Adding child items to the document

Adding child items to the document's markup

A document often has formal relationships with other items 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.
A document can be acquired from a source, such as a requirements document from a regulatory agency or customer's engineering department. The source list identifies how the parent document can be obtained, and therefore only other documents can be shown as child sources.

While the parent document revision remains pending, all of your work is managed on the Markup list. After the parent document record has been released using an implementing change form (such as an Engineering Change Notice), your child items will appear on the parent document's Current list.

To add a child item onto the parent document revision's Structure or Source tabs' Markup list:

Using the Item Explorer, search for the item (typically another document) that you want to add to the parent document.
Drag the item from the Item Explorer window to the appropriate Markup list. The icon in the Add/Remove column is .

If you drag the item to the end of the Markup list, then it will be assigned a new structure find-item number, or a source rank.

The Structure Markup can accept parts or documents, as defined in the Document Type collection member. The Source Markup can only accept documents.

If necessary, scroll the list to expose an empty area before dragging the new item onto the list.

If you change your mind, you can remove an added item by selecting it, and pressing the Delete key or using the menu command Item | Delete Item.

If you drop the item onto a newly-added child item (that is, onto an item with a blue "add on" icon ), the dropped item will replace the original item but the RefDes and Notes will be retained.
Edit the Find (or Rank), Notes and other attributes on the Markup list as appropriate.

To modify a previously-released child item is quite similar: Drag an item from the Item Explorer and drop it onto an existing item, 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-released item (as indicated by a "keep" icon ), the added item is treated as a replacement for the released item. A new row (blue "add on" icon ) is created and the Find or Rank number, quantity, units, reference designators and notes are all copied to the added item. The old item (red "take off" icon ) is planned to be taken off the structure.

To delete one of the new child items that you've added to the parent document's Markup list: Select the item, and press the keyboard Delete key, or select the menu Item | Delete Item. The item is removed entirely from the list.

To remove an existing child item (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 menu Item | Delete Item. The item 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 taken off 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 by selecting Restore Item on Structure from the context menu. If the item was paired with a replacement item (i.e., the item immediately adjacent is being added on, and has the same find-item number), then that replacement is automatically removed as well.

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