Associate the mapping rules to documents or work sheets

Now that you have created mapping rules and saved them to a template, you can create parts, assemblies, or drawings in Microsoft Office using this new template. The part, assembly, or drawing acquires the values of the attributes you defined in the mapping rules. Only the owner of a file or the project administrator can perform associations.

To associate mapping rules to documents or work sheets, proceed as follows:

  1. For the mapping rules to take effect, disconnect and then reconnect to PLM.
  2. In Microsoft Office, open a template file for which you have created mapping rules as described in Defining the mapping rules.
  3. Save the template document or work sheet under another name.

    The new document or work sheet has obtained the attributes and the mapping rules of the template.

  4. Save the document or work sheet with the new name to PLM.
  5. If you mapped attributes from Microsoft Office to PLM items, link your Microsoft Office document or work sheet to a PLM item using the Link to Item option from the PLM menu for the mapping rules to take effect.

    For further information, see Link to Object.