Remove child items

The Markup Wizard lets you identify a list of one or more child items that are removed from their parent items.

If the parent item doesn't have a pending iteration available for markup, then a new pending iteration is made automatically. The child item on the parent item is marked as Remove Markup: Remove icon.

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 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 removed, 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 Remove one or more child items and then click the Next button.

  2. Using the Item Explorer, locate each child item that you want to remove from its parent. Drag each item from the Item Explorer results list and drop it onto the Remove these items: list. When you've identified all items to be removed, click the Next button.

    The child item's Appears On lists shows the parent items that will be affected. If the parent item is canceled, then it won't be affected.

  3. Preview the list of parent iterations that will be affected. If you wish, you can unselect a row, which keeps the child item on the parent item.

  4. If you wish, you can identify the change form that should be used to release the revised parent 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 list 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, removes the previous child items, and—if you've identified a change form—adds 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]