General mapping

Introduction

General mapping is available for Microsoft Word. General mapping enables you to define attribute-based mapping rules for a template. When you create documents or work sheets in Microsoft Word using a template, the mapping rules are carried over to the documents or work sheets based on how you set up the rules.

The mapping rules determine how values of Microsoft Word attributes are mapped to PLM attributes and vice versa for files that use the template containing the mapping rules. To use general mapping, you must have administrator's rights. You must link the Word document to the PLM item prior to performing the mapping.

Defining mapping rules

In Microsoft Word, create template Template_001.dot. For Template_001.dot, define the following mapping rule:

Microsoft Word property Project_ID goes to PLM item attribute Project. Create a document based on template Template_001.dot.

As a result, if you enter a value for the Project_ID property of the Microsoft Word document, this value is entered in the Project field of the PLM item that you link to the Microsoft Word document.

For Microsoft Word documents, the mapped attributes can be displayed anywhere in the Microsoft Office files derived from the template:

• The body of the file
• The header and/or footer of the file
• Tables within the file