Create and Edit Documents

You can create documents using the Product Management Search page for items. Here's how:

1. Click the Create Document button on the Product Management Search page for items.

   In the Create Document drawer:

   • Select a document class.
   • Update the basic attributes.
   • Select an item template.
   Note that the Create Document option will appear based on the following configurations in the Manage Configurations task (within the Product Development work area):

   • The Enable Document Management option is selected.
   • The Document Class Name field is configured to manage the root document class.

     Also, you must enable the profile option Enable the Redwood page for View Document (ORA_EGP_VIEW_DOCUMENT_REDWOOD_ENABLED).

   Note: You can also create a document from the New document action in Quick Actions on the Product Management landing page.
2. Click Create.

Here are some tabs that appear on a document:

• Attributes
• Attachments
• Structures
• Categories
• Relationships

Actions on Documents

You can use the Actions button on the document to:

• Assign the document to changes such as change orders, change requests, problem reports, and corrective actions.
• Send notification using Send Object.
• Navigate to the Spotlight and review the document structure.

Attributes

Here’s what you can do on the attributes tab:

• Edit the main and additional attributes such as extensible flexfields.
• Update the Rich Text content in the Formatted Description field.

Attachments

Here’s what you can do on the attachments tab:

• Add or remove item attachments and item revision attachments on documents.
• Download the attachment files.
• Edit the attachment attributes such as Title and Description.

Structures

Here’s what you can do on the Structures tab:

• Update the structure and component attributes.
• Add and delete items or documents as a component to the structure.
• Add, delete, and update reference designators and substitutes.
• Create structures
  • You must create a primary structure before adding components.
  • You can create structures from existing ones, copy structures, and create alternate structures. You can also use structure header descriptive flexfields, and structure header attachments on engineering items early in the design process.
  • Here’s how you create a structure on a document:

    Open the document and navigate to the Structures tab.

    Click the ellipses (three horizontal dots) icon and click Create Structure.

    In the New item structure drawer, enter the structure details and click Apply.

  After you create a structure, the following actions appear when you click the ellipses (three horizontal dots) icon:
  • Edit Structure (or Structure Details)
    • Click Structure Details to open a drawer using which you can edit the structure.
    • You can access structure header descriptive flexfields and attachments on documents.
  • Add to Delete Group and Delete
    • If you’ve saved the structure, you can’t delete it directly. You must click Add to Delete Group.
    • If you haven’t saved the structure, you can delete it using Delete.

Categories

Here’s what you can do on the Categories tab:

• Add new product lines to the document.
• If you have used the 'Product lines' attribute in the classic interface, the same will be visible in the 'Categories' tab in a Product Lines catalog.

Note: You can add only Product lines as Categories for a Document.

Relationships

Here’s what you must know about the Relationships tab:

• The relationships you created on the document in the classic interface appear in the Links section on Relationships tab.
• From a document you can create links to other documents, items, change orders, change requests, problem reports, corrective actions, concepts, ideas, items, proposals, and quality actions.
• To create a link, select an object type. The objects corresponding to the organization in which document is created are populated in the Name column. On selecting the object, the other fields are populated. To save your changes click Apply and click Save.