References tab (document)

The References tab displays parts and documents that affect, influence or validate the current document's content. For instance, a product performance specification document may refer to a set of industry standards or regulations.

If both part and document records are blocked as references, then the References tab is not shown. See the References Tabs system rule.

The References list allows cross-references; that is, item A lists item B as a reference, and item B lists item A as a reference. However, you should avoid cross references, as it complicates revision management and designing recursive data transformations.

Use the item icon to drag a part or document from the list to any other location that accepts the item. To select multiple items, click on the first row, press the keyboard Shift (range) or Ctrl (individual), then click on another row.

Markup list §

This is the initial set of child items that will be approved for use on the iteration. The mark-up list is used to modify the list of items referenced by the current document iteration.

While the current document iteration is pending, a reference record's most recent pending or released iteration is displayed.

To create or modify the contents of the References list:

  • Add a new reference to the list by dragging an item (document or part) from the Search tab or Previous tab of the Item Explorer, and then dropping it onto the Markup list. Add notes as needed.

    You can only drop documents and parts onto documents that will accept them. The References accept parts and References accept documents checkboxes are defined in the References Tabs system rule.

  • Modify the Row and Notes values by unlocking the record and editing the value. (This can also be done after the document iteration is released.)

  • Replace an existing reference by dragging an item from the Item Explorer and dropping it onto an existing Markup row. The notes are copied to the replacement row, and can be edited.

  • Remove an existing reference by selecting the reference, displaying the context menu, and selecting the Remove Item From List command (or pressing your keyboard's Delete key). The row doesn't disappear, but is marked to be removed upon release.

Releasing the document iteration copies its approved references from the Markup list to the Current list and omits the removed references. No further modifications can be made to the current iteration's Markup list.

Current list §

This is the most recent set of child items that are approved for use on the iteration. While a current document iteration remains pending, its Current list of references remains hidden.

After a document iteration is released, its Current list always shows the latest released iteration of a referenced item. That is, each time a referenced item is revised and released, the document's Current list of references is automatically refreshed.

When a document iteration is canceled, the Current list shows the reference iteration that was valid at the time of cancelation. If a referenced item is subsequently revised, the canceled document's Current list of references won't be updated.

Markup and Current data fields §

The document's trustee can edit the Markup list while the current iteration remains pending. The document's Markup and Current lists are locked when the current iteration is released or canceled.

Row §
This is the order in which the references list is sorted. Assign any non-negative (≥0) integer value.
Item §
This identifies the item referenced by the document.
Notes §
You may use this text for any purpose.
The contents of this field are indexed, and will return the reference item.

Use the sort buttons along the top of each list to temporarily rearrange the references.

The IPC-2571 standard does not define References. PDXpert uses the AdditionalAttributes element to include a referenced item, which is added to the Items list. That item includes the referenced item's attributes; attachments for revision (isFileIn=Yes) and item (isFileIn=No) files; materials; and change history.

The PDX specification's AdditionalAttributes element doesn't support a recursive structure, and therefore a PDX package excludes the referenced item's own references, sources and BOM items. If your supply chain partner needs these details, the referenced item must be exported in its own PDX package.


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