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.
ItemView & ItemMasterView reference
The ItemView contains all part and document records with standard item attributes. The ItemMasterView contains all columns of the ItemView plus all custom attributes. These views are available in both the viewer and the released schemas.
A basic SQL statement is SELECT * FROM ItemView
The Class column is coded: the value 1 specifies that the item is a part, while the value 2 shows that it's a document. For example:
SELECT ClassName = CASE Class WHEN 1 THEN 'Part' WHEN 2 THEN 'Document' ELSE 'Unknown' END FROM ItemView
All dates are shown using SQL Server's default format. If you need a different format, such as ISO 8601, then a conversion is required. For example:
SELECT convert(varchar(23),CostDate,126) AS IsoCostDate FROM ItemView
Booleans ("checkbox values") are zero or non-zero integers. A value =0 is false while value <>0 is true. Null values are possible. For example:
SELECT
CASE
WHEN [Complies]<>0 THEN 'Pass'
WHEN [Complies]=0 THEN 'Fail'
ELSE 'Unknown'
END AS CompliesState
FROM viewer.ItemView
You can use the IsCanceled, Revision and PendingRevision values in the viewer schema to obtain insight into the item's current release state.
Release state | IsCanceled | Revision | PendingRevision |
---|---|---|---|
Pending | false | null | not null |
Released | false | not null | null |
Released (with Pending) | false | not null | not null |
Canceled | true | not null | null |
Canceled (with Pending) | true | not null | not null |
Both of these views are also contained in the local views database. Client-side ODBC applications can select from these views and from SQLite-compatible Views collection members based on these views.
Column definitions §
There may exist in the view one or more "housekeeping" columns that have been reserved for PDXpert's private use. These columns' names begin with the prefix HK (for instance, HK1). Housekeeping columns may be changed or eliminated in a future PDXpert release. These columns are not documented, and you should ignore them in your SQL queries. Do not add any custom attributes that use the HK prefix. You may want to make a user-specified view that excludes the housekeeping columns.
The column sequence may not be exactly as shown in this table, and may change in a future PDXpert release. Use the column name, not ordinal position, in your SQL queries.
Column name | Note | Data type | Attribute name |
---|---|---|---|
ItemId | GUID (item primary key) | unique record identifier; not visible within PDXpert client | |
Class | integer 1 (part) or 2 (document) | item Class | |
Owner | Organizations Name | item Owner | |
OwnerShort | Organizations Display name | item Owner | |
IsHomeItem | 1 | Boolean | calculated; not visible within PDXpert client |
Type | Document Types or Part Types Name | item Type | |
TypeShort | Document Types or Part Types Abbreviation | item Type | |
Number | string | item Number | |
RevID | 2 | GUID (iteration primary key) | unique released (or canceled) record identifier; not visible within PDXpert client |
IsCanceled | Boolean | released iteration has been canceled not visible within PDXpert client |
|
Revision | 2 | string | released (or canceled) iteration's Revision |
RevisionNote | 2 | string | released (or canceled) iteration's Revision description |
PendingRevID | GUID (revision primary key) | unique pending record identifier; not visible within PDXpert client |
|
PendingRevision | string | pending iteration's Revision value | |
PendingLifecycle | Item Lifecycle Phases Name | pending iteration's Lifecycle phase | |
PendingRelativeMaturity | Item Lifecycle Phases Relative maturity integer | pending iteration's Lifecycle phase maturity value | |
PendingRevisionNote | string | pending iteration's Revision description | |
ReleasedOn | date | released iteration Released date | |
EffectiveOn | date | released iteration Effective date (document) or Effectivity (assembly) | |
Description | string | item Document title or Part name | |
Lifecycle | 2 | Item Lifecycle Phases Name | released iteration's Lifecycle phase |
RelativeMaturity | 2 | Item Lifecycle Phases Relative maturity integer | released iteration's Lifecycle phase maturity value |
Version | 2 | string | released iteration Version |
Trustee | Persons Name | item Trustee | |
DefaultUoM | 3 | Units of Measure Name | part Default unit of measure |
MakeBuy | 3 | Make/Buy Categories Name | part Make/buy |
GlobalNumber | 3 | string | part Global number (GTIN, UPC, etc.) |
Location | 3 | string | part Location |
Handling | 3 | Handling/Storage Categories Name | part Handling/storage advisory |
Recovery | 3 | Recovery Methods Name | part End of life recovery method |
CostPerUnit | 3 | real number | part Unit cost per default unit value |
CostCurrencyShort | 3 | Currencies Code | part Unit cost per default unit: Currency |
CostDate | 3 | date | part Unit cost per default unit: As on |
PackageQty | 3 | integer | part Standard packaging quantity value |
PackageUOM | 3 | Unit of Measures Name | part Standard packaging quantity units |
Certify | 3 | Boolean | part Part requires: Certification |
Serialize | 3 | Boolean | part Part requires: Serialization |
Complies | 3 | Boolean | part Meets regulatory requirements |
Notes | string | item Notes | |
ProductFamily | string | semicolon-delimited list of item Product families | |
Mass | 3 | double | part Part mass (weight) value |
MassUOM | 3 | Mass / weight Name | part Part mass (weight) unit of measure |
custom | 4 | string | custom attribute text or numeric value |
custom_Member | 4 | collection member Name | custom attribute value's UOM or currency units, or other collection member |
Notes:
- A True value represents a home part or document; a False value is a partner item. This value will never be NULL.
