Issues with Generating a Template for Creo Schematics

[BAK_1995]

Hello folks,
I'm a new user for Creo Schematics (specifically using Schematics Lite 12.0) and I've been trying to modify the sample catalog into a broader Template for my org to use, but I'm having trouble actually saving the Template file such that any of my changes actually stick.

My workflow is as follows:

1. Open an instance of Schematics and load in the sample catalog. 
2. Delete the provided design explorer sheets.
3. Modify the sheets in Catalog Explorer (simply swap the PTC logo and address for my company's on the A3 sheet, for example)
4. Save As to an RSDT file.

Having done that I would expect that when I open a file and point to this newly created Template, the A3 sheet should have the logo and address but it doesn't.

What exactly am I doing wrong? The documentation on Schematics is sparse....

Cheers,

Boris

[klittlejohn]

Hi Boris,

I think this might be because you are using Schematics Lite which is limited capability. Check documentation but you might need the full Schematics verison.

[BAK_1995]

Hi KLittleJohn, 

The documentation lists the following limitations of Schematics Lite:

The following functionality is available only in the full version of Creo Schematics:

• Designs with more than 10 sheets

• Central Catalog

• Draft Groups

• Sharing design information using design properties files

• Reordering members of two variable groups simultaneously

• Exporting or importing CGM files

• The JAVA API

• Alpha numeric naming

• BID WID verification

• Export to DWG, DXF, MEDUSA, PDF, or EDA

• Importing pcb data

• Extended label functionality

• Applying pin parameters from a .csv file

• Creating custom cable decorations

• The Find Tool

• CID to WID designs

• Using eSimulate Lite

• Adding a URL in a label

After a design is saved in the full version of Creo Schematics it cannot be opened in Creo Schematics Lite

The following report functions are not supported:

• Serial part of artifact name

• Slicing of artifact name

• Display nth word of artifact name

• Retrieving value of parameter harness from connected fibers

• Displaying group shapes

• Displaying number of ports on a group

None of this refers to the creation of Custom Templates for users. So either the list is incomplete, which is possible, or I'm doing something incorrectly which is also highly likely.

[klittlejohn · Accepted solution]

Hi Bak_1995,

It seems that should have worked, based on your workfkow. Did you modify the Design Templates for the sheets you wanted? And set the required properties (not sure if this is required)?

[BAK_1995]

Hi klittlejohn,

I think I figured out what my issue was. When I was opening the sheets to look at them again, I was looking inside of the Catalog Explorer, which contains the generic sheet, instead of opening them in the Design Explorer. If I look in Design Explorer, then my template modifications are present when I go to open the relevant sheet size.

So this was a case of me misunderstanding how Schematics works.

Thanks for responding, your input helped me better understand how the workflow in Schematics ought to go more broadly.

[Catalina]

Hi @BAK_1995

I wanted to see if you got the help you needed.

If so, please mark the appropriate reply as the Accepted Solution or please feel free to detail in a reply what has helped you and mark it as the Accepted Solution. It will help other members who may have the same question.

Of course, if you have more to share on your issue, please pursue the conversation.

Thanks,