I have created Document records in SOLIDWORKS Manage 2020. The Document Records contains several Fields. The value of the fields given in Record properties must be linked to the custom property of the document related to the record so that the value of fields in record properties can be automatically filled in the table cells of the related documents. Kindly provide me information regarding the same.
Thank you for your efforts Mr.Paul Wyndham. Your reply is helpful but I want to know whether it is possible to do similar with document records created in SOLIDWORKS Manage environment.
I understood that, that is why I asked if your document records could be put on the data card. I then just decided to show how to populate from the data card. Sorry it was not what you needed. I have not used manage so I was offering what I knew.
Thank you for your help Paul.
Hi Maharaja,
Sorry to be blunt, but why? It sounds as if you are trying to severely limit Manage by forcing it to work with an outdated Office file process. Are you sure that mapping a field to an Office document property is needed? Out of the box, SW Manage can more than likely handle whatever process or data you're trying to work with.
All that said, take a look at KB Solution ID S-075581. There's a video attached that walks you through importing data from Excel into a Manage object.
Hope this helps,
Tim
Hi Tim,
Your response is very helpful. Thank you so much.
I’ve been through Manage Admin training and extensive setup with a customer and all I can say is, whatever you can do in your office files can definitely be done in Manage but I wasn’t meaning to sound rude. Just hoping to help you avoid a pitfall early in your process mapping
I have done this in PDM Professional, but not with the Manage add-on. Do your document record fields show up on your datacard?
If they are datacard values you can set it up like this.
In the variable create an attribute that is a CustomProperty and assign it to the desired file extensions.
Add the variable to the datacard.
Then, in Word create the corrisponding Custom Property.
Then, on the document itself, create the field that links to the custom property by entering some text --> Selecting it and right clicking. Select DocProperty from the left column and the desired property from the right column.
Hope that is helpful.