5.8.2.1.16.  Automation
5.8.2.1.16.6.  Create document project
Prev  Next
5.8.2.1.16.6.  Create document project

You can store documents with additional information (e.g. dimension sheets) in catalog directories (including several of different types [PDF, HTML, etc.]). These are then displayed in the PARTdataManager or other end media.

The files stored in the background (*.html, *.pdf, etc.) are wrapped in an own *.prj file.

If you want to integrate a PDF file, for example, do the following:

  1. Store a PDF file in the desired PARTsolutions directory with the help of the Explorer.

    A corresponding icon with the same name can optionally also be saved as a png file. Alternatively, an icon can also be created automatically (see below).

  2. In PARTproject select the target directory for the document project and click on the Create document projects [Create document project] command in the context menu under Automation.

    Create document projects [Create document project] - Call

    Create document projects [Create document project] - Call

    -> The corresponding dialog box is opened.

  3. Activate the checkbox for the desired document type. If the desired type is not available, you can add a type by clicking Add.

    Select document type

    Select document type

  4. The name entered under Description will later appear in end media (e.g. PARTdataManager pARTcommunity, etc.).

    [Note]Note

    It is important to have a clear name under Description so that the individual files can be clearly distinguished, especially in search results!

    Ideally, the name of the stored file is already unique. Then the sole use of the placeholder %fname% would be fine.

    Otherwise uniqueness has to be ensured by (additional) free text.

  5. To use a corresponding icon as a preview symbol for the view in PARTdataManager (end media) as a preview icon, you have two options:

    • Activate the Generate preview automatically [Automatically create preview] option.

    • Or use following entry, for example:

      %fname%_thumbnail.png

      Enter unique description

      Enter unique description

    • Generate preview images for directories [Create directory previews]: If you want automatically generated preview images at directory level, activate this option.

  6. Confirm with OK.

    -> A confirmation message is shown.

    Create document projects [Create document project] - Final confirmation message

    Create document projects [Create document project] - Final confirmation message

  7. Refresh the display in PARTproject (F5 ).

    -> The wrapping *.prj file and the preview image have been automatically created. The PDF file stored before is also content of the prj file now.

  8. Update the display index and full text search index in PARTadmin, in the Index management [Index administration] category.

  9. Open PARTdataManager.

    -> The documents are displayed in the parts selection [Part selection].

    Document project in the parts selection [Part selection]

    Document project in the parts selection [Part selection]

    When double-clicking on the project, the stored PDF document is opened.

  10. Search for the stored files.

    In this example there are document projects in different directories.

    In this example there are document projects in different directories.

    Thanks to the unique name, the documents are clearly distinguishable.

Prev Up Next
5.8.2.1.16.5.  Create standardization system  Home 5.8.2.1.16.7.  Equal variables in folder