Mass Editing Variant/Option Effectivity

You can mass edit the variant/object effectivity of two or more, but less than 100, selected instances under one root object at one time. The instances' root object can have one or more configuration contexts.

Required access roles: Configuration Engineer or Product Manager

To edit the variant/object effectivity of a single instance, see Editing Variant/Option Effectivity.

Note: When you are working under an evolution or change action applicability, if you mass edit variant/option effectivity, the variants and option groups are filtered according to one of the following:
  • Evolution effectivity of the model version
  • Manufacturing plan of the model version

This task shows you how to:

Before you begin: Ensure that all of the following are true:
  • The root object has at least one model attached as a configuration context. For more information, see Editing the Configuration Context.
  • Variant/option and evolution effectivity are decoupled. They are decoupled by default, but your Administrator may have changed the setting.
  • If the the model that is the configuration context for the structure's root object is in the Private lifeycle state, you are the model's owner. Under these circumstances, only the model's owner can edit the variant/option effectivity of child objects.
  • All of the selected objects support editing of their variant/option effectivity. You cannot edit the effectivity of objects such as 3DShapes and Drawings.
See Also
Edit Variant/Options Effectivity Grid

Enable Mass Editing of Variant/Option Effectivity

You can enable mass editing of the variant/option effectivity of two or more, but less than 100, selected instances under one root object.

  1. Select two or more, but less than 100, instances under one root object that has at least one defined configuration context.
  2. Click Edit Variant/Option Effectivity.
  3. Optional: In the Edit Variants/Options Effectivity dialog box, to display the dictionary of available variants/variant values and option groups/options for the selected instances, click Add Variants Options.
    The Add Variant Options pane opens from the right side of the page in larger screen sizes or below the grid in smaller screen sizes.
  4. Optional: To change the page display to be more comfortable so that you can mass edit the variant/option effectivity on a touch-enabled or mobile device, click Touch.

    Click Touch again to return to the normal page editing mode and view.

  5. Optional: Right-click in the Instance column of an instance, then click Information to view its variant/option effectivity statement in a pop-up.

Select the Configuration Context If the Root Object Has More Than One

If the root object has more than one model defined as a configuration context, you must select which one to use when mass editing the variant/option effectivity for multiple instances beneath that root object. Selecting which configuration context (model) to use determines which variant/option dictionary is available to use when mass editing the variant/option effectivity expressions of the child instances.

  1. Click Edit Variant/Option Effectivity.
  2. From the list next to the Edit Variants/Options Effectivity dialog box's title, select the model to use as the configuration context for mass editing the variant/option effectivity of the selected instances.
    The variants, variant values, option groups, and options in the Add Variants Options pane update to reflect those associated with the selected model.

Add or Remove Effectivity Criteria from the Grid

You can add or remove variants, variant values, option groups, and options in the Add Variants Options pane to determine whether they are available for use in the variant/option effectivity statement that is defined using the grid.

  1. To view the variants, variant values, option groups, and options that are available for use in the variant/option effectivity expression, click Add Variants Options.
    The Add Variant Options pane opens from the right side of the page in larger screen sizes or below the grid in smaller screen sizes.
  2. To remove effectivity criteria from the grid, do the following.
    1. Clear the check box in the row for any variants, variant values, option groups, and options that you want to remove from the grid.
    2. Click Yes to remove the columns from the grid.
    The column for each cleared item is removed from the grid.
  3. To add effectivity criteria to the grid, select the check box in the row for any variants, variant values, option groups, and options that you want to add to the grid.
    The column for each selected item is immediately added to the grid.

Define Each Instance's Effectivity

You can select, clear, or reject the effectivity criteria in each instance's row in the grid. The criteria selected for multiple rows of the same instance are added to the effectivity expression as OR conditions of the first row of criteria defined for that instance. The rejected criteria in a row is included as a NOT condition in the instance's effectivity expression.

  1. To include a specific criteria in the instance's variant/option effectivity expression, do one of the following:
    • Select the check box for the criteria.
    • Right-click the cell for the criteria in the grid, then in the context menu click Select.
    appears in the check box. When you apply your changes, the criteria is included in the instance's variant/option effectivity expression.
  2. To exclude a specific criteria in the instance's variant/option effectivity expression, do one of the following:
    • Clear the check box for the criteria.
    • Right-click the cell for the criteria in the grid, then in the context menu click Deselect.
    The check box is cleared. When you apply your changes, the criteria is not included in the instance's variant/option effectivity expression.
  3. To reject a default criteria in the instance's variant/option effectivity expression, right-click the cell for the criteria in the grid, then in the context menu click Reject.
    appears in the check box. When you apply your changes, the criteria is included in the instance's variant/option effectivity expression as a NOT condition.

