References Tabs (rule)

Before editing a system rule, ensure that no other users are using the system. After editing a system rule, close the PDXpert client and start it again.

Administrators open this using the Tools ➔ System Rules… menu.

Purpose§

Determines whether part and document records' References lists will accept child parts or documents.

Description§

True: Items of the specified class can be added onto the item's References list.

False: Items of the specified class can't be added onto the item's References list.

Data type§

True/False

Recommended or default value§

Parts§

If both checkboxes are cleared, then the References selection is not shown on part records.

References accept parts§
Default is True. Set as True to let part records reference other parts (for example, designed parts may identify tooling or fixtures).
References accept documents§
Default is True. Set as True to part records reference documents (for example, assemblies may identify assembly instructions).

Documents§

If both checkboxes are cleared, then the References selection is not shown on document records.

References accept parts§
Default is False. Set as True if you let document records identify parts as references.
References accept documents§
Default is False. Set as True if you let document records identify other documents as references (for example, procedures may identify requirements).

Details§

To avoid unnecessary record iterations, avoid cross-references where two records reference each other. Simplify the relationship by limiting which items can reference other items. You can easily discover the cross-relationship by looking at the referenced item's Appears On: References list.

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