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Re: Automatic check in
There isn't an out of the box setting for this. Most people do this using EPDM's dispatch.
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Re: Automatic check in
Jeff,
Thanks for your response.
Do you have an example dispatch add-in that will perform an automated check in that you can share with me? If not can you please refer me to a resource where I can learn more about how to create this automatic check in dispatch?
Thanks,
Sam
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Re: Automatic check in
Sam,
If your CAD is SolidWorks then the dispatch command will help you. If you are trying to convert from other CAD like Pro/E, SolidEdge,etc., then you need to go for custom Add-ins which can provide you to convert these files into pdf. The add-ins also differ whether you need for single workflow or for multiple workflow.
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Re: Automatic check in
Lee,
Thanks for your response.
Unfortunately I am seeing different results. Currently when the pdf file is created it is saved in the appropriate folder and is "added" to the vault but remains checked out by the user login that was used on the machine that performed the conversion.
Can you please confirm if you are seeing the same results or if you are seeing that the pdf file that is created is automatically checked in? If the pdf file is automatically checked in can you please tell me if this was standard functionality or did you create some custom dispatch or trigger event that initiated the check in event.
Thanks,
Sam
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Re: Automatic check in
Are you able to check in a PDF file in that folder manually? Could it be that you lack permission to add a PDF file to a workflow that's why the PDF files remain checked out?
Kim
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Re: Automatic check in
I'm using the Admin user on a dedicated machine to run the task. Standard functionality; nothing special.
Double check your permissions as it is probably something simple you're overlooking. (Don't forget to check your workflow state permissions too.)
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Re: Automatic check in
Lee,
Thanks for your response.
Using your scenario (performing conversion using the Admin user) worked. I was able to initiate the conversion with my user login on my laptop and the conversion was performed on a desktop machine using the Admin user. The pdf was create and added to the appropriate folder, was checked into the vault and was also added to the appropriate workflow.
Since this worked I am going to ASSume that the problem is related to user rights, but since we are still just evaluating the software I am not going to be concerned with tracking down the specific problem.
Thanks everyone for your help.
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Re: Automatic check in
This is simply done by creating a new Action in your dispach file.
Action Name: Check in PDF on Create
Description: PDF files are automatically checked in when added to the vault using this script
Check "During Add" --> conditions are %.pdf, activate after the add operation
In the commands section:
For all documents Block START
Jump If Right(%NameOfSelectedFile%,3)= PDF NO_CASE THEN GOTO Run
Jump IF ALWAYS THEN GOTO skp
Label Run
Chick in file %PathToSelectedFile%
Label skp
End for all documents Block END
Now, when ever a .pdf file is added to the vault, it will be checked in automatically. If the user has rights to add, they should have rights to check in.
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Re: Automatic check in
I try this dispatch code for sw files. (sldprt, sldasm, slddrw) ......See attach dispatch files.
I found some problem when I add assemblies and parts to pdm vault.
I got error message "Error checking in file, The file isn't checked out by you, which is required by the operation."
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