You can use the default settings for items or configure them as needed.
All configuration steps are optional.
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Change the format of the default Item Number serial number, or create a new serial number to use as the item ID generator. See Serial Numbers.
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Configure how to generate item IDs and descriptive names:
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Double-click Items.
- In the Configure Items dialog box, on the Item ID page, select an Item Serial Number.
- To create item IDs from a file data card variable, select an Item ID Variable.
- On the Descriptive Name page, select a variable to use as the Descriptive Name.
- Click OK.
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Enable item generation for additional file types. See Setting File Type Properties.
Item generation is enabled by default for CAD file types.
- Modify the default item card or create new item cards. See Item Cards.
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Create folder data cards for item folders. See Folder Cards.
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Modify the default item search cards or create new search cards. See Search Cards.
- Modify the default Item BOM column set or create a new template. See Creating Bill of Materials Templates.
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Add the Associated Item column to File Explorer so that users can see what items (if any) link to the file. See Creating a File List Column Set.
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Enable the import of variable data for existing items from an ERP system:
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Create an XML file that links the variable values to item attributes. See Creating an XML File.
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Add a transition action to trigger the import of the variable data. See Adding Transition Actions.
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Perform other setup operations as you would for files, such as setting folder permissions, defining categories, and creating revision numbers and workflows.
The following features do not support items:
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Columns - You cannot customize Item Explorer columns.
- Templates - You cannot use templates to create items or item folders.