1. Describe your environment: What is your industry? What is your role in your organization? Describe your stakeholders.
We are automotive and my role is solution Architect & Implementation Specialist.
2. What product and version are you currently running?
Windchill RV&S. Soon going on 12.5
3. Describe the problem you are trying to solve. Please include detailed documentation such as screenshots, images or video.
There are couple of requests come on this useful option called "Create From Template", i tried to analyze some of them and thought to write which can be helpful for most of the audience.
Pain Point 1:- When we create an document from template using option Create From Template, there is no linkage between template and document we created. When there is an update in template, document which are already got create from template has no option to bring those new changes if document owner wants them. And no way to notify as well. This is very common request which we get from multiple stakeholders.
Possible Solution 1:- When user create an document using Create From Template, document and content which got created should be branched link with template. This way in future an customized solution can be made which sends notification or flag whenever there is an update in template and document owner can see flag and decide whether they need those changes or not. (PS: I do have this solution already between 2 branched document but it can only work if document is branched.) that's why template and document we created should also be branched.
Possible Solution 2:- Not that better solution like above but still an workaround, there should be some trigger event when create from template option is used. Then also i can think of some customized solution which can first link both document somehow which can later used to transfer the changes from template.
Pain Point 2:- There should be an possibility to partially create an document from an template. Since now we can create document from template but it will use entire template. There should be an possibility to select just one section (or some part) from an template and then only that much template should be utilized for document.
Of course there can be more points as well which can be helpful but at least these are quite generic in my perspective.
Happy to see how others are using this Create From Template feature. Or what are the pain points others are facing in this?
Looking forward to see other's views on this.
Vielen Dank / Many Thanks,
Kapil Jain
