I’m sure we can’t be the first folks running into this. I’ve searched the archives, but not been able to find anything thus far.
We have a requirement driving us to look at the default configuration or filter during Add to Workspace or Checkout.
We are looking to default these actions to Latest Released data (or In Work if no version has been Released), there are 2 preferences that look hopeful in this cause, but sadly the value options do not provide this functionality.
Preferences: Values:
Set Configuration for Add to Workspace Default/Latest/As_Stored
Set Configuration for Check Out Default/Latest/As_Stored
There are also some default configuration filters (Latest/Baseline/Promotion Request/Baseline), but these too do not provide Latest Released.
The only way we have found, it to create a configuration filter, which can specify to first retrieve Latest Released, then Latest In Work (or whichever states are required). However, there does not seem to be any option during Add to Workspace or Checkout for either saving this configuration filter to use again, or to set it as the default to use every time.
From the structure page on a checked in object, there IS the option to Save a configuration filter, but these do not show up during Add to Workspace or Checkout.
Windchill 10.2 M020.
Any help gratefully received.
Kind regards,
Paul Marshall
Solution Lead – Corporate PLM
Mobile/Cell +44 (0) 795 718 7014