8.2.3. Create and organize favourites lists

If you want to use your Create, view, edit or edit favorites lists in a specific To organize the structure, open the Favorites Lists [Favorites lists] dialog box by clicking on the Favorites icon in the main bar. Here are all the necessary functions.

Users can use their own lists and those shared by others. Show shared lists the Access: Shared icon . If a user has shared their own list, the icon also appeared.

When a user has access rights, the icon is displayed at the end of the line. If a user has read-only permissions, displayed.

Example: "Favorites lists" of "User2" - He is owner of "List 2" and has shared it (or it was shared by a other user), he is the owner of "List 4" and does not have it and he can use "List 1" (only with read permissions [ icon] ), shared by another user .

Example: "Favorites lists" of "User2" - He is owner of "List 2" and has shared it (or it was shared by a other user), he is the owner of "List 4" and does not have it and he can use "List 1" (only with read permissions [ Example: "Favorites lists" of "User2" - He is owner of "List 2" and has shared it (or it was shared by a other user), he is the owner of "List 4" and does not have it and he can use "List 1" (only with read permissions [ icon] ), shared by another user . icon] ), shared by another user .

Example: "Favorites lists" of "User1" - He sees "List 2", which was shared by another user (only with read permissions [ icon]), he sees "List 1" (either as owner or someone who has write and read rights or even someone who is also the owner). And he sees his own list "Very special", which he did not share.

Example: "Favorites lists" of "User1" - He sees "List 2", which was shared by another user (only with read permissions [ Example: "Favorites lists" of "User1" - He sees "List 2", which was shared by another user (only with read permissions [ icon]), he sees "List 1" (either as owner or someone who has write and read rights or even someone who is also the owner). And he sees his own list "Very special", which he did not share. icon]), he sees "List 1" (either as owner or someone who has write and read rights or even someone who is also the owner). And he sees his own list "Very special", which he did not share.

The following functions (and notes) are available:

  • Edit: The Edit <List Name> dialog box opens. Change Name and optional comment.

    Under Permissions [Access rights], you have the option of granting other users access rights to your lists.

    [Note]Note

    If no permission is granted (at least Read ), your Lists not visible to other users. In this case, the icon "Access: Shared " is not displayed, otherwise already.

    1. Click on the + Add user button.

      -> An input field appears for the entry of the desired user and a list field with the options Read only, Read and write and Owner.

    2. Enter the name of the desired user.

      [Note]Note

      The exact designation and spelling can be found in PARTadmin under Rights management [Rights administration] > Rights assignment [Assign rights].

    3. Select the desired access right and confirm first with Done and then with Save.

      -> If no other user has been granted access rights, Access: Private is displayed.

      -> If other users have been granted access rights, Access: Shared is displayed. This is followed by the number of users in brackets. An icon also appears behind each user to indicate the type of access right.

      Type of access rights:

      • Read and write of the list is thus possible)

      • Read only (it will be the i icon, there are only read permissions)

      • Owner (you can also use several Turn users into owners)

  • Move: With Click on the icon to open the Move dialog <List Name>.

    1. Select the desired list or sublist.

    2. Confirm with Done.

  • Delete: After Confirmation, the list will be deleted.

  • List details [List details]: You can use the information, but Name Input Field and Comment Input Field are disabled. This was determined by the owner of the list.

    List details dialog: In this example, the favorites list belongs to another user who has read-only rights.

    List details dialog: In this example, the favorites list belongs to another user who has read-only rights.

  • + New list: Click on the button to open the dialog box of the same name. Enter a name and optionally a comment.

    After clicking on the Done button, the new favorites list is displayed (still without any content [Elements 0]).

  • Click in Row: With a simple click on the desired line open the list and see the content divided into the elements Catalogues, directories, parts families and individual parts. The listing shows ERP status, thumbnail, directory name or product name (possibly also description text for individual parts), the catalogue name, the call symbol for the Manage favorites dialog element and the delete symbol .

    If sublists are available, these are displayed above the elements.

    The "Families" element is selected as an example in the illustration.

    The "Families" element is selected as an example in the illustration.

    • + New sublist: Click on the button to open the dialog box of the same name.

      1. Enter the name of the sublist under Name. Optionally enter a comment.

      2. Confirm with Done.

        -> The sublist is displayed.

    • : The Manage Favorites Item [Manage favorites element] dialog will open.

      1. With Click on the folder icon with the plus sign create in the list in question a sub-list.

        [Note]Note

        Lists with read-only rights are grayed out.

        -> The New sublist dialog box opens.

        1. Enter the name of the sublist under Name. Optionally enter a comment.

        2. In the Parent list list field, select the parent element (or the parent element is already preselected).

        3. Confirm by clicking on the New sublist button.

          -> The sublist is displayed.

          Example: Three sublists have been created in the "List 2" list.

          Example: Three sublists have been created in the "List 2" list.

      2. Click on the + New list button to create a new list. If you do not specify a parent element, a list element is created at the top level, otherwise you can also specify any parent element.

    • : The item is deleted.

Adding lists and subordinate lists

Use the + New list button to create a new favorites list. You can do this in the overview of favorites lists or by clicking on the star icon anywhere in 3Dfindit.

In the new window that opens, you can add the name of the list and a comment.

New list dialog box

New list dialog box

Create subordinate list:

  • Initial situation: You are in a favorites list.

  • Click on the + New sublist button.

Create lists and sublists directly when setting favorites

It is also possible to create a new favorites list (and sublists) directly when setting favorites. See Section 8.2.1, “Mark element as favorite ”.

Click on the icon to open the Add to favorites list dialog box.

"Add to favorites list [Add to favorites list]" dialog box

"Add to favorites list [Add to favorites list]" dialog box