Save Options tab (My Inventor Preferences)

Use this tab to set the preferences related to the various Save options for the PLM files during the integration.
Table 1. Initial Save Option
Preferences Description
Create Documents Only If this check box is selected, only the document is created when the file is saved to PLM.
Must assign an Item If this check box is selected, an item must be assigned to the objects while saving a file to PLM.
Set Object Attribute During Save If this check box is selected, attributes can be defined for the files, documents and items that are saved to PLM.
Specify Manual ID for Items If this check box is selected, IDs can be specified for the items manually.
Specify Manual ID for Documents If this check box is selected, IDs can be specified for the documents manually.
Save children files into the same project as the root file If this check box is selected, child files are saved to the project in which the parent file is saved. The parent project can be different from the default project.
Table 2. Set Item ID During Initial Save
Preferences Description
Set Item-ID based on The option based on which the Item ID must be set.
Action to take if Item-ID exists in PLM database The option to determine the action that must be performed when the file is saved in PLM, in case the item ID exists in PLM.
Action to take when same Item-ID is generated for multiple files The option to determine the action that must be performed when the file is saved in PLM, in case same item ID is generated for multiple files.
Custom property to use as Item-ID The name of the custom property defined in the CAD file, used to generate the Item ID.
Table 3. Save Changes to PLM
Preferences Description
Save only modified files If this check box is selected, only the modified files are saved in PLM.
Do not traverse child files under non-modified files If this check box is selected, the child files linked to the unmodified files are not traversed.
Table 4. Post Save Process
Preferences Description
Check In Cleanup The action taken on the files after the Check-In. Possible values:
  • Delete File: After Check-In, only the root file is deleted from the local system. All other files (in the structure) are set to Read-only and cannot be modified.
  • Make files read-only: After Check-In, all files (in the structure, including the root file) are set to Read-only and cannot be modified, in the local system.
Save and Unlock Cleanup The action taken on files after the Save and Unlock operation. Possible values:
  • Delete File: Only the root file is deleted from the local system. All other files (in the structure) are set to Read-only and cannot be modified.
  • Make files read-only: All files (in the structure, including the root file) are set to Read-only and cannot be modified, in the local system.
Show message on successful save If this check box is selected, a message is dis- played when these actions are completed successfully:
  • Save to PLM
  • Save and Unlock
  • Check In