About Working with Preferred Interfaces

This topic explains the behavior of review in different interfaces. These preferences are managed in the Me > Preferences.

This page discusses:

Review Preferred Interfaces

You can select the preferred working interface while working on a review.

You can select one of the following three options to work on a review in the preferred interface:

  • Work in context
  • Work in review tab
  • Work in navigation tab

These options are available under Review Preferred Interfaces in Me > Preferences > App Preferences > Social and Collaborative > Global Design Management > Design Review/Design Synthesis > Review tab.

Note: If a review is created from a navigation experience tab then it opens in a navigation tab, irrespective of the selected working interface option.

Transition from the Navigation Tab in Product Finder

  • If the Work in navigation tab option is selected:
    • If a review is already present in the current navigation tab, a new navigation tab is created with a review and a markup but without any context.
    • If the current navigation tab does not contain any review:
      • If the navigation tab is empty, the Review dialog box (with no context selected) appears for the creation of a new review.
      • If one root (a part, a product, or a filter) is present in the current navigation tab, a new review is created with the corresponding root as the context for the review.
      • If several roots (only parts, products or filters) are present in the navigation tab, a new review is created with all the roots as contexts for this review.
      • If one part, product, or filter type root and several roots of other types are present in the navigation tab, the Review dialog box (with no context selected) appears for the creation of a new review.
      • If one root other than the part, product, or filter types is present in the navigation tab, then a new review is created. The working interface will then depend on the type of the root.
  • If the Work in review tab option is selected:
    • If one root (a part, a product, or a filter) is present in the navigation tab, the behavior is same as it is when the Work in navigation tab option is selected.
    • If several roots (only parts, products or filters) are present in the navigation tab, a new review is created with all the roots as contexts for this review.
    • If one part, product, or filter type root and several roots of other types are present in the navigation tab, the Review dialog box (with no context selected) appears for the creation of a new review.
    • If one root other than the part, product, or filter types is present in the navigation tab, then a new review is created. The working interface will then depend on the type of the root.
  • If the Work in context option is selected:
    • If one root (a part, a product, or a filter) is present in the navigation tab, the behavior is same as it is when the Work in navigation tab option is selected.
    • If several roots (only parts, products or filters) are present in the navigation tab, a new review is created with all the roots as contexts for this review.
    • If one part, product, or filter type root and several roots of other types are present in the navigation tab, the Review dialog box (with no context selected) appears for the creation of a new review.
    • If one root other than the part, product, or filter types is present in the navigation tab, then a new review is created. The working interface will then depend on the type of the root.

Transition from Search

  • If one root (a part, a product, or a filter) is selected in the Search Results panel:
    • If the Work in navigation tab option is selected, a new review is created in the context editor tab.
    • If the Work in review tab option is selected, a new review is created in a new review tab.
    • If the Work in context option is selected, a new review is created in the context editor tab.
  • If several roots (only parts, products or filters) are selected in the Search Results panel, a new Review will be created in an authoring window with only the first element of the selected roots as the context for the review.
    • If the Work in navigation tab option is selected, a new review is created in the context editor tab.
    • If the Work in review tab option is selected, a new review is created in a new review tab.
    • If the Work in context option is selected, a new review is created in the context editor tab.
  • If a review linked to a single context, is selected in the Search Results panel, it is opened in the selected interface.
  • If several roots (only parts, products or filters) are selected in the Search Results panel and the Work in review tab option is selected, then a review is created in a new review tab and only the first root is added as the context for the review. The other roots are not considered and hence they are not opened in the new tab.
  • If a review linked to several contexts, is selected in the Search Results panel, it is opened in the navigation experience tab.

