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User Defined Custom Columns

To facilitate work in dialog boxes and Preview tabs, you can add columns based on Enterprise PDM variables. You can also rearrange the dialog box display by dragging the column heads.

For example, if your company organizes documents by part number rather than by file name, you can add a column that shows the Part Number.

You can add custom columns to the Check In, Check Out, Undo Checkout, and Copy Tree dialog boxes and to the Contains and Where Used Preview tabs.

To add a custom column to the Check Out dialog box:

  1. In Windows Explorer, select the files to check out and click Actions > Check Out.
  2. In the dialog box, right-click anywhere in the table headings.

    A list of standard headings appears. Check marks indicate which headings are currently displayed.

  3. At the bottom of the list, click More.
  4. In the Choose Columns dialog box, scroll to the variable you want to use and select it.
  5. Click OK.

    A new column that uses the variable as its heading appears on the right side of the dialog box.

  6. Click and drag the column to the desired location.


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