PDM – Mapping Variables to Microsoft Word
Article by Izaaz Sheikh updated December 13, 2012
Article
EPDM variables can be mapped to a Microsoft Office document, automatically populating documents such as ECN’s (Engineering Change Notices).
1) In this article, the appropriate variable used will be Affects, and it has been configured for Word and Excel file types.
2) The Variable has been mapped to the data card.
If you are not familiar with how this done, please refer to the SolidWorks Enterprise PDM Administration Guide.
3) In order for the variable to be mapped to the Word document, we must first define the Custom Property, in Word. From the menu bar, in Word select the File tab.
Click on the Custom Tab to add or select a custom property. Link to Content may not be selectable, but it is not required. Click Add, to create/define the Custom Property and OK, to exit Properties.
From Categories, select DocProperty and in the Field Properties, select the Property you want to link to the field.
After you click OK, you should have a value of your custom property in your Word document.
When you save and close the Word Document, you will see the custom property value updated in the file data card for this word document.
Updating Fields
In order to update the field, you can press F9 when the document is open or add a refresh macro.
To create a refresh macro with an office document open, press Alt-F8 on your keyboard and select “Create”.
In the Macro window, enter the text shown below.
Sub AutoOpen ()
‘
‘ AutoOpen Macro
‘
‘
Dim aStory As Range
Dim aField As Field
For Each aStory In ActiveDocument.StoryRanges
For Each aField In aStory.Fields
aField.Update
Next aField
Next aStory End Sub
Save and close the Visual Basic, to complete the macro.
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