Mapping from PLM to Word

To map a PLM attribute to a Microsoft Word file, in the template you must define a property and a field that is based on the property. Through the property, the value of the PLM attribute will be displayed in the field.

To define a property and a field in the Word template, proceed as follows:

  1. Select File > Properties and in the Custom tab of the <Template name> Properties dialog box proceed as follows:
    1. In the Name field, enter a name for the property, for example, Document number.
    2. In the Value field, enter a dummy value. This value will be overwritten by the value of the PLM attribute.

      In the mapping rules you can specify that the value of the Document ID attribute in PLM must be filled in the Microsoft Word Document number property attribute.

    3. Click OK.
  2. In the template, place the cursor in the location where you want to insert the field.
  3. Select Insert > Quick Parts > Field, and in the Field dialog box that appears, proceed as follows:
    1. In the Categories list, select (All). This is the default value.
    2. In the Field name list, select DocProperty.This is a type of field that refers to document properties.
    3. In the Property: list, select the property, for example, Document number, that you defined in the previous steps.
    4. Click OK.
  4. After you have finished defining property attributes and fields, proceed as follows:
    1. Import the template into PLM. For further information, see Importing the template into PLM.
    2. Define the mapping rules. For further information, see Defining the mapping rules.

To view the field code of a field, place the cursor on the field and from the right-click menu, select Toggle Field Codes.