Add managed items

Use the Managed Items tab to add the revision-controlled items affected by a workflow item.

Some related items may be added automatically when:

• The working revision is different from the released revision.
• The item is unreleased.
• The item is not already linked to another revisioning item.

Add an item

1. Open a workflow item in a revisioning workspace, then click the Managed Items tab.

   Note: Your administrator may have renamed this tab (for example, to Affected Items in the Change Order workspaces).

2. Click Add.

3. Search for and select the items you want to add. Use the search field to narrow the list if needed.

   Alternatively, click Create New Item to create a new item and add it to the list of affected items.

4. Click Add.

The selected item appears in the Managed Items list.

Add related BOM items

You can add related items from a managed item’s BOM, such as its parent or child items. Related items are added only if they are not already linked to another revisioning item.

1. Select the managed item you want to add related BOM items for from the Managed Items list.

2. Click the More menu and select Add Related Item.

   The Add Related Items dialog opens.

3. Choose the relationships to include:

   • Children: All children or only direct children
   • Parents: Direct parents only

4. Choose the items to include either:

   • All items
   • Unreleased items with a working revision different from the released revision

5. Click Search.

   Items that match the selected criteria are returned. If no items are found, click Back and adjust the filters.

6. By default, all returned items are selected. Clear the items you do not want to add.

7. Click Add.

The selected related items are added to the Managed Items list.