General
Depending on modules installed some Article properties may be configured by default.
To create a new property click ”New Property” in the upper right corner. To remove a property from the list, click on the trash can on the line for the property to be removed.
A Change Log is available for each section of properties and makes it possible to see when changes have been made and by which user.
- Active, select if the property will be included in the transaction.
- Name, write the name of the property. If an ERP module is used, make sure the same property exists in the ERP-system.
- Datatype, select if the data type is e.g., String, Boolean, Double or Date.
- Max Length, in this column it´s possible to set a maximum number of characters for the property filed. If the value of the property exceeds the given value, the transaction will be aborted.
- Transfer Mode, select if data should be transferred and updated every time an article is updated or if it only should be created whit the first transaction made for the article.
- Source Property, connect which property the Article property will collect data from.
- Allow Empty, select if the property field is allowed to be empty in a transaction.
- Default Value, if desired a default value can be set for the property.
- Values, create a list of possible values for the property.
- Convertor, it´s possible to create a JavaScript with conditions to set different values for the property.
As an example of how the convertor can be used, if an article created in Vault will be transferred to Monitor G5 an article property called “Type” is used to set value for Type in Monitor. This value is set with numbers and most often Vault categories will have to be translated into these numbers.
A script can then be created to convert the Vault property “Category Name” in to given numbers.
Properties can be created and configured for:
- Article
- Document
- Operation
- Structure
- Change Order
- Source
If Data Source “Autodesk Vault <version>” is used, default properties will be created under Source when a new configurations is created. User Defined Properties in Vault can be added manually or by clicking the button “Add from Vault…”.
If other sources are used make sure there is a property for ItemNum is created and that it´s connected to an article property (ItemNum). This property is mandatory for all configurations.
In the dialog “Add from Vault…”, one or multiple properties from Vault can be selected and imported to the Source properties. The displayed properties are filtered, and only non-existing properties are displayed.
After properties are selected by checking the checkbox, click the “Add selected” button tom import them and close the dialog.
Note: The “Add from Vault…” functionality is only available from version 6.0.1 and later.