Add an OR Condition to an Instance's Effectivity Expression

You can add an additional row for an instance to define the OR conditions for the effectivity expression.

  1. Select the check box for the instance row where you want to add an OR condition.

    You can only select one row at a time to add an OR condition.

  2. Click Add OR conditions.
    A blank row is immediately added to the grid beneath the row that you selected.
  3. Define the OR conditions for that instance by selecting or rejecting the criteria available in the row.

When you apply your changes, these criteria are added to the effectivity expression as an OR statement following the criteria in the previous row.

Remove OR Conditions from Instances' Effectivity Expressions

You can remove one or more rows that define OR conditions in the effectivity expression.

  1. Select the check box for one or more instance rows where you want to remove an OR condition.

    You can remove the OR condition from multiple instances at once.

  2. Click Delete OR conditions.
    The OR condition rows are immediately removed from the grid.

When you apply your changes, the criteria in the OR condition are removed from the effectivity expression.

Copy Effectivity Criteria to Another Instance

You can copy the selected effectivity criteria from one instance and paste it to another instance.

  1. Select the check boxes for one or more rows of effectivity criteria for an instance.
  2. Click Copy selected Effectivity conditions.
  3. In the target instance, select the check boxes for the same number of rows that you copied from the source instance.
  4. Click Paste Effectivity conditions.
  5. Click OK to overwrite the contents of the selected rows with the effectivity criteria in the copied rows.
    The pasted rows now contain the same effectivity criteria as the source rows.

When you apply your changes, each pasted row of criteria is added to the instance's effectivity expression. If it is not the first row for an instance, the pasted row's criteria is added as an OR condition connected to the criteria defined in the row above it.

Duplicate Effectivity Criteria

You can duplicate the effectivity criteria in one or more rows to add a new row with the same criteria selections as each selected row. You can select rows in more that one instance to duplicate at a time.

  1. Select the check boxes for one or more rows of effectivity criteria for an instance.

    You can select rows of effectivity criteria from different instances to duplicate.

  2. Click Duplicate Effectivity conditions.
    A new row is immediately added beneath each row selected for duplication. The new row contains the same selected, cleared, and rejected effectivity criteria as the row that was duplicated. You can make changes to the criteria in the duplicated row.

When you apply your changes, each duplicated row of criteria is added to the instance's effectivity expression as an OR condition connected to the criteria defined in the row above it.

Split the Variant/Option Effectivity of Instances

If you are working under a change action or evolution (session effectivity), you can split the variant/option effectivity between the original instance and a new instance by editing the effectivity. You can split the variant/option effectivity of instances by editing it when there are one or more models defined as the configuration context for the parent root object of the instances.

Notes:

In the Edit Variants/Options Effectivity dialog box, the work under (authoring context) details are not shown even though you are working under a change action or evolution.

The Apply command is not available for split effectivity.

Before you begin: Select a change action or evolution to work under. For more information, see Starting Work Under a Change Action or Working Under an Evolution.
  1. Make changes to the variant/option effectivity of one or more instances. Using one or more of the following commands causes a split in variant/option effectivity between the original instance and a new instance:

    • Copy selected Effectivity conditions and Paste Effectivity conditions
    • Duplicate Effectivity conditions
    • Delete OR conditions

  2. Click Apply and Close.

    Note: The split of variant/option effectivity can be successful for some instances but fail for others when you click Apply and Close. A message notifies you when this occurs.

  3. View the original and new instances' effectivities in your app.

The variant/option effectivity is split between the original instance and a new instance. The new instance's Current Evolution and Projected Evolution reflect the changes you made to the variant/option effectivity while working under the change action or evolution. The original instance retains the variant/option effectivity from before your mass edits.

Apply Edited Variant/Option Effectivity to Each Instance

You apply the changes you made in the grid to update the variant/option effectivity statements of each affected instance.

  1. To save the changes that you have made to criteria in the grid, but to continue to mass edit variant/option effectivity, click Apply.
    The effectivity expressions for all edited instances are saved and updated in the Expressions column. The Edit Variants/Options Effectivity dialog box remains open so that you can continue to mass edit the variant/option effectivity of the instances.
    Note: This command is not available if you are working under a change action or evolution.
  2. To save the changes that you have made to the criteria in the grid and close the Edit Variants/Options Effectivity, click Apply and Close.
    The effectivity expressions for all edited instances are saved. The Edit Variants/Options Effectivity dialog box closes. You can view the updated variant/option effectivity expression in your app.