I'm looking for a PDM add-in that will allow me to create and paste a hyperlink into Excel that will open PDF file from the vault. I found one (SWPDM2017_CopyShortcut_Addin.cex) but this just takes me to the vault folder, it doesn't open the file.
I'm looking for a PDM add-in that will allow me to create and paste a hyperlink into Excel that will open PDF file from the vault. I found one (SWPDM2017_CopyShortcut_Addin.cex) but this just takes me to the vault folder, it doesn't open the file.
Thanks for the replies but I'm not a programmer and I'm not sure what to do with this information. I was looking for something like this, SWPDM2017_CopyShortcut_Addin.cex, that I could just drop in. There must be something there already because my PDM email notifications send me the link.
Dave,
You don't have to be a programmer if you have a newer version of PDM (I think maybe 2018 or later), but it will take an extra step to have the link open the file. A command "Copy Link" was added to the context menu. This will put a link to the file on the clipboard. Below is an example of the hyperlink contents.
conisio://test/explore?projectid=1098&documentid=2478&objecttype=1
Once you have pasted this into your spreadsheet you will need to replace explore with open.
Hi Dave
Another possibility is to open the file directly via the complete file name. To do this, this code has to be inserted into the VBAProject in the spreadsheet containing the file names. If a cell with a valid filename in the vault is clicked, this file will be opened.
' Add a reference to the PDMWorks Enterprise xxx Type Library
Option Explicit
'The column in which the HyperLink is written
Const hCN = 1
'The vault name
Const vN = "<vault name>"
Private Sub Worksheet_SelectionChange(ByVal Cell As Range)
Dim v As EdmVault5
Dim s As Object
Dim f As IEdmFile5
On Error GoTo eH
Application.ScreenUpdating = False
'Checks whether the clicked cell meets the requirements
If Cell.Column = hCN And VarType(Cell.Value) = vbString Then
'Login into the vault
Set v = New EdmVault5
If Not v.IsLoggedIn Then
v.LoginAuto vN, Application.Hwnd
If Not v.IsLoggedIn Then
MsgBox "Cannot login into vault '" & vN & "'", vbCritical
GoTo eH
End If
End If
'Gets the file object from the vault
Set f = v.GetFileFromPath(Cell.Value)
'Checks whether the file object could be fetched from the vault
If f Is Nothing Then
MsgBox "File '" & Cell.Value & "' not found.", vbCritical
GoTo eH
End If
'Gets the file in the latest version from the vault
'Caution, the local version will be overwritten
f.GetFileCopy Application.Hwnd, 0
'Opens the file with the assigned application
Set s = CreateObject("Shell.Application")
s.Open Cell.Value
End If
eH:
Application.ScreenUpdating = True
End Sub
Not familiar with that add-in but I know that a hyperlink to a document in a vault has a keyword like Explore. I think it wold need to be Open instead to accomplish what you want.