Create a New View

You can create additional views for Part Details and Assembly Details tabs, containing just the data fields of interest for a particular purpose organized in a desired order.

To create a new view:

  1. From the Part Details or Assembly Details tab, click Table View > Manage Part Details Views or Manage Details Views. From the resulting window, click the "plus sign" Add icon ().

  2. In the Create New View window, complete the View Name and Description fields, then use the Base View On drop-down menu to indicate which pre-configured view to use as a starting point. All Data is the default.

  3. Check the Shared checkbox to make the new view available to other users.

    Note: A shared view can be deleted by any user who views it, so you may want to create an unshared view first, then create copy of that view to share.

  1. Click OK. The Customize Part/Assembly Details View window then updates with the name of the new view.

  2. The right panel of the window shows a list of Available Fields and Displayed Fields.

    • Use the left and right arrows to move fields between the from the Displayed and Available lists. You can hold down the Ctrl key to move multiple fields.

    • Use the up and down arrows to order the Displayed Fields as desired.

  3. Click OK when you are satisfied with the contents and order of the new view.

  4. To display the new view you have just created, click Table View

  5. If you want to edit the view, choose Manage Part/Assembly Details Views. In the left panel, click on the view you want to edit. The right-hand panel shows the configuration for the selected view, where you can change displayed fields.