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'checked by' custom property on drawing populated by PDM Standard

Question asked by John Wayman on Aug 28, 2018
Latest reply on Aug 31, 2018 by Ryan McCarthy


We use PDM Standard here.

Our parts and assemblies currently have a custom property - 'Checked By' . This CP is input by the engineer before the drawing is checked.

In PDM Standard, the engineer then sends the part and its drawing to the transition 'Under Check', and selects the person who will peer review/check the drawing and ultimately send it for the 'released' transition. This person should be the same person as the 'Checked By' custom property, but they are not tied together in any way.


Is there a way to populate the drawing border with a set of initials denoting the person who submitted a drawing to the 'released' transition automatically? That way, the engineer would select the checker from a dropdown list when he submits the drawing for check, and would not also need to select the checker in the part custom properties.


I hope all that makes sense - it does to me, of course...


I feel as if I should be able to use the selection in PDM to populate the drawing, but I am not sure how.



SW2018, SP4

PDM Standard