Setting Preferences for Creating Content

You can customize the New Content dialog box by modifying the favorites or specify the options for the creation of content.

Required access roles: Reader, Contributor, Author, Leader, Owner. For more information, see Collaborative Lifecycle Access to Content.

This task shows you how to:

Manage the New Content Dialog Box Layout

You can manage the different sections, as well as the Favorites section, and the dialog box view.

The Favorites section lets you create the most frequently used objects, for example, by default:

  • Physical Product: Lets you create stand-alone content, that is without any representation.
  • 3D Part: Lets you create a product with a 3D shape representation.
  • Drawing: Lets you create a drawing representation.

The Types section shows the logical gathering of the different types of objects.

  1. In the top bar, position your mouse over Add and select Add > Content in the list (or press CTRL+N):

    The New Content dialog box appears.

  2. To select options for the New Content dialog box, click Tools and select one of the following options:
    • Show all categories: Lets you see all the types, including the ones you chose to hide.
    • Set attributes at creation for all types: For more information, see Manage the Attributes Dialog Box
    • Don't set attributes at creation for all types: Lets you cancel the previous option or if you selected this option for specific content. When selecting Don't set attributes at creation for all types, no attributes will be defined at the creation of any content.
    • Available in Me > Preferences > Customize: Lets you create a new section in the action bar that directly enables the creation of objects.
  3. To change the view of content in the sections, click Views .
    Note: You can either click to see the different views or right-click to access the specific view you want. You can also remove the categories through this context menu by clearing the Category mode option.
  4. Click to collapse or uncollapse the sections.
  5. To manage the Favorites section, do either of the following:
    • Add an object to the Favorites section:
      1. Right-click the object type in the list.
      2. Select Add to Favorites: The object type is displayed in the Favorites list.
      3. Repeat the operation to create another favorite.
    • Remove a favorite object:
      1. Right-click the object type in the favorite list.
      2. Select the Remove from this list option.
        Note: You cannot remove the administrated favorites.
      3. Repeat the operation to remove another favorite.

    Note:
    • The favorites are also displayed in the Add menu.
    • If you add a type from a template to favorites, this type appears in the Favorites list but not in the Add menu. For more information, see Social and Collaborative: Product Development - Model Based: Collaborative Lifecycle: Administration: Data Setup: Creating a Template for New Content.

  6. To hide types from the New Content dialog box, click the cross next to the corresponding types.

    Note: You can show all the types again through the Show all categories option in the Tools context menu.

Define the Working Context

You can define your working context when creating objects. Some commands (such as Add > Import > CATIA File or Add > Import > File...) require the definition of a working context. When doing so, you specify the corresponding customized type that will be used by default when creating an entity.

Before you begin: Your administrator can customize the parameters displayed in this dialog box and add as many parameters as required. Therefore, consider the examples mentioned in this scenario as no more than that: just examples.
  1. Select Me > Preferences > Customize or right-click any icon in any section of the action bar then select Customize.
    The Customize dialog box opens.
  2. Click the Commands tab to list the commands available.
  3. Select the category All Commands.
    All commands available for the app you are using as well as global commands (for example Open, Save, etc.) are listed:
  4. Select New Content Preferences from the list.
  5. Drag the command from the command list to the section to which you want to add the command.
  6. Drop the command onto the section.
  7. Restart your session.
  8. Click New Content Preferences .
    You retrieve in the Creation Preferences dialog box a shortcut to the preferred environment that can be set using the Preferred Environment list in the Identification tab in Me > Preferences .
  9. Select the working context of your choice in the Preferred Environment list.
    The environments displayed in the list are defined by your administrator. The working context you select impacts the attributes that are created for each object because each environment has its own attributes.
    Important: To create and use specific naming rules at entity creation, you must define a dedicated "Attributes Initialization" Knowledge script. For more information, see Data Setup User's Guide: Reference Information: PLM Business Logic Implementations: Attributes Initialization.
  10. When finished, click OK to validate.