Custom collections

Before making any changes to custom collections:
1. All users other than the administrator should exit the PDXpert application.
2. The administrator should close all open data records (Item | Close All).

Purpose

Defines a constrained list of choices to be displayed within a custom attribute.

Where used

Custom attributes in documents, parts, change forms

Data fields

Collection

Name

This is the custom collection's name within the Custom group.

It's permitted — but not recommended — to assign the name of a standard collection, such as Persons, to a new custom collection. Future PDXpert capabilities may rely on unique collection names, and duplicate names may need to be renamed later.

Description
This describes the function or purpose of the collection.

Collection member

Name
This is the complete name for the collection member.
Abbreviation
Specifies a short version of the member name. Although not used within the application, that database value may be available for export via a Data Transformations object.
Description
This describes the function or purpose of the member.
Custom collection
Identifies the collection that contains the member. When first creating the member, you can move it to another collection; however, after saving, the member can't be moved.
Active: users can select
Default member of collection
For a description of these checkboxes, see the Collections reference > Managing collections help topic.
The first member of the collection will be assigned as the default. If the collection has more than one member, the default can be changed to a different member.
Making a custom collection member inactive makes it unavailable for new assignment, but doesn't remove it from any items where it's already used.

Setup suggestions

A custom collection defines a fixed set of choices that can be selected in your items' custom attributes.

Always create a generic record, such as Not specified, as the default collection member. When creating a custom attribute in a part type, document type or change form template, assign this generic member as the default. The value is displayed until a useful collection member is intentionally assigned to the item.

Custom collections can be created to meet a very specific need, or to be broadly reusable. For example, if you want to create a list of possible paint colors for a part, the custom collection might be called either Colors or, more narrowly, Paint colors. The choice affects the number of collections, and how you'll manage each one over time. Consider whether:

  • the collection can be used for different purposes — that is, the collection members are generic (Red) or specific (Copper Sunset) —, and
  • modifications to the custom collection's members — say, new colors — will be appropriate wherever the collection is used.

2001

Learn More
Help Guide Contents [PDF]