HELiOS - Active Part

Opens the (model) drawing that is linked to the model. If more than one drawing is linked, a selection dialogue appears.

Opens the (model) drawing that is linked to the model in read only mode, i.e. without setting it to editing mode.

Reserves the active part for exclusive editing by the logged in user.

With this function the whole model drawing can be set to edited mode with one click.

Provided that a corresponding editing right is available in HELiOS, as many sub-assemblies and sub-parts as possible can be set to edited mode, taking into account all dependencies.

To prevent the function from being "accidentally" called and causing a long loading time, a confirmation prompt appears before execution to ask whether the function should really be executed.

Saves the active part and updates the configured properties with the server.

Saves the edits to the active part and transfers them to HELiOS.

Applies the edits with all changes to the assembly and its sub-parts (instead of just the superordinate part).

Cancels the editing of the active part. The last state saved in HELiOS will be loaded.

Cancels the editing for the entire assembly of the open document.

The system checks whether the currently loaded document or the active document corresponds to the latest server version. If this is not the case - for example, because the document has been saved again in the meantime from another location or is available with a newer index, or because the master data of a linked article has changed or is available with a newer index - you can use this function to transfer the current server state. A corresponding dialogue window appears for this purpose. Confirm this with Yes if the file in the local workspace is to be updated to the server status.

If the local file is newer than the state on the server, a query appears asking whether the local changes should be discarded and the older server state loaded into the workspace. Since this is often not the case, you should click No in this dialogue and save the local version in HELiOS and only confirm the local version with Yes if this is really desired.

With this function, all documents in the loaded document or all documents subordinate to the active document can be updated to the current server state.

If corresponding documents are available with a server state newer that the the local state - for example, because a document was saved again from another location or is available with a newer index, or because the master data of a linked article has changed or is available with a newer index - a selection dialogue appears in which all documents available on the server with a newer state are listed.

If you do not want to update documents on the server locally, you can deselect them. After confirming with OK, all selected documents are replaced locally by the server state.

If all files are already up to date, a corresponding message appears.

Shows the document master for the active part in a HELiOS detail mask.

Shows the article master for the active part in a HELiOS detail mask.

Displays the current workflow status of the document.

If you have appropriate access permission, you can execute the next workflow step in the same window.

If the system determines that the document must be saved to HELiOS before executing the workflow step, it will prompt you to do so.

The workflow status for the corresponding document is then updated directly in the workspace.

Workflow-related title block data is updated if the corresponding drawing document is active. If the corresponding drawing is being edited, a message appears informing you that the edits must first be accepted or cancelled.

Displays the current workflow status of the article.

If you have the appropriate access permission, you can execute the next workflow step in the same way as in the document workflow (see above).

If a drawing is linked to the item, the title block data is updated if the corresponding drawing document is active. If the corresponding drawing is being processed, a message appears informing you that the processing must first be accepted or cancelled.

A click on Editing status shows you whether the active document is being edited and thus locked for editing by others.

Enables the CAD model structure to be transferred to the HELiOS database for the active part only (instead of the entire model drawing).

Executes the derivation of the model structure for the active part.

When called, the active part (HELiOS document) is selected for derivation in the dialogue (and cannot be deselected). The derivation of the linked part is optional.

After the derivation has been performed, the original component in the open document is replaced by the new (derived) component.

If the active document exists more than once in the design, only the active component is replaced by the derivation. If you want to replace all occurrences, you must use the function Derive model structure on the HELiOS Assembly Ribbon tab.

Makes a change to the active part with proof that allows the change to be traced. The article and document receive a new revision index. Then the new version of the part is saved and the old one in the product structure of the active assembly is replaced by one with the new revision index.

Saves the open document in HELiOS and creates a new document and article master, which are then linked.

Saves the open document in HELiOS and creates a new document master that is linked to an existing article.

First the HELiOS article search mask opens, where you can select an article. Then the function New in HELiOS is called, with which the drawing document and the linked article (read-only, i.e. it cannot be deselected at this point) are saved together in the HELiOS database.

This method of working is useful, for example, when parts/assemblies that exist already in the HELiOS database are used in further drawings. Instead of saving them again via New in HELiOS and thus twice, existing articles can be linked manually when entering the drawing.

Creates a new article master, links it to the document and sets it as a model article. If a model article already exists, you will be asked whether it should be replaced.

A query also appears asking whether the article should be linked configuration-specifically. The exception are ToolBox parts for which article masters are always (without query) linked configuration-specifically.

After selecting this function, use the article search mask to select an existing article, which is then linked to the document and set as a model article. If a model article already exists, you will be asked whether it should be replaced.

A query also appears asking whether the article should be linked configuration-specifically. The exception are ToolBox parts for which article masters are always (without query) linked configuration-specifically.

The replacement of a component in SOLIDWORKS (e.g. by a more recent version of the corresponding part) is carried out with this function for the Active part using the Combined search function of HELiOS.

After selection via the Combined search, the corresponding part is replaced with the new one in the model drawing.

Similar to Exchange (see above), Exchange all calls the Combined search function of HELiOS to replace all occurrences of the active part in the open model drawing with another one.

Updates the properties of the active document based on the HELiOS attributes, i.e. from HELiOS to the CAD system.