Customize Vault Data Standard

[J_Dumont]

Hello,

I need some help with customizing my VDS when creating a New File.

I am hoping to be able to customize the Category, Document Type, and Template.

I want the category selection to control the Document Type and the Document Type to Control the Template.

choices.

For example:

Category: Office, Engineering

Document Type: Inventor Files, AutoCAD Files, Office Documents, Acceptance Test Procedures

Template: Standarrd.ipt, Standard.iam, Standard.idw, Standard.ipn; acad.dwt; doscx, xlsx

If Category = Engineering

Document Type should equal, Inventor Files, AutoCAD Files

If Document Type = Inventor Files

Template should equal Standarrd.ipt, Standard.iam, Standard.idw, Standard.ipn

Any help with this would be greatly appreciated.

[Markus.Koechl]

Hi, the workflow concept of VDS as a default is to select Document Type first; this selection reads the related templates. A category is flexible and open to be customized.

With this background, our custom, extended VDS samples apply this selection chain:

Select the document type, and select from matching templates; the logic behind the selection activates the template's category to the new file. As a result, you have two selections.

If you implement your proposed selection chain, you have to replace (re-write) the document type and template filter on your own. This is an effort, and I am not sure that it is worth doing: assumed that I understand your intent correctly, the result would look like this:

Select a category; the category builds the list of available document types, and you must decide on Inventor or AutoCAD. The third selection is a template (at least for Inventor).

It is possible, no doubt, but you can't consume all built-in functions for filtering, and the end-user ends up with three selections.