Policy-Managed Naming and Numbering

Windchill Workgroup Manager for Creo Schematics supports two policies to determine how newly created objects are named and numbered. These policies are:

These policies are used only during the initial creation of part and CAD documents. They are used during the upload of new ECAD data. If the policy is changed at a later date, existing data is not affected.

These policies can be used together to drive the naming and numbering behavior. For example, auto-numbering can be used with Custom to form a numbering policy. The four policies can be described as follows:

◦ This is the default naming and numbering policy.

◦ The CAD document number is provided by the document number generator (either using the standard Windchill number generator, or through customization).

◦ When you disable auto-numbering, the name-driven policy comes into effect.

◦ The WindchillObject Number is copied from the Creo Schematics file name. The file extension can be dropped and is controlled by the Windchill preference, Upload Drop Number File Extension.

◦ The Windchill Document Name is also copied from the Creo Schematics file name. The file extension can be dropped and is controlled by the Windchill preference, Upload Drop Name File Extension.

◦ If you use Workspace Rename to set the WindchillName or Number attribute for a new document, its value is pushed from Windchill to the CAD authoring environment.

◦ The Creo Schematics document and part Number field can be edited using Rename. If parts are auto-created from ECAD documents, then you cannot specify a part number. If parts are created manually, you have the option to specify a part number during creation (assuming auto-numbering is disabled). If a dynamic document is created in the Creo Schematics application, it has no ability to define the Windchill dynamic document number. You must then use Rename in the workspace to allocate a different value prior to check in.