Auto Associate EPMdocument to WTpart

[BenLoosli]

One of the options when you do a custom check-in from Creo is to Auto Associate the document being cheked in with a WTpart, which creates the WTpart if it does not exist.

Am I correct in thinking that if you do the custom check in and select the Auto Associate box, that it will act like an Auto Check in and just update the existing WTpart if it has already been created?

Is there a preference setting or file modification to turn on the Auto Associate so it will always create or update the WTpart? A lot of my users forget to create the WTpart files and we require them for a complete CM package. They go to promote their jobs and the CM team rejects them for lack of full documentation.

[gspencer]

Ben,

You can set this at the Site, Org or Context level using Utilities > Preference Management > Auto Associate upon Check In > Yes/No

Gary Spencer

[SteveShaw]

Furthermore, you can control whether Auto-associate should Create a new part if one is not found by using the site preference:

Operations > Auto Associate > Create Associate New Part

There are several other preferences under Operation > Auto Associate that can be leveraged to fine tune the behavior for how auto-associate should behave, including what CAD Document types should create parts as well as the association type to be created.