Attach an item file

To manage an item file, see the User roles & permissions help topic.

Item files are identified but not included (isFileIn="No") in a PDX package.

An item file contains background information like quotes, emails, sketches or other information that is not useful for actual production. These files are related to the item, not an iteration. Item files are not as tightly controlled as iteration files; any item file can be added, modified or deleted regardless of the release state of the item's iteration(s).

  1. Select the item's Files page, then the Item Files list.

  2. Unlock the item window by pressing your keyboard's F2 key.

  3. Within the files list area, right-click to open the context menu.

    The file is not copied to the library unless PDXpert has exclusive access to the file. If the file is open in a different application, you may receive a warning. Close the file in the other application and retry the attachment.

    The file is not copied into the library until you save the item record. After the file is saved, any changes made to your local copy won't affect the file that you attached to the Item Files list.

    Do not attach a Windows link (.lnk) file. The real data file is not saved, and the link file doesn't contain information that's useful to other computers.

    Windows has a practical device:\path\filename.ext length limit of 260 characters. To avoid problems when users view or copy item files from PDXpert to their computers, keep filenames under about 80 characters.

    Windows may block downloaded files, which should be unblocked before attaching to an item record. See the File tab help topic.

    Compressed archive files – .zip, .7z, .rar, and similar files – should be made only on a Windows PC. See the File tab help topic.

    PDXpert does not move, change or delete the source file on your computer.

    • Right-click within the Item Files list to open the context menu. Select the Add New File... command and then use the Add File to Library dialog to browse to your file. Select the file and click the Open button.

    • Open Windows Explorer and select one or more files to drop. You can multi-select files by using shift-click, control-click or by dragging a selection rectangle to highlight the files. Drag one of the highlighted files from Windows Explorer and drop it onto the Files list (all selected files will follow).

      Ensure that at least some part of PDXpert's file list area is visible before you start the drag.

  4. Save your work to the server: Item ➔ Save (Ctrl+S) or lock the window (F2 key).

Delete an item file §

To delete an attached file:

  1. Select the item file.
  2. Press your keyboard's Delete key, or select Delete File from the context menu.


Help Guide Contents [as PDF]