The References lists show parts and documents that affect, influence or validate the document's content. For instance, a product performance specification document may refer to a set of industry standards or regulations.

Markup list

This is the initial set of child items that will be approved for use on the iteration. The mark-up list is used to modify the list of items referenced by the document iteration.

While the documentiterationispending, a reference record's most recent pending or released iteration is shown.

To change the contents of the References: Markuplist:

• Add a new reference to the list by dragging an item (document or part) from the Search or Recentlists on the Item Explorer, and then dropping it onto theReferences: Markup list. Add notes as needed.

  You can only drop documents and parts onto documents that will accept them. The References accept partsand References accept documents checkboxes are specified in the References Tabs system rule.

• Modify the Row and Notes values by unlocking the record and editing the value. (This can also be done after the document iteration is released.)

• Replace an existing reference by dragging an item from the Item Explorer and dropping it onto an existing References: Markup row. The notes are copied to the replacement row, and can be edited.

• Remove an existing reference by selecting the reference, opening the context menu, and selecting theRemove Item From List command (or pressing your keyboard's Deletekey). The row is still shown, but is marked to be removed upon release.

Releasing the part iteration on a change form copies the References: Markup list to theReferences: Current list. (Removed references aren't copied.) The iteration's References: Markup list cannot be changed. It permanently shows the released child iteration as the row's starting point.

Current list

This is the most recent set of child items that are approved for use on the iteration. While a document iteration remains pending, itsReferences: Current list of references remains hidden.

After a document iteration isreleased, its References: Current list always shows the latest released iteration of a referenced item. That is, each time a referenced item is revised and released, the document's References: Current list of references is automatically updated each time it's opened.

When a document iteration iscanceled, the References: Current list shows the reference iteration that was valid at the time of cancelation. If a referenced item is subsequently revised, the canceled document's References: Current list of references won't be updated.

Markup and Current data fields

The document's trustee can edit the References: Markup list while the iteration remains pending. The document'sReferences: Markup and References: Currentlists are locked when the iteration is released or canceled.

Row

This is the sequence in which the references list is sorted. Enter any non-negative (≥0) integer value.

Item

This identifies the item referenced by the document.

Notes

You may use this text for any purpose.

The contents of this field are indexed, and will return the reference item.

The Notes field is not under revision control, and can be edited by the trustee and product team members.

• To change the released iteration's value without creating a new iteration, unlock the released iteration, select the Markup list, and edit the data.

• To keep the previous iteration's value, create a new iteration. On the Markuplist's context menu, select the Modify Item command, then edit the data.

Use the sort buttons along the top of each list to temporarily adjust the references.

Related topics

• Manage document references

• How to manage documents

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