AnsweredAssumed Answered

Creating an Excel file from a transition?

Question asked by Russell Hall on Dec 28, 2010
Latest reply on Jan 1, 2011 by Jeff Sweeney

Like • Show 0 Likes0
Comment • 4

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

No one else has this question

Outcomes

Jeff Sweeney Dec 28, 2010 2:42 PM

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.

Actions

Frank Pampreen @ Jeff Sweeney on Dec 28, 2010 4:17 PM

Jeff,

Don't you mean Paste as Reference? I'm not familiar with Copy/Paste Shared linking documents.

Thanks

Frank Pampreen

Actions

Jeff Sweeney @ Frank Pampreen on Jan 1, 2011 4:36 PM

Sorry...yes, "paste reference". (Sorry, English is my first language.)

Actions

Raghavendra Bhagavan.S.M Dec 29, 2010 4:53 AM

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.

Attachments

Raise DCR.acn.zip655 bytes

Actions

4 Replies

Jeff Sweeney Dec 28, 2010 2:42 PM
Mark Correct
Correct Answer
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.
Like • Show 0 Likes0
Actions
- Frank Pampreen @ Jeff Sweeney on Dec 28, 2010 4:17 PM
  Mark Correct
  Correct Answer
  Jeff,
  
  Don't you mean Paste as Reference? I'm not familiar with Copy/Paste Shared linking documents.
  
  Thanks
  Frank Pampreen
  Like • Show 0 Likes0
  Actions
  - Jeff Sweeney @ Frank Pampreen on Jan 1, 2011 4:36 PM
    Mark Correct
    Correct Answer
    Sorry...yes, "paste reference". (Sorry, English is my first language.)
    Like • Show 0 Likes0
    Actions
Raghavendra Bhagavan.S.M Dec 29, 2010 4:53 AM
Mark Correct
Correct Answer
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.
Attachments
- Raise DCR.acn.zip655 bytes
Like • Show 1 Like1
Actions

Creating an Excel file from a transition?

Outcomes

Attachments

Related Content

Recommended Content