How to preset values during document creation process via DType setting

Purpose

This page explains how to define default values in the document creation dialog for existing CAD files extracting information from CAD attributes.

Diese Seite erklärt die Mögichkeit bei der Dokument Anlage zu bestehenden CAD Dateien verschiedene Werte im Anlage Dialog aus Informationen der CAD - Datei vorzubelegen.

Overview

At document creation, certain values of the document, e.g. the document number, the lab or the DType shall be derived with values from the CAD file.

Direkt bei der Dokumentanlage sollen bestimmte Werte des Dokuments wie z.B. die Dokumentnummer, das Labor oder der Dtype schon aus Informationen der CAD - Datei vorbelegt werden.

PTC Usage of default values for characteristics

Define an attribute section for document creation in dtype.xml:

<document_create ...
                 attribute_section="my_own_create_section"
                 ...
                 >
...


Define an AttributMapping section in the attribute mapping file attributes-to-sap.xml:

<section name="my_own_create_section" description="Prefill values for document creation">
    <DIR_CLS class="*" classtype="017" characteristic="CONFIGURATION_TYPE">
       <XFORMAT outputFormat="XY"/>
    </DIR_CLS>
</section>

Result:

Usage of special key - attributes for DIR fields

Selection fields

There are special attribute names to select the DType of the new document. These values can be set either direct inside the new CAD file as attributes or can be provided by specific CAD Integration:

Application Role: "_APPLICATION_ROLE"
Rename Template Name: "_RENAME_TEMPLATE_FILENAME"
Or specific DType: "_DOCDTYPE"

Example in CAD:

The Import on demand will use this DType as default then:

Key and value fields

There are special attribute names to influence further values of the new document. These values can be set direct inside the new CAD-file as attributes or you can use the attribute mapping to map other attributes into these attribute - names.

Document Number        "_DOCNUMBER"
Document Part          "_DOCPART"
Document Version       "_DOCVERSION"
Description            "_DOCDESCR"
Authorization Group    "_AUTHORIZATION_GROUP"
Laboratory             "_LABORATORY"
Change Number          "_CHANGE_NUMBER"

Example in CAD:

 Define an AttributMapping section in the attribute mapping file attributes-to-sap.xml:

  <section name="my_own_create_section" description="Prefill values for document creation">
    <APPL_ATTRIBUTE name="_DOCNUMBER">
      <APPL_ATTRIBUTE name="MARA_KEY"/>
    </APPL_ATTRIBUTE>
    <APPL_ATTRIBUTE name="_LABORATORY">
       <XFORMAT outputFormat="001"/>
    </APPL_ATTRIBUTE>     
  </section>

Result:

Hint:

The AutoCAD/Inventor/SOLIDWORKS/Solid Edge Integration require an additional preference value (in default.txt):

plm.options.importOnDemand.TransferAttributesToSAP.[APPLTYPE] = true

Only if this value is set, properties will be delivered.

Specific attribute mapping for first phase of import on demand

For already existing customer attribute names for the property DType a logic exists (since 5.2.3) to map this value in a format which will used in first phase of import on demand (iod). In file attributes-to-sap.xml you can add a section with name " IOD_<APPLTYPE>":

Example for NX:

<mapping>
  <section name="IOD_UGS" description=" pre-mapping for iod ">
    <APPL_ATTRIBUTE name="_DOCDTYPE" hidden="false">
      <APPL_ATTRIBUTE name="UG_DOCDTYPE"/>
    </APPL_ATTRIBUTE>
  </section>
</mapping>

This feature has been added because of "chicken - egg" problem that the value for DType has to be determined before the attribute section of this DType is used for further settings.

Other reason was that CREO cannot create attributes starting with underline, so it is not possible to store attribute _DOCDTYPE.

For PTC Creo:

Requirements and configuration:

1. SAP ECTR 5.1.16.1 / 5.2.3.0 and newer
2. SAP ECTR Interface to PTC Creo SP00 PL31 and newer
3. Configuration in file ...\applications\pro\customize\config\attributes-to-sap.xml
   1. Allowed keys see section Keys and value fields above
4. Configuration in the configurator of the SAP ECTR Interface to PTC Creo

Hint:

• PTC Creo cannot create model parameter starting with underline, so it is not possible to store a model parameter like _DOCDTYPE
• XML tag <hidden="false"> is necessary that the attribute is transferred to the SAP ETCR
• SAP ECTR preference "plm.options.importOnDemand.TransferAttributesToSAP.[APPLTYPE]" is only for AutoCAD/Inventor/SOLIDWORKS/Solid Edge Integration required
  • See Hint above

...\applications\pro\customize\config\attributes-to-sap.xml:

Example for PTC Creo using a model parameter:

  <section name="IOD_PRO" description=" pre-mapping for iod ">
    <APPL_ATTRIBUTE name="_DOCDTYPE" hidden="false">
      <APPL_ATTRIBUTE name="PROPARAM:PRO_DOCDTYPE"/>
    </APPL_ATTRIBUTE>
  </section>

Configuration in the configurator of the SAP ECTR Interface to PTC Creo:

The checkbox has to be set to activate the support of the preset of values.

The checkbox should not be set if the support of the preset of values is not used.

A restart of PTC Creo is necessary after the checkbox has been set or reset.

Related content

• How to assign DType and RES4 to DIR`s which are created out side of ECTR
• How to set default values for document creation depending on SAP role