- If the item has neither a released nor canceled iteration, then the iteration-related value (e.g., RevID) is null.
- Document rows (that is, where Class is 2) are NULL for part attributes.
- These columns are included in the ItemMasterView, and are not in the ItemView. Custom attribute ("CA") names are shown in value/unit columns; the name is used in the column header. All identically-named CAs are shown in the same column, regardless of item type. Where a custom attribute name conflicts with a system reserved attribute name (such as Number or Type) then your custom attribute name is shown with a leading underscore (_Number or _Type). See the Custom attributes help topic for naming guidelines. If a custom attribute name is longer than 120 characters, it is truncated. Custom attribute values are NULL if the item hasn't been assigned the custom attribute.
1173
- 0001. Welcome!
- 0002. Help styles
- 0100. PDXpert Application Server
- 0101. Server overview
- 0200. How to...
- 0300. Console reference
- 0301. Manage
- 0302. Information
- 0303. About
- 0400. How to start the PDXpert client
- 0401. Log into PDXpert
- 0402. Enter the software license key
- 0403. Solve client problems
- 0404. Set your password
- 0500. PDXpert introduction
- 0501. PLM summary
- 0502. Item identification
- 0503. Item iterations
- 0504. Item: Document
- 0505. Item: Part
- 0506. Item: Change form
- 0507. File attachments
- 0508. User roles & permissions
- 0600. How to set up PDXpert
- 0601. Setup introduction
- 0602. Setup: System rules
- 0603. Setup: Collections
- 0604. Setup: Places/Organizations/Persons
- 0605. Setup: General
- 0606. Setup: Documents
- 0607. Setup: Parts
- 0608. Setup: Changes
- 0700. How to use the Item Explorer
- 0701. Item Explorer
- 0702. Make a new item
- 0703. Search for items
- 0704. Use search commands
- 0705. Recent items
- 0706. Files in work
- 0707. Tasks open
- 0708. Open an item related to another item
- 0800. How to use the Collection Explorer
- 0801. View a collection
- 0802. Add a new collection member
- 0803. Modify a collection member
- 0804. Remove a collection member
- 0900. How to work with documents
- 0901. How to work with documents
- 1000. How to start a document
- 1001. Make a new document
- 1002. Snapshot a document
- 1003. Fill in the new document
- 1004. Add or remove references
- 1005. Start and update a task
- 1006. Save your document
- 1007. Remove your document
- 1008. Release your document
- 1009. Manage a released document
- 1010. Revise a released document
- 1011. Cancel a released document
- 1100. How to work with parts
- 1101. How to work with parts
- 1200. How to start a part
- 1201. Make a new part
- 1202. Snapshot a part
- 1203. Fill in the new part
- 1204. Add, modify or remove BOM parts
- 1205. Import a CAD BOM
- 1206. Add or remove approved sources
- 1207. Add or remove references
- 1208. Add or remove materials
- 1209. Start and update a task
- 1210. Save your part
- 1211. Remove your part
- 1212. Release your part
- 1213. Revise a released part
- 1214. Manage a released part
- 1215. Cancel a released part
- 1300. How to revise multiple markups
- 1301. Use Markup Wizard
- 1302. Add child items
- 1303. Replace a child item
- 1304. Remove child items
- 1400. How to work with change forms
- 1401. Processing a change
- 1500. How to start a change form
- 1501. Originate a new change form
- 1502. Snapshot a change form
- 1503. Start and update a task
- 1504. Analyze a submitted change
- 1505. Fix change form routing errors
- 1506. Remove your change form
- 1507. Review a routed change
- 1508. Resolve an on-hold change
- 1509. Analyze an accepted change
- 1510. Use a released change
- 1511. View a completed change
- 1512. Analyze a stopped change
- 1513. View a rejected change
- 1514. Remove a canceled change
- 1515. Return a submitted change
- 1600. How to work with file attachments
- 1601. Attach a revision file
- 1602. Attach an item file
- 1603. Attach an external link
