Best Practice - Update Attributes for Multiple WTParts via Importable XLS

export update Windchill WTpart Importable XLS

849 views

0 0

The easiest way to update the attribute information for multiple WTParts at the same time is to use the Importable XLS function in Windchill. The steps are:
- Export a list of WTParts as an Importable XLS
- Open the exported file in Excel and modify the attribute values
- Import the file to Windchill and notice the changed attribute values have been updated

This guide describes how it is done.

1. Best Practice Update Attributes for Multiple WTParts via Importable XLS Aug 2019

4. Step 4 – Select all the fi les you wish to include in your export and choose Actions > Export List to File > Export Importable XLS

3. Step 1 – Navigate to the folder that contains the WTParts you wish to update Step 2 – Make sure that at least on the WTParts has a value on the attribute you wish to update. The exported fi le will only include attributes that have a value on one or more of the included WTParts If none of the WTParts have value on the attribute you wish to update, you need to add a value to at least one of them. Select one WTPart and do the following: Actions > Checkout and Edit > add a value > Check In

2. Update Attributes for Multiple WTParts via Importable XLS The easiest way to update the attribute information for multiple WTParts at the same time is to export a list to Excel and import it again after the values have been updated. You may perform the update for one context folder at the time. Have in mind: •   There is a limit to how many fi les can be edited at the same time •   Make sure your PDMLink-user has the rights to export and import fi les

7. Step 9 – The Import from Spreadsheet menu will open. Browse to fi nd your saved Excel- fi le and choose the Import Action: ADD AND UPDATE If the import is successful (and the system is set up this way) you will get an email of con fi rmation when Windchill PDMLink has updated the attribute values you have edited Step 10 – Double-check that the WTPart values have updated correctly

5. Step 5 – You will be prompted to Open or Save the fi le in the browser (if you are using Internet Explorer). Save the fi le to your local disk without renaming it Step 6 – Open the fi le in Excel and add the values you need. Make sure you do not change the formatting of the fi le and that you do not change other values than the ones you want to change. Keep the headings as they are Step 7 – Save the Excel- fi le when you are done

6. Step 8 – Now it is time to import the fi le again. Open your browser and navigate to the Details -heading under your product 1.   Expand the Navigator in PDMLink 2.   Select your context ( Product or Library ) 3.   Click on your context name to expand the underlying headings 4.   Click the Details -heading Step 9 – Choose Actions > Import Spreadsheet