Item menu

Menu icon Create Member...§
Opens a wizard to make a new member of any collection. This command is available only if your role includes the administrator permission.
Menu icon Create Document...§
Opens a wizard that prompts you for the document's identification, and then saves this new document and opens a window for further editing.
Menu icon Create Part...§
Opens a wizard that prompts you for the part's identification, and then saves this new part and opens a window for further editing.
Menu icon Create Change...§
Opens a wizard that prompts you for the change form's identification, and then saves this new change and opens a window for further editing.
Menu icon Search§
This command shows the Item Explorer's Search page.
Menu icon Close§
Closes the selected window. If you've edited the item, then it's saved.
Menu icon Close All§
Closes all open windows in the application workspace. If you've edited any items, then those items are saved.
Menu icon Save§
Saves all changes to the selected item, and clears the undo buffer.
Menu icon Save All§
Saves all changes to all modified items, and clears each undo buffer.
Menu icon Remove Object§
Deletes the active object (the front-most window in the workspace) from the database.

If the active window is:

  • A part or document with a pending iteration and at least one released or canceled iteration, then the pending iteration is deleted. If the part or document does not have a released or canceled iteration, then the complete item is removed: Remove your document and Remove your part

  • An originated, submitted or canceled change form, then the change form is deleted: Remove your change form

  • A collection member, then the member is removed: Remove a collection member

See the related help topics for rules (such as user permission, use by other items, release state) that may prevent deleting the record.

Menu icon Exit§
Closes the PDXpert client application.

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Help Guide Contents [as PDF]