References import

This file defines how PDXpert assigns reference items to their parent items.

Each row in the import file represents a pending item — a part or document record — and a single pending or released child reference. The row can also specify a note on how the child item applies to the parent. The same child item may be assigned on more than one row of the parent's References list.

This import file is used for creating parent-child relationships only on a pending parent record. Do not reference any parent item that has a released or canceled iteration.

A row is rejected if it contains invalid child items, as defined by the References Tabs system rule for its parent item.

Refer to the help topic How to report, import & export > Import & update items > Rules for relational imports to learn how to interpret these column definitions.

The External Data Importer tool can generate a CSV template file, which can be used to import your data. Select List: References 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 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.
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.
ChildClass string Part or Document Part If not specified, then the child item's Class is a part.
ChildOwner Organizations home organization Identifies the organization that is primarily responsible for the child item's specification and which issues the item Number.
ChildType Document Types or Part Types default member If not specified, then the appropriate type collection is determined by the child item's Class, and the default member of the resulting type collection is used to match the record's Type selection.
ChildNumber string row is skipped REQUIRED: Part or document number. If the value is empty, the row is not imported.
Row integer ≥ 1 last row + 1 This value is assigned to the Row identifier. Duplicate values are permitted within a References list. (Do not mix empty values and assigned values on an item's list.)
Notes string: length ≤ 32000 characters no value assigned This value is assigned to the reference's Notes area.

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Help Guide Contents [PDF]