Save a new document to an existing Teamcenter item


You have two options for saving a new document to an existing Teamcenter item:

When you know the Item ID of the existing Teamcenter item

  1. Save the new document by clicking Save on the Quick Access toolbar.

  2. In the New Document dialog box, select the Item ID cell of the new document, and enter the Item ID of the existing empty Teamcenter item.

    Tip:

    If you want to change the Item ID you entered, right-click the Item ID and select Clear Contents from the shortcut menu.

  3. Click Save to Existing.

    One of the following occurs:

    • A single matching Item ID is found, and the property information for the existing item is displayed in the New Document dialog box. The font for the Item ID displays in in italics and the associated tooltip indicates the item you have chosen exists in Teamcenter.

    • More than one item exists with the same Item ID, and the Select Item dialog box displays so that you can choose from the list of items with the matching Item ID.

    • No matching Item ID is found and you have the option to find a different Item ID using the Select Item dialog box.

  4. Once you have entered the Item ID of an existing item, and the New Document dialog box is populated with the item's property information, click Validate to verify that all property data is entered correctly.

    The Issues column displays a cell for each document with either a green background and the following symbol , or a red background and the following symbol , to indicate whether the property data is entered accurately. Green cells indicate no action is required. Red cells indicate problems that should be resolved before continuing. Double-clicking a cell in the Issues column provides information about the error.

    For more information, see Resolving problems identified in the Issues column (New Document dialog box).

  5. Click Perform Actions.

When you want to locate the Teamcenter item

  1. Save the new document by clicking Save on the Quick Access toolbar.

  2. In the New Document dialog box, click Save to Existing.

  3. Use options on the Select Item dialog box to locate the existing Teamcenter item, and click Open.

    The New Document dialog box displays the font for the Item ID in italics and the associated tooltip indicates the item you have chosen exists in Teamcenter.

  4. Click Validate to verify that all property data is entered correctly.

    The Issues column displays a cell for each document with either a green background and the following symbol , or a red background and the following symbol , to indicate whether the property data is entered accurately. Green cells indicate no action is required. Red cells indicate problems that should be resolved before continuing. Double-clicking a cell in the Issues column provides information about the error.

    For more information, see Resolving problems identified in the Issues column (New Document dialog box).

  5. Click Perform Actions.

Automatically open a cloned draft document Save to Existing command

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