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.
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.
That is awesome, thanks a lot
Do you know if it's possible to modify that properties page, so it only ask for what we find relevant?
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...
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.