Snapshot a part

If an existing part record is similar to one that you need, copy ("snapshot") that part into a new record iteration. Edit the new part to reflect your requirements.

1. Take a snapshot

Snapshot Duplicate

This copies the active part's data into a new record using the same Part Type collection member.

  1. Search for the part that you want to copy using the Item Explorer.

  2. Select the part and open it so that it is the active (front-most) part window in your item workspace.

    If you don't want to copy the current record iteration, select the appropriate record iteration.

  3. Select the Snapshot Duplicate command from the Edit menu or press Ctrl+D on your keyboard.

Snapshot Convert

This copies the active part's data into a new record, converting data as needed into the selected Document Type or Part Type collection member.

  1. Search for the part that you want to copy using the Item Explorer.

  2. Select the part and open it so that it is the active (front-most) part window in your item workspace.

    If you don't want to copy the current record iteration, select the appropriate record iteration.

  3. Select the Snapshot Convert command from the Edit menu.

  4. Select the desired Document Type or Part Type collection member, and then click the OK button.

    The source and target may have very different attributes, and only data that's supported in both source and target types is copied. For example, a part has a default unit of measure that cannot be copied to a document record. Custom attributes will only be copied if they share the same scheme.

2. Edit the record

Fully describe your new part iteration:

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