Add one or more file links to an item.
To display the Link Files to Item dialog box:
-
Select an item and click Link Files to Item
(toolbar), or right-click an item and select Link Files to Item. Then, select files and click OK.
- Drag one or more files from File Explorer onto an item in Item Explorer.
Toolbar Buttons
Some commands accessed from toolbar buttons are also available on the shortcut menu.
File List
The list contains the candidate files to link to.
To change the columns that are displayed, right-click any column heading and select columns to display them or clear columns to hide them.
| File name |
Name of the file to link to.
|
| 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, use the Next Warning  and Previous Warning  toolbar buttons or Ctrl + the up-arrow or down-arrow on the numeric keypad. |
| Configuration name |
File configuration name. By default, a link is created to each configuration of the file. Click  Generate for configurations to show or hide configurations.
|
| Quantity |
BOM quantity.
|
| Add link |
Creates a link to the file. Clear to prevent creating a link.
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.
This column supports bulk selection.
|
| Version |
Latest version of the file to which you are linking. All links are to the latest version of the file, not the local (cached) version.
|
Shortcut Menu Options
Right-click in the file list to access these menu options:
| Generate new ID |
Enables Auto Update for the selected file, automatically creating a new item version when a new version of the file is created. |
| Columns |
Lets you add or remove columns. |
| Show Reference Selection Controls |
For files with references (such as assemblies with parts), turns on an additional check box for the Add link 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 Add Link and Auto Update columns. |
| Select Files |
Displays a dialog box where you can specify wildcards to select a group of files. You can then use a single keystroke to check or clear the files in the Add Link and Auto Update columns. |
| Show Tree Lines |
Adds tree lines to the File name column. |
| Open File List |
Opens a list of the files in Microsoft Excel. |
| Save File List |
Saves the file list as a comma-separated .txt file. |