Link to item

If the preferences specify that no items must be generated for part/assembly files on initial save to PLM, you must use the Link to Item option from the PLM menu to link the part/assembly file to an existing item in the PLM database, or to create items for the part/assembly file that you are working on.

If you click this option, the Link to Item dialog box is displayed. In this dialog box, you must specify the item to which the part/assembly file must be linked or enter an ID for the item that you want PLM to generate and link to the part/assembly file.

If you select the Manual or Auto ID radio button and leave the Item ID: field blank, an item and an item ID is generated in PLM. If you enter an ID in the Item ID:, an item is generated with the ID that you entered in the Item ID: field. The Revision field is optional.

If you select the Manual ID radio button, you must enter an item ID in the Item ID: field. As a result, PLM generates an item with the ID that you entered in the Item ID: field.

If you select the Existing radio button, in the Item ID: field, you can enter an item from the PLM database. As a result, the part file is linked to the item that you entered or selected in the Item ID: field.

If you entered incorrect item ID data in the Link to Item dialog box, before you save to PLM, you can click this menu option again to correct the item data.

After you enter the ID data as required, you must save the part file to PLM.

Note that the preferences set in the PLM Preferences dialog box determine which item data you can specify in the Link to Item dialog box. For further information, see PLM preferences.

When the present file is not yet saved in PLM and you click Link to Item on the PLM menu, the following screen is displayed.

If you select Create Item check box, the item is created in PLM when user clicks Ok, without waiting for the Save to PLM operation. Default setting of the Create Item is defined by the integration preference Create Item Checkbox Default under Link to Item Dialogue group in Preferences.

Click OK.

When the current file is already in PLM and when you click Link to Item, the Link to Document check box is selected indicating that when user clicks OK, the item is linked to this document in PLM, without the need to perform Save To PLM operation. The Link to Document check box is enabled based on the options selected in the Link to Item Dialogue group in Preferences.