2 Replies Latest reply on Jan 9, 2017 11:27 AM by Jeff Hamilton

Utility to push data into a document

Jeff Hamilton Dec 16, 2016 9:26 AM

Is there a utility to push data from the files attached as references into a document into the document.

I would like to attach a number of files as references to a transmittal or ECO document and have some of the variables (number, description, rev and version level) be populated into the document itself without having to type them in manually. If I could even get that information into the data card it would work, because I can push information from the data card into the document itself.

Re: Utility to push data into a document

Martin Solem Jan 3, 2017 8:10 AM (in response to Jeff Hamilton)

Hi,
How about using a custom BOM and exporting it to Excel, then copy evrything where you need it?
It's not the most elegant solution, but it will work.

Sample BOM with the required columns, and export as CSV (will open Excel if installed):

In Excel, where you can sort and remove unwanted information, then copy it into a transmittal front page:

Or, you may be able to justify investing in programming an add-in. We have made transmittal add-ins for customers in the past. A real time-saver, a lot less room for errors, and no headaches.

Martin
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Re: Utility to push data into a document

Jeff Hamilton Jan 9, 2017 11:27 AM (in response to Jeff Hamilton)

Interesting idea. Thanks.
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