Could anyone give me a bit of advice,
I have just set up workgroup pdm at a company I have started at. I have got it partially working, and am currently testing to ensure its robustness.
I have created drawing templates which use Revision table function that is populated from PDM data. This is working great so far, however I have added a column to the table to include Approval initials.
Does anyone have any experience of this? This field is not automatically filled in on checking into the PDM. and so I thought that perhaps I would need to implement lifecycle process, and have a stage for checking.
I found that this simply wants to bump the revision, and obviously add another row to the rev table.
Attached is our sample drawing template.
Hi David,
I think what you are after is similar to our system. When a drawing is complete we check it into the vault and change the lifecycle to awaiting approval. The 'approver' a then adds initials to the document property 'approved by'. When the drawing is checked out of the vault again the revision table/title block will populate the approvers initials. We then check it in and archive it.
To do this you'll ned to come up with the desired lifecylces and add them in the PDM admin tool. Then you'll need to set up your custom properties in your part/drawing templates and yie these into your table/title block. Finally map all the properties in the admin tool.
Hope that helps.