Attach a revision file

To attach a file, the iteration must be pending, and cannot be on a working (for example, a Routed) change form. To manage a revision file, see the User roles & permissions help topic.

Revision files are included (isFileIn="Yes") in a PDX package.

Revision (iteration) files typically contain specific design and production data that you want to tightly control. Revision files are permanently locked to a particular document or part record iteration during the release process. You may want to include both the original design files (like mechanical or electronic CAD files, or Word documents), as well as more general-purpose equivalents (such as Adobe PDF or JPG images).

After the item iteration has been released, the attached files cannot be added, modified or deleted. To add, revise or remove revision files, you must create a new item iteration.

  1. Select the item window's Files tab, then select the Revision Files tab.

  2. Unlock the item window by pressing your keyboard's F2 key.

  3. Use the context menu to add each file individually, or use Windows Explorer to drag-and-drop one or more files.

    The file cannot be copied to the library unless PDXpert can have exclusive access to the file. If the file is open in another application, you may receive a warning. Close the file in the other application and retry the attachment.

    The file isn't copied into the library until you save or lock the item record. After the file is saved, any changes made to your local copy won't affect the file that you attached to the Revision Files list.

    Do not attach a Windows link (.lnk) file. The real data file is not saved, and the link file doesn't contain information that's useful to other computers.

    Windows has a practical device:\path\filename.ext length limit of 260 characters. To avoid problems when users view or copy revision files from PDXpert to their computers, keep filenames under about 80 characters.

    Windows may block downloaded files, which should be unblocked before attaching to an item record. See the File tab help topic.

    Compressed archive files – .zip, .7z, .rar, and similar files – should be made only on a Windows PC. See the File tab help topic.

    PDXpert does not move, change or delete the source file on your computer.

    • Right-click within the Revision Files list to open the context menu. Select the Add New File... command and then use the Add File to Library dialog to browse to your file. Select the file and click the Open button.

    • Open Windows Explorer and select one or more files to drop. You can multi-select files by using shift-click, control-click or by dragging a selection rectangle to highlight the files. Drag one of the highlighted files from Windows Explorer and drop it onto the Files list (all selected files will follow).

      Ensure that at least some part of PDXpert's file list area is visible before you start the drag.

  4. Select Add Notes... from the context menu to open the Add Notes dialog. Enter a comment, and click the OK button. The note is attached to the file, and is shared across all iterations that use the file.

  5. Save your work to the server: Item ➔ Save (Ctrl+S) or lock the window (F2 key).

Delete a revision file §

To delete an attached file:

  1. Select the revision file.
  2. Press your keyboard's Delete key, or select Remove File from the context menu.


Help Guide Contents [as PDF]