Common Components Help

AEF Help

Listing the Content of a Folder or Subfolder

Anyone with Read access to a folder or subfolder can list its content. A folder/subfolder can contain documents and, if your system is configured appropriately, 3D JT files. If your system also uses Sourcing Central, folders and subfolders can contain Requests to Suppliers (RFQs), packages, and quotations. If your system also uses Engineering Central, folders and subfolders can contain Parts.

Team Central contains a special feature that allows you to quickly see and work with the contents of a folder. When a workspace page is opened, the left frame contains the Structure Navigator, which shows a list of folders in a tree format. Clicking the plus sign next to any folder expands the tree to show the folder content and subfolders.

You can also use the Context Navigator, the traditional method of working with folders. Use this method when you want to see the category lists of multiple folders at the same time. For example, if you want to compare accesses, you can see several folders and their category lists at the same time. When using the Structure Navigator, the category list in the Context Navigator shows the current folder only. See the AEF Help for details on using the Structure Navigator.

To list the content of a folder or subfolder

1. From the My View page, click the Name of the workspace.

Or

Click My Desk > Team > Workspaces. Then click the Name of the workspace.

The workspace's category list and Properties page opens. Above the category list is a folder list, showing all folders for which you have Read access in the workspace.

2. Click a folder name from the folders list.

Or

From the workspace category list, click Folders and from the Folders page, click the Name of the folder.

The Content page opens, listing all content that has been added to the folder/subfolder. The page lists only the most recent version of documents and the most recent revision of non-document items.

For each item in the folder/subfolder, the page shows the:

Selection check box--The Folder Content page contains the standard check boxes in the left column, which let you select items to work on. If the item can't be removed, edited, or routed, the check box is gray and unavailable for checking. For example, if the item is locked for edit or if you only have Read access for the folder, the check box is gray. You can still view information about the item but you can't remove it from the folder, route it, or make changes to it.

Locked/Routed status--Shows any special conditions for the item. Documents can be locked for edit, as indicated by a Lock icon. To see who locked the file, move your mouse pointer over the Lock icon. When a file is locked for edit, no one else can lock the file for editing or check in a new version of the file until the person who is editing it unlocks the file manually or by checking in a new version. Even if a file is locked, you can still view it and save it to your computer. If the content item is included in a route, a lock and route icon is shown, indicating that the item cannot be included in another route or locked for edit from the folder. Route members with Write access to the document can edit the document through the route but not through the folder. (Your system may be set up so content can be included in multiple routes.)

Name--The name of the item. To view more information about an item, click its Name. The icon to the left of the name indicates the type of item. To see the type name, move your mouse pointer over the icon.

for standard documents

for root (top-level parent) JT files

for subassembly JT files

for component JT files with no other files under it

for packages

for RFQs

for quotations

Rev--The revision number for the item, if the item is revisionable. Only non-document items have revision numbers. The Folder Content page lists only the latest revision of an item.

Ver--The version number for the document. Only documents have version numbers. A version of 1 represents the first time the file was added. Version number 2 means a person checked out the original file for revising and then checked in a new version. Version number 3 means a person checked in a second version and so on.

Actions--The Actions column contains icons that let you work with the document content. These actions do not apply to non-document content. If a particular icon is not displayed, then the item's status does not allow the action (for example, the Unlock icon is only available for locked files) or you do not have access to perform the action.

• View --Use to view the file in the program associated with the file's extension, including 2D and 3D viewer programs. To see which program will open if you click the icon for a particular document, move your mouse pointer over the icon. For information about viewing and adding 3D documents, see 3D JT Files. Note that this icon works just like the Checkout icon except it does not lock the file and Checkout can only be used for non-3D documents.
• Download --Use to save the file to a local disk. If you plan to make changes to the file and then check in a new version, use the Lock for Edit icon instead of the Download icon. To view the document in an associated program immediately, without first saving the file to disk, use the View icon. For more information on downloading a file, see the Common Components User Guide.
• Checkout (Lock for Edit) --Use to lock the document for editing. When a file is locked, no one else can check in a new version. When you lock a file for editing, the application lets you save the file to a local disk. You can then open it in the associated program. Once opened in the associated program, you can edit it, resave it, and check it back in. See the Common Components User Guide.
• Checkin --Use to check in a new version of the document. This icon is only available if you checked out the document, which locked it for editing (your name should be displayed when you move your mouse pointer over the lock icon in the first column). Checking in a new version automatically unlocks the file, making it available for other people to edit it. Alternatively, you can unlock the file without checking in a new version by clicking the Unlock icon. See the Common Components User Guide.
• Unlock --Use to unlock a file that you checked out and locked for editing. Manually unlock a file using this icon only if you decide not to check in a new version. Checking in a new version automatically unlocks the file. See the Common Components User Guide.
• Subscribe --Request to be notified when a specific event occurs for the document. See Choosing Alert Events for Folder Documents.

Date--The date and time this revision or version of the item was added to the folder.

3. Work with the content as needed:
• To get more information about an item, click its Name.
• To add a document that has already been added to the system or a Sourcing Central item, click Add Workspace Content from the page Actions menu. See the Common Components User Guide.
• To add a file that is on your local disk and that has not been added to Team Central, click Upload File(s) from the page Actions menu. See the Common Components User Guide.
• To remove an item from the folder, check it and click Remove from the page Actions menu. See Removing an Item from a Folder.
• To route items in the folder, check them and click Route from the page Actions menu. The scope of the route is the folder/subfolder that contains the items. Depending on how your system is configured, this option may not be available for files that are locked for edit or for content that is already included in a route. See the MatrixOne Common Components User Guide.
• To move folder content to a different folder, check it and click Move from the page Actions menu. See Moving Content Between Folders.
4. Use the category list to view more information about the folder:

   Category	Description	For details, see:
   Access	Lists the people who can access the folder and lets Workspace Leads define accesses to the folder.	Listing Accesses for a Folder or Subfolder
   Discussions	Shows message threads created for the folder.	Listing Discussions for an Item
   Properties	Shows basic information for the folder and provides links to edit, clone, subscribe, and push subscriptions.	Viewing Information for a Folder or Subfolder
   Routes	Lists the active routes for the folder that you created or have a task for.	Listing Routes for a Folder or Subfolder
   Subfolders	Lists the subfolders in the folder and lets you get information about the subfolders.	Listing Subfolders in a Folder or Subfolder