We currently set project number, customer, project name, etc. as values in the folder data card so each file saved into the folder gets these parameters applied. The problem is when using a file already written to a folder in PDM for a new project it will not overwrite these properties in the file with the new folder data. I know we can run a folder update from the modify tab but this will write the folder data to each configuration it finds in each file unless you do the lengthy process of unchecking each one. We only use the custom properties tab of a file. No config specific. This also isn't a user friendly approach for all my users here, especially those new to using PDM. I want to push the folder properties to the file card through dispatch but I cant seem to find folder card properties in dispatch from the list. I have a dispatch already set up to do another automated file process at file check in. I would like to do this file property update at either a check in, state change, task, etc. This was the direction I was given by our VAR but I am lost with writing the script.
This is a known issue with the folder properties being
written. A script through the add-ins can get around this. You set
a script that will check the properties every time a file is checked in and
write whatever the values are. This way, it is constantly checking to see
if the information is correct
I haven't had the time to get back into it and figure out what exactly to write in this script. I am not well versed in programming language anymore. Anyone already doing this?
Well I think the issue is resolved thanks to my VAR tech support. We were looking at having to do an add on when he said to check the "default overwrites" on the properties that come from the folder data card in the file data card. I had them already checked on the folder data card. Once I checked that option on the properties in the file data card I was able to copy a file from one folder to another and have the properties update from the new location folder data.