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Merging Object Technical Characteristics into Documents

  • May 9, 2023
  • 6 replies
  • 113 views

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  • Sidekick (Employee)
  • 21 replies

Anybody who ever managed to pick up Technical Characteristics and merge them into a document using macros?

If so - can you share how to set up the object connection to manage this?

 

Best answer by Mathias Dahl

You need to make a small customization in order to pull this off. A PL/SQL procedure is needed to compile the characteristics and add them as macro attributes. Our documentation for macros explains how it works.

Can you tell us about the use case?

6 replies

Mayura Wasantha
Superhero (Employee)
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  • Superhero (Employee)
  • 504 replies
  • May 9, 2023

Do you mean produce a Data Sheet or something similar ?

 


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  • Author
  • Sidekick (Employee)
  • 21 replies
  • May 9, 2023

Yes but prefereably with Document Management and not report designer

And our characteristics unfortunately are sitting outside Asset Design

/kim


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2903 replies
  • Answer
  • May 10, 2023

You need to make a small customization in order to pull this off. A PL/SQL procedure is needed to compile the characteristics and add them as macro attributes. Our documentation for macros explains how it works.

Can you tell us about the use case?


Forum|alt.badge.img+7
  • Author
  • Sidekick (Employee)
  • 21 replies
  • May 11, 2023

Ok thank you

The customer is holding a number of attributes per Asset, which ideally should be merged into a certificate.

Now in real life this would be custom fields and maybe even a custom projection .. so no need for plsql coding

We are not using asset design since it does not fit enduservpurpose


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2903 replies
  • May 11, 2023

Thanks!

If the plan is to use Docman to create this certificate, you can avoid the PL/SQL coding by adding some custom fields directly to the object that's connected to the document. Then the new fields can be accessible to the macro if you set it up in the object attributes for macros basic data. At least I think we added support for custom fields there sometime back.

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2903 replies
  • May 11, 2023

Then the new fields can be accessible to the macro if you set it up in the object attributes for macros basic data. At least I think we added support for custom fields there sometime back.

I have now verified that we DO support custom fields on objects in document macros.