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M.B.1-Visitor
1-Visitor
July 16, 2015
Solved

Using import spreadsheet for Reference document

  • July 16, 2015
  • 1 reply
  • 3041 views

Hi

We have started using Windchill & WT parts to manage all the information of our products. We started to store pdf versions of our drawing (for quick reference) in WT parts, but having to do the process for multiple items can take lots of time (go to WT part, checkout part, Create new Reference document, add pdf to reference document, checkin everything, rince & repeate...)

I recently learned about the Import from spreadsheet in Windchill and was able to create a simple tool to let a user bulk load multiple WTpart. I was wondering if it was possible to import spreadsheets to do the following tasks:

-Create a Reference Document part

-Add a pdf to the Reference Document (if could be defined with a path)

-Add this new Reference Document to a WTpart (of the same number)

Is this too much for the Import from spreadsheet function? If it is possible, what would be the required attributes in the Excell spreadsheet? If it is not possible, are there any way to manage documentation in a more effective way?

We are using Windchill 10.2

Thank you

Best answer by LoriSood

Import from Spreadsheet is for WTParts, not WTDocuments.

You can use a LoadFile to mass load WTDocuments into your system. This would require access to a windchill shell on the server.

Refer to the following article for some examples on how to load WTDocuments using this method:

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS45548

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS46674

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS38296

1 reply

L
LoriSood23-Emerald IAnswer
23-Emerald I
July 21, 2015

Import from Spreadsheet is for WTParts, not WTDocuments.

You can use a LoadFile to mass load WTDocuments into your system. This would require access to a windchill shell on the server.

Refer to the following article for some examples on how to load WTDocuments using this method:

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS45548

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS46674

https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS38296

M
M.B.1-VisitorAuthor
1-Visitor
July 21, 2015

Thank you!

Kind of stupid question (since I never worked with Windchill shell before), do these kind of operations required special admin power or is it something that every user could do (if we provided them with some tool to generate LoadFile)?

L
LoriSood23-Emerald I
23-Emerald I
July 21, 2015

Not a stupid question!

LoadFromFile and creating LoadFiles is an administrative activity since you need to have access to the Windchill server and need to load them using a Windchill shell.

Additionally, the Data Loading Best Practices Guide may be a good reference here. It contains a lot of examples and information about the Windchill data loaders.

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