PDXpert PLM Software
On-line Help Guide
This help topic describes the current PDXpert PLM release. Earlier releases may be different. To view your release's version of this topic, open PDXpert and press the F1 key or select the Help menu.
Collections can have system-wide impact.
- Other users should not be using the system while you're making changes to your collections.
- Close all item records in your workspace before you begin.
- Change forms should be Released, Completed, Canceled, or Rejected before editing the Change Forms collection.
- Close the PDXpert client and start it again when you've finished.
Each collection contains one or more members with attributes or rules. Each collection member may be simple (like a country name) or complex (a Change Notice). More complex members may reference simpler members, and items (parts, documents, change forms) are assembled from simple members (like Organizations), complex members (Part Types) and user-entered text and relationships.
A collection member has at least a name, description, three common attributes (below), and often a lot more.
Referenced and copied attributes §
Each collection member has a set of attributes that are either referenced by, or copied to, the items that use them.
Referenced attributes are defined on the collection member and cannot be changed on the item that uses it. If an administrator edits a collection member's referenced values, then all items that reference the member immediately show that new referenced value.
For example, a unit of measure each is defined as a unique member of the Units of Measure collection. While a user may select the each member for a part's default unit of measure, the user can't edit the name from each to EA. If an administrator edits the collection member's name, every part that previously showed each would now show EA.
Copied attributes have an initial value in the collection member. This value is copied as a starting value that can be edited. If an administrator edits a collection member's copied values, then previous items values are not affected; only new items created after the update are affected.
For example, users can edit an individual part's Number after the Sequences:Number value has been copied to the part. Previous items' numbers won't be changed as a result of changing the Part Types member to use to a new number sequence, or editing the sequence to use a different Prefix or Next number value. Creating a new Units of Measure collection member has no effect on parts that have been assigned a unit of measure.
In summary: If a user cannot change the setting value on the item (say, the Type name or whether the Files list is shown), then this is a referenced value. All administrator edits are passed to all related items (past, current and future). However, if the user can edit a member setting on the item, then this is a copied value. Administrator edits on the related collection member won't affect the assigned value on existing items.
Custom attributes are similar to copied attributes but have their own rules for how existing items are affected. See the Custom attributes help topic.
Common attributes §
Each collection member has a Name, which should be unique among all members in the collection. Some collections have an Abbreviation (or Code or Display name), which should be unique among all of the collection's Active members. After a new member name is entered, the system may suggest an abbreviation, which can be accepted, changed or replaced.
- Active: users can select §
When this checkbox is marked, the member shows in selection lists for new objects. When cleared, the member shows only on previous records and cannot be selected for new objects. You can modify this checkbox. At least one member of each collection must be active; setting all members of a collection inactive may cause system errors.
An inactive collection member name is shown as dimmed in the Collection Explorer tree: Inactive member
- Default member of collection §
When this checkbox is marked, the member is given to new items that use the collection. Only one member of a collection can be set as the default member. If this checkbox is marked, then Active: Users can select is also marked and locked.
The default collection member name is shown as bold in the Collection Explorer tree: Default member
- Permanent member of collection §
This is a system-managed value. When the checkbox is marked, the member is required for proper operation. The member cannot be deleted from the collection. Even when the checkbox value is locked, most other member attributes can be modified.
Help Guide Contents [as PDF]
- 0001. Welcome!
- 0002. Help styles
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0400. How to start the PDXpert client
- 0500. PDXpert introduction
- 0600. How to set up PDXpert
- 0700. How to use the Item Explorer
- 0800. How to use the Collection Explorer
- 0900. How to work with documents
- 0901. How to work with documents
- 1000. How to start a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Start and update a task
- 1006. Save your document
- 1007. Remove your document
- 1008. Release your document
- 1009. Manage a released document
- 1010. Revise a released document
- 1011. Cancel a released document
- 1100. How to work with parts
- 1101. How to work with parts
- 1200. How to start a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add or remove references
- 1208. Add or remove materials
- 1209. Start and update a task
- 1210. Save your part
- 1211. Remove your part
- 1212. Release your part
- 1213. Revise a released part
- 1214. Manage a released part
- 1215. Cancel a released part
- 1300. How to revise multiple markups
- 1400. How to work with change forms
- 1401. Processing a change
- 1500. How to start a change form
- 1503. Start and update a task
- 1504. Analyze a submitted change
- 1505. Fix change form routing errors
- 1506. Remove your change form
- 1507. Review a routed change
- 1508. Resolve an on-hold change
- 1509. Analyze an accepted change
- 1510. Use a released change
- 1511. View a completed change
- 1512. Analyze a stopped change
- 1513. View a rejected change
- 1514. Remove a canceled change
- 1515. Return a submitted change
- 1600. How to work with file attachments
- 1700. How to report, import & export
- 1701. Run a report
- 1702. Export a PDX package
- 1703. Use the DataGrid
- 1704. Use the Report/Export Wizard
- 1800. Import & update items
- 1801. Use the Batch Importer
- 1802. Item Master import
- 1803. Iteration-level relational imports
- 1804. Bill of materials import
- 1805. References import
- 1806. Revision files import
- 1807. Sources import
- 1808. Item-level relational imports
- 1809. Item files & links import
- 1810. Item materials import
- 1811. Item product families import
- 1812. Groups collection import
- 1813. Materials collection import
- 1814. Organizations collection import
- 1815. Product families collection import
- 1816. Persons collection import
- 1817. Custom collection import
- 1900. View & export via ODBC
- 1901. View database objects
- 1902. Create an ODBC connection
- 1903. ItemViews reference
- 1904. ReferencePairViews reference
- 1905. SourcePairViews reference
- 1906. SourceItemMasterView reference
- 1907. StructurePairViews reference
- 1908. ChangeViews reference
- 1909. ChangePairViews reference
- 1910. FilePairMasterView reference
- 2000. How to do other tasks
- 2100. Menu reference
- 2200. Document reference
- 2300. Part reference
- 2400. Change Form reference
- 2500. System Rules reference
- 2501. System Rules tool
- 2502. General: Copy files to snapshot
- 2503. General: Copy previous tasks
- 2504. General: Item uniqueness definition
- 2505. General: Reviewer comment required
- 2506. General: Unlock change form Files (rule)
- 2507. General: Unlock change form Tasks (rule)
- 2508. Password Policy
- 2509. References Tabs
- 2510. BOM: Limit part to one row
- 2511. BOM: Lock part unit of measure
- 2512. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2800. General
- 2900. Documents
- 3000. Parts
- 3100. Changes
- 3108. Custom collections
- 3200. Other reference topics
- 3300. Software licenses & legal notices