References import

This file defines how PDXpert adds reference items to their parent items.

Each row in the import file represents a pending item—a part or document record—and a single pending or released child reference. The row can also specify a note on how the child item applies to the parent. The same child item may be used on more than one row of the parent's References list.

This file is used to add items to the first pending iteration of a part or a document. Do not import data onto any parent item that has a released or canceled iteration.

For important rules that affect this import, see the Iteration-level relational imports help topic.

If a pending parent item has an existing list, the parent item's entire previous list is deleted and is completely replaced by the new list.

A row is rejected if it contains invalid child items, as specified by the References Tabs system rule for its parent item.

The Batch Importer tool can generate a CSV template file, which can be used to import your data. Select List: References from the dropdown list, click the Export button, and save the file to a convenient location.

Column name Data type Value if empty Description
Class string Part or Document Part If not specified, then the parent item's Class is a part.
Owner Organizations home organization Identifies the organization that is primarily responsible for the parent item's specification and which issues the item Number.
Type Document Types or Part Types default member If not specified, then the appropriate type collection is determined by this parent item's Class, and the default member of the resulting type collection is used to match the record's Type selection.
Number string row is skipped REQUIRED: Part or document number. If the value is empty, the row is not imported.
ChildClass string Part or Document Part If not specified, then the child item's Class is a part.
ChildOwner Organizations home organization Identifies the organization that is primarily responsible for the child item's specification and which issues the item Number.
ChildType Document Types or Part Types default member If not specified, then the appropriate type collection is determined by the child item's Class, and the default member of the resulting type collection is used to match the record's Type selection.
ChildNumber string row is skipped REQUIRED: Part or document number. If the value is empty, the row is not imported.
Row integer ≥ 1 last row + 1 This value is given to the Row identifier. A parent item can have several child items with the same Row value. (Do not mix numbered values and empty values on the same parent item.)
Notes string: length ≤ 32000 characters no value This value is the reference's Notes area.

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Help Guide Contents [as PDF]