AnsweredAssumed Answered

Automatic file naming

Question asked by Ray Luck on Jun 26, 2011
Latest reply on Jul 21, 2011 by Joy Garon

Like • Show 0 Likes0
Comment • 14

Hi,

I would like to setup a simple folder that stores our customer purchase orders and other information. The majority of these files are pdf's.

Can EPDM automatically name the files using a serial number?

For example, I receive a copy of a purchase order in an email. I open the pdf and go to 'save as' and browse for the folder location in the vault. Here, edpm renames the file to 0001 (or whatever is next), I fill the data card in and a copy is saved.

Is this achievable?

Cheers,

Ray Luck.

Faur Arama Jun 27, 2011 1:54 AM

Correct Answer

Hi Ray,

First I must say that I don't try this method but I think it will work.

1. define a serial number for your documents;

2. add a variable for serial number and also for pdf files;

3. add this variable on document card and make it "equal" to special value of defined serial number;

4. in dispatch add a new action during add with condition "after the add operation";

5. define a runtime variable = variable value from selected file datacard.." and make it equal to variable defined on 3;

6. add a command "rename file" and use for new name variable defined on 5.

I hope it works

See the reply in context

No one else had this question

Outcomes

Faur Arama Jun 27, 2011 1:54 AM

Hi Ray,

First I must say that I don't try this method but I think it will work.

1. define a serial number for your documents;

2. add a variable for serial number and also for pdf files;

3. add this variable on document card and make it "equal" to special value of defined serial number;

4. in dispatch add a new action during add with condition "after the add operation";

5. define a runtime variable = variable value from selected file datacard.." and make it equal to variable defined on 3;

6. add a command "rename file" and use for new name variable defined on 5.

I hope it works

Actions

Andries Koorzen @ Faur Arama on Jul 7, 2011 8:48 AM

Hi Ray. I saw this post and tried Faur's suggestion. It works indeed!

Actions

Ray Luck @ Faur Arama on Jul 7, 2011 5:22 PM

Hi Faur,

Sorry I havn't replied, I have been too busy to try this but I will give it a go this weekend.

Andries, thanks for letting me know. I hope I can get it working.

Cheers.

Ray.

Actions

Ray Luck @ Ray Luck on Jul 8, 2011 2:05 AM

Okay, I'm doing something wrong but I'm not sure what.

I was testing the renaming by pasting a pdf into the folder specified and I received this error message.

Any suggestions?

Actions

Faur Arama @ Ray Luck on Jul 8, 2011 2:15 AM

Hi Ray,

For some reason I can't see your attached image. Could you post it again

Actions

Ray Luck @ Faur Arama on Jul 11, 2011 7:48 PM

Sorry, here it is.

Actions

Joy Garon

@ Ray Luck on Jul 11, 2011 8:43 PM

Hi Ray,

I've seen this error before, but, I can't remember what caused it. If you upload the .acn file (save the file) I'll take a look at it for you.

Joy

Actions

Ray Luck @ Joy Garon on Jul 13, 2011 1:37 AM

Hi Joy,

Thanks. Here it is. I think my problem has to do with the variable I am trying to rename the file with.

The file paths seem to be okay.

Cheers,

Ray

Attachments

Rename PDF.acn.zip358 bytes

Actions

Joy Garon

@ Joy Garon on Jul 18, 2011 10:15 AM

Hi Ray,

Okay, I did have a look at your dispatch and there are several errors.

I suggest you study the attached Dispatch tutorial to understand the basics of the rename operation.

Best Regards,

Joy

Attachments

SWW2011-Dispatch_Hands-On_LR.pdf1.0 MB

Actions

Ray Luck @ Joy Garon on Jul 21, 2011 1:14 AM

Hi Joy, thanks for the info. I will take a look.

Cheers.

Ray.

Actions

Tim Read @ Joy Garon on Jul 21, 2011 7:45 AM

Hi Joy,

Looking through the tutorial it states that "All files must be checked out before renaming". Do you know why that is?

I ask the question because checking out ALL files that use a particular part before renaming it would be quite difficult for us. Renaming while ALL files are checked is is a lot easier and seems to work just fine with updating all the references.

Best Regards,

Tim

Actions

Joy Garon

@ Tim Read on Jul 21, 2011 7:59 AM

Hi Tim -

I put that in as an example of how to use logic.

I suppose I should expand on that some more.

Normally when dealing with SolidWorks files (assemblies with references in particular) I teach the difference between SW references and database references. If I check in the assembly and parts, I can then move a part to a different folder and if I check out the assembly, the database references enable the location of the part (uses its database document ID).

It's important to note that the Dispatch rename command is a Windows rename and not a SolidWorks rename.

Perhaps I should make a video with audio that explains this part in a bit more detail.

Regards,

Joy

Actions

Faur Arama @ Ray Luck on Jul 13, 2011 12:22 AM

Hi,

This error usually is about file name. Verify that the new file name contain all the path like d:\<vaultname>\<folder>\<filename>.

You can add an "OK MessageBox" before the file is renamed and in the text of message put the new file name so can verify that file name is correct.

Actions

Andries Koorzen @ Ray Luck on Jul 8, 2011 4:24 AM

Hi Ray. I also can't see the image. Did the upload fail perhaps?

