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    Custom Actions
    • 02 Apr 2024
    • 8 Minutes to read
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    Contents

    Custom Actions

    • Updated on 02 Apr 2024
    • 8 Minutes to read
    • Contributors
    • Print
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    Article Summary

    Custom Actions are a collection of features that can be used inside action sets or manual.
    Some are standard Autodesk Vault that we now can control where they should run in-side the process and some are unique for Sovelia Vault.

    NOTE:

    After a configuration is done, the Vault client, the CAD program with vault add-ins and the jobprocessor need to be logged out and back in to load the most u-to-date configuration

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    Custom Actions can run manually from the sovelia menu

    1. How to change category of a file?

    It does exactly that, it changes category of a file.
    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Change category

    Right mouse click the "Change category" node and select "Add new Change Category"

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    2. Create Action settings

    create a new name for the Action and select which category to change it into

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    2. How to change the lifecycle of a file?

    This action changes lifecycle of a file.
    There are certain "hardcoded" settings that are pre-set and cant be changed.
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    1. Add change lifecycle

    Right mouse click the "change lifecycle" node and select "Add new change lifecycle definition"

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    2. Create change lifecycle definition

    Create a new name for the Action and select what lifecycle and state to change it to.

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    3. How to change revision scheme of a file?

    This action changes Revision Scheme of a file.
    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Change Revision Scheme

    Right mouse click the "Change Revision Scheme" node and select "Add new Change Revision Scheme".

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    2. Create change Revision Scheme definition

    Creat a new name for the Action and select what Revision Scheme to change it to.

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    4. How to copy file to a folder

    A file can be copies with certain properties to a folder location
    There are certain "hardcoded" settings that are pre-set and cannot be changed.

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    1. Add Copy file

    Right mouse click the "Copy file" node and select "Add new Copy file"

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    2. Create Action settings

    Create a new name for the Action and select the options

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    • It's possible to create subfolders based on date and Vault properties and also add properties to the file name

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    5. How to delete attachment?

    With this action we can delete any attchments.
    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Delete Attachment

    Right mouse click the "Delete Attachment" node and select "Add New Delete Attach-ment"

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    2. Create Action settings

    Create a new name for the Action and select the options

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    • Select if only the latest revision or not is deleted (True / False)
    • Select File extension to delete (Separate multiple extensions with : or All = for everyone)
    • Select if you want to delete hodden attachments or no (True / False)

    6. Folder property to file copy

    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Folder Property to File Copy

    Right mouse click the "Folder Property to File Copy" node and select "Add New Folder Property to File Copy".

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    2. Create Action settings

    Create a new name for the Action and select the options

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    7. How to run iLogic from a task?

    Full Inventor Needed

    In order to run iLogic a full inventor is needed on the jobprocessor machine

    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add iLogic

    Right mouse click the "iLogic" node and select "Add New iLogic"

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    2. Create Action settings

    Create a new name for the Action and select the options. Add the path to the iLogoc file. Make sure the job processor can find it.

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    3. Run the rule manually or by an Action Set

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    About Action sets

    8. How to kill processes on the jobprosessor?

    Sovelia® Vault can kill any processes on the jobprocessor workstation
    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Kill Process

    Right mouse click the "Kill Process" node and select "Add New Kill Process"

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    2. Create Action settings

    Creat a new name for the Action and select the options
    About Action Execution conditions

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    9. How to check property compliance?

    Check compliance can be used to ensure that checker and approver are different in a release process. If not compliant we can stop the process until the requirements are met.

    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Property Compliance

    Right mouse click the "Property Compliance" node and select "Add New Property Compliance"

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    2. Create Action settings

    Create a new name for the Action and select the options
    About Action Execution conditions

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    10. How to create a Custom Revision table

    Full Inventor Needed

    A full inventor is needed on the jobprocessor machine

    This is a custom Revision table based on a Inventor Drawing Table
    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Revision Table

    Right mouse click the "Revision Table" node and select "Add New Revision Table"

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    2. Create Action settings

    Create a new name for the Action and select the options
    About Action Execution conditions

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    • Create a Inventor table with your columns
    • Set the name of the column with the revision
    • Set maximum number of rows.

    3. Add the row properties from vault

    Right mouse click and select "Add new property"
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    4. Add the properties in the same order as the table

    The property name and the row name can be different

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    11. How to send mail by SMTP?

    This makes it possible to send an email on certain actions in Vault

    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Send mail by SMTP

    Right mouse click the " mail by SMTP" node and select "Add New Send mail by SMTP"

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    2. Create Action settings

    Create a new name for the Action and select the options
    About Action Execution conditions

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    12. How to run Sync properties from Sovelia Vault?

    This make it possible to run synchronize properties on certain actions in Vault.
    This is the Autodesk Vault SyncProperties functionality, but run from Sovelia® Vault.

    There are certain "hardcoded" settings that are pre-set and cant be changed.
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    1. Add SyncProperties

    Right mouse click the "SyncProperties" node and select "Add New SyncProperties"

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    2. Create Action settings

    Create a new name for the Action and select the options
    About Action Execution conditions

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    13. How to update Vault Revision tables (Autodesk standard)?

    This is created to update the standard Autodesk Vault Revision table.
    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Update Vault Rev-Table(Autodesk std)

    Right mouse click the "Update Vault Rev-Table(Autodesk std)" node and select "Add New Update Vault Rev-Table(Autodesk std)"

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    2. Create Action settings

    Create a new name for the Action and select the options.
    About Action Execution conditions

    Note that it is possible to also update the view with Autodesk Vault method from this action.

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    Sovelia Vault Configuration Example for Vault Revision Table for Inventor Here

    14. How to update the standard Autodesk view?

    This is created to update the standard Autodesk View.
    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Update Update View

    Right mouse click the "Update View" node and select "Add New Update View".

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    2. Create Action settings

    Create a new name for the Action and select the options.
    About Action Execution conditions
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    15. Sovelia Vault Drawing List. How to create a drawing list from an assembly?

    This action can create a drawing list from an assembly.
    The action will collect all parent drawings from the assembly structure and put them in a folder together with a Excel drawing list. This action will run on local machine.

    Short video here

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    There are certain "hardcoded" settings that are pre-set and cant be changed.

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    1. Add Update Update View

    Right mouse click the "Drawing List" node and select "Add New Drawing List".

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    2. Create Action settings

    Create a new name for the Action and select the options. There need to be a folder created in Vault at "$\Configuration\Templates" where the Excel template need to be added.
    About Action Execution conditions

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    3. Set the Options

    • Template File Name (without extension) This will be added to the Excel-report file name. ("Model Part Number" - "Template file name .xls")
    • Cell for Project Name