Transition from an Authoring tab

  • If one root (a part, a product) is present:
    • If the Work in navigation tab option is selected, a new review is created in the context editor.
    • If the Work in review tab option is selected, a new review is created in a new review editor tab.
    • If the Work in context option is selected, a new review is created in the context editor.
  • If a filtered part or a filtered product is present:
    • If the Work in navigation tab option is selected, a new review is created in the context editor but the non-filtered root is used as the context.
    • If the Work in review tab option is selected, the review is created with the part or the product as the context, but without the filter.
    • If the Work in context option is selected, a new review is created in the context editor but the non-filtered root is used as the context.
  • If a review is present:
    • If the Work in navigation tab option is selected, a new navigation tab with an empty review is created.
    • If the Work in review tab option is selected, a new review is created in a new review editor tab.
    • If the Work in context option is selected, a new review is created in the same tab with the root without any applied filters.
  • A combination of product based roots and 2D type roots as contexts while creating a multi context review is forbidden.
  • You can create only one review in a navigation tab.

Exploring a review

You can explore a review from the Search Results panel.

Enable the navigation experience in Product Finder, by selecting Activate Navigation Experience check box under User Interface in Me > Preferences > App Preferences > Social and Collaborative > Global Design Management > Product Finder > Explore tab.

To enable the navigation experience in Design Review or Design Synthesis, select Work in navigation tab option under Review Preferred Interfaces in Me > Preferences > App Preferences > Social and Collaborative > Global Design Management > Design Review/Design Synthesis > Review tab.

Creating a new Review

You can create a new review by using the Add > Content option. You can create a review with or without a markup.

  • If there is no root present in the current tab and a new review is created, depending upon the selected preferred working interface option, the following masks appear on the context tab in the Review dialog box.
    • If the Work in context option is selected, a red mask appears on the context tab in the Review dialog box.
    • If the Work in review tab option is selected, a green mask appears on the context tab in the Review dialog box.
    • If the Work in navigation tab option is selected, a red mask appears on the context tab in the Review dialog box.
  • If a root is selected in the context tab of the Review dialog box, a review is created according to the selected preferred working interface:

    • If the Work in context option is selected, the review is created in the context editor tab, whenever possible.
    • If the Work in review tab option is selected, the review is created in the review editor tab whenever possible.
    • If the Work in navigation tab option is selected,
      • If the present tab is a navigation tab, the review is created in the current tab with the selected root as its context. The selected root must be a part, a product or a filter.
      • Otherwise, the review is created in the context editor tab whenever possible.

  • If one or more unsupported roots are present in the present tab, the review creation behavior is same as when no root is present in the current tab.
  • If one or several supported roots are present in the current tab, a review is created with all the present roots as context.
  • If a combination of supported and unsupported roots is present in the current tab, the Review dialog box appears with no context selected in the Context tab.

The working interfaces support different types of data as contexts. Following tables list the working interfaces and the types of contexts supported in them:

  • When one root is selected as context:
    Selected Root Type Context Editor Tab Review Editor Tab Navigation Tab
    Part or Product

    A review can be created.

    A review can be created.

    A review can be created.

    Filter

    A review can be created.

    A review can be created.

    A review can be created.

    Simulation

    A review can be created.

    A review can be created.

    A review cannot be created.

    Image

    A review cannot be created.

    A review cannot be created.

    A review can be created.

    RFL

    A review can be created.

    A review can be created.

    A review cannot be created.

    PPR

    A review cannot be created.

    A review can be created.

    A review cannot be created.

  • When multiple roots are selected as context:
    Selected Root Type Context Editor Tab Review Editor Tab Navigation Tab
    Part or Product

    A review cannot be created.

    A review cannot be created.

    A review can be created.

    Filter

    A review cannot be created.

    A review cannot be created.

    A review can be created.

    Simulation

    A review cannot be created.

    A review cannot be created.

    A review cannot be created.

    Image

    A review cannot be created.

    A review cannot be created.

    A review cannot be created.

    RFL

    A review cannot be created.

    A review cannot be created.

    A review cannot be created.

    PPR

    A review cannot be created.

    A review cannot be created.

    A review cannot be created.