Using import spreadsheet for Reference document

[M.B.]

Hi

We have started using Windchill & WT parts to manage all the information of our products. We started to store pdf versions of our drawing (for quick reference) in WT parts, but having to do the process for multiple items can take lots of time (go to WT part, checkout part, Create new Reference document, add pdf to reference document, checkin everything, rince & repeate...)

I recently learned about the Import from spreadsheet in Windchill and was able to create a simple tool to let a user bulk load multiple WTpart. I was wondering if it was possible to import spreadsheets to do the following tasks:

-Create a Reference Document part

-Add a pdf to the Reference Document (if could be defined with a path)

-Add this new Reference Document to a WTpart (of the same number)

Is this too much for the Import from spreadsheet function? If it is possible, what would be the required attributes in the Excell spreadsheet? If it is not possible, are there any way to manage documentation in a more effective way?

We are using Windchill 10.2

Thank you

[LoriSood · Accepted solution]

Import from Spreadsheet is for WTParts, not WTDocuments.

You can use a LoadFile to mass load WTDocuments into your system. This would require access to a windchill shell on the server.

Refer to the following article for some examples on how to load WTDocuments using this method:

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS45548

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS46674

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS38296

[M.B.]

Thank you!

Kind of stupid question (since I never worked with Windchill shell before), do these kind of operations required special admin power or is it something that every user could do (if we provided them with some tool to generate LoadFile)?

[LoriSood]

Not a stupid question!

LoadFromFile and creating LoadFiles is an administrative activity since you need to have access to the Windchill server and need to load them using a Windchill shell.

Additionally, the Data Loading Best Practices Guide may be a good reference here. It contains a lot of examples and information about the Windchill data loaders.

[bsindelar]

Mathieu,

I agree with Lori here - LoadFromFile sounds like the way to go.  There are separate loaders to create the WTDocuments as well as associate them to WTParts as well.  If you haven't used LoadFromFile before, it can be a bit tricky to get the hang of the formatting, commands, etc.

I have several years experience using LoadFromFile in Windchill, and I'd me more than happy to help if you get stuck.  Please let me know.

Good luck!

[M.B.]

Thank you. I think that I will have to do some research to learn the basics of LoadFromFile, I might get back to you eventually if I have some troubles!