Contains Tab Options

Commands

Click Commands to access these options:


Export	Saves the list as a comma-delimited .txt file.
Open as CSV File	Opens the list in your spreadsheet application, for example, Excel. The first column in the spreadsheet, Level, indicates the list hierarchy.
Columns	Lists the columns in the tab display that you can show or hide. The column options available depend on your selection for the View Mode. For example, in Details mode, the available selections are: Name Configuration Name Quantity Iteration Checked Out By Checked Out In Found in State Description Files that display in the tab have a check mark. To show a hidden file, click the column name in the option. To hide a file, click the column name to remove the check mark.

Toolbar

Open

Opens the selected file in SOLIDWORKS.

Properties

Displays the Properties dialog box for the selected file.

Explore in Web

Lets you log in to the web client so that you can browse to the business object for the selected file.

Open File Location

Opens a new Explorer Window and browses to the selected file.

View Mode

Lets you select Details or Content views. Details can provide up to eight columns of information. Content can provide the same information in three columns and includes a thumbnail of each file next to the file name.

Show All Levels
Top Level Only

Lets you select whether to show all references in the tree or only the top level of references.

The default is Show All Levels.

With the Show All Levels view, the tree display can show assemblies, drawings, and parts. Each displays with its own icon within the tree. Drawings display with blue lettering.

If you select Top level, the tab display only the top level of the Assembly/drawing/Part.

Referenced iteration
Latest iteration
Latest Released Revision

These preferences affect what the system displays in the Contains tab for the referenced, or subordinate, files of the selected file:


Option	Description
Referenced Iteration	Use this option to retrieve all the objects that are connected to the selected file at the time of check in. This option shows the physically connected structure. The option works within the same revision of all items in the given structure. Therefore, it displays the latest iteration within the selected revision. Check in and modification by all users results in As-Built view.
Referenced Iteration when performing on an older Iteration	If the Get operation is initiated from an older iteration of a parent design and you apply "Referenced Iteration" view then, the retrieved structure displays the iteration of child designs that are connected to this iteration of parent design at the time of check-in resulting in As-Saved view.
Latest Iteration	Provides the latest revision and iteration to all children objects in the dialog. This option considers the latest of everything outside the selected assembly's revision stream.
Latest released revision	Use this option to display the latest released revision and iteration of the selected nodes and its underlying structure. If no released revision is found for a particular node, the system displays the node retrieved by applying the referenced iteration view to the parent node.

The default is Referenced iteration.

Iteration

Lets you choose the iteration of the selected file for which references are shown.

Configurations

Lets you choose the configuration of the selected file for which references are shown.

Columns - Details View Mode

To change to the Details, click View Mode , and click Details.

To change the columns in the Details view, right-click in the table, click Columns, and select from the list. These are the standard columns available in the Details view when all columns display.


Name	Name of the selected file and the files it references.
Configuration Name	Configuration of the CAD file. This column only displays information when you select a configuration from the Configuration drop-down list.
Quantity	BOM quantity.
Iteration	The iteration data varies with your selection from toolbar for Reference iteration and Iteration. To interpret the values, use these guidelines: First value is the file iteration for the referenced file. For example if a C.0 computer assemble contains the B.0 iteration of a fan, the first value is C.0 for the computer assembly and B.0 for the fan even if a later version of the fan exists on the server. Second value is the latest iteration of the file on the server. For example, the latest verison of the computer assemble is C.0 and the fan is now at C.0. Gray iteration values indicate the referenced version matches the latest available version of the file on the server. Bold black iteration values indicate the referenced iteration (first value) is not the latest version on the file on the server. In the example of the computer assembly and the fan, the Contains tab displays the fan iteration in bold black.
Checked Out By	User who has the file checked out or blank if it is not checked out.
Checked Out In	Computer and local folder where the file is checked out, or blank if it is not checked out.
Found In	Local folder containing the file.
State	Life-cycle state of the file, such as In Work. This column is not displayed by default, you have to right-click and add in the Content View Mode.
Description	The file description. This description comes from the web client object proper $$description$$. This column is not displayed by default, you have to right-click and add in the Content View Mode.

Columns - Content View Mode

To change to Content view mode, from the toolbar, click View Mode , and click Content.

To change the columns in the Content view, right-click in the table, click Columns, and select from the list. These are the standard columns available in the Content view when all columns display.


File	Displays: A thumbnail of the assembly, part or drawing. File names of the selected file and the files it references. Configuration name of the CAD file. This option only displays when you select a configuration from Configuration. Quantity - BOM quantity.
Result	Displays: Iteration -The file iteration for the referenced file. For example if a C.0 computer assemble contains the B.0 iteration of a fan, the iteration value is C.0 for the computer assembly and B.0 for the fan even if a later version of the fan exists on the server. A gray iteration value indicate the referenced version matches the latest available version of the file on the server. A bold black iteration value indicates the referenced iteration is not the latest version on the file on the server. In the example of the computer assembly and the fan, the Contains tab displays the fan iteration in bold black. Note: The iteration data varies with your selection from the toolbar for Reference iteration and Iteration. Checked Out By - The user who has the file checked out or blank if it is not checked out. State - Life-cycle state of the file, such as In Work.
Paths	Displays: Found in - Local folder containing the file. Checked Out In - Computer and local folder where the file is checked out, or blank if it is not checked out.
Properties	Displays the Description, which comes from the web client object property $$description$$. This column is not displayed by default, you have to right-click and add in the Content View Mode

Shortcut Menu Selections

Right-click a file in the Contains tab to access these selections. Selections described are those that are specific to Connector for SOLIDWORKS.


Open	Opens the file in SOLIDWORKS
Open with	Lets you select the program with which to open the file.
SOLIDWORKS	Provides access to SOLIDWORKS commands such as Replace, Rename, Move.
Check Out	Checks out the file for editing.
Check In	Checks the selected file into the vault.
Get Latest Iteration	Copies the latest iteration of the file from the database to your local cache.
Undo Check Out	Cancels a checkout without saving changes to the database.
Promote	Promotes a checked out file from one lifecycle state to the next.
Delete	Lets you unlink the file if it is referenced and delete it from the vault.
Properties	Opens the Properties dialog box for the selected file.
Open File Location	Opens the new explorer window for selected file. This command is available only for files in the local cache.
Columns	Lists column heads you can display or hide. This option is an alternative to using the Columns option from Commands .
View	Lets you set the tab view to Details (the default) or Content.
Select All	Selects all files in the list.
Select Files	Opens the Select Files dialog box, where you can use wildcards to select files.
Show Tree Lines	Toggles graphical indicators of the file hierarchy on and off. Off (default) On This option is only available in the Details view mode. Note: The system displays in blue any drawings that reference a part or assembly in the tree.
Open File List	Opens the file list in Excel as a comma-delimited file.
Save File List	Saves the file list as a .txt file.
Send To	To send the file to a particular location or to a recipient.
Cut	To cut a file and paste it to a different location.
Copy	To copy the file.
Rename	Renames the file.

Note: For some commands, if the cached version of the file is different from the vault version or if the file is checked out and the referenced version is an earlier one, a dialog box appears. The dialog box allows you to select to use the local copy of the file, replace the local version with the database version, or use the database version from a temporary folder.

Thumbnail Preview

On the right of the dialog box is the re-sizable thumbnail preview area.

To view the thumbnail for a selected file, click and resize the pane as needed.
To hide the thumbnail, click .