Route Template Identity Card

The identity card provides basic information about the route template.

You cannot edit released route templates. If you need to change something, create a new revision and change it for that revision.

This page discusses:

Fields

Field Description
Name Name of the route template.
Owner Current owner of the route template.
Collaborative Space Primary collaborative space where the route template was crated.
Maturity State Content: Current maturity state of the route template.

Link:Modifies the maturity state of the selected objects. For more information, see Changing Maturity.

Revision Content: The revision level of the object.

Link: Opens the Revision Explorer that lists the revisions of this route template. For more information, see Revision Explorer.

Modified The most recent date that the template was changed.
Description If there is no description provided, No Description appears in this column. This field does not appear when you collapse the identity card.

Commands

Command Description For More Information
Menu Click to view the identity card's context menu. -
Expand Click to show full information in the identity card. -
Collapse Click to show minimal information in the identity card. Not all fields appear when you collapse the identity card. -
Information Click to open the information panel for the object with these tabs: -
Properties. Lists the properties for the route template. If the route template is in the Draft state, you can edit the properties. The fields are the same as those used to create the route template. Creating Route Templates
Relations

The following types of relations are shown for routes.

  • Route of: Object and route relation.
  • Route Task: Route and task relation.
  • Initiated Route: Route and route template relation.
  • Task Assignee: Task and assignee relation.

Relations

Exploring Relationships Between Objects

Options. Route Options
History. History

Context Menu

Command Description
Revisions Opens the Revision Explorer that lists the revisions of this route template. For more information, see Revision Explorer.

To open a prior revision, use 3DSearch to find it and open it from the search results.

New Revision Only shows for released templates.

Click to create a new revision of the template, then click OK to confirm. If you want to change anything in a template, you must create a new revision and change it there.

The new revision is created in the Draft state; the state for the existing revision is not changed. As such, you could have multiple revisions of the same route template in the Released state at the same time.

New Route From this template Lets you create a route from this template.

Opens the New Route panel with this template selected in the Template field. For more information, see Creating Routes.

Delete Only shows for draft templates. Deletes the route template.