Instance and Generic are Incompatible - Solidworks with Windchill
Hello PTC Community,
I will start out by noting that I am fairly new to Windchill and Workgroup Manager.
My issue today concerns Solidworks, Windchill and Workgroup Manager.
I am working on an assembly that has only one configuration. The PTC knowledge base defines this as a generic assembly with one instance. I will explain the issue I am having after describing the steps I took:
- In Workgroup Manager I selected "Add to Workspace" for configuration assembly "12345@12345.SLDASM".
- A new window called "Add to Workspace" popped up. Under settings "Dependencies" and "Collect Related Business Objects", I set the following conditions:
- "Dependent" = "Yes"
- "Drawings" = "Yes"
- "Family Table" = "Yes"
- "Generics" = "Yes"
- "CAD / Dynamic Documents" = "Yes"
- The above conditions correctly added the following objects that I expected:
- 12345.SLDASM
- 12345@12345.SLDASM
- 12345.SLDDRW
- I proceeded to open object 12345@12345.SLDASM in Solidworks and make my design changes.
- When I was done with my changes I selected "Save" in Solidworks.
- As expected, Workgroup Manager then gave a pop-up window called "Conflicts". It gave the following text:
- "Family Table member(s) were modified; but are not checked out in the workspace . The item(s) must be checked out to the workspace."
- In the table of this pop-up, the object 12345.SLDASM was found with column "Action" set to "Check Out entire family". I selected "OK" because I did want both 12345.SLDASM and 12345@12345@SLDASM to be checked out at the same time to allow them to be in 'sync'.
- This was the point where I started to see the issue. After selecting "OK" on the "Conflicts" pop-up, both 12345.SLDASM and 12345@12345.SLDASM got checked out BUT object 12345@12345.SLDASM was removed from my Workspace! I did not expect this since it has never happened before.
- I thought maybe it was a fluke so I tried checking in 12345.SLDASM expecting that Workgroup Manager will try to get me to also check in 12345@12345.SLDASM.
- This did not happen. Now I worry that both objects are out of sync, which should not be happening because the generic only has one instance!
After explaining the above, can someone help me understand why Workgroup Manager checked out both the generic and the instance but removed the instance from the Workspace?

