Choosing Preferences

You can customize your user experience.

  1. From the menu at the upper right corner, select Preferences .
  2. Set the Preferences according to your needs.
    Preferences Description
    Credentials

    Credentials are used inside the widget to apply rules and visibility on the data under manipulation. They also determine the location of new objects. They enable you to choose among all credentials available for the connected user on the current 3DEXPERIENCE Platform.

    From the proposed list, select credentials. (The list is based on the credentials that are available to your user.)

    Automatically reload recent objects from last session

    Loads objects that were already loaded in the view after a refresh.

    By default, this option is deactivated.

    Use Index

    Gets the information about the content directly from the index.

    Note: If content is modified, the widget switches to database mode to get the last modifications.

    Clear this option to have the widget content fully based on the database.

    The index enables better response times, but recent updates may not yet have been indexed. In that case, accessing the content directly in the database enables you to have the most up-to-date information.

    By default, this option is activated.

    Show welcome panel on startup

    Lets you choose if you want to display the home page when you open the app.

    When you clear this option, you access the app directly.

    Note: This option is shared between the 2D and 3D widgets of the same app. If you change the preference in one widget, the change reflects on the other one.

    By default, this option is activated.

    Retrieve Instances Tags

    Retrieves and displays the Instance tags in addition to the Reference tags.

    By default, this option is activated.

    Drag and drop behavior

    Lets you define the drag behavior:

    • Copy: A new relationship is created between the parent and the content.
    • Move: The relationship is moved to the new parent.
    For more information, see Moving Objects with Drag and Drop.

    By default, Move is selected.

    Display confirmation for move and copy operations Displays a confirmation when you move or copy objects.

    By default, this option is activated.
    Display Work Under

    Displays the Change Action bubble to allow the selection of the change action under which you want to work.

    By default, this option is activated.

    Work Under Position

    Lets you choose the position in the widget of the Change Action bubble:

    • Lower-right corner
    • Lower-left corner
    • Upper-right corner

  3. Click Save.