Setting New Names
The Set New Name window is invoked by clicking the Set New Name icon in the tool bar of the Rename or Save As pages. The options on the Set New Name page allow you to specify values for Name, Number, and (for CAD documents) File Name. This is subject to the object initialization rules (OIRs) and preference settings that govern the assignment of attributes to new objects. For more information on naming and numbering preferences and using OIRs, see Managing CAD Document and WTPart Naming and Numbering and Using OIRs for Naming and Numbering.
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The options presented in this window are mutually exclusive and are sometimes disabled based on system settings or preferences.
The administrator can set up the user’s profile to disallow updates to the New Number, New Name and New File Name on the Set New Name user interface.
The input for the From: and To: fields are search/replace patterns. These fields are designed for multi-object name and number changes. For more information, see Specifying Change Formats.
To specify values for name, number, and filename:
1. In the New Number area, select one of the following options.
Possible Options
Result
Unchanged
The number is set to remain the same.
Autogenerate
The number is set to auto-generate using object initialization rules (OIRs)
Generate document number based on related Part
The number is set to be identical to the number of the related Windchill part.
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This option is only available if you have selected one or more checked in or uploaded CAD documents.
Change
The number is set to be changed according to a user-defined format that you enter in the From: and To: fields. For more information, see Specifying Change Formats.
2. In the New Name area, select one of the following options.
Possible Options
Result
Unchanged
The name is set to remain the same.
Same as number
The name is set to be the same as the object base number.
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This option is only available on the Rename page.
To keep the name the same as number during a Save As action, use an OIR.
Autogenerate
The name is set to auto-generate using object initialization rules (OIRs).
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This option is only available on the Save As page.
To keep the name the same as number during a Rename action, use the Same as Number option.
Change
The name is set to be changed according to a user-defined format that you enter in the From: and To: fields. For more information, see Specifying Change Formats.
3. In the New File Name area, select one of the following options.
Possible Options
Result
Unchanged
The filename is set to remain the same.
Same as number
The filename is set to be the same as the base number.
Same as name
The filename is set to be the same as the object name.
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This option is only available on the Save As page.
Change
The filename is set to be changed according to a user-defined format that you enter in the From: and To: fields. For more information, see Specifying Change Formats..
4. Click OK.
If your settings are valid for all selected objects, the Set New Name window closes and the selected options are applied to the cells for New Name, New File Name (if applicable), and New Number on the Rename or Save As page.
—or—
If your settings are invalid for one or more selected objects, the Set New Name window closes, selected options are applied to the cells of valid objects for New Name, New File Name (if applicable), and New Number. A warning message appears across the top of the Rename or Save As page.
Controlling the User Interface using Profiles and Preferences
Using various profile settings and preferences, the administrator can disallow and also set default selection for controls in the user interface. For more information about profiles, see Profiles. The following table displays profile settings and preferences used to affect the Set New Names dialog box.
Expected Purpose
Profile and Preference Location
Set default for File Name in Rename
Preference Management, Operation > Rename > Default setting for File Name
Set default for Name in Rename
Preference Management, Operation > Rename > Default setting for Name
Set default for Number in Rename
Preference Management, Operation > Rename > Default setting for Number
Set default for File Name in Save As
Preference Management, Save As > Inherit FileName From Name
or
Preference Management, Save As > Inherit FileName From Number
Set default for Name in Save As
If you have an OIR to generate a Name, then this is the default.
Else, the default will be to change per the naming pattern preferences in Preference Management, Save As > Naming Patterns:
CAD Document Name Prefix
CAD Document Name Suffix
Part Name Prefix
Part Name Suffix
For more details, see Specifying Change Formats
Set default for Number in Save As
If you have an OIR to generate a Number, then this is the default.
Else, the default will be to change per the naming pattern preferences in Preference Management, Save As > Naming Patterns:
CAD Document Number Prefix
CAD Document Number Suffix
Part Number Prefix
Part Number Suffix
For more details, see Specifying Change Formats.
Disable changing File Name in Rename and Save As
Profile setting: Set Identity New File Name
Disable changing Name in Rename and Save As
Profile setting: Set Identity New Name
Disable changing Number in Rename and Save As
Profile setting: Set Identity New Number
Disable changing Number in Save As only
Use OIRs and add an Immutable constraint to the number attribute
Disable changing Name in Save As only
Use OIRs and add an Immutable constraint to the name attribute
Specifying Change Formats
To set the conventions for changing the naming and numbering of objects when allowed by the system using the Change control in the Set New Name:
1. Enter the object’s number, name, or filename in the appropriate From field (you can use wild-card matching).
2. Edit the To field to your specification. See the following table for examples.
The following table provides examples of how to format the From and To fields to achieve the objective of applying a prefix, applying a suffix, or replacing part of an object name.
Rename Objective
Original Value
Target Value
Format From
Format To
Apply Prefix
Object.prt
Prefix_Object.prt
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Prefix_*
Apply Suffix
Object.prt
Object.prt_Suffix
*
*_Suffix
Apply Suffix
Object.prt
Object_Suffix.prt
*.*
*_Suffix.*
Replace
Object.prt
New.prt
*Object*
*New*
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