Hi ArjenBlok,
We have a similar requirements as you describe on your initial question, you was able to achieve all your needs?
For now we need to evaluate the effort to perform the below activities:
1. Streamline the Package creation and shipment process by removing unnecessary steps/choices
- When locking a package, all types shall be locked automatically; the option to lock only selected file types shall be removed
- When creating a delivery, it shall be zipped automatically
2. Add configuration options to allow the following:
- Select which secondary representation files are included (e.g. only PDF but not DWG, or both, or none…)
- Include only representations, but not CAD native data (please also test OOTB behavior with CAD objects in "initially selected" list, and selecting include representations but not CAD data)
3. Allow renaming files included in the package
- Based on attributes (title, revision, customer number, customer revision).
- It must be possible to define the rename pattern when creating the package.
4. Include Transmittal Report in the package in both Excel and PDF format
- To be generated according to a provided template (with pre-defined attributes/columns).
- Transmittal must show the renamed filenames.
- Nice to have: also allow selection of attributes to be included in the Transmittal Report (from UI at package creation, or pre-defined through preference…)
5. Implement reporting capability for delivered Packages
- From an object list as input (e.g. all data in a project) generate a report returning the exhaustive inclusion of such objects in already delivered packages, considering all versions of the input objects, all recipients, etc.
Do you think it is feasible to achive all this requirements?
