List View

Accessing list view

1. Click the company logo at the top left side of the page to take you to the Documents page.

2. Click the List view icon ().

Using list view filters

Once list view is selected, the default filters open to the right of the List view icon:

• Types - Check to filter the list for any combination of part, Assembly/subassembly, and Drawing. By default all three are enabled.

• Name - Enter a name to filter the list by this entry.

• Description - Enter a description to filter the list by this entry.

• Part number - Enter a part number to filter the list by this entry.

• Revision - Enter a revision to filter the list by this entry.

Click the Reset filters icon () to reset all filters to their default state.

Click the Add icon () and check any filter on the submenu to add it to the filters area. Deselect to remove it. Default filters (Name, Description, Part number, and Revision) cannot be deselected.

Additional filters:

• Vendor

• Project

• Product line

• Title 1

• Title 2

• Title 3

Once filters are set, you can copy the URL in the address bar along the top and share this URL with others. When others who are part of the company/enterprise click the URL link, the filters are copied along with the URL, and they see the same filters applied.

List view Folders and Projects

Folders and Projects are listed at the top of the List view in a horizontal grid.

This section is collapsible. Click the arrow to the left of the Folders and Projects heading to collapse/expand the section. Hold the bottom of the Folders and Projects section and drag up or down to adjust the height. This displays the amount of rows of Folders and Projects that you want visible.

To the right of each folder or project icon is a small thumbnail image and name. For folders only, the date and time when the folder content was last updated is indicated below the folder name:

Click a folder or project to open its contents:

List view displaying the opened E-LAWNMOWER project.

If there are no additional folders inside the folder or project clicked, the Folders and Projects grid collapses. Click the breadcrumb link above the Folders and Projects to jump back to a previous location in the Folders and Projects hierarchy:

List view Components at latest revisions

Below the Folders and Projects grid is the Components at latest revisions section. All the latest released and revisioned Parts, Assemblies, and Drawings for the selected project or folder are listed in this table.

Each row contains a thumbnail of the part, Assembly/subassembly, or Drawing, as well as the Name, Description, Part number, and Revision of the component. There may be additional columns depending on which filters are selected; the columns match the filters listed at the top of the page.

The Name column contains:

• An icon to indicate if the component is a part, Assembly/subassembly, or Drawing.

• The name of the component. This is a hyperlink. Click the link to open the component in the current browser tab.

To open the component in a new browser tab, right click and select Open in new browser tab from the context menu.

• A revision icon indicating the part's latest revision (and revision name in parentheses).

• The highlighted part number.

Components table header context menu

Right-click on any column heading except the Name column in the components table to access the context menu:

• Move left - Moves the current column to the left

• Move right - Moves the current column to the right

Adjusting the width of a components table column

1. Hover your mouse cursor over the right edge of the column. The column divider turns blue and the cursor displays a double-sided arrow:

   

2. Click and drag to the left to narrow the column, or drag to the right to expand the column.

3. When the desired column width is achieved, let go of the mouse.

Note: All columns to the right of the one being resized remain the same size.

List view component context menu

Right-click on the empty space along the component row to access the context menu:

• Open in new browser tab - Opens the selected component in a new browser tab.

• Add to publication - Adds the selected component to a publication.

• Create task - Opens the Create task dialog where you can create a new task regarding the currently selected component and assign that task to a user.

• Export - Opens the Export dialog for the selected component.

• Details - Opens the Details panel in the right-side component panel (see full explanation below).

List view component panel

The right side panel is where information for the selected component is accessed. Select the component by clicking on the empty space along the component row. The Details panel for the component populates the panel. Use each panel icon as a toggle to open or close the panel. There are four available panels:

• Details panel () - Displays more details about the document:
  • Document name - The document that contains the component.
  • Owner - The company or enterprise that owns the component.
  • Location - The folder or project where the component is located, with a link to open the location in a new browser tab.
  • Created by - Name of the user that created the component, with a time and date the component was created.
  • Last modified by - Name of the user who last modified the component, with a time and date the component was last modified.
• Properties panel () - Displays the editable and non-editable list of component properties. If a component property is non-editable, it is grayed out. You can edit all other properties directly from this panel.

• Where used panel (excludes Drawings; ) - Displays the Assemblies/subassemblies and Drawings where a particular component is being used. See Where used for more information.

• Revision history panel () - Displays all the revisions of the selected component. Each release is listed chronologically in the panel, with the latest release at the top. Each release contains the following details:

  • Revision name - The name of the revision (in parentheses), with a link to open the component in a new browser tab

  • Release name - The Release name, with a View release link to open the release dialog.

