Active Workspace & Active Folders in Teamcenter

‍Search Tools in Active Workspace

In Active Workspace you may well have already discovered the many ways we can search or filter the data stored within Teamcenter.  All the tools available in Active Workspace can be developed to suite your specific product data, as is the case for Active Folders.

Organize searches with active folders

You can create search criteria for active folders that generate results automatically. Then you can navigate, organize, and share these active folders. Active folders save predefined search queries and return the latest available matching search results.

You can create a hierarchy of related active folders to group similar searches together. A new active folder adopts the criteria of its parent by default. You can create a parent active folder with common search criteria and then refine this criterion for a set of child active folders.

Find your active folders

Open Active Folders from the global navigation toolbar or from the My Active Folders tile on the Home page. By default, My Active Folders contains the Recently Modified active folder with sample searches in nested folders:

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By Me

Returns your recently modified data. The criteria and the results are displayed in the Overview tab in the right pane.

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By My Group

Returns your group's recently modified data. The criteria and the results are displayed in the Overview tab in the right pane.

My Active Folders tile on the Home page:

Example Active Folders:

Top Level Folder (Project 111)

Child Folders Created (ASSEMBLIES, PDF's, RELEASED TO PRODUCTION…)‍

In the example above we have created the Top Level Active Folder called Project 111 and then added child folders to represent different types of data that have been assigned to Project 111.

For this example, we are featuring data that has been assigned to a Teamcenter Project as our primary search criteria and then searching within that data using additional search criteria to filter on specific dataset types.

^NOTE:

Assigning data to a project, is not a requirement of Active Folders.  In our example we will use the Project assignment to show how data will automatically get filtered into the Active Folders, based on our search criteria.

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Creating Active Folders:

First, we will Create the Top Level Active folder for the Project 111

• Open Active Folders from the "My Active Folders" Tile in the Home page of Active Workspace Client:

• This is the default view for Active Folders

• Now Select the Add Active Folder at the Top of the Tree View:

• We will begin by creating the Top-Level Active Folder (Project 111)

• We see that the new Active Folder has been created, this is just a container to create the Nested Folders for filtering Project Content:

• Notice for the Top-Level Active Folder, we will not define a Rule to search for content, however we will do this for the nested folders:

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• Here we will Share this Active Folder with the Group Engineering, thus making these folders available to the Engineering Group:

• Now with this Top-Level Active Folder selected we can proceed to create the first child folder "ASSEMBLIES", for each of the child folders we will define a Rule to search for content:

• Give the child Active Folder a Name and Description:

• Now we see the ASSEMBLIES folder created:

• Next, we will define the Rules for this Active Folder… the following steps will be repeated for each child folder withing the Active Folders of Project 111:

• Select the ASSEMBLIES Folder, then select Rules and Start Edit:

• Select the Advanced Search to allow selection of already existing Queries from the Query Builder:

• Now with the Advanced Search selected, click on the pull down menu on the right side of the Search field to see the available queries:

• Here we will choose a custom query "Dataset…In Project" and use this query to define the criteria for our Active Folder:

• Now the Query will open and allow you to define the criteria:

• The first criteria for this Active Folder will be the Dataset Type of "Solid Edge Assembly"

• Next, we will Clear the Owning User, so as not to filter on a single Owning User:

• Now we select the Group Engineering:

• Finally, we will add the Project ID of PROJ00111 as the last criteria for this Active Folder:

• Now with all of our criteria defined, remember to Save Edits at the Top of the Rules Tab:

• Once complete, you will see the Overview Tab as follows with the Query Criteria and Filters on the Right Side:

• To continue creating folders, Simply select the Top Level Folder (Project 111) to add additional Nested Folders:

• The above process for creating Nested Active Folders can now be repeated for any number of folders you desire.  

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Once we have all the Active Folders created, we can begin to assign data.  In our example we will simply assign data to the Project 111.  The following screenshot will show how data can be filtered automatically using the filtering criteria of our Queries.

After Data assigned to the Project 111:

Tree View from My Active Folders:

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