Managing collections

Collections can have system-wide impact. Other users should not be using the system while you're making changes to your collections. Close all item records in your workspace before you begin. Change forms should be Completed, Canceled or Rejected before editing the Change Forms collection. Restart your PDXpert client application when you've finished.

Each collection represents a specific list or set of related rules. Each collection member will appear within a list, and may be relatively simple (like a country name) or quite complex (like a Change Notice).

A collection member has at least a name and a description, and often an abbreviation that's used to save computer screen space: ECN is more practical than Engineering Change Notice.

See how to add a new collection member, modify a collection member and delete a collection member.

Common attributes §

Active: users can select §
When the checkbox is marked, the member appears in pick lists for new objects. When cleared, the member only appears for historical records and is not displayed in pick lists for new objects. You are permitted to modify this checkbox. At least one member of each collection must be active; if you set all members of a collection inactive, the result may be unpredictable.
Default member of collection §
The checkbox determines which member is first assigned to new items that use the collection. Typically, only one member of a collection can be the default member, although there are a few cases where the actual default member is calculated based on the context (see, for example, the Item Lifecycle Phase collection, which has three types of default members). If you mark this checkbox, Active: Users can select is also marked and locked.
Permanent member of collection §
When the checkbox is marked, the member is required for proper operation. The member cannot be deleted from the collection. While the checkbox value is always locked, most other member attributes can be modified.


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