Item files & links import

This file defines how PDXpert attaches item-level files and external links to document and part records.

Each row in the import file represents an item record with

  • a file that is imported into the library, and attached to the record's Item Files list; or
  • an external URI (with protocol such as http: or file:) that is attached to the record's Item Files list.

The import file creates or updates parent-child relationships regardless of the parent item's iteration status (pending, released or canceled).

This format is intended to import historical or background files and web links that are not under change control.

Do not use this import format for revision files; instead, use the iteration-level file import.

Rows on the Item Files list are added cumulatively. That is, you can import an additional row (say, a new website) without affecting the current list. If you want to replace an existing list, clear the list using the DELETE-ITEMFILE-LIST or DELETE-ITEMLINK-LIST special values.

Refer to the help topic How to report, import & export > Import & update items > Item-level relational imports.

Do not attach multiple files with the same name to one item record.

Avoid importing a Windows Link (.lnk) file. The real data file is not saved, and the link file doesn't contain information that's useful to other computers. Use a URI item link if you don't want PDXpert to manage the actual file.

The External Data Importer tool can generate a CSV template file, which can be used to import your data. Select List: Item Files and Links from the dropdown list, click the Export button, and save the file to a convenient location.

Column name Data type Assignment if empty Description
Class string Part or Document Part If not specified, then the parent item's Class is assumed to be a part.
Owner Organizations home organization Identifies the organization that is primarily responsible for the parent item's specification and which issues the item Number. If not specified, then the home organization is assumed.
Type Document Types or Part Types default member If not specified, then the appropriate type collection is determined by this parent item's Class, and the default member of the resulting type collection is used to match the record's Type selection.
Number string row is skipped REQUIRED: Part or document number. If the value is empty, the row is not imported.
ItemFile file: length ≤ 1000 characters see note 1

This is the full file path and name of the file, e.g., C:\MyData\MyFile.txt, that is imported and attached to the corresponding item's Item Files list. As the file is copied into the system library, its attributes are extracted and used to populate the file's attachment record.

If the file does not exist at the specified path, then the file attachment is not created. If the file name is the same as an existing attachment, then the imported file replaces the existing file. The special value DELETE-ITEMFILE-LIST removes all item files (but not links) from the item.

It is highly recommended that the imported files are located on the same physical machine — that is, not on a network or mapped drive — as the importing PDXpert client.

ItemFileNote string: length ≤ 4000 characters no value assigned This value is assigned to the file's Notes area.
ItemLink URI: length ≤ 1000 characters see note 1

This identifies the location of an external resource ("URI"), such as a supplier website. The URI is assigned to the parent item's Item Files list. Your string should conform to a standard URI scheme, such as http:// or file://. For example, see http://en.wikipedia.org/wiki/File_URI_scheme#Windows

The importer warns about an invalid URI but the value is accepted. The resource is not checked that it actually exists. If the URI value is the same as an existing attachment, then the imported value replaces the existing value. The special value DELETE-ITEMLINK-LIST removes all item links (but not item files) from the item.

Be cautious about importing local URIs, such as network file shares, where the path may be renamed or deleted.

ItemLinkNote string: length ≤ 4000 characters no value assigned This value is assigned to the URI's Notes area.

Notes:

  1. At least one of these two columns must have a value. We recommend importing files and links on separate rows. One data row can import both an item file and item link, but if either value fails then the entire row (both columns) fails.

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