the new instance will not be displayed in the tree when the favorite is opened.
  • To complete a structure with the objects that were not part of the original favorite context, use the Expand All command, which will refresh and expand the structure.

For Finders other than Product Finder, you should consider the following instances where the product structure will NOT reappear exactly as it was when you created the favorite:

  • when a child Reference has been removed from the Folder structure referenced by the Finder favorite
  • when a child Reference has been removed from the Catalog structure referenced by the Finder favorite
  • when a Process has been removed from the PPR structure referenced by the Finder favorite
  • when a document has been detached from a product structure referenced by the Finder favorite
  • turntable states will be restored as part of the favorite if and only if you are currently in turntable mode (they will not be restored if you are currently in in-place mode).

Favorites in an Authoring App Context

The name of a favorite created in an Authoring app context will be a concatenation of the content name of current tab + your user identifier + the current date and time. Its associated icon will be .

The following data will be captured in the favorite:

  • tree structure: data contained in the editor
  • viewpoint
Important: A favorite can be created only if the Authoring app content has been saved. (If a configuration filter has been applied to the content, then it must also have been saved.)

When you open an Authoring app favorite, the product structure reappears exactly as it was when you created the favorite. Please note the following exceptions:

  • When opening an Authoring app favorite, if some referenced data has been deleted, it will not be displayed; data is always opened from the database.
  • If root data on which a favorite was created is already opened in session, the favorite content will be opened in the same tab and it will complete the content. If you want to have only the content of the favorite in a separate tab, then you must first close all tabs related to this root data before you open the favorite.

For Static favorites, please note the following:

  • An object that was referenced when you created a favorite but in the meantime has been replaced by a new version will not be displayed.
  • If an object was instantiated in the structure after you created a favorite, the new instance will not be displayed in the tree when the favorite is opened.

Minor Versions in Favorites

Favorite links are minor-insensitive, i.e. if a another minor becomes the Best So Far (BSF), then when you open a favorite, the new BSF minor is displayed. In a Finder app, an explicit action in the Filter dialog box enables you to overload the minor version (replace the displayed BSF minor by another minor). Overloaded minors defined in a Filter can be saved in a favorite. When you open the favorite, the overloaded minors are opened and the list of overloaded minors is displayed in the Filter dialog box.

Delete Favorites

People and Organization security rules are applied during deletion. With default security rules, a user will not be able to delete the favorites of another user. Only an administrator will be able to do so.

Considerations

You should take the following considerations into account:

  • A favorite name can have a maximum size of 100 characters, extra characters will be truncated.
  • People and Organization rules will be applied to favorites.
  • For local persistency, if a user can access to a server using different ports (port1 and port2):
    • he will only retrieve the favorites created with port 1 when reconnecting with port1
    • he will only retrieve the favorites created with port 2 when reconnecting with port2
  • Favorites supports volatile configuration filters.
  • You cannot create a favorite in Examine mode.
  • The following commands are not available for favorites:
    • Explore
    • Import/Export