Ask for required details when creating a new part

Valued Contributor
Valued Contributor

 Hi,

 

Is it possible to force the user to type a title and other required details about the part, as soon they click the "create new file" link? E.g. a popup asking for relevant details.

 

Currently we click the "File Properties" button in the menu and then browse between alle the tabs, trying to find the relevant boxes to fill, with required details we need for the draft.

 

Isnt there a smarter way to handle this?

 

In SolidWorks we have something called a "Part Card", or something like that.

It was a small window asking for different details about the part we where going to (or had) created.

It was a part of the Vault system, but it worked great.

 

6 REPLIES

Re: Ask for required details when creating a new part

Phenom
Phenom

Hi,

 

There is an option its name is "Prompt for File properties on first save"  what is useful in your case. Open a part or a psm and go to Application button -> Solid Edge Options (or Settings in ST9 -> Options) -> Save page... and toggle on it

 

It works with part and sheetmetal documents.

 

 

Imics
http://solidedgest.wordpress.com/

Re: Ask for required details when creating a new part

Valued Contributor
Valued Contributor

That is awesome, thanks a lot Smiley Happy

Do you know if it's possible to modify that properties page, so it only ask for what we find relevant? Smiley Happy

Re: Ask for required details when creating a new part

Phenom
Phenom

This will require some programming but certainly possible.

Re: Ask for required details when creating a new part

Valued Contributor
Valued Contributor

Kenneth,

 

Maybe dig into the Properties Manager in your part and assembly files...  You can specify your own properties all in one place to use them to populate your title blocks.  In your draft, you can use Callouts in your title block to refer back to the properties in your part/assy. files.  Can't help you with the prompt though.  See below...

 

Create new properties in your part file.Create new properties in your part file.Create callouts referencing custom properties.Create callouts referencing custom properties.

 

Re: Ask for required details when creating a new part

Valued Contributor
Valued Contributor
Kenneth,

Forgot... To set up your callouts in your draft, you'll have to bring a model in with the custom properties in order for them to show up. You can then delete the model after creating your callouts.

Re: Ask for required details when creating a new part

Honored Contributor
Honored Contributor

Forcing people to fill information will backfire when you are trying to create a drawing in front a a client or boss to discuss some design point and you don't have that information available.

 

The best method is to check the results, not force the inputs. Any procedure that force inputs backfire at some point.