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KS_138839627-Bedrock
7-Bedrock
June 4, 2026
Question

Block/Stop Drag and Drop document creation functionality

  • June 4, 2026
  • 1 reply
  • 30 views

Hi All,

We are experiencing an issue where users are creating releasable documents (RD) by drag and drop a document/file into Windchill PDM. It looks like it is a base functionality of Windchill PDM that when we drag and drop a file into Windchill. it open up a New multiple Documents Window. By default, the document type is RD (releasable document). We want to restrict users to do that. We are looking for an option to either stop/block this functionality at all or the default type should be Reference Material (RM) while drag n drop. Since Releasable document requires a process to complete and includes a lot of mandatory metadata to fill in. We want Windchill system to not allow users to create Releasable document with drag and drop functionality. Happy to provide more details.

We have Windchill PDM 13.0.2 version.

 

1 reply

T
TomU23-Emerald IV
23-Emerald IV
June 4, 2026

Take a look at this idea (and vote for it): Fix Major Gaps in Drag and Drop Document Creation | Community

Related KB article: https://www.ptc.com/en/support/article/CS293071

    K
    KS_138839627-BedrockAuthor
    7-Bedrock
    June 15, 2026

    Hi Tom,

    Thanks for the reply. I am looking for to disable this feature. We want user to follow the document creation process which force user to fill the mandatory fields. We do not want users to drag n drop documents and create multiple documents without mandatory fields set by organzation. Thanks

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