3DEXPERIENCE Open or 3DEXPERIENCE Insert Dialog Box

The 3DEXPERIENCE Open or 3DEXPERIENCE Insert dialog box appears when you select 3DEXPERIENCE > Open or 3DEXPERIENCE > Insert.

This page discusses:

Columns

Column NameDescription
AlertsAlert is displayed for documents if:
  • If pre-checkout evaluation fails, a tool tip mentioning corresponding reason is displayed.
  • Objects that are saved from an existing document using save as or have been renamed.
  • Objects that are created using the "Create CAD structure" command.
  • Objects that are revised using the 3DEXPERIENCE web UI.
Pause over to view the tooltip.
NameName of document. Click + to expand the document structure by one level. Right-click one or more selected documents and select Expand All to expand the entire document structure of the selected documents.
Note: Incase of cyclic links, reappearing documents cannot be expanded.
RevisionRevision of document. By default, the latest iteration of the document selected for revision is displayed. Click revision to select an older iteration of the document from the list.
Note: Iteration selection list is available only for documents that are displayed in the search results and for documents in the structure after expanding.
Lock StatusIcons are displayed to indicate the following lock status:

  • : Indicates that documents are not locked.
  • : Indicates that documents are locked by another user.
  • : Indicates that documents are locked by you.

Locked ByName of owner of document lock.
TypeType of document.
StateCurrent state of document in life cycle.
DescriptionDescription of document
Rel ModificationThe relationship modification status of the document. If the status is modified , the status is refreshed and the modified relationship status is displayed in the column.
Collaborative Space Collaborative space with which the document is associated.

Note: This column is displayed only in the baseline behavior setup.

Organization Name of the organization that owns the project.

Note: This column is displayed only in the baseline behavior setup.

Document Filter Options

OptionsDescription
Related Documents

To include related documents, select the following value from the list:

  • None - Displays the stored structure.
  • Related Drawings - Adds the associated drawing objects to the structure.

Document Iteration

OptionDescription
As-BuiltTo display the precise structure stored when it was saved in ENOVIA.
Latest Revision To display all the latest revision of the selected nodes and its underlying structure.
Latest Under Global DesignTo display the objects that are in their latest in-work state.
Latest Design Frozen To display the latest revision which is in the Release state of the selected node and its underlying structure. If there are no objects in the Release state, the latest revision of the object is displayed.
Latest Design ReleasedTo display the objects that are in the latest revision state.

Select All Children Select the check box to display all the children of the selected node.
Process All InstancesSelect the check box to process all the instances across an iAssembly under an Assembly Factory. This overcomes any link issues across iAssemblies that have structural differences.

Right-click Options

The following options are available on right-click in the 3DEXPERIENCE Open or 3DEXPERIENCE Insert dialog box:

OptionDescription
OpenThis option is available only in the 3DEXPERIENCE Open dialog box. Opens selected designs from 3DEXPERIENCE in Solid Edge. For more information, see Opening Designs From 3DEXPERIENCE platform in Solid Edge.
Insert This option is available only in the 3DEXPERIENCE Insert dialog box. Inserts the design at (0,0,0) coordinates in the design active in Inventor. For more information, see Inserting Designs From 3DEXPERIENCE platform in an Active Design.
Lock Locks a design. For more information, Locking or Unlocking Documents.
UnlockUnlocks a design. For more information, Locking or Unlocking Documents.
Explore Opens CAD Portal view of the design in the browser. For more information, see Viewing Design Details in X-CAD Design Management.
Expand AllExpands the structure of the selected nodes. Structures of family table instances are expanded to the family node.
Open BaselineThis option is available only if baselines exist for the selected design. For more information, see Opening Baseline Designs.
PropertiesDisplays the properties of the design. For more information, see Viewing Properties.