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.
Snapshot a document
Sometimes there's already a document similar to one that you need to create. It's simple to "take a snapshot" of the source document and then edit the snapshot to reflect your new requirements.
This copies the active document's data into a new record using the sameDocument Type collection member.
Locate the document that you want to copy using the Item Explorer.
Select the document and open it so that it is the active (front-most) document window in your item workspace.
If you don't want to copy the current iteration, select the preferred iteration.
- Select the Snapshot Duplicate command from the Edit menu or pressCtrl+D on your keyboard.
When the new document window opens, fill out the necessary information as outlined in Filling in the new document.
This copies the active document's data into a new record, converting data as needed into the selected Document Type orPart Type collection member.
Search for the document that you want to copy using the Item Explorer.
Select the document and open it so that it is the active (front-most) document window in your item workspace.
If you don't want to copy the current iteration, select the preferred iteration.
- Select the Snapshot Convert command from the Edit menu.
Select the desired Document Type orPart Type collection member, and then click theOK button.
The source and target may have very different attributes, and only data that's supported in both source and target types is copied. For example, a part has a default unit of measure that cannot be copied to a document record. Custom attributes will only be copied if they share the same name and scheme.
Fully describe your new document iteration.
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