MWAutoNumber for MechWorks PDM Automation.

AutoNumber Format Options – Categories Tab

LINK AutoNumber Format to selected Categories The default behavior for Linked Categories is to automatically select the AutoNumber Format based on the user’s selected categories. For example, an environment might have four AutoNumber Formats defined:

For this example, we assume that the Administrator wants users to be presented with the [ Save Wizard ] first – before the AutoNumber [ Format List ] is displayed. More, when the users select the “ Sheetmetal ” category, then the “ Sheet Metal ” AutoNumber Format should be automatically selected, therefore the [ Format List ] does not need to be displayed. Also, when the users select one of the “ Standard ” categories, then the “ Standard Parts ” AutoNumber Format should be automatically selected and the [ Format List ] does not need to be displayed. On the other hand, when a user selects any of the other categories that are not linked to an AutoNumber Format (from the Save Wizard ), then the [ Format List ] should be displayed, allowing the user to select the appropriate AutoNumber Format after categorizing the new document. The Administrator can configure this behavior by LINKING the “ Sheet Metal ” AutoNumber Format with the “ Sheetmetal ” sub-categories and LINKING the “ Standard Parts ” AutoNumber Format with the “ Standard ” sub- categories by selecting the appropriate category listings (as seen in the following images):

If the user selects any of the other categories which are not LINKED to a specific AutoNumber Format , then they will be presented with the [ Format List ] after the [ Save Wizard ] and they will be able to select the appropriate AutoNumber Format .

NOTE: Administrators should take care not to LINK multiple AutoNumber Formats to the same categories. If they do, the automatic part number assignment is from the oldest/first AutoNumber Format in conflict.

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