Classified Items List

Classified items are documents, parts, features, products, issues, test cases, tasks, simulation templates, or other types of objects classified at any level of a class hierarchy.

Only general classes have classified items; part families list parts and document families list documents.

To access this page:

  1. View the list of classes or subclasses in a general or part library. See Library Classes and Subclasses Lists.
  2. Click the name of a class from the list.

    You can also open this page by clicking Classified Items from the page toolbar when a class is the context object (such as the Properties page for the class).

This topic describes:

This page discusses:

Columns

Column Name Description
Name Name of the classified item. This column contains highlighted links. Click any name in this column to view the Properties page for the item.
Status Shows an icon if the document is controlled by a retention record or retention hold.
  • In a retention record:

    • Active or Scheduled retention record; the retention date lists the date the document can be purged

    • Available for purging; the retention date has passed
    • Purged
  • In a retention hold:

    Active state

  • Document in both a retention record and a retention hold:

    Document covered by both a retention record and a retention hold

Rev The revision number or code.
Type The type or subtype of the classified item.
Description Details about the classified item.
State The current state of the classified item in its lifecycle.
Attribute Groups For each attribute group in the class, this page includes a section with columns for each attribute in its group.


Opens the properties page for the classified item in a new window.

Actions/Toolbar Commands

Depending on the type of items and your assigned roles, you could see a subset of these options.

Action Description For More Information
Create New > Document Creates a new document. Creating Documents in the Collaboration and Approvals User's Guide
Create New > DesignSync Object For the Semiconductor IP Classify and Reuse only: Checks in files to a new DesignSync file or folder. Creating a New or Connecting to an Existing DesignSync Object in the Collaboration and Approvals User's Guide
Create New > Connect to DesignSync Object For the Semiconductor IP Classify and Reuse only: Associates DesignSync files or folders with business objects in Library Central. Creating a New or Connecting to an Existing DesignSync Object in the Collaboration and Approvals User's Guide
Copy From DesignSync For the Semiconductor IP Classify and Reuse only: Imports a master copy of the material in the catalog from a remote DesignSync server into the IP Gear catalog in the local DesignSync server. Copying Files from DesignSync in the Collaboration and Approvals User's Guide
Create New > Create New Part... Creates a new part. Creating a Part
Add Existing Adds an existing item to the list. You can add a generic document, document, issue, part, test cases, tasks, or simulation templates.

A Leader/Owner/Author or a Librarian can perform this action.

See Adding Objects to Class
Remove Removes the selected classified items from this class; select OK to confirm.

A Leader/Owner/Author or a Librarian can perform this action.

--
Delete Deletes the selected classified items from the database; click OK to confirm. --
Reclassify Associates the selected classified items with a different class. The Find page opens, where you can define criteria to search for objects that exist in the database.

A Leader/Owner/Author or a Librarian can perform this action.

3DEXPERIENCE Platform | 3DEXPERIENCE Web Apps | Searching
Download Downloads any files checked into the object. Uses the file system's download dialog that allows you to open or save the files. --
Checkout Checks out (locks) and downloads files checked into the object. Uses the file system's download dialog that allows you to open or save the files. --
Subscribe Subscribes to the selected objects. If you select more than one object, all objects must be the same type. Opens the event list for the specific type. Subscriptions Page in the Collaboration and Approvals User's Guide
Create Logical Feature Creates a logical feature within the class. This command is only available when Variant Management is used. "Creating a Logical Feature" in the Variant Management User's Guide
Create Manufacturing Feature Creates a manufacturing feature within the class. This command is only available when Variant Management is used. "Creating a Manufacturing Feature" in the Variant Management User's Guide
Create Variant Creates a variant within the class. This command is only available when Variant Management is used. "Creating a Variant" in the Variant Management User's Guide
Create Option Group Creates an option group within the class. This command is only available when Variant Management is used. "Creating an Option Group" in the Variant Management User's Guide
Create Option Creates an option within the class. This command is only available when Variant Management is used. "Creating an Option" in the Variant Management User's Guide
Create Variant Value Creates a variant value within the class. This command is only available when Variant Management is used. "Creating a Variant Value " in the Variant Management User's Guide
Search Within Locates an object stored within the selected class. Predefined Queries
Set Retention Schedule Locates and selects a retention record or retention hold to control a selected document. Retaining a Document
Create Issue Creates an issue for the selected item. Creating Issues in the Collaboration and Approvals User's Guide
Enable Edit Converts the page to edit mode. Edit Mode
Note: The Create Configuration Feature command is replaced by the Create Variant and Create Option Group commands, and the Create Configuration Option command is replaced by the Create Variant Value and Create Option commands.

Edit Mode

Enable Edit on the page toolbar converts the page to edit mode. Edit mode lets you make changes similar to if using a spreadsheet. When you click Enable Edit, the name changes to Disable Edit

Edit mode includes the Mass Update toolbar where you can edit the columns for attributes in any attribute groups.

Click in any cell to change the value for that row; use the Mass Update toolbar to update multiple rows in a column with the same value. If you edit the value for an attribute that belongs to more than one attribute group, the value is updated for all occurrences of that attribute.

Edit mode includes Save and Reset. Save your edits before clicking Disable Edit or you will lose your changes.