3 Replies Latest reply on Feb 10, 2010 11:22 AM by Jeff Walters

Assigning Folders to a specified Category

1-79Q2WU Feb 9, 2010 5:18 PM

Hi, we have Client folders in PDMWE which contain all the CAD drawings and related documentation for each customer. We want to workflow these folders so that we can change the states and also put insert revision history in the comments. Ideally these folders would be a specified Category so that they automatically enter this "Client Folder Workflow" when they are created.

How can I designate certain folders to be a specified Category?

Re: Assigning Folders to a specified Category

Jeff Sweeney Feb 9, 2010 5:26 PM (in response to 1-79Q2WU)

Setup a filepath condition. As an example for any file that would go into an Engineering direcory set the condition: %\Engineering\%
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- Re: Assigning Folders to a specified Category
  
  1-79Q2WU Feb 9, 2010 9:16 PM (in response to Jeff Sweeney)
  
  Wouldnt this designate all files within this directory as that Category?
  I want to be able to select folders only - similar to how you can select specific filetypes by their extensions (eg to select SW drawings only, Filepath = %.slddrw).
  
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  - Re: Assigning Folders to a specified Category
    
    Jeff Walters Feb 10, 2010 11:22 AM (in response to 1-79Q2WU)
    
    This is where the and comes in. you can say any path that starts with \ACME AND any file that has .SLDPRT in it (image1). Or you could use an or and include more then one file extension (image2).
    
    image1.jpg 89.5 KB
    
    Image2.jpg 98.9 KB
    
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