  • Submitted by - Name of the user who submitted the latest release, along with the time and date of release.

List view icons

Following are the icons used in the List view display:

Icon	Description
	Folder container
	Project container
	Part
	Assembly or subassembly
	Drawing
	Revision

List view tips

• Adding filters narrows the search to show less items, drilling down within the project or folder.

• Drawings display under their referenced counterparts.

• Standard Content and non-geometric Items are not included in List view at this time.

• Leaving and then returning to the Documents page does not retain the List view. You are returned to the Document view.

• Once a list view is configured to show a specific project/folder and components, copy the browser URL and send it to other users to share the list view, provided those users have the correct document permissions.

Accessing List view

1. Tap the side panel menu icon () in the upper left corner of the page to open the side panel menu, then tap the Company/Enterprise logo to go to the Documents page.

2. Tap the List view icon () at the top of the screen.

Using List view filters

Once list view is selected, the default filters open to the right of the List view icon:

• All filters ( ) - Opens the All filters dialog:

  

  From this dialog you can add, remove, or edit the currently displayed filters. Default filters (Name, Description, Part number, and Revision) cannot be deselected.

  Click on any of the filters in the list at the bottom of the dialog to add the following filters:

  • Vendor

  • Project

  • Product line

  • Title 1

  • Title 2

  • Title 3

  Selecting additional filters adds them to the filters list along the top of the screen.

  Drag horizontally along the additional filters area at the bottom to reveal additional filters if they do not fit on the screen.

  Tap Reset all at the bottom to reset all filters to their default settings.

  Tap Cancel at the top right corner to exit the dialog.

• Types - Check to filter the list for any combination of part, Assembly/subassembly, and Drawing. By default all three are enabled.

• Name - Enter a name to filter the list by this entry.

• Description - Enter a description to filter the list by this entry.

• Part number - Enter a part number to filter the list by this entry.

• Revision - Enter a revision to filter the list by this entry.

Tap on any individual filter in the filters area to open that filter and enter a search term. As you search, options are made available on-screen under the Selected filters section. Tap the filter to add it to the filters list, narrowing the component search by the selected filter:

Tap All filters at the top left to go back to the All filters dialog.

List view Folders

Folders and projects are listed at the top of the List view in a horizontal grid.

This section is collapsible. Tap the arrow to the left of the Folders heading to collapse/expand the section.

To the right of each folder or project icon is a small thumbnail image and name. The user that last updated content in the folder or project, in addition to the time and date when the content was last updated, is indicated below the folder or project name:

Tap a folder or project to open its contents:

List view displaying the opened E-LAWNMOWER project.

If there are no additional folders inside the folder or project, the Folders grid collapses. Tap the breadcrumb link above the folders to jump back to a previous location in the hierarchy:

List view Components at latest revisions

Below the Folders grid is the Components at latest revisions section. All the latest released and revisioned parts, Assemblies/subassemblies, and Drawings for the selected project or folder are listed in this table.

Each row contains a thumbnail of the part, Assembly/subassembly, or Drawing, as well as the Name, Description, Part number, and Revision of the component.

Tap anywhere on the component row to open the component.

The Name column contains:

• An icon to indicate if the component is a part, Assembly/subassembly, or Drawing.

• The name of the component.

• A revision icon indicating the part's latest revision (and revision name in parentheses).

• The highlighted part number.

List view component panel

The right side panel is where information for the selected component is accessed. To access the panel:

1. Tap the Details panel icon () to open the panel.

2. Tap anywhere on the component row. The Details are displayed in the panel:

   

To close the Details panel, tap the Details panel icon () once again.

Following are the panels available from the panel:

• Details panel () - Displays more details about the document:
  • Open - Tap the Open folder opens the currently selected component.
  • Type - An icon that indicates whether the component is a part, Assembly/subassembly, or Drawing.
  • Document name - The document that contains the component.
  • Owner - The company or enterprise that owns the component.
  • Document description - Short explanation of the document. Tap the edit icon () to edit the description.
  • Created by - Name of the user that created the component, with a time and date the component was created.
  • Last modified by - Name of the user who last modified the component, with a time and date the component was last modified.
• Share panel () - Displays the permissions for the document in which the component resides:
  • Edit - Tap the Edit icon to open the permissions dialog for the document in which the component resides.
  • Document permissions - Displays the permissions for the document in which the component resides.
  • Copy link to clipboard - Copy the link to the document in which the component resides to your clipboard.

