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FS_977638810-Marble
10-Marble
July 25, 2024
Solved

Choose EPM Document type based on organization

  • July 25, 2024
  • 2 replies
  • 1014 views

Let's say we have 3 different organizations: Apple, Banana and Cucumber.

Each organization uses a different EPMDocument type. 

Apple uses the default "CAD Document" EPMDocument type.

Banana has its own type called "Banana CAD Document". This is a subtype of CAD Document.

Cucumber has its own type called "Cucumber CAD Document". This is a subtype of CAD Document.

 

When uploading (& checking in) CAD objects from Creo Parametric to Windchill, the correct EPM Document type shall be used when creating the Windchill object. How can I do that?

I know that you can do that with the UPLOAD_SOFT_TYPE attribute in Creo. So one easy fix would be to set up templates with this attribute. However, sometimes the engineers don't use these templates (because they forget about it). So are there other ways to ensure that the correct EPM Document type is used?

Best answer by HelesicPetr

Hi @FS_9776388 

You can write a validator to check if the type is correct based on the organisation

you have to just write a code and implement validator for check in operation.

 

Or you can add a check in any workflow process that say hey user, you use wrong CAD type, do your work better and start again.  😄 

 

Or you can just add a code to a workflow that change the CAD type by code based on your conditions it is also possible. But there is no any check if all parameters are ok that are defined on the specific type. 

Sure you could do it after check in... 

 

PetrH

2 replies

HelesicPetr
22-Sapphire II
HelesicPetr22-Sapphire IIAnswer
22-Sapphire II
July 25, 2024

Hi @FS_9776388 

You can write a validator to check if the type is correct based on the organisation

you have to just write a code and implement validator for check in operation.

 

Or you can add a check in any workflow process that say hey user, you use wrong CAD type, do your work better and start again.  😄 

 

Or you can just add a code to a workflow that change the CAD type by code based on your conditions it is also possible. But there is no any check if all parameters are ok that are defined on the specific type. 

Sure you could do it after check in... 

 

PetrH

    F
    FS_977638810-MarbleAuthor
    10-Marble
    July 25, 2024

    I wished there was a more "out of the box" way to do this, but I'll go down the validator route then. Thanks for your help!

      P
      PatrickChin_36677910-Marble
      10-Marble
      April 23, 2026

      In a data relationship level, epmdocument uniqueness in Windchiil is defined by just the epmdocument number and organization id.  This is different once the files are extracted an placed on your local hard drive workspace where, the CAD tool search paths take over and become filename + extension specific.  Yes, the CAD files like any map files follow it dependency parent - child relations but at the HD level, organization will not be looked at.  If you want to filter, organizations from users accessibility, then the difficulty is ensuring this is applied even at the CreoView publication levels where the admin usually has the full rights to publish everything.  The question is why are you trying to hide other organizations CAD data.  There is the usually standard uniqueness conflict with 123.prt on local workspace hard drives.  If that is the case, make sure try to remove all your search paths and workspaces are air-gapped from other Windows non-unique systems.  That is my 2 cents.

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