Save Dialog Box

You can save the files to the 3DEXPERIENCE platform using the Save Active Window and Save as New commands available in the action bar of the MySession. Also, you can save the files using the Save, Save with Options, and Save as New commands available on the context menu of an object.

This page discusses:

The Save dialog box lists the files that you have selected for the save operation. When a file is locked by another user, you cannot save that file in a revision. (This is not applicable for first save or save as new revision.)

You can save the data even if the CGR generation process is not completed. The Save is enabled immediately if all the conditions for save are satisfied. The progress bar shows the save progress while the CGR generation continues in the background.

Columns

Column name Description
Type Displays an icon of the corresponding file.
File Name File name on local disk.
SWTitle The title name of the object that is added using the Rename command of SOLIDWORKS Desktop. If the display name is not added, the file name is used a display name.
Save Select this check box to save the object.
Status The status of an object can be one of the following. Based on the status, the save operation is enabled or disabled.
  • OK: The file is ready for save.
  • Unchanged: This file is not modified and out of the save scope.
  • Warning/ Error: Based on one of the following warning or error status of a file, the save operation progresses.
    • Wrong Attribute Value: This warning appears when the values of the SOLIDWORKS properties do not match with the attribute definition on the 3DEXPERIENCE platform. On clicking the warning, complete issue description is visible.
      Note: If you save with warnings, the uncompliant SOLIDWORKS properties are not propagated to the server.
    • File title already exists in 3DEXPERIENCE platform: The file title is not unique and renaming is required. This warning appears if the Check file Title for uniqueness option is chosen on the Settings page of the Platform Management widget.
    • File Not Found: Corresponding product structure is missing reference files.
    • Unsupported reference type: Corresponding product structure contains 3D interconnect reference files.
    • The file name has unsupported trailing space characters: Corresponding product structure contains spaces at the end of the file name.
    • File to save has been concurrently modified: Corresponding product structure contains a file that is not the latest version available in the database and is modified by the other user.
    • Local file is not the latest version: Corresponding product structure contains a file that is not saved in 3DEXPERIENCE and is not the latest version available in the database.
    • Not Locked: Corresponding product structure contains a file that is not locked. You can use the Lock command to lock the file.
    • The file is locked by another user: Corresponding product structure contains files that are locked by the other user.
    • Reference Changed: This status is displayed for a product structure in which the derived object has a base object that is not saved in the 3DEXPERIENCE platform and is not the latest version. Here, the base object has status as Local file is not the latest version and the derived object has status as Reference Changed.
      Note: This is applicable for other object types also.
    • Modified but not locked: Changes will not be propagated to the server.

Based on the option selected for the Mandatory Mapped Attributes option, the status column displays the following statuses:

  • Mandatory attribute is unset: This warning is displayed when appropriates values are not defined for mandatory attributes. The save process is not blocked with this warning.
  • Mandatory attribute is unset: This error is displayed when appropriates values are not defined for mandatory attributes. The save process is blocked with this error.
Bookmark Displays the bookmark assigned to the respective object. The Bookmark column is empty in one of the following cases:
  • If the object is not saved in the 3DEXPERIENCE platform.
  • If a new revision of the object is chosen in the Save dialog box.
  • A bookmark is not assigned.
The display style of tooltips varies according to the bookmark classification:
  • If a bookmark is already classified, the column, and the tooltip is shown in regular text.
  • If multiple bookmarks are already classified, the bookmarks are listed in alphabetical order in the tooltip, and in regular text. The bookmark listed first, has three dots appended to the name. For example, bookmark1....
  • If a new bookmark is assigned for an object without existing bookmarks, the column and the tooltip shows the bookmark in bold text.
  • For an object with multiple bookmarks already classified, a new bookmark assigned is displayed in bold text with three dots appended to the name. For example, bookmark1.... In the tooltip, the new bookmark is displayed in bold on top, and the existing bookmarks are displayed in an alphabetical order, in regular text underneath.
Revision Revision from the 3DEXPERIENCE platform that is open in SOLIDWORKS.
New Revision Select this check box to create a new revision (not available for first save).
Maturity State Lifecycle state of the family, for example: In Work, Frozen.
Collaborative Space Displays the name of the collaborative space selected at the login.
Lock Status Displays the first and last name of the user that has locked the corresponding family in the 3DEXPERIENCE server.
Owner User who is responsible for the file in 3DEXPERIENCE.
Description Family description.
Creation Date 3DEXPERIENCE creation date.
Modification Date 3DEXPERIENCE modification date.
CAD Master Shows the status icon of the CAD Master for an object.
Get CAD Mastership With this option, you can get CAD Mastership for a 3DEXPERIENCE assembly. When you select the GET CAD Mastership option, the New Revision option for that object is activated. To cancel or change the CAD mastership, you can either clear the Get CAD Mastership option or the New Revision option.
Name Automatic number string computed by the server.
Title Name of the family (without the file extension).

Information Panel

This section of the dialog box gives details about the files, errors, and warnings for the structure.

The following fields are displayed that give information about the files in the structure:

  • Total: The total number of files present in the current structure.
  • New: The number of new files present in the structure.
  • Modified: The number of modified files in the structure.
  • Unchanged: The number of unmodified files in the structure.

The following icons display the error information:

  • : The total number of errors in the structure.
  • : The total number of warnings in the structure.
  • : Navigates to all warnings.
  • and : The up and down arrows help you locate the exact error or warning in the structure.

Actions

Action/ Command Name Description
Bookmarks Click this icon to assign bookmarks to objects chosen in the Save dialog box.
Export Exports the information to a CSV file.
Release lock after Save When you select this check box, the modified locked objects get unlocked in MySession after the save operation.
Note: All the objects with status OK in the save dialog box are unlocked, when you save them by selecting Release lock after Save.
Revision Comment Select this check box to assign a revision comment to the modified objects in the Save dialog box. When you assign a comment to an active configuration, the comment is assigned to all the configurations of the object. When you use Save as New Revision, the revision comment is assigned to the new revision.
Note:
  • If you select this check box and the comment area is empty, the existing comment of that object is removed. If you do not select this check box and the comment area is empty, the existing comment of that object does not change.
  • The maximum characters for a revision comment are 256.
  • The revision comment menu lists the last five comments.
Lock This command is visible when the structure in the Save dialog box includes modified items but they are not locked. With the Lock command, all the unlocked modified objects are locked and the Status column in the Save dialog box is updated. In case few objects fail to get locked, this does not unlock the objects that are valid to be locked.
Note:
  • You can lock only those objects that are not locked by anyone.
  • The objects that are in the Released state cannot be locked.
Save Saves the files with all the conditions that you selected.
Cancel Cancels the save operation.
Help Opens the help file for the save dialog.