Simple, flexible product lifecycle management software for growing companies™
Simple, flexible product lifecycle management software for growing companies™
The Markup Wizard lets you replace one child item with another 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, then (b) remove the washer and nut items using the Remove one or more child items option. (Alternatively, you could remove the fastener set in one sweep and add the replacement rivet to the parent markup in a second sweep, but this won't let you re-use the Find row.)
The parent item must be defined (in its Document Type or Part Type collection member) to accept the new child item. For example, if you're replacing a document with a part, the parent type must have its Markup will accept parts checkbox marked as True.
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
while the
item being added as its replacement will be marked as
Add
at the same
Find row.
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 the replacement item and/or 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 Replace one child item with another item and then click the Next button.
Using the Item Explorer
Find 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 tab's Structure list shows the parent items that will be affected. If the parent item is Canceled, then it won't be affected.
Find 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.
The parent item must be able to accept the replacement item on its markup list, as defined in the parent's Document Type or Part Type collection member.
You can only drop a Pending or Released item. If the most recent revision of the replacement item is Canceled, you must create a new Pending revision before the Markup Wizard will accept it.
Preview the list of parent revisions that will be affected. If you wish, you can de-select a row on a specific parent item, and the de-selected child will not be replaced on that parent. You can also edit the child's Quantity and reference designators (RefDes).
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, adds the replacement 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 replaced, 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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