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23-Emerald III
December 21, 2021
Solved

Renaming CAD files in different products

  • December 21, 2021
  • 2 replies
  • 4215 views

I have multiple products in my Windchill 11.1 M020 CPS20 system. In one product, the designers can rename CAD files and change the Name, Number and File Name with no issues. in a new product added after we upgraded to Windchill 11.1, they cannot rename files. I have checked the ACL lists and they are identical between the 2 products. What else can cause the rename File Name and Number fields to be greyed out.

Best answer by BenLoosli

PTC Tech support showed me where I was looking at the wrong participant listing. I thought it was the Designer role, but it was actually the Member role that needed updating by adding the Modify Identity ACL permission to the EPM Document, Document and Part object types at the Design state. I will have to do some more checking to be sure that my other states and roles are in agreement.

2 replies

17-Peridot
December 21, 2021

i have a couple of thought provoking questions

  1. are items in both containers created from the same lifecycle template?
  2. are items at an unlocked state?
  3. are users in each container in the same roles?
  4. have the actions been configured on the teams page to turn things on/off?
BenLoosli23-Emerald IIIAuthor
23-Emerald III
December 21, 2021

Answers to Scott:

1. A part in both products shows they are using the same Lifecycle. I did have an issue initially where some files in the new product were created with a different lifecycle, but we pulled all of those files out of Windchill, deleted them and put them back in with the proper lifecycle. The file that we are playing with and discovered it could not be renamed was not one of those, it was created with the right lifecycle.

2. They are not locked, the users do not use locks on files here nor have I showed them how to lock a file.

3. The ACL assigned roles are coming from group assignments, so they are in the same roles in both products.

4. No actions disabling any functions have been applied to the system.

 

As wcadmin, I can rename files in both products, just those in the Designers role cannot.

15-Moonstone
December 22, 2021

Are the files in same state - ex in Work? 
Also look at history. Normal users should only be able to rename ( modify identify) when all versions are in first state ex In Work. 

BenLoosli23-Emerald IIIAuthorAnswer
23-Emerald III
December 23, 2021

PTC Tech support showed me where I was looking at the wrong participant listing. I thought it was the Designer role, but it was actually the Member role that needed updating by adding the Modify Identity ACL permission to the EPM Document, Document and Part object types at the Design state. I will have to do some more checking to be sure that my other states and roles are in agreement.

17-Peridot
December 23, 2021

Merry Christmas!

Glad you got this one resolved before the holidays 🎅