Using Infocards

An infocard is a dialog box that enables you to update metadata of items, documents or files generated from part files created in Autodesk Inventor. There are three types of infocard, one for items, one for documents, and one for files. You must use info card to make changes to the item, "document" or file in Autodesk Inventor rather than in PLM. You can update only those items, "document", or files that you own.

To update items, documents or files generated from the Autodesk Inventor object that you are working on, proceed as follows:

  1. From the PLM main menu, select the relevant update option. You can select Update Item, Update Document or Update File. As a result, the relevant update dialog box is displayed.
  2. Make the required changes.
  3. Click Update.
    Note: To update a component of an assembly in Autodesk Inventor, right -click on the component in the browser bar and select the Open option.

    To open the infocard, select Update Item, Update Document or Update File from the PLM menu.

    To view your changes to the item, "document" or file, you can open the appropriate workspace. For further information, refer to Opening a file in an PLM workspace.

    If the part file whose item, "document" or file you want to update is not saved to PLM, a message appears informing you that the selected part does not exist in the PLM database.

    If the part file is not editable because you have no editing rights, the part file is locked by another user, or because the object is released, the infocard dialog box appears in view mode.

    If you select Update Item, but no item is created for the part file with which you are working, the following error message appears: “The file [filename] you have selected is not associated with an Item in PLM."

    This occurs if your preferences specify that no PLM items must be created for the part files that you save to PLM.