• Where used panel (excludes Drawings; ) - Displays the Assemblies/subassemblies and Drawings where a particular component is being used. See Where used for more information.

List view icons

Following are the icons used in the List view display:

Icon	Description
	Folder container
	Project container
	Part
	Assembly or subassembly
	Drawing
	Revision

List view tips

• Adding filters narrows the search to show less items, drilling down within the project or folder.

• Drawings display under their referenced counterparts.

• Standard Content is not included in List view at this time.

• Leaving and then returning to the Documents page does not retain the List view. You are returned to the Document view.

Accessing List view

1. Tap the company logo at the top left side of the page to take you to the Documents page.

2. Tap the side panel menu icon () in the upper left corner of the page to open the side panel menu, then tap the Company/Enterprise logo to go to the Documents page.

3. Tap the List option at the top of the screen.

Using List view filters

Once list view is selected, the default filters open to the right of the List view icon:

Tap one of the filters to open the All filters dialog, where you can fill in the parameters of the dialog according to your preferences:

Optionally, you can tap the filters one at a time and enter the parameters individually.

• Types - Tap to filter the list for any combination of part, Assembly/subassembly, and Drawing. By default all three are enabled.

• Name - Enter a name to filter the list by this entry.

• Description - Enter a description to filter the list by this entry.

• Part number - Enter a part number to filter the list by this entry.

• Revision - Enter a revision to filter the list by this entry.

• More filters - Add filters to your search by tapping on the label you'd like to add.

Tap the Reset all option at the bottom of the dialog to reset all filters to their default state.

Additional filter options:

• Vendor

• Project

• Product line

• Title 1

• Title 2

• Title 3

List view Folders and Projects

Folders and Projects are listed at the top of the List view in a horizontal grid.

Tap the arrow to the left of the Folders and Projects heading to collapse/expand the section.

To the right of each folder or project icon is a small thumbnail image and name. For folders only, the date and time when the folder content was last updated is indicated below the folder name:

Tap a folder or project to open its contents.

If there are no additional folders inside the folder or project selected, the Folders and Projects grid collapses.

List view Components at latest revisions

Below the Folders and Projects grid is the Components at latest revisions section. All the latest released and revisioned Parts, Assemblies, and Drawings for the selected project or folder are listed in this table.

Each row contains a thumbnail of the part, Assembly/subassembly, or Drawing, as well as the Name, Description, Part number, and Revision of the component. There may be additional columns depending on which filters are selected; the columns match the filters listed at the top of the page.

The Name column contains:

• An icon to indicate if the component is a part, Assembly/subassembly, or Drawing.

• The name of the component. Tap the link to open the component in the current browser tab.

• A revision icon indicating the part's latest revision (and revision name in parentheses).

• The highlighted part number.

List view component panel

The right side panel is where information for the selected component is accessed. To access the panel:

1. Tap the Details panel icon () to open the panel.

2. Tap anywhere on the component row. The Details are displayed in the panel:

   

To close the Details panel, tap the Details panel icon () once again or tap the x in the top right corner of the panel.

Following are the panels available from the panel:

• Details panel () - Displays more details about the document:
  • Open - Tap the Open folder opens the currently selected component.
  • Type - An icon that indicates whether the component is a part, Assembly/subassembly, or Drawing.
  • Document name - The document that contains the component.
  • Owner - The company or enterprise that owns the component.
  • Document description - Short explanation of the document. Tap the edit icon () to edit the description.
  • Created by - Name of the user that created the component, with a time and date the component was created.
  • Last modified by - Name of the user who last modified the component, with a time and date the component was last modified.
• Share panel () - Displays the permissions for the document in which the component resides:
  • Edit - Tap the Edit icon to open the permissions dialog for the document in which the component resides.
  • Document permissions - Displays the permissions for the document in which the component resides.
  • Copy link to clipboard - Copy the link to the document in which the component resides to your clipboard.

• Where used panel (excludes Drawings; ) - Displays the Assemblies/subassemblies and Drawings where a particular component is being used. See Where used for more information.

List view icons

Following are the icons used in the List view display:

Icon	Description
	Folder container
	Project container
	Part
	Assembly or subassembly
	Drawing
	Revision

List view tips

• Adding filters narrows the search to show less items, drilling down within the project or folder.

• Drawings display under their referenced counterparts.

• Standard Content and non-geometric Items are not included in List view at this time.

• Leaving and then returning to the Documents page does not retain the List view. You are returned to the Document view.