Global Refresh Status for Instances

This section describes the global refresh behavior for instances with and without files.

This page discusses:

Status for Instances Without Files

This section describes the behavior of global refresh for instances that do not contain files (INV iParts, INV iAssemblies).

Status of FamilyStatus of InstanceGlobal Refresh ActionCancel Family Selection
(If family is selected, all the instances are also selected)Family and all its connected instances are selected for global refresh. Upon refresh, the family and its connected instances that do not contain files are also refreshed. The attributes are synchronized for the family and the refreshed instances.The selection of the family and all its connected instances are cancelled for global refresh. is displayed for family and instances without files.


(If the family is locked, the instances are not selected.)The instances are not selected for global refresh and is displayed for the instances.
Note: Status of instances cannot be modified.
The selection of the family and all its connected instances are cancelled for global refresh. is displayed for family and the instances without files.




(If an instance is modified, then the family is also modified.)
Connected instances are not selected. On refresh, the connected instances are automatically checked out.The selection of the instances are not cancelled.

Status for Instances With Files

This section describes the behavior of global refresh for families and its instances that contain files (INV iParts, INV iAssemblies).

Status of FamilyStatus of InstanceRefresh Selection
  • You can select or deselect family and instances independently.
  • On refresh, the selected instances and instances with no files are refreshed with the family.
  • If only instance is selected without family, a warning message, "Selection of only instance will also update it's family. Do you want to continue?" appears. Click Yes to update the instances with the family, or click No to cancel updates.
  • If only family is selected, all its connected instances with or without files are also checked out automatically.


  • Selecting or deselecting the family does not modify the status.
  • If only family is refreshed, all its connected instances with or without files are also checked out automatically.
  • If only family is selected for global refresh, a warning message indicating that "Selection of family will update all it's instances" appears. Click Yes to update all the instances with the family, or click No to cancel updates.
Note: If only instance with files is selected for global refresh, a warning message indicating that that family will also be checked out appears.

Important:
  • Updating a family, updates all the instances by default. The instances are updated even if the instances are latest in 3DEXPERIENCE.
  • Updating an instance, updates the family even if the family node is locked , or cannot be selected for refresh.