We are running EPDM 2011.
I designed the File datacard (extensions xlsx;xlsm;xls) for ECO's and many of the fields I want to see for the Doc Review are not on the ECO Datcard.
I just discovered that this datacard opens up for all excel files.
Is there no way to further define when a Datacard opens?
I do not want the ECO datacard to open with other excel files.
I could help if we were able to link a file datacard to a catagory but it does not look like we can do that.
any ideas?
Hello Gary,
You could have a different file data cards as long as you save them in a different folders in the vault.
Note that it comes with some Pro's and Con's.
Hope this helps !
Raghav.
OK, to save in another folder I would have to do a save as?
How do you assign the file datacards to a specific workflow or category?
You can assign template cards to Templates, but you can't assign a datacard to a workflow.
What are the Pros & Cons?
Thanks,
Gary.
Gary,
As Raghav says, you can have different file cards with the same extension as long as the cards are in different folders.
If you can't do that, you should look at using a tab control along with a "category" variable. For example, you can have two tabs one called "Doc Review" and one called "ECO" each with the desired controls for the file. Change the radio button selection to "Controlled by variable" and select the "category" variable. You can set the value of the variable to "Doc Review" or "ECO" in a workflow transition or in a file creation template.
Hope this helps,
Mike
EPDM 2012 SP2
Hi Mike,
I created the tab control as you suggested and added a workflow transition to populate a new "A - category" variable "ECO" or "Doc Review". I named the tabs "Doc Review" & "ECO".
For some reason when I open a Doc Review file it ignores the "A - category" variable and loads the "ECO" tab of the datacard.
Doesn't work
Any thoughts?
Something that I may have missed?
Thanks,
Gary.
Hi Gary,
You must add a variable to the document, something like doc type, with this variable you can control when document is an ECO or another document. The tabs must have the same name with values of this variable.
Worked. Thank you.
Gary
Gary,
Did you change the radio button on the Tab properties from "Show tabs" to "Controlled by variable" and select "A - category"?
Hi Gary,
You must add a variable to the document, something like doc type, with this variable you can control when document is an ECO or another document. The tabs must have the same name with values of this variable.