Add reference

You can link text in your textual work instructions to datasets or product views. For example, you can instruct the operator to read a safety instructions document and provide a link to the dataset containing that document. You can instruct the operator to measure a particular dimension on a part and provide a link to the product view displaying the part with the dimension emphasized.

Procedure

1. Select one of the following to be the target for the new reference:

Dataset in the Attachments or Search Results view.

Product view in the Attachments view or Product View Gallery. Note

If the Product View Gallery is visible, the system uses the product view from the gallery even if you have selected product views in the Attachments view or Search Results view.

The product view must be attached to the current process (or a process nested under the current process).

If you select an item that is neither a dataset nor a product view, the system returns an error.

2. Place your cursor at the location in which to create the new reference.

3. Click Add Reference .

A content control is added to the document referencing the dataset or product view.

If you select text before invoking the command, the reference is created with the selected text. If no text is selected, the reference displays the name of the referenced dataset or product view.

4. If you wish to change the text of the reference, use the keyboard to place your cursor in the content control and edit the text. Even though you have changed the text of the reference, it still links to the same target.

Note You cannot change the referenced target. If you need to do this, delete the reference and create a new one.