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Modify custom attributes while doing a "Save As"of an object

Modify custom attributes while doing a "Save As"of an object

When using the "Save as" funtionallity, the newly created objects inherit the values for all custom made attrubutes.

Often these values has to be modified anyway, so the object has to be check out/modified/checked in after the "Save as"

Having the ability to modify the values in the "Save as" wizard would reduce the work of copying an object.

16 Comments
Level 11

Or at least get the ability to reset the values.

sm
Level 1

Save As should support OIR and initialize the new objects rather than creating duplicates to make sure OIR logic is adhered to and proper values are used for custom attributes. This is especially true if the value of a custom attribute is used to control the logic of the OIR's.

Level 9

Scott,

but afaik as I know it is not possible to remove the value or setting it back to some default!

But yes, you should be able to overwrite it with a fix value. But only save as is not sufficient.

Revise also needs to be taken into account as well as the requirement to be able to enter other attribute values than name/number on save as.

Level 1

This should help customer to edit attributes. We would like to add the english name for a changed object but this is not possible as lon as this option is not implemented.Now we have a new name for our object but the english name is wrong!

Level 7

Reset a defined set of attributes during "save as" and  "revise" operations is a must.

Level 11

‌Hey PTC

170 Votes and still no plans to implement? Did anybody from PTC saw this idea yet? Who is responsible for this? Jeffrey Zemsky‌ or Lori Sood‌?

Level 1

希望在下一版本看见此功能,包括可以直接修改分类属性,谢谢!!

Hello.

 

I am starting to consider how this might be implemented and I wanted to ask the following:

What should happen if attributes violate their current soft-type restrictions? 

 

Use Case: Legacy Data

- I create a Part and related CAD Document with an integer attribute INT=10.

- Then an admin changes the soft-type constraints on INT to only allow values between 1 - 5.

 

What should happen when a copy the Part and/or CAD Document with INT=10? 

If the UI allows you to edit the attribute during Save As, should the save as operation fail and make you set the attribute to a valid value?

Note: Today, it bipasses the constraints (since there is no way to edit the attributes) and Save As would succeed with no errors.

 

Checking constraints:

PRO:  I can enforce the new constraints and users won't be allowed to create new Parts or CAD Documents which violate the current soft-type constraints.

CON: Save As will be more difficult, since there could be errors due to soft-type constraint violations.

 

Your thoughts on the matter would be very helpful.

Thanks

Jennifer

Level 17

@JenniferPierron, sounds like a perfect use case for a new preference:  'enforce constraints'  (yes/no).

Enforce Constraints Preference.png

Level 9

Jen, the way you described it is the way I would expect it to work. The Save As operation creates a "new" item and the new item should adhere to all the current constraints, not the constraints in place when the original object was created. If I wanted everything to stay the same, I would be looking for an action named Duplicate.

Level 11

I also would enforce the new constraints since a save as is a new copy of something and if the requirements have changed they need to be enforced.

 

Requirements from my side for the Save-As. This includes not only editing attributes

  • Attributes need to be changed from different subtypes. E.g. If several subtypes are involved all the attributes must be changable and not only the common ones.
  • Possible to reset attribute values during save as. I would think of an attribute property in the Type and Attribute manager.
  • Save As of WTParts with Documents
  • Disconnect WTDocuments from WTParts (also configurable links!) This is used e.g. for removing Test-Results etc.
  • Numbering thematic... WTPart same number as CAD Model and CAD Drawing. Since Creo can't handle different numbers... 

 

Hello All.

 

An additional question: Should Save As in the "commonspace" have different rules than Save As in Workspace? 

- In Commonspace, I also would have expected that the new data conform to the new soft-type restrictions (although Tom proposed a preference).

- In Workspace, since the object is not yet checked in, perhaps we could be more lenient and allow the user more time to resolve the issue before checking in.  It is possible for me to prevent Check In; but allow the Save As.

 

As to resetting the attribute values, I think that point is clear to me; but it may not resolve all situations where the values are violating the attribute's constraints; therefore I would like to focus on what to do if they are not reset for now.

 

@bruegg - I think you bring up several other enhancement requests that are also important; but I think there should be other threads for these ideas.   For  Save As of WTDocuments, please add your third and fourth bullet to your thread here: https://community.ptc.com/t5/Windchill-Ideas/Save-as-for-WTPart-and-WTDocuments/idc-p/468560#M6260

 

@bruegg - For bullet #5: Numbering thematic... WTPart same number as CAD Model and CAD Drawing - If you are not happy with the enhancements in 11.0 M020, then please start another thread:

11.0M020_SaveAs_Improvements.jpg

 

Thanks. 

Jennifer

Level 11

@JenniferPierron I know that there are a lot other ideas around. Some of them were even created by me. 

I would like to see a complete new user story instead a of a patch to the existing wizard. Perhaps I'm a dreamer but I would like to see a wizard where the user is being helped and this includes definitly not only the attributes!

Level 11

@JenniferPierron

Please also have the enumerated names on your radar. If a customer using enumerated names they probably have also some legacy parts without the enumerated names and newer ones which a name was selected. For this situation you need also a preference to enforce the constaints or not.

Community Manager
Status changed to: Under Consideration
 
Community Manager
Status changed to: Under Consideration