Replace a child item

The Markup Wizard lets you replace one child item with a different item across multiple parent items.

Exactly one item can be replaced with exactly one item. If you need to replace multiple items with a single item or vice versa, pick one item to replace; after completing the replacement, use the Markup Wizard again to add or remove the other items. For example, if a rivet will replace a "fastener set" consisting of a bolt, washer, and nut: (a) replace the bolt with the rivet, and then (b) remove the washer and nut items using the Remove one or more child items option.

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 while the item replacing it is marked as Add Markup: Add icon at the same find-item row.

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 replaced, 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 Replace one child item with another item and then click the Next button.

  2. Using the Item Explorer

    1. Locate the child item that you want to replace. Drag this replaced item from the Item Explorer results list and drop it onto the Replace this child item... area.

      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.

    2. Locate the child item that you want to use instead. Add this child item by dragging it from the Item Explorer results list and dropping it onto the second ...with this item at the same Find location area.

      You can only drop a pending or released item. If the most recent iteration of the replacement 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 unselect a row on a parent item, and the cleared child won't be replaced on that parent. 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 parent items. You can only use a change form that is at Originated or 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, adds the replacement 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]