Add or remove a document's references

The References tab displays items that are useful for creating or validating the current document. For instance, an assembly procedure can refer to other documents that specify calibration or inspection procedures.

If both part and document records are blocked as references, then the References tab is not shown. Your administrator must enable the References Tabs system rule.

You must be working with a pending iteration to modify the References tab. While the document iteration remains pending, all of your work is managed on the Markup list. After the document record is released using an implementing change form (such as an Engineering Change Notice), your reference items appear on the iteration's Current list.

To minimize possible database conflicts, save and close all items that you'll be adding to the Markup list.

  • To add a reference item onto the pending iteration of the document's Markup list:
    1. Click on the References tab and unlock the window.

    2. Scroll the Markup list, if necessary, to expose an empty area.

    3. Using the Item Explorer, locate the reference document or part that you want to add to the document record.

    4. Drag the item from the Item Explorer and drop it onto an empty area of the Markup list. The icon in the Add/Remove column is .

      If you change your mind, you can remove the added row: select the row, and press your keyboard's Delete key or select the context menu Remove Item from List command.

    5. Add notes or adjust the row number on the Markup row if desired.
  • To remove an existing reference item (one that was added and released on a previous iteration of the parent document) from the pending iteration's Markup list: Select the row, and press the Delete key, or select the context menu Remove Item from List command. The reference item doesn't immediately disappear; instead, the "keep" icon in the Add/Remove column becomes a red "take off" icon , signaling that the reference will be removed from the list when the parent document is released on a change form.

    If you change your mind, you can restore a row that's to be removed from the list: select Keep Item on List from the context menu.

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