Bookmarks Page

The bookmarks page lets you view the list of bookmarks and work with bookmark content. The tree view allows you to expand bookmark content for any project you have access to so you can view and work with subbookmarks, documents, and files.

You can convert bookmark folders for a project to the Bookmark Workspace. After conversion, a newly created Bookmark Workspace becomes the root node. You can also see the Bookmark Workspace structure in the Bookmark Editor.

You need to have an Author or Leader role in the Collaborative Space to create documents under a bookmark.

To access this page:

In the navigation pane for a project or project template, click Bookmarks.

This topic describes:

This page discusses:

Columns

Name Description

Name

For a bookmark or controlled bookmark, the Name field displays the title value. For a document or other type, this is the name. Click "+" to expand the bookmark to see its documents, files, subbookmarks, and bookmark URLs. Click a bookmark name to see other options for working with the bookmark. Click a document or file name to see its properties. See Bookmark Properties Page.

If you click +, all bookmark content is expanded down to the document level.

Indicates, for a controlled bookmark in the Completed state, whether a higher revision exists for a document.

A faded icon indicates a "Higher Revision Exists". It is a disabled state indicating that a controlled bookmark is in a Completed state and its contents (documents) are Non-Latest Revision objects. A tooltip displays “Please revise bookmark to get latest revision of contents.” You need to create a new revision of the controlled bookmark to enable an update to the latest content objects. After the new revision of the controlled bookmark is created, the icon is enabled, which is described below.

A yellow icon or "Higher Revision Exists" icon indicates that content (documents) are Non-Latest Revision objects. A tooltip displays "Click to update contents to latest revision.” You can click the icon to get the latest content.

Note: In an update, intermittent revisions of the document are ignored and only the latest revision of the document is attached to the controlled bookmark.

This column consists of two numbers expressed as m/n. "m" is the number of files locked/checked out; "n" is the number of files checked in.
Drop You can drag a file from the system or drag any bookmark/document object within an ENOVIA app and drop the file or selected object in front of any targeted object. Dropping a file creates a new document using the default document policy. If you want to use a different policy, use the Actions menu to create a new document.

The drop operation is available if you have minimum add access to the bookmark or document object. It is not available at the document and file levels.

Note: Drag/drop actions are not available on mobile devices.
Drag You can drag a bookmark or document from here and drop the selected object in front of any bookmark or project object. This is similar to a cut and paste operation.

Drag bookmark objects using the "Ctrl" key and drop on any targeted object. This is a similar to a copy/paste operation.

If you select files from the desktop and drop them in front of any bookmark object within an ENOVIA app, then the same number of document objects get created for each file. The drag operation is available if you have minimum remove access to the bookmark or document object. It is not available at the project and file levels.

Type

The type of object. For a bookmark, "Bookmark" indicates a simple bookmark; "Controlled Bookmark" indicates a revisionable controlled bookmark.
DHF Element The DHF classification for a top-level controlled bookmark when used by Project and DHF Management. Shown only in the context of "Design Project" or "Design Project Template" types.

Values are Design Changes, Design Input, Design Output, Design Plan, Design Review, Design Transfer, Design Validation, and Design Verification.

Title

The title of the bookmark or controlled bookmark. You can edit this field, but you cannot edit the Name field.
Description The description of the object.
Inherit Access Whether this object inherits its access from its parent object.
Policy The object's policy.

Actions

Select one of the following actions on an object:

Downloads one or more files to your local machine. Browse to the directory or bookmark you want to contain the file. Multiple files are downloaded in a single zip file.

If the document has a single file, this displays the file in the viewer. For documents with multiple files, a pop-up table shows an "eye" link for each file.

Checks out one or more files to your local machine and locks the files from other users who cannot unlock it. Navigate to the bookmark or directory you want to contain the file.

Checks in and unlocks one or more files.

Locks the file without checking it out. Shows the person who locked the file and the date locked.

Unlocks the file without checking in a new version.

Shows and lets you select subscriptions for a document. See Collaboration and Approvals User's Guide: Subscriptions.