Actions

14 Replies

Faur Arama Jun 27, 2011 1:54 AM
Unmark Correct
Correct Answer
Hi Ray,
First I must say that I don't try this method but I think it will work.
1. define a serial number for your documents;
2. add a variable for serial number and also for pdf files;
3. add this variable on document card and make it "equal" to special value of defined serial number;
4. in dispatch add a new action during add with condition "after the add operation";
5. define a runtime variable = variable value from selected file datacard.." and make it equal to variable defined on 3;
6. add a command "rename file" and use for new name variable defined on 5.

I hope it works
Like • Show 0 Likes0
Actions
- Andries Koorzen @ Faur Arama on Jul 7, 2011 8:48 AM
  Mark Correct
  Correct Answer
  Hi Ray. I saw this post and tried Faur's suggestion. It works indeed!
  Like • Show 0 Likes0
  Actions
- Ray Luck @ Faur Arama on Jul 7, 2011 5:22 PM
  Mark Correct
  Correct Answer
  Hi Faur,
  
  Sorry I havn't replied, I have been too busy to try this but I will give it a go this weekend.
  
  Andries, thanks for letting me know. I hope I can get it working.
  
  Cheers.
  
  Ray.
  Like • Show 0 Likes0
  Actions
  - Ray Luck @ Ray Luck on Jul 8, 2011 2:05 AM
    Mark Correct
    Correct Answer
    Okay, I'm doing something wrong but I'm not sure what.
    
    I was testing the renaming by pasting a pdf into the folder specified and I received this error message.
    
    Any suggestions?
    Like • Show 0 Likes0
    Actions
    - Faur Arama @ Ray Luck on Jul 8, 2011 2:15 AM
      Mark Correct
      Correct Answer
      Hi Ray,
      For some reason I can't see your attached image. Could you post it again
      Like • Show 0 Likes0
      Actions
      - Ray Luck @ Faur Arama on Jul 11, 2011 7:48 PM
        Mark Correct
        Correct Answer
        Sorry, here it is.
        Like • Show 0 Likes0
        Actions
        Joy Garon @ Ray Luck on Jul 11, 2011 8:43 PM
        Mark Correct
        Correct Answer
        Hi Ray,
        
        I've seen this error before, but, I can't remember what caused it. If you upload the .acn file (save the file) I'll take a look at it for you.
        
        Joy
        Like • Show 0 Likes0
        Actions
        Ray Luck @ Joy Garon on Jul 13, 2011 1:37 AM
        Mark Correct
        Correct Answer
        Hi Joy,
        
        Thanks. Here it is. I think my problem has to do with the variable I am trying to rename the file with.
        
        The file paths seem to be okay.
        
        Cheers,
        
        Ray
        Attachments
        Rename PDF.acn.zip358 bytes
        Like • Show 0 Likes0
        Actions
        Joy Garon @ Joy Garon on Jul 18, 2011 10:15 AM
        Mark Correct
        Correct Answer
        Hi Ray,
        
        Okay, I did have a look at your dispatch and there are several errors.
        I suggest you study the attached Dispatch tutorial to understand the basics of the rename operation.
        
        Best Regards,
        Joy
        Attachments
        SWW2011-Dispatch_Hands-On_LR.pdf1.0 MB
        Like • Show 0 Likes0
        Actions
        Ray Luck @ Joy Garon on Jul 21, 2011 1:14 AM
        Mark Correct
        Correct Answer
        Hi Joy, thanks for the info. I will take a look.
        
        Cheers.
        
        Ray.
        Like • Show 0 Likes0
        Actions
        Tim Read @ Joy Garon on Jul 21, 2011 7:45 AM
        Mark Correct
        Correct Answer
        Hi Joy,
        
        Looking through the tutorial it states that "All files must be checked out before renaming". Do you know why that is?
        
        I ask the question because checking out ALL files that use a particular part before renaming it would be quite difficult for us. Renaming while ALL files are checked is is a lot easier and seems to work just fine with updating all the references.
        
        Best Regards,
        Tim
        Like • Show 0 Likes0
        Actions
        Joy Garon @ Tim Read on Jul 21, 2011 7:59 AM
        Mark Correct
        Correct Answer
        Hi Tim -
        
        I put that in as an example of how to use logic.
        I suppose I should expand on that some more.
        Normally when dealing with SolidWorks files (assemblies with references in particular) I teach the difference between SW references and database references. If I check in the assembly and parts, I can then move a part to a different folder and if I check out the assembly, the database references enable the location of the part (uses its database document ID).
        
        It's important to note that the Dispatch rename command is a Windows rename and not a SolidWorks rename.
        Perhaps I should make a video with audio that explains this part in a bit more detail.
        
        Regards,
        Joy
        Like • Show 0 Likes0
        Actions
        Faur Arama @ Ray Luck on Jul 13, 2011 12:22 AM
        Mark Correct
        Correct Answer
        Hi,
        This error usually is about file name. Verify that the new file name contain all the path like d:\<vaultname>\<folder>\<filename>.
        You can add an "OK MessageBox" before the file is renamed and in the text of message put the new file name so can verify that file name is correct.
        Like • Show 0 Likes0
        Actions
    - Andries Koorzen @ Ray Luck on Jul 8, 2011 4:24 AM
      Mark Correct
      Correct Answer
      Hi Ray. I also can't see the image. Did the upload fail perhaps?
      Like • Show 0 Likes0
      Actions

Automatic file naming

Outcomes

Attachments

Attachments

Related Content

Recommended Content