Customizing the Naming Service
Out-of-the-Box
When the user creates a CAD Document using save and upload from Creo actions, an out-of-the-box delegate is designed to provide values for CAD Document Name and Number.
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The Naming service is for the upload action only.
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The order of precedence used by the system for naming policies and customizations is as follows:
• Name:
a. Custom: Naming service customization.
b. PTC_COMMON_NAME: Explicitly assigned Common Name through the Creo Parametric > window.
c. Parameter-driven: Name parameter ( > > > = <some string parameter>).
d. Name-driven: File Name (The preference, > > > takes effect only if Name is assigned based on File Name (CAD Name))
• Number:
a. Custom: Naming service customization.
b. Auto-numbering: When the preference, > > is set to Do not synchronize file name and number, then the OIRs are used to generate a number.
c. Parameter-driven: Number parameter ( > > > )
d. Name-driven: The preference, > > > takes effect only if Number is assigned based on File Name [CAD Name].
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The file name can be auto-numbered when OIRs are configured.
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For more details about the naming and numbering policies see, Policy-Managed Naming and Numbering