Managing Dynamic Document Templates

Dynamic document templates created for Windchill Service Information Manager can be used as starting points to create information elements. There are a few sample dynamic document templates available from the Templates folder in Windchill. You can also create your own templates using Arbortext Editor and upload them to Windchill using your PTC Server connection.

Instructions for uploading dynamic document templates are available in the Arbortext Help Center for Arbortext Editor. The topic is called Saving a DITA Topic to be Used as a PTC Server Template, and it documents a two-stage process:

1. Save a template dynamic document to a specified location on the PTC Server from Arbortext Editor.

2. In Windchill, from the Templates table, locate and choose the template you want to add using the New Dynamic Document Template feature.

There are a few ways to use dynamic document templates to create textual information elements by editing them with Arbortext Editor.

Be sure Arbortext Editor is configured as an authoring application in Windchill.

You can create a dynamic document from a template in Windchill:

2. In the Templates table, choose the Dynamic Document Templates view from the list. The Templates table lists the available templates, including the sample textual information element templates. Highlight one of the templates and choose Open in Arbortext Editor.

You can create a textual information element in Windchill from the information structure or publication structure:

1. Navigate to an information structure or the Structure tab for a publication structure.

2. From the Editing action set, choose Insert New > Insert New Textual Information Element.

3. In the New Textual Information Element window, choose a template from the Template list.

4. Find the Textual Information Element in the structure and hover over it with the mouse. From the shortcut menu, choose Open In > Open Content in Arbortext Editor to edit the content.

You can create a textual information element in Windchill from the Folders view:

2. From the Actions menu, choose New > Insert New Textual Information Element.

3. In the New Textual Information Element window, choose a template from the Template list.

4. Find the Textual Information Element in the structure and hover over it with the mouse. From the shortcut menu, choose Open In > Open Content in Arbortext Editor to edit the content.

You can start from Arbortext Editor to create a textual information element. Be sure your PTC Server connection is configured and available:

1. Open Arbortext Editor and create a new document. The New Document dialog box appears.

2. The New Document dialog box lists the available templates, including the dynamic document templates available from Windchill. Choose one and add your content.