PDM - Tool to bulk update variables in datacard

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csh
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PDM - Tool to bulk update variables in datacard

Unread post by csh »

Does anyone know of a tool/Third-Party Software/add-in which we could buy in order to bulk update variables in PDM?

We have a lot of legacy parts which we would like to enrich with data.

I have created a dispatch, but that is not a suitable solution for 100.000+ files. 
by jcapriotti » Fri Nov 15, 2024 11:59 am
Couple of options depending on what you need. The Import @JSculley mentioned is best if you have a lot of different variable for each part.

Tim from EquivaQ has a nice video and free tool to create the XML:


If you want to apply the same variable value to a lot of files, there are two options:

1. If all of the files are in teh same folder, then add the variable to a folder, then use "Update Values in Files"


2. If they are spread around your vault, you can create a workflow transition to set the variable to the value you want. Then transition the files and have it automatically transition them back. I created a separate workflow for this so I could call for from any other workflow.
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JSculley
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Re: PDM - Tool to bulk update variables in datacard

Unread post by JSculley »

If it is PDM Pro, you can use the built in Import/Export Rule functionality. See the Chapter named 'Importing and Exporting Data' in the Administration Guide (accessible from the PDM Administration tool).
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Re: PDM - Tool to bulk update variables in datacard

Unread post by jcapriotti »

Couple of options depending on what you need. The Import @JSculley mentioned is best if you have a lot of different variable for each part.

Tim from EquivaQ has a nice video and free tool to create the XML:


If you want to apply the same variable value to a lot of files, there are two options:

1. If all of the files are in teh same folder, then add the variable to a folder, then use "Update Values in Files"


2. If they are spread around your vault, you can create a workflow transition to set the variable to the value you want. Then transition the files and have it automatically transition them back. I created a separate workflow for this so I could call for from any other workflow.
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csh
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Re: PDM - Tool to bulk update variables in datacard

Unread post by csh »

JSculley wrote: Fri Nov 15, 2024 7:58 am If it is PDM Pro, you can use the built in Import/Export Rule functionality. See the Chapter named 'Importing and Exporting Data' in the Administration Guide (accessible from the PDM Administration tool).
Thank you!
csh
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Re: PDM - Tool to bulk update variables in datacard

Unread post by csh »

Thank you @jcapriotti and @JSculley !

I used the import from XML. This works perfectly, and was easy to do with the video.

This is going to save me endless hours and frustrations. And for free :D
I really appreciates the help!

Christina
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Re: PDM - Tool to bulk update variables in datacard

Unread post by jcapriotti »

csh wrote: Tue Nov 19, 2024 6:10 am I used the import from XML. This works perfectly, and was easy to do with the video.
Just curious, did you use the free tool to create the xml from an Excel file?
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Re: PDM - Tool to bulk update variables in datacard

Unread post by csh »

jcapriotti wrote: Tue Nov 19, 2024 11:08 am Just curious, did you use the free tool to create the xml from an Excel file?
Yes I did. Worked perfect :)
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