Mass Change Operation—Inserting an Existing Document
To insert an existing document into one or more objects, use the following procedure:
1. Select the objects you want to modify from the Resulting Objects table of a change task,
2. Click the mass change icon
to invoke the update.
3. Select Insert Existing Document.
4. In the
Document Number field, enter the document number of the existing document you want to insert. After typing at least three characters in this field, a list appears with one or more values that match the number. When you select a value from the list, this value is used as the document number. Optionally, you can click the find icon
to open the
Find Document window and search for the document.
5. The Relationship field appears. Depending on the document type and the preferences set up by your site administrator, the field is usually populated by the system. When more than one choice exists for the document, you must select the relationship from the drop-down list.
6. The Revision field is populated with the latest revision. The field is required only for relationships that require a specific document revision. For example, when a Reference relationship is selected, the revision field is disabled since it is not needed. If you want to change the revision, enter a new value or click Select Revision to open the Select Revision window, allowing you to select or enter a revision.
7. By default, the Automatically check in successfully modified objects. checkbox is selected. Clear the checkbox if you do not want modified objects checked in.
8. If you do not want the document automatically checked in, clear the checkbox.
9. Enter any comments you want to appear in the Iteration History table to document this insertion
10. Click Next to preview the change. The window displays a message to tell you the action that will take place. The objects that are modified by the insertion display in the Object List table.
11. Click Finish. The system automatically checks out the objects and inserts the existing document you specified.
The following fields are available for inserting an existing document:
Field Name | Description |
Document Number | The number of the existing document you want to insert. |
Relationship | The field is usually populated by the system. When more than one choice exists for the document, you must select the relationship from the drop-down list. |
Revision | The field is required only for relationships that require a specific document revision. |
Comments | A text field allowing you to enter comments that will appear in the Iteration History table to document this insertion. |
| If some of the selected objects are not eligible, they are ignored, but the processing of the valid objects continues. If you enter a number that does not correspond to a valid document or you do not have access to it, you receive an error message and are allowed to correct the number and resubmit the operation. |