- 1604. Viewing a file
- 1605. Copy a file
- 1606. Check out a file
- 1607. Check in a file
- 1608. Free a file lock
- 1609. Remove a revision file
- 1610. Remove item file or link
- 1700. How to report, import & export
- 1701. Run a report
- 1702. Export a PDX package
- 1703. Use the DataGrid
- 1704. Use the Report/Export Wizard
- 1800. Import & update items
- 1801. Use the Batch Importer
- 1802. Item Master import
- 1803. Iteration-level relational imports
- 1804. Bill of materials import
- 1805. References import
- 1806. Revision files import
- 1807. Sources import
- 1808. Item-level relational imports
- 1809. Item files & links import
- 1810. Item materials import
- 1811. Item product families import
- 1812. Groups collection import
- 1813. Materials collection import
- 1814. Organizations collection import
- 1815. Product families collection import
- 1816. Persons collection import
- 1817. Custom collection import
- 1900. View & export via ODBC
- 1901. View database objects
- 1902. Create an ODBC connection
- 1903. ItemViews reference
- 1904. ReferencePairViews reference
- 1905. SourcePairViews reference
- 1906. SourceItemMasterView reference
- 1907. StructurePairViews reference
- 1908. ChangeViews reference
- 1909. ChangePairViews reference
- 1910. FilePairMasterView reference
- 2000. How to do other tasks
- 2001. Adjust your user settings
- 2002. Arrange the Explorer windows
- 2003. Get technical help
- 2004. Manage user accounts
- 2005. Manage system emails
- 2006. Use Administrator Override
- 2007. Check index status
- 2008. Use the Recursion Assistant
- 2100. Menu reference
- 2101. Item menu
- 2102. Edit menu
- 2103. Tools menu
- 2104. Process menu
- 2105. Window menu
- 2106. Help menu
- 2200. Document reference
- 2201. Document summary
- 2202. General
- 2203. Attributes
- 2204. Custom
- 2205. References
- 2206. Appears On
- 2207. Files
- 2208. Tasks
- 2209. Notes
- 2300. Part reference
- 2301. Part summary
- 2302. General
- 2303. Attributes
- 2304. Custom
- 2305. Materials
- 2306. BOM (Bill of Materials)
- 2307. Sources
- 2308. References
- 2309. Appears On
- 2310. Files
- 2311. Tasks
- 2312. Notes
- 2400. Change Form reference
- 2500. System Rules reference
- 2501. System Rules tool
- 2502. General: Copy files to snapshot
- 2503. General: Copy previous tasks
- 2504. General: Item uniqueness definition
- 2505. General: Reviewer comment required
- 2506. General: Unlock change form Files (rule)
- 2507. General: Unlock change form Tasks (rule)
- 2508. Password Policy
- 2509. References Tabs
- 2510. BOM: Limit part to one row
- 2511. BOM: Lock part unit of measure
- 2512. BOM: Allow partner parts
- 2600. Collections reference
- 2601. Managing collections
- 2602. Custom attributes
- 2700. Places/Organizations/Persons
- 2701. Languages
- 2702. Currencies
- 2703. Countries
- 2704. Partner classifications
- 2705. Roles
- 2706. Persons
- 2707. Groups
- 2708. Organizations
- 2800. General
- 2801. Item lifecycle phases
- 2802. Product families
- 2803. Sequences: Identifier
- 2804. Sequences: Revision
- 2805. Unit of Measure categories
- 2806. Units of Measure (UoM)
- 2807. Transforms
- 2808. Views
- 2900. Documents
- 2901. Media/locations
- 2902. Document types
- 3000. Parts
- 3001. BOM type codes
- 3002. Handling/storage categories
- 3003. Make/buy categories
- 3004. Material categories
- 3005. Material constraints
- 3006. Materials
- 3007. Recovery methods
- 3008. Part types
- 3100. Changes
- 3101. Change classifications
- 3102. Change priorities
- 3103. Change reasons
- 3104. Disposition actions
- 3105. Disposition locations
- 3106. Problem sources
- 3107. Change forms
- 3108. Custom collections
- 3200. Other reference topics
- 3201. Keyboard shortcuts
- 3202. PLM software glossary
- 3203. Windows update service
- 3300. Software licenses & legal notices
- 3301. PDXpert license agreement
- 3302. PDXpert end user license terms
- 3303. Other software licenses
- 3304. Legal notices