Ability to report the revision and version number of the source file in the EPDM comment of a PDF automatically generated via EPDM jobs

PDM
1

Hello

We use automatic pdf generation when approving our plans via an EPDM job.

With each approval, EPDM initiates a specific task to create the pdf of the approved plan.

The problem is that the comment associated with each new release is always: "SOLIDWORKS Task Add-in".

I would like to be able to customize this comment so that I can add the revision index and the version number of the original file used to create this pdf.

This would make it possible to know at a glance whether version 5 of the pdf corresponds to that of revision 1 or revision 3. Currently we are forced to rummage through the files linked to each pdf version: we manage to do it but it's a bit long and not very practical (especially when we are looking for a slightly old version of a document with 15 or 20 versions).

If anyone has a solution, I'm all for it.

Thank you all.

2

Hello, which module do you use to generate the PDFs?

Using the DocPublish tool in the MyPDMTools add-in, you can set up the check-in comment using the variables related to the file. See the screenshot in attachment.

You can also set the name of the generated pdf file.


2020-10-19_10h51_50.png
2 Likes
3

Thank you for the feedback.

We are not MyCad subscribers and therefore have not installed their PDM tools.

Otherwise that's indeed what we want to do but by setting / modifying EPDM (so now I'm sure it's feasible since Visiativ has managed to do it :-) )

 

4

Hello

If I understand correctly, your PDF files are stored in the vault. I don't see any way to change the archival comment except by a specific dev (as Visiativ had to do).

After that, there is probably a way to do things on Exel by querying the links of a file via a macro.