Adds new files to a document.

Launches the defined URL for a bookmark URL.

Rev

The revision for controlled bookmark and documents.
Ver For document objects only, this is the version number for a single file. For multiple files, click the version icon to view the file versions.

State

The current lifecycle state of the object.

File Size

For files only, this is the file size.

Owner

The project member who owns the object.

Last Modified

The date on which the object was last modified.

Actions/Toolbar Commands

Action Description For More Information
Create Bookmark

Creates a bookmark.

Creating or Cloning a Bookmark or Sub-bookmark
Create New Document Creates a document after selecting the bookmark to contain the document. For creating documents. Collaboration and Approvals User's Guide: Creating Documents
Create Favorite Creates a bookmark URL for the selected bookmark. Creating a Favorite
Add Document Adds an existing document after selecting the bookmark to contain the document. For adding documents, you first search for the document. The search results show only Document type objects. --
Remove Document Removes the selected document from the bookmark.

A removed document only gets disconnected from the parent and remains in the database. A document in any state does not get deleted from the database.

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Add to Bookmark Adds the selected document or file to another bookmark in the project. --
Clone Bookmark Clones the selected bookmark. --
Content Report Displays the content report. Bookmark Content Report
Push Subscription Pushes bookmark subscriptions for the selected bookmark to other users. Collaboration and Approvals User's Guide: Subscriptions
Cut/Paste Cuts and pastes content from one bookmark to another bookmark:
  1. Select one or more bookmark objects that you want to move (cut). You can cut and paste different types of objects at the same time. For example, you can cut a bookmark and a document and paste them into another bookmark.
  2. Click Edit > Cut.
  3. Select the bookmark object for which the cut objects will be moved above or as children objects.
  4. Accordingly, click Edit > Paste as Child or Edit > Paste Above

About bookmark access rules:

  • Specific bookmarks moved to specific bookmarks: the initial bookmark maintains its current member list and access controls during the copy and move transaction. The user performing the move can manually update members as required.
  • Specific bookmarks moved to inherited bookmarks: the initial bookmark maintains its current members list and access controls during the copy and move transaction. The user performing the move can manually update members as required.
  • Inherited bookmarks moved to specific bookmarks: the initial bookmark maintains its current member list and access controls and then inherit the members of the reception bookmark.
  • Inherited bookmarks moved to inherited bookmarks: the initial bookmark maintains its current member list and access controls and inherit the members of the reception bookmark.
  • You cannot cut a regular bookmark and paste it as a child of a controlled bookmark.
  • You cannot cut a controlled bookmark and paste it as a child of a regular bookmark.
  • You cannot modify the structure of a controlled bookmark that is in the Release state.

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Delete Deletes the selected bookmarks; click OK to confirm. The project owner and Project Leads can delete any top-level bookmark that they have Remove access for. Any project member can delete a subbookmark that the member has Remove access for. You can only delete bookmarks that have no files or subbookmarks. --
Project to Bookmark Root Conversion Removes the bookmark folders from this project and connects them to a newly created Bookmark Workspace. After conversion, this icon no longer displays on the toolbar for this project.
Note: Before you do any bookmark conversions, your Admin must run a migration script. See the "Migrating Project Management Data" document.
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Enable Edit

Lets you line-edit bookmark information.

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EDMS Document > Create New

Creates an EDMS document to the bookmark. The Create Document page appears, where you can enter the details required. See EDMS Documents.

This menu is visible only if the EDMS property key is enabled.

Note: The following are prerequisites for creating or adding an EDMS document:

  • You must have the Project Lead role and the DPM license.
  • The bookmark must be in the Approved state.

An EDMS document gets connected to the bookmark using the existing EDMS document proxy object or a newly created one. The proxy object does not have any revisions or versions.

See "Create Documents" in the MyQumas User's Guide.

EDMS Document > Add Existing

Adds existing EDMS documents to the bookmark. The EDMS Document Search page appears, where you can select EDMS documents.

This menu is visible only if the EDMS properties key is enabled.

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EDMS Document > Remove Removes the selected EDMS documents. --