Skip to main content
1-Visitor
October 19, 2011
Solved

Setting "Autoselect Folder" as default location for new documents

  • October 19, 2011
  • 2 replies
  • 7746 views

Hi All,

I have created a new soft type of a document which is for requests of various types. I have set up an OIR so that it is created in a certain folder. The only problem is the user has to select the "Autoselect Folder" option under the location when they are creating a document of this type. Is there any way to make it so that they do not have the option and it is automatically created in the folder I have specified?

Regards,

Toby

Best answer by MikeLockwood

You can manipulate in the OIR constraints:

- What a user sees

- What the system automatically does for folder assignment

See PTC's details in on-line help about OIRs

2 replies

22-Sapphire I
October 19, 2011

You can manipulate in the OIR constraints:

- What a user sees

- What the system automatically does for folder assignment

See PTC's details in on-line help about OIRs

1-Visitor
March 7, 2014

Hi Mike

Please could you point me in the right direction to find the online help you refer to?

If you have a link to the page that would be great as I am struggling to locate the information needed to manipulate the OIR constraint to set autoselect folder as the default

Many Thanks

1-Visitor
March 10, 2014

Hi, Kelly,

I believe you can find the information you're looking for in the Windchill Help Center. For more information about OIRs, you could start with this topic: http://www.ptc.com/cs/help/windchill_hc/wc102_hc/index.jspx?id=ObjRulesChp_Intro&action=show.

For information about customizing attribute display (e.g., the UI behavior of the Location attribute), check the Attribute Customization topic: http://www.ptc.com/cs/help/windchill_hc/wc102_hc/index.jspxid=WCCG_UICust_PresentInfoUI_AttributeHandle&action=show

I hope you find this information helpful, and I'll welcome any feedback.

Regards,

Jane

Jane Zupfer
VP, Enterprise Products Publications
E -

PTC.com

1-Visitor
July 29, 2014

You comment the below lines in OIR for that object type:

<!-- <AttrConstraint

id="folder.id"

algorithm="com.ptc.core.rule.server.impl.GatherAttributeConstraints"

ignore="false"

force="false"

final="false">

<Value algorithm="com.ptc.core.rule.server.impl.GetServerPreGeneratedValue">

</Value>

</AttrConstraint>

Add new Lines as below:

<AttrConstraint id="folder.id" algorithm="com.ptc.core.rule.server.impl.GatherAttributeConstraints">

<Value algorithm="com.ptc.core.rule.server.impl.GetServerPreGeneratedValue"/>

<Value algorithm="com.ptc.core.rule.server.impl.GetRendererConstraint">

<Arg>SelectGeneratedFolderByDefault</Arg>

</Value>

</AttrConstraint>

Make the chnages in Default folder path and add your required path as below:

<Arg>/Default/<Folder_Name></Arg>

I have done it for Promotion request and it worked without any issue.

1-Visitor
April 2, 2015

Devidas,

I'd like to do exactly what you've done for the Promotion Request, however I do not know where or how to get to the file/setting where I'd add in the additional code. Could you describe how I get there?

Thanks,

Marc

23-Emerald III
April 2, 2015

You need to use the site/org admin utilities and edit the OIR rule for the setting you want to change.