This topic is contained in the PDXpert help file: select Contents from the application's Help menu.
Adding documents to the Structure Markup
A document may rely upon, or reference, other documents in your database.
A document may have a structure typically consisting of other documents. For example, a structured document may be a product user manual, with a separate document defined for each topic or product configuration option. These types of relationships are known as parent-child (also indented, hierarchical, or structured). The structure identifies those child documents that are required to produce the parent document.
References must be a strict hierarchy; lower-level documents must never cross-reference higher-level documents. A higher document that appears on the structure of a lower document, which in turn references the higher document, creates an infinite loop in multi-level reports/exports.
The Structure tab will be visible only if the Document Types collection member has its Markup will accept documents checkbox marked.
Your document references are established on the Markup list while the parent document revision remains pending. After the parent document record is released using an implementing change form (such as an Engineering Change Notice), your child documents appear on the parent document's Current list.
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To add a child document onto a pending revision of the parent document's Markup list:
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Click on the Structure tab and unlock the window.
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Scroll the Markup list, if necessary, to expose an empty area.
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Using the Item Explorer, locate the reference ("child") document that you want to add to the parent document.
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Drag the reference document from the Item Explorer and drop it onto an empty area of the Markup list. The icon in the Add/Remove column is
. The
child document is always assigned a structure find-item number of 0
(zero).If you change your mind, you can remove the added document: select the dropped item, and press the Delete key or select the context menu command .
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Modify the attributes on the Markup row as appropriate.
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To modify a previously-released child document is quite similar: Drag a document from the Item Explorer and drop it onto an existing child document, and then edit the duplicate row's data fields. For example, suppose that you want to modify the notes of a child document: you locate the current item, drop it onto the row to be changed, and then modify the inserted document's Notes field.
When dropped directly onto a previously-accepted document (as indicated by a "keep" icon
),
the dropped document replaces the previous item. A new row
(blue "add on" icon
) is created and
the reference designators and notes are
all copied to the added item. The old item (red "take off" icon
) is marked
for removal from the parent structure.If you change your mind, you can undo your document replacement: select the dropped item, and press the Delete key or select the context menu command .
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To remove an existing child document (one that was added and released on a previous revision of the parent document) from the Markup list: Select the item, and press the keyboard Delete key, or select the context menu command . The child document isn't actually deleted; instead, the "keep" icon
in the
Add/Remove column becomes a red "take off" icon
, signaling
that the item will be removed from the structure when the parent document is released
on a change form.If you change your mind, you can restore a child item that's flagged for being taken off the structure: select from the context menu.
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Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.
