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15-Moonstone
January 11, 2022
Question

Filename and Number syncronisation

  • January 11, 2022
  • 1 reply
  • 2403 views

Hello all, I have a tricky one, we (our customer) needs to find a way to do the following:

 

  1. Save as copy From Creo (filename generated in creo dialogue)
  2. Edit filename in Creo save-as dialogue
  3. Assign sequence generated number on upload, retain edited filename

In this scenario we (our customer) is working "filename centric", so the filename is very important, the number has no significance other than uniqueness.

 

What happeneing at the moment:

 

  1. Save as copy From Creo (filename generated in creo dialogue)
  2. Edit filename in Creo save-as dialogue
  3. Upload or checkin and upload, Number is set to the new filename, generated number is disgarded.

 

From what I can see, when auto-numbering from Creo is enabled, the File New or Save-as actions will pull a number from the sequence and assign it to the filename of the Creo file in client side workspace, then upon upload the filename is mapped to the Number, so when we (our customer) is editing the filename before upload it will always be inherited as the Number.

 

Is there some way in the OIR or other methods to force the number to be assigned from the sequence on upload or checkin instead of taking the value from filename?

 

Apparently this way all working before an upgrade a couple of years ago, no document exist explaining how it was working though.

 

Any help appreciated.

1 reply

18-Opal
January 11, 2022

Khimani, hi

 

Is the preference below set to No?

Synchronize CAD File Name with CAD Document Number
No

 

I'm not sure if this preference is a two-way street or not but if it is having it set to Yes might create the behavior you're seeing.

 

David

15-Moonstone
January 11, 2022

Hi David, I have tried that preference but it doesnt make any difference, I think that preference changes the default behaviour of the checkbox when creating a new CAD document in workspace. Thanks though.

18-Opal
January 11, 2022

Khimani,

 

This should be able to be done with a custom OIR algorithm.

 

Have you tried going down that road yet?

 

David