topic Re: Use Data Standard to force users to enter property values on state change in Vault Customization Forum

Use Data Standard to force users to enter property values on state change

Anonymous — Mon, 20 Apr 2020 15:39:34 GMT

As the title states, I want to enable data standard on our Vault installation to pop a dialog that will force our users to enter and/or check values in certain user defined properties when they change the state of a file. EX:

User goes from WIP to QA
Dialog pops up with a handful of required properties, some with values some without (just pull whats there)
user fills in properties and hits OK, file goes to QA state
User doesn't fill out properties or otherwise closes dialog, file goes back to WIP

I feel like this is doable in data standard, but I am still pretty ignorant on how this might happen. I know I can do it in code, but if I can do it with data standard that would be better and it's something I could provide to our Vault admin team.

Anyone have any good documentation or examples of this? If you can just sort of point me in the right direction, I can take it from there - data standard is something I need to learn a lot more about to help with data integrity in our system.

Re: Use Data Standard to force users to enter property values on state change

Markus.Koechl — Wed, 22 Apr 2020 09:45:47 GMT

State change events are not handled by Data Standard. Data Standard reacts to saving events for Inventor and AutoCAD but for Vault Explorer the commands New File, Edit File Datasheet, New Folder, Edit Folder Datasheet and Insert to CAD are the user commands that fire Data Standard dialogs. You can create custom commands invoking a VDS dialog but the framework is related to the tasks mentioned before. So your objective looks like a custom event handler extension or a wishlist item to be posted on Vault Ideas.

Re: Use Data Standard to force users to enter property values on state change

Anonymous — Tue, 19 May 2020 18:32:25 GMT

Thank you @Markus.Koechl ! We will go with a custom Vault plugin for this from our side, but I think that it should certainly be considered for future incorporation into Data Standard (or just in general). We have lots of properties for our files (carryover from stuff, most not needed, but I digress) and although we have marked several as required when the users get notified it ends up being a searching game and a 'look for the red error doohickey' game. If we could just prompt them ahead of time, would same a lot of poking and looking. Easy enough to do in code, but it would be even easier to just hand this off to the Vault admins to setup and run with.

Thanks again! Sorry I missed the response, got lost in emails.

Re: Use Data Standard to force users to enter property values on state change

Markus.Koechl — Wed, 20 May 2020 09:41:02 GMT

@Anonymous : I'd liked to vote on your Idea Submission ;), did you submit one?

Re: Use Data Standard to force users to enter property values on state change

Anonymous — Wed, 20 May 2020 15:16:06 GMT

@Markus.Koechl --> yes I did, here is the link: https://forums.autodesk.com/t5/vault-ideas/data-entry-form-on-lifecycle-change/idi-p/9527431