How to add Custom Parameters on Title block of 2D Drawings Format or in Parameter section

[@_1647]

Version: Windchill 12.1

Use Case: Add Custom Parameters on 2D Drawings format or template

Description:

Hi Everyone , I am working of  automation of title block and I want to add  custom parameters on 2D Drawings like ECN Number, TASK Assignee , Task Reviewer, Task Assigned Date and Reviewed Date etc. So currently I have one delegate which gives me the required parameters but that is executing When I add any drawing in Workspace .
So is there any other workaround to add custom Parameters on drawing format or in Parameters Section of Creo at the the time of upload or save or Check In from  WS or anything else .

Please suggest me 

[avillanueva]

When you say delegate, you are saying you have a customization that pulls these parameters from related objects and links them to the CAD object on add? Stepping back, I would caution this whole approach. You are essentially saving in dynamic information that can change at any time into the drawing or CAD object file. This information can be changed with the drawing checked in and not modified leading to a situation where the data becomes out of sync. You also have a case where the drawing needs to be touched again after these tasks are complete to get the date fields of those events. Are you also carrying these IBAs on the CAD objects?

Have you looked at a check-in listener?

[@_1647]

Hi Avillanueva,

Thank you for the information.

Yes it is correct that data will be unsynchronized but in our custom logic we have added some validation.

Example : If .drw In RELEASE state only that time parameters will get added or that particular line of code will get execute else it won't,

So I think here we can control dynamic data.

And I will try to create one of checkin listener so will check it will execute or not.

And can you help about this configuration 

https://support.ptc.com/help/windchill/r13.0.1.0/en/index.html#page/Windchill_Help_Center/customization/WCCG_ProEWCIntegCustDwnldServiceParamCust.html

Because I have added this value as it is to preference but on download no any parameters are getting added.

Regards 

Vipul

[@_1647]

Hi Avillanueva,

Have you ever used check in. Listener for the same.

If yes then please suggest me that how can I update the custom parameters values dynamically on drawing format on check in listener.

Because now I could not able to understand that how it will happen.

 if I apply the format at the time of new drw creation and later only from windchill I checked out and updated the details and again checked in the drw then how drawing format will take updated values ? 

Is there any configuration we would need ?

Because I don't have below mentioned IBA's on drw.

TASK Assignee , Task Reviewer, Task Assigned Date and Reviewed Date etc.

[joe_morton]

I agree with @avillanueva, I wouldn't recommend this approach. It would be better to not store this info directly on the drawing as it can get out of sync. If you do need some info on the drawing, you could look into watermarking as a way to add dynamic information as part of PDF publishing. 

[@_1647]

Hi joe_morton,

We are trying to achieve this functionality but we don't want dependency of creo parametric for delegate we need a Creo Parametric.

But our thinking and requirement is  User/Reviewer can use CREO VIEW to check or review the drawing.

So Is there any way to update the drawing template or format dynamically from workflow only , on the basis of state change or something else. ??

We can achieve this by using watermarking on representation on publish event but that is last option and we want drawing format should get updated dynamically .

[OliverDroop]

To get Reviewer and Approver on a drawing is a standard requirement for every customer! However they should not be stored on CADDoc - otherwise you need to wipe it again with next revision! Another customization

PTC provided long time back the download delegate customization hook to achieve this and added recently additional preferences to support this even OOTB Article - CS385762 - How to download attributes to CAD Parameters from related Windchill objects in Windchill PDMLink. Unfortunately they considered promote and an ECN number BUT NOT a change task. During a change you need to use the reviewer and approver of the CT as you would do for a promote during initial release! Unfortunately this is still a GAP and you still need customization Customizing the Parameters in the Download Service which overrules the OOTB Config! 
Considering a new Revision which is NOT linked to a promote or change task yet will not show any Reviewer or Approver info since the drawing was never "persisted" duing the release. 

Stamping is an alternate efficient approach and avoids additional publish jobs which can consume for large assembly drawings significant time! or even worker failures! It is worth to have a look for the watermarking and stamping solution by WinCom which is configurable well. However there is still additional cost associated with it.

Last option is a custom stamping solution but best would be that this GAP gets just closed out.
 

Since there is not an OOTB stamping solution during Review & Approval/Release an easy

Article - CS385762 - How to download attributes to CAD Parameters from related Windchill objects in Windchill PDMLink

[OliverDroop]

I guess you have solved your issue meanwhile. Adding new parameters to the file is only possible during download! https://www.ptc.com/en/support/article/CS285001.
Best practice is to have all parameters already defined in a cad template but I do understand if you have existing data and this is an additional feature which you add this might not apply.

Setting attributes on checkin is possible by customization as well but not suiteable for "Release Attributes"