Simple, flexible product lifecycle management software for growing companies™
Simple, flexible product lifecycle management software for growing companies™
The Markup Wizard lets you identify a list of one or more child items that will be removed from their parent items.
If the parent item doesn't have a pending revision available for markup,
then a new pending revision will be created automatically. The child item already
on the parent structure will be marked as Remove
.
To use the Markup Wizard, you must be assigned a Role that includes both the Documents: Is an analyst and Parts: Is an analyst checkboxes marked as True.
To minimize processing errors, use the Markup Wizard only with items that have been saved to the database. A good rule is to first create whatever items you'll need, such as a new change form. Then close all items (Item menu | Close All) before opening the Markup Wizard.
Open the Tools menu and select Markup Wizard... When the Markup Wizard window is displayed, select Remove one or more child items and then click the Next button.
Using the Item Explorer, find each child item that you want to remove from its parents. 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 tab's Structure list shows the parent items that will be affected. If the parent item is Canceled, then it won't be affected.
Preview the list of parent revisions that will be affected. If you wish, you can de-select a row, which will not remove the child item from a specific parent item.
If you wish, you can identify the change form that should be used to process the revised structures. You can only use a change form that is Originated or, if you're an analyst, Submitted. When you're done, click the Commit button. This creates any new parent revisions, removes the previous child items, and - if you've identified a change form - adds these parent revisions to that change's Affected item list.
Clicking the Cancel button on this panel (or on any previous panel) will discard all of your planned changes and close the Markup Wizard. No new parent revisions have been created, no child items were removed, and no items have been copied to the Affected list of your change form.
Any item that has previously been assigned to a change form will remain listed on that change form regardless of what you specify here.
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 bring additional unreleased item revisions and their sources as defined in the Change Form window reference > Affected tab help topic.
After the data has been processed, the Markup Wizard window will display whether your requested revisions were successful or encountered errors. Click the Close button after you've noted the results.
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