Create items from one or more vault files.
To display the
Generate Item dialog box:
-
In Item Explorer, right-click an item folder and select , or select an item folder and click New Item From File
(toolbar). From the Select Files to Generate Items for dialog box, select one or more files and click Open.
- In File Explorer, right-click one or more files and select Generate Item.
Toolbar Buttons
 |
Select Files |
Opens the Select Files dialog box, where you can specify a wildcard pattern to select files. |
 |
Open File List |
Opens a list of files in Microsoft Excel. |
 |
Save File List |
Lets you save the file list as a comma-separated .txt file. |
 |
|
|
| Generate for configurations |
Lets you generate items for a specific file configuration. |
| Generate for files only |
Lets you generate items independent of configurations. |
 |
|
|
| Referenced Version |
Uses the attached version of the references. |
| Latest Version |
Uses the latest version of the references. |
File List
The list contains the candidate files from which to generate items.
To show or hide columns, right-click in the list and select .
| File Name |
Name of the file used for item generation.
|
| Result |
Expected operation result:
 OK |
Operation will succeed. |
 info |
Additional status information. |
 warning |
Warning conditions exist. Your administrator can configure which warnings block operations. |
 error |
Operation is blocked. |
To quickly locate files with warnings or errors, click Ctrl + the up-arrow or down-arrow on the numeric keypad.
|
| Configuration Name |
File configuration name. By default, an item is generated for each configuration in the selected file. Click  Generate for configurations to show or hide configurations.
|
| Quantity |
BOM quantity.
|
| Create |
Creates an item for the file or configuration. Clear the check box if you do not want to create an item for the file. Select Existing to link to an existing item.
This column supports bulk selection.
|
| Existing |
Links to an existing item instead of creating a new one. Type the item ID in the Item ID column.
This column supports bulk selection.
|
| Auto Update |
Automatically creates a new item version when a new version of the file is created. Clear Auto Update to disable auto updates. See File Links.
This column supports bulk selection.
|
| Item ID |
New or existing item ID:
-
When Create is selected, Item ID contains the automatically generated item ID. To specify a different ID, click the ID and type a value. The item ID must be unique.
The item ID is read from a file data card variable or generated from a serial number depending on how your administrator has configured items. For example, item ID might be mapped to the Part Number data card variable. If a file has no part number, the item serial number generates the item ID.
If you do not use the ID generated by the serial number, the ID is available the next time a new ID is required.
- When Existing is selected, Item ID contains the item ID of the existing item. To link to a different item, click the ID and type a new ID. As you type, matching item IDs are displayed. Continue typing or select from the list.
|
| Version |
The latest version of the file. All file links point to the latest version of the file, not the local (cached) version.
|
These options are available only when using Generate Item from File Explorer:
| Open Generated Items |
Displays the generated items in Item Explorer. You can also right-click any file with an associated item and select Browse to Item.
|
| Destination Folder |
Item folder in which new items are placed, the item root folder by default. Click  to select a different folder or to create a new folder.
|
Shortcut Menu Options
Right-click in the file list to access these menu options:
| Columns |
Lets you add or remove columns. |
| Show Parent Node Check Boxes |
For files with references (such as assemblies with parts), turns on an additional check box for the Create, Existing, and Auto Update columns. This check box lets you select or clear all check boxes at one.
If all check boxes are not in the same state, the added check box displays  .
|
| Select All |
Selects all files, so that you can check or clear the Get column. |
| Select Files |
Lets you use wildcards to select a group of files. You can then use a single keystroke to check or clear the files in the Get column. |
| Open File List |
Opens a list of the files in Microsoft Excel. |
| Save File List |
Lets you save the file list as a comma-separated .txt file. |