Chapter 10 - Auto-Select Categories
Introduction
The Data Standard default configuration assumes that Vault Professional users primarily create files of category Engineering, while Vault Office users usually start new files assigned to the Office category. Most customers implement more than a single category for Engineering or Office files, e.g., a differentiation for Part, Sheet Metal Part, Assembly, Drawings, and more. Usually, the assignment follows company-specific rules, and VDS is excellent in transforming these rules in Automation. A user no longer needs to apply these standards manually.
This chapter’s rule scripts change the default pre-selection of Category Engineering to the individual Categories Part, Assembly, or respective Drawing Categories in all VDS applications, AutoCAD, Inventor, and Vault.
Learning Objectives
- Get introduced in reading VDS PowerShell scripts
- Learn how to set the default category in AutoCAD (Drawing AutoCAD)
- Learn how to set default categories in Inventor (part, assembly, sheet metal, IDW/DWG)
- Learn one way to set default categories in Vault Explorer
Exercises
- Exercise 1 – Investigate the default script for CAD
- Exercise 2 – AutoCAD, Auto Select Category
- Exercise 3 – Inventor, Auto Select from Multiple Categories
- Exercise 4 – Vault, Re-Use Template Category
See VDS Tutorial - Chapter 10.pdf for the full workflow documentation, including step-by-step instructions to complete all exercises.
Watch the YouTube Video Documentation - Vault Data Standard Tutorial - Chapter 10.