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.
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 Delete key). The row doesn't disappear, but is marked to be removed upon release.command (or pressing your keyboard's
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.
Help Guide Contents [PDF]
- 0001. Welcome!
- 0002. Help conventions
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0400. How to start the PDXpert client
- 0500. Program concepts
- 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. Manage documents
- 1000. How to start a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Save your document
- 1006. Remove your document
- 1007. Release your document
- 1008. Manage a released document
- 1009. Revise a released document
- 1010. Cancel a released document
- 1100. How to work with parts
- 1101. Manage 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. Save your part
- 1209. Remove your part
- 1210. Release your part
- 1211. Revise a released part
- 1212. Manage a released part
- 1213. Cancel a released part
- 1300. How to revise multiple markups
- 1400. How to work with change forms
- 1401. Processing a change
- 1402. Originate a new change form
- 1403. Analyze a submitted change
- 1404. Fix change processing errors
- 1405. Remove your change form
- 1406. Review a routed change
- 1407. Resolve an on-hold change
- 1408. Analyze an accepted change
- 1409. Use a released change
- 1410. View a completed change
- 1411. Analyze a stopped change
- 1412. View a rejected change
- 1413. Remove a canceled change
- 1414. Return a submitted change
- 1500. How to work with file attachments
- 1600. How to report, import & export
- 1601. Create a report
- 1602. Export a PDX package
- 1603. Use the Report/Export Wizard
- 1700. Import & update items
- 1701. Initialize your PLM database
- 1702. Use the External Data Importer
- 1703. Item Master import
- 1704. Iteration-level relational imports
- 1705. Bill of materials import
- 1706. References import
- 1707. Revision files import
- 1708. Sources import
- 1709. Item-level relational imports
- 1710. Item files & links import
- 1711. Materials import
- 1712. Groups collection import
- 1713. Materials collection import
- 1714. Organizations collection import
- 1715. Persons collection import
- 1716. Custom collection import
- 1800. View & export via ODBC
- 1801. View database objects
- 1802. Create an ODBC connection
- 1803. ItemViews reference
- 1804. ReferencePairViews reference
- 1805. SourcePairViews reference
- 1806. SourceItemMasterView reference
- 1807. StructurePairViews reference
- 1808. ChangeViews reference
- 1809. ChangePairViews reference
- 1810. FilePairMasterView reference
- 1900. How to perform other tasks
- 2000. Menu reference
- 2100. Item Explorer reference
- 2200. Document window reference
- 2300. Part window reference
- 2400. Change Form window reference
- 2500. System Rules reference
- 2501. System Rules window
- 2502. General: Copy files to snapshot
- 2503. General: Item uniqueness definition
- 2504. General: Reviewer's comment required
- 2505. Default File Access
- 2506. Password Policy
- 2507. References Tabs
- 2508. BOM: Allow duplicate parts
- 2509. BOM: Lock part default unit of measure
- 2510. 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