4 Replies Latest reply on Jan 1, 2011 4:36 PM by Jeff Sweeney

Creating an Excel file from a transition?

Russell Hall Dec 28, 2010 1:36 PM

I am trying to add ECN capabilities to EPDM. We have a ECN template and I can link the data card to specific cells, but I'm having trouble finding where to create a new excel file using the template. I want to set it up so that as the drawing transitions to the "Under Revision" state, that it creates a new ECN using a serial number generator and the template. Is this possible?

I would also be interested to know what my options are for linking this newly created ECN to the affected files.

We are using EPDM 2010, if that matters.

Thanks,

Russell

Re: Creating an Excel file from a transition?

Jeff Sweeney Dec 28, 2010 2:42 PM (in response to Russell Hall)

You cannot have an EPDM template fire through a transition...though that would be a great enhancement! You'll need an addin to do this or use Dispatch.

It is pretty easy to link the Excel file to the affected documents, use Copy/Paste Shared.
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- Re: Creating an Excel file from a transition?
  
  Frank Pampreen Dec 28, 2010 4:17 PM (in response to Jeff Sweeney)
  
  Jeff,
  
  Don't you mean Paste as Reference? I'm not familiar with Copy/Paste Shared linking documents.
  
  Thanks
  Frank Pampreen
  
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  - Re: Creating an Excel file from a transition?
    
    Jeff Sweeney Jan 1, 2011 4:36 PM (in response to Frank Pampreen)
    
    Sorry...yes, "paste reference". (Sorry, English is my first language.)
    
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Re: Creating an Excel file from a transition?

Raghavendra Bhagavan.S.M Dec 29, 2010 4:53 AM (in response to Russell Hall)
Hello Russel,

This can be accomplished by adding a dispatch while the file moves thru a particular transition.

I am attaching the dispatch action which can do this. You need to follow the below mentioned steps to make this run.

1) add a dispatch.caf into the EPDM Admin

2) Check in your ECN template to a folder in a vault.

3) Load this attached action file and edit the file reference path the to the above mentioned path.

4) You may have to even change the file name variables so that it can name the file and stores at a given location.

Feel free if you need more help.

Regards,
Bhagavan.

Raise DCR.acn.zip 655 bytes
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