When a child document is generated using the 'Insert New' action, it inherits attributes from parent

[DA_11031933]

Version: Windchill 13.0

Use Case: I want to identify when a document in Windchill is created using the Insert New option and store that information in an attribute. Later, when a usage link is created for that document, it should detect this attribute and update some related values automatically. Basically, I want to differentiate between Insert New and Insert Existing actions for documents.

Description:

I am trying to capture the event when a document is created using the Insert New action inside the structure tab.
However, Windchill doesn’t provide a direct event to distinguish between Insert New and Insert Existing actions.

So, how can I achieve this: when a user creates a document using Insert New, attributes such as Customer Number, Project Number, etc. (which exist in both the parent and child) should automatically get updated from the parent.
If the document is created using Insert Existing, the attribute values should not be updated.

[joe_morton]

Insert New is going to trigger 2 actions:

• Creation of the new document
• linking the new document

Insert Existing will only trigger the linking action

So maybe you can use the creation aspect somehow to differentiate. The challenge I see here is I'm not sure how you would differentiate between the creation of a new document using New -> Document vs the Insert New. 

[vnamboodheri]

Hello @DA_11031933, 

It looks like you have a response from a community expert. If it helped you solve your question please mark the reply as the Accepted Solution. 
Of course, if you have more to share on your issue, please let the Community know so other community members can continue to help you.

Thanks,
Vivek N.
Community Moderation Team.