Add child items

The Markup Wizard lets you identify a list of one or more child items that are added to a list of parent items.

If the parent item doesn't have a pending iteration available for markup, then a new pending iteration is made automatically. All child items are marked as Add Markup: Add icon to the end of each parent item's markup list, with the correct find-item number.

The parent item must accept (in its Document Types or Part Types collection member) the child items that you want to add. For example, if you're adding a part to a parent Assembly part type, that Assembly part type must have its Show BOM tab marked as True. Similarly, if you're adding a document to the parent's References list, then the appropriate References Tabs system rule must be enabled.

Use the Markup Wizard only with items that have been saved to the database. First make whatever items you'll need, such as a new parent items and/or child items and/or change form. Then close all items (Item ➔ Close All) before opening the Markup Wizard.

To use the Markup Wizard, you must have a Role that includes both Documents: Is an analyst and Parts: Is an analyst marked as True.

Clicking the Cancel button on any panel discards all of your planned changes and closes the Markup Wizard. No new parent iterations are made, no child items are added, and no items are copied to the Affected list of your change form.

The Markup Wizard can work with child parts that are on part BOM lists, and child documents that are on part or document References lists. It cannot affect parts that are on References lists.

  1. Open the Tools menu and select Markup Wizard... When the Markup Wizard tool is shown, select Add one or more child items and then click the Next button.

  2. Using the Item Explorer

    1. Locate the parent item(s) that you want to revise. Drag these from the Item Explorer results list and drop them onto the Revise these parent items... list.

    2. Locate the child item(s) that you want to add to these parent items. Add these child items by dragging them from the Item Explorer results list and dropping them onto the second add these child items list. The set of all child items on the list is added to each one of the parent BOMs.

      You can only drop a pending or released item onto the list. If the most recent iteration of the added item is canceled, you must make a new pending iteration before the Markup Wizard will accept it.

  3. Preview the list of parent iterations that will be affected. If you wish, you can de-select a row, which skips adding a child row to a parent item. You can also edit the child's Quantity and reference designators (RefDes).

  4. If you wish, you can identify the change form that should be used to release the revised items. You can only use a change form that is Originated or, if you're an analyst, Submitted. The Markup Wizard simply automates the drag and drop of each item onto the change form. Items added to a change form's Affected item list may include related unreleased item iterations and their sources. See the Affected page help topic.

    An item that's on another change form will remain listed on that change form regardless of what you specify here.

  5. When you're done, click the Commit button. This makes any new parent iterations, adds the child items to the markups, and—if you've identified a change form—copies these parent iterations to that change's Affected item list.

  6. After the data has been updated, the Markup Wizard tool will show whether your requested iterations were successful or encountered errors. Click the Close button after you've noted the results.


Help Guide Contents [as PDF]