I would start by opening up the Word doc and looking at the Custom Properties just like you would in SolidWorks. Are the ECO Author fields present and filled out with a value or not? If they are present with no value, then check your variable mappings. If they are both present with values, then there's something in your Word doc field setup.
Just in case you haven't seen it, the Administration Guide explains how to setup a Word macro (doesn't work in Excel).
Variable Mapping for Microsoft Office Example: Adding a Refresh Macro
Instead of manually updating the fields that are linked to a custom variable, you can create a macro that automatically updates the fields every time a document is opened. Without the macro, if you update the value of the linked fields by editing the file data card, the values are not automatically updated when you open the document. To update the fields, you must select them and refresh them by pressing F9.
To add a refresh macro:
1. Start Microsoft Word.
2. Select Tools > Macro > Macro, or press Alt + F8.
3. For Macro name field, type AutoOpen and click Create .
4. In the code window, insert the following macro code between Sub AutoOpen() and
Dim aStory As Range
Dim aField As Field
For Each aStory In ActiveDocument.StoryRanges
For Each aField In aStory.Fields
5. Save and close the code window.
Also, be aware that Microsoft has a limit on the number of characters in a custom property. If you have a memo type field that can have a large amount of descriptive data, it will get truncated if mapped to a Word custom property (part of the reason why I use XML files for EC control).
Steve - Can you direct me with XML.
What editor do you use?
Do you just write code.
I would like to make a 'exact' copy of our current form.
... so the 'owner' of the process doesn't think i have moved his cheese.
Thank you for the post! You da' man. 1,000,000 points.
I have done this and saved my Document as a Macro Enabled word template, to be used as our work instruction templates.
But when other users open the document it shows as blank.
I have the footer pulling in Variable of Author and Variable of Revision from PDM.
How do I get the other users able to see the document when they open it. I am sure its got to be a window options setting...??/