View Structures

You can create an item from the Product Management work area and build a structure or search for a structure and view the structure details with the component details appearing in the side drawer.

When you search for structures, you can view structure presence indicators (structure icon) that lets you access the item structure from the search results. You can create a structure by either selecting and adding existing items or creating new items. Here's how you access items.

Navigate to the Product Management work area and do one of the following:

Click Items from Actions on the Product Management Home Page
Select Items from the Product Management Search drop-down list on the Product Management Search Page.

When you navigate to an item and the structure tab within the Redwood page, you can create a new structure, modify the header structure, and delete an existing structure. After you create the header, you can build and modify the single-level structure by adding one or more components using the search and select icon in the toolbar.

Structure Details

Here's how you access and create a structure:

Open the item and navigate to the Structure tab.
Click the ellipses (…) button and click Create Structure.
In the New item structure drawer that appears, select any one of the options:
- Create new - using the Create new option, you can add Structure Name, Structure Description and the required details in Additional details field and click Apply.
- Create from existing - using the Create from existing option, you can either choose an existing structure or a new structure and fill in the required details and click Apply.
- Create from common - using the Create from common option, you can either choose an existing structure or a new structure and fill in the required details and click Apply.

Note: You can’t add a parent component to a child component. This applies to both preliminary structures and affected item structures on engineering and commercialization change orders.

You can drag and drop (select and move) items from the clipboard or spotlight in the navigator to create a structure. After you add the components, double-click the cell to modify the component level attributes and the component descriptive flexfields. You can use additional indicators to explore subassemblies.

When you select the component, you can:

Refine your search using filter chips
Multiselect the item components to add
Search and select the components to add to a structure and perform a search for another component. You can also select a saved search.
- The count in the Add button shows you the number of components that you're adding. Click the Show Selected button to see the selected components.

Note: To save your search, you must first perform your search, apply the filters, then save your search as personal or system search.

After you add the components, you can modify the following:

Component level attributes
Component descriptive flexfields
Reference designators
Substitute components

Use Filter columns to narrow down the components that require review. The column filter icon appears when you hover over the column header.

Views in Structures

On navigating to the structure, you can choose to view the entire structure or focus on specific levels. The three views that you can explore are:

Single level: displays the single level view of all the structure components.
Multi level: displays all the levels that are available for the structure components.
Hierarchy: displays the details of all the structure components in a tree-format.

Note: Item structure is editable only in the single level view and not in the multilevel view.

With the hierarchy view that’s available for the structure grid, you can view the entire tree of the structures in read-only mode with separate icons for parent subassembly, item, or document subassembly document, and document. This view is available in the change context and displays redlines for the first level only.

Edit Structures

Right-click the component row of a structure, to use the copy and paste attributes or use the keyboard shortcuts CTRL+C and CTRL+V for the same. You can only copy and paste the attributes that are edited inline and not the ones edited in the side drawer. If you copy consecutive cells that are read-only, only the editable cells will have its values pasted.

Modify single level structures with the spreadsheet-like functionality. Use the fill handle to copy values to multiple components. As in a spreadsheet, select a cell, grab the small square icon in the corner, and drag it in any direction - vertically, or horizontally to fill cells.

To perform bulk edits, select multiple cells and drag up or down (select and move in different directions). To quickly update cells, select multiple cells, right-click and select Autofill.

Double-click the descriptive flexfield attribute cell in a component row, which will open the side drawer and modify component descriptive flexfields. When you drag and drop (select and move) an item, remember that only the item is copied and not the structure child entities like component level attributes, reference designators, and substitute components.

Points to Consider

If you haven't created a structure, you must first create the structure header. This enables the edit capabilities in the grid. Example: You must create a primary structure to add components.
The primary structure is the default structure view when you navigate to the structure tab. If you've only created an alternate structure and not created a primary structure, you can see a 'No data to display' message when you navigate to the structure tab. Select the alternate structure from the drop-down list to view the components.

Where Used

You can also view the structure and where used report based on the selected context date. For structures, you can select the context date only for the current revision. Regardless of the component revision you choose, the where used report is derived based on the current revision.

For structure, you can only select the date between the start and end revision date of the current revision.
- If the current revision is the latest revision, then there's no end date.
For where used, you can select past or future date.

You can undo the redlines of both saved and unsaved changes within an item's pending revision. This is applicable for the Structure tab in the change context. The Undo Redlines button is enabled when one or more redlined rows are selected.

You can add individual components or subassemblies to the Spotlight displayed in the Navigator for that transaction. After adding the components, you can (select and move) drag and drop them from the spotlight to another structure. The drag and drop feature is also supported from the clipboard. Select the items by selecting the checkboxes and drag (move) them to the structure tab. Use the Replace action to replace one component with another.

