Editability

It may not be possible to propagate objects because of link dependency, security managements, maturity of objects, etc. The only solution is to propagate these objects as new ones. To reduce the number of issues, the editability capability provides information about the modification right of objects in session.

You can:


  • Organize your session according to the action you want to perform, i.e. modify an object (which also implies the ability to save your modifications), or load an object in read-only mode.

  • Apply security rules defined in database.

  • Control object modifications in your session by restricting the number of authorized commands and visualization modes.

This task shows you how to:


Before you begin: For an exhaustive list of commands and visualization modes authorized in a specific workbench, see the documentation of interest.
Related Topics
Infrastructure Commands in Editability Mode

Activate Editability

A few actions must be carried out to be able to work in editability mode.

  1. Select Tools > Options... > PLM Access > Open.

  2. In the General Options area, select the Display a warning if read-only data is edited check box.

    Editability is activated but it will be taken into account only after restarting your session.

  3. Restart your session.

  4. Open an object.

    A warning message is displayed each time a read-only object is modified by another user, or if you try to modify a read-only object.

    However, read-only objects can be switched to edition mode and in that case, a certain number of editability rules are applied to check if the object can be modified in database:


    • The user is the lock owner
    • The object is in a modifiable maturity status
    • The object belongs to the local site
    • The object has not been concurrently modified because it has been loaded in session.
    Important:
    • These rules apply to the object modification or removal only, and not to the creation of new objects.
    • You can create an instance under a non-editable reference.
    • You canot create a port under a non-editable reference. Otherwise, a warning is displayed to indicate that the owner is not editable. Regarding connections, a warning message informs you that the update might fail because modifications are not allowed. During the update, you can switch to edition mode.
    • You can create an instance of a non-editable reference (the reference is not impacted by the creation operation)

    The areas covered by the editability check are described in the following table:



Open Objects through Open in Editability Mode

The Open command lets you open objects in editability mode.

Let's take the following product ("ajtProduct1") as an example:



  1. Select Tools > Options... > PLM Access > Open.

  2. Select the Display a warning if read-only data is edited check box.

  3. Restart your session.

  4. From a Search Results window, select the object ("ajtProduct1" in our example) then click Open in the PLM Search toolbar.

    The product opens in read-only mode, as indicated by the forbidden signs displayed in the specification tree:

  5. Access the different menu items or toolbars to check that a certain number of commands are now grayed out to prevent modifications.

    For instance, if we double-click "ajt_Representation1", an easy warning is displayed to indicate that modifications are not allowed on this object and you can see that some commands in the toolbars are grayed out:



  6. To be able to modify the object, click the desired object in the specification tree or in the geometry area then select Edit > Editability > Switch to edition....

    A check is performed to make sure that the object is editable in database:

    • If the object is not editable, the command fails and the object remains read-only (identified by a with forbidden sign).
    • If the object is editable, the forbidden sign disappears and menu items and commands that were previously grayed out are now available:


    When you select a node in the tree, the command retrieves the objects to be switched to edition mode. The selected node can be a reference, an instance and a reference node, a port, or a connection. In that case, the Switch to edition dialog box is displayed to let you specify which elements should be switched to edition:



    For instance, if you select Instance, the instance of the selected object becomes editable and the mask displayed in the specification tree is updated accordingly. The table below shows the different masks that can be displayed according to the editability status:

    Mask Editability Status


    No element is editable


    Reference is editable


    Instance is editable
    No mask Reference and instance are editable

    Important:
    • When connections and publications can be selected, the switch command can be directly applied to them.
    • Propagation rules need also to be performed to implicitly edit connections and publications:
      • A connection is automatically switched to edition if at least one of its outputs includes an edited object.
      • A publication is automatically switched to edition if its aggregating parent is edited.

  7. To switch to the read-only mode, select Edit > Editability > Switch to read only....

    This command works like the Switch to edition... command.

    Warning: An object that has been modified in edition mode cannot be switched to read only mode.

  8. Optional: When an object is selected, select Edit > Editability > Display editability errors... .

    A detailed view of the errors encountered during the last editability check is displayed:


    • Name: displays the name of the non-editable object. For features, the name of the component including the feature is displayed.
    • Type: displays the object type (i.e. part instance, representation instance, etc.).
    • Reason: explains why an error occurred when trying to edit the object.
    • Advice: explains how the problem can be solved.

  9. Optional: Select a row in the report.

    The referenced object is highlighted in the geometry area (if found) and a more detailed analysis is displayed in the text box at the bottom of the dialog box:

  10. Click Close when finished.

Open Objects through Open Advanced... in Editability Mode

The Open Advanced... command lets you open objects in editability mode.

  1. Select Tools > Options... > PLM Access > Open then select the Display a warning if read-only data is edited check box.

  2. Restart your session.

  3. From a Search Results window, select the object to open ("ajtProduct1" in our example) then click Open Advanced... in the PLM Search toolbar.



    The Edit the selected elements check box replaces the usual Lock the selected elements check box. For more information about the other options in this dialog box, see Opening Objects from a Search Results Window.

  4. In the Open Advanced dialog box:

    • Select the Edit the selected elements check box to open the selected object in edition mode.
    • Clear the check box to open it in read-only mode.

    Selecting this check box lets you open in edition mode the objects you intend to modify in a session globally set as in read-only mode. This means that you can open a read-only set of objects and an editable set of objects at the same time.

    Important: A selected node can represent a reference and an instance ; in that case, the two objects are edited.

  5. Click OK.

    The selected object opens.

    Example 1 - Edit the selected elements check box is selected and "ajtProduct1" is in edition mode and you are allowed to modify it:


    Example 2 - Edit the selected elements check box is cleared and "ajtProduct1" is in read-only mode:


    Warning: Completion rules need also to be applied to switch port (publications) and connections.
    • Completion rules for publications: a publication inherits the editability status of its aggregating parent.
    • Completion rules for connections (connections are used to model user objects like assembly constraints, but also internal system data dependency): a connection is automatically switched to edition mode if at least one of its outputs includes an edited object.

  6. To be able to modify an object that has been opened in read-only mode, use the Edit > Editability > Switch to edition... command.