Creating an Option Group

Product Managers and System Engineers can create a stand-alone option group, or create an option group in the context of another object, such as a model or model version.

Note: If you manually add an option group or option to a model version, then add it as a design variant to a logical feature, that option group or option is retained in the model version context even if the design variant is removed.

Required access role: Leader

See Also
Option Groups Page
Variants and Options Page
Variants Page for a Model
Option Group Properties Page
  1. To create an option group, do one of the following:
    • To create a stand-alone option group:
      1. In the navigation pane, select Variants and Options > Option Groups.
      2. From the toolbar, select Create Option Group .

      Or, from the top bar, click Add > Variant Management > Variants and Options > Create Option Group.

    • To create an option group for a model version or a product line:
      1. Open the model version or product line.
      2. In the navigation pane, select Variants and Options.
      3. Select the model version or product line.
      4. From the toolbar, select Create Option Group .
    • To create an option group for a model:
      1. Open the model.
      2. In the navigation pane, select Variants.
      3. From the toolbar, select Create Option Group .
  2. Enter these details:

    Section Field Name Description
    Basics Name Enter a name or select AutoName to have the system generate a name for you.
    Type The default type is Option Group. Click to select a custom subtype.
    Description Enter a description for the new option group.
    Display Name The default text is the same name that was entered in the Name field. If you selected AutoName, you must enter a display name.
    Display Text Enter any text to be used for display purposes in the product configuration.
    Owner Your user name is automatically entered. Click to select a different owner.
    Design Responsibility By default, the design responsibility is the context organization for the option group. Click to assign the responsibility for designing the option group to another organization.

    If you started this task from the context of another item, this field shows the design responsibility defined for that item; otherwise, this field is blank.

    Collaborative Space Select the collaborative space in which to create the option group.
    Policy By default, option groups are created using the Perpetual Resource policy.
    Configuration Criteria Key-In Type

    Select the type of information that can be provided for the configuration criteria:

    • (blank)
    • Date
    • Input
    • Integer
    • Real
    • Text Area

    The key-in type enables user-defined values for configuration criteria. You can only use the key-in setting on leaf-level option groups. Once a key-in type has been defined for an option group, its children can only be options.

  3. Click Apply to create the option group and continue creating more option groups, or click OK if you are finished creating option groups.
  4. If you are creating the option group for the model version or product line, edit any required column values, then click Save.