2 Replies Latest reply on Jan 12, 2018 7:20 AM by Alar Jogi

    Updating data card variables during check in and out

    Alar Jogi

      What are the best ways to update data card variables during check out for example?

      In project-based company, quite often concept is made by one person (thus author of the files)

      Now if work is divided between people, it would be nice to already change author/drawn by to the person who made the latest check out. In same time date will be also updated (basically date on data card represents saved by date)

      Why? Because this gives freedom that if people print/share drawings to discuss ideas with colleagues or customers then at least latest author and date are shown.

       

      Workflow transition is out as those things happen quite often and to change state before each discussion would be too time-consuming.

       

      The best way I see right now, is to use dispatch, but maybe somebody knows a better way?

        • Re: Updating data card variables during check in and out
          Martin Solem

          1 - Add-in is my preferred way because it gives you full control on what event should trigger the code, and what it should do.

           

          2 - Workflow transitions - if you have PDM Pro, you can use automatic transitions to loop on check ins. It actually works pretty good, but it will create an extra version of files. Here, files in WIP will get automatically updated with whatever is going on in the Auto transitions:

          Now, i dont know if this is intentional, but as long as it stops after one run-through, you're fine.

           

          3 - Dispatch - works for the most part. There is a known bug when updating custom properties on check in and out, that it will attempt to set values on files that are saved internally, and report errors. I haven't tested this as much, but i don't think it will create an extra version as it's tasks, presumably, will be executed on the same events as an add-in.

           

          Martin