The enhanced spotlight includes reference designators, substitute components, component level attributes, component level descriptive flexfields when you drag and drop (select and move) the components directly to an item or to an item in change context. When you drag and drop (select and move) components from the spotlight and select the Copy Details toggle button, the component level attributes are copied.

Here are some actions you can perform from the structure grid:

View details of the component on the header, including the lifecycle phase of the item and the revision.
Create, modify, and delete the structure header.
Create, modify, and delete the component and its child entities in the structure.
Replace a component with another component.
Select different views created by your administrator through Configure Views. The view can contain item operational attributes, item extensible flexfields, component level attributes, or component descriptive flexfields.
Toggle between the single level, multilevel, and hierarchy views.
View the levels displayed on a structure.
View the progress indicator when the data is loading.
Apply filters on the structure (filter supports item and item description).
Export the selected columns and rows or all.
Detach the table to view in full screen mode.
Add component items to the clipboard and spotlight.
Drag and drop from the clipboard and spotlight.
View the total count of rows in the structure and the number of selected rows.
Hide and unhide columns.
Resize rows and columns.
Sort columns in an ascending or descending order.
Select multiple rows, columns, or cells.

Note:

The Replace action is enabled only on a row that isn't modified, added, or deleted.
When you initiate the Replace action, before saving, the row—including reference designators, substitute components, and descriptive flexfields—is read-only.

Reference Designators and Substitute Components

You can also add or modify reference designators and substitute components of a component which are additional attributes available in the structure grid. Use these attributes in existing views or to create new views. Select and click the data presence indicator on the reference designator and substitute component columns of a structure to view details in the side drawer. Separate tabs are available for reference designators and substitute components. Global descriptive flexfields are always visible for both reference designators and substitute components in the side drawer. You can modify the reference designator descriptive flexfields in the side drawer.

To add reference designators, double-click the empty reference designator cell, which will open the side drawer. You can add a range, if the range indicator is configured in Manage Item Structure Type Details task, and comma separated values. For more details, see Configure Reference Designator Options

Quantity Related: validates the component quantity against the reference designator values.
Align Quantity: automatically calculates the quantity based on the number of reference designators and displays it in the quantity column for the component.

Search for the structure component based on the reference designator. However, remember to include the Reference Designator Search attribute in the views you create to search for components using the reference designator.

After you add the reference designators, you must click Apply so that they appear in the table. Modify the description by selecting the pencil icon in each row. You can navigate to the next component using the navigator icons in the side drawer and click the pencil icon to enable the edit mode. To modify an existing reference designator, double-click the cell to navigate to the side drawer and the pencil icon to switch to edit mode. You can only delete reference designators in the Details area of the side drawer for reference designators.

Note:

If you’ve configured range indicators for reference designators before 24D, you must run the Product Management Search Ingest Job.

Use the Enterprise Scheduler Service job: Product Management Search Ingest Job to ingest the new range indicator and replace the existing range indicator:

Ingest Object = Item Structure
Object Type = Reference Designators
From Date = Enter a date
To Date = You can select the current date

After this job is completed, the Enterprise Scheduler Service job to run Bulk ingest to OSCS job starts automatically. When both jobs are completed, the range indicator will show the latest selected range indicator.

If the range indicator is enabled, you can see the configuration for quantity and the reference designators with the range indicator in the Reference Designator tab.

To add substitute components and descriptive flexfields, double-click the component cell which will open the side drawer. To modify and delete components, click the pencil icon next to the substitute component. You can search for the structure component based on the substitute component.

Side Panel View in a Structure

The drawer appears when you click the presence indicators on the rows of a structure and provides you more information about the structure (component details). You can quickly navigate to the next or previous component row details without closing the drawer using the navigation buttons displayed in the drawer region.

Here’s the data you can view and actions you can take from the drawer:

In Product Development	In Product Information Management	Actions
Item Revision Attachments	Item Attachments Item Revision Attachments	Download attachments
Pending Changes	Pending Changes	Navigate to change orders or change requests
Quality	Quality	Navigate to open quality issues, quality actions, problem reports, and corrective actions
Product Development Relationships	NA	Navigate to related objects created in the Product Development work area
AML	NA	Navigate to manufacturer parts
Reference Designators	NA	View details of the reference designator. Search for specific reference designators
Substitute Components	NA	View details of substitute components

Notes on the side panel view:

Has Pending Change: Displays only pending change orders and change requests, not the released changes.
Has Quality Issue: Displays pending quality issues, quality actions, problem reports, and corrective actions.
Has Relationships: Displays relationships added through the Product Development work area. When you click the concept component or the requirement specification that you added as a related object, the parent concept or requirement opens.
Has Item Attachment: Displays attachments that you can download. You must select only a single row to download attachments. Selecting multiple rows will disable the Download button.
Has Reference Designators: Displays all the details of reference designators. You can even search for specific reference designators.
Has Substitute Components: Displays all the details of substitute components.