Creating a Section

You can create a section and define the list of attributes to be used in product data. Create at least one template section to promote a template.

Before you begin: Required access roles:
  • Baseline: Owner
  • App-Specific: Template Administrator
  1. From the Templates page, click Name to open a template.
  2. Select the Sections tab, click Actions > Create Section .
  3. Enter the following details:

    FieldDescription
    TypeThe type of section. The following types are listed:
    • Value Only: Displays only the value of an attribute.
    • Horizontal List: Displays the name and value pair of attributes in a horizontal list.
    • Horizontal List with 2 columns: Displays the name and value pair of attributes in a horizontal list with 2 columns.
    • Vertical List: Displays the name and value pair of attributes in a vertical List.
    • Table: Displays the table that you select as a section in the template.
      Notes: Note the following:
      • You can remove any of the section types if not required.
      • In the Table list, select one of the following: Approvals, Content, Reference Documents, Related Specifications.
        Note: The types Binary, Color, Enumeration, Free Text, Numeric, Percent, Subjective, and Temperature are removed and replaced as Sample Table Data.
    • Classification: Displays user-defined attributes. This section is created only once. If the object is associated to part classification or library classification, it is displayed in Spec View. Dynamic attributes from part classification or library classification can be read or modified as part of this section.
    TableIf Table is selected in the Type field, the Table list appears. For more information, see Table for Section.
    TitleThe title for the template section.
    DescriptionThe description of the template section.
    Modify AccessClick to display a role or person.
    Section InformationIf the section type is Table, then the Table Layout header appears instead of the Section Information header.

    If the section type is Classification, then the Section Information header does not appear and the classification header appears.

    From Information

    If the section Type is Value Only, Horizontal List, Horizontal List with 2 Columns, or Vertical List, in the From Information area, select one of the following:

    • Dynamic Attribute Group
      1. In the Select Interface list, select an interface.
      2. Under Available Attributes, click to add an attribute to the section.
    • Related
      1. In the Select Relationship list, select any of the available relationships.

        In a relationship such as EBOM (to), for example, the "from side" is connected to the template. In a relationship such as EBOM (from), the "to side" is connected to the template object.

      2. Click and click Select to select a subtype.
      3. Under Available Attributes, click to add an attribute to the section.
    • Base

      Under Available Attributes, click to add an attribute to the section.

    Section Attributes

    Do any of the following:

    • Select an attribute, and under Re-Order Attributes, click or to reorder an attribute in the section.
    • Click to delete an attribute in the section.
    • Under the M, C, or O columns, select either Mandatory, Claimed, or Optional.
      • Mandatory – Information is mandatory when the object is promoted.
      • Claimed – The attributes appear on the template properties page.
        Note: The administrator must update this information in the properties page before the user can promote the template from the Preliminary state. The user cannot select any related information as claimed.
      • Optional – The default for an attribute.
    Note: This section does not appear if the section type is Table or Classification.

  4. Click and click Select to select a subtype.
  5. Click Done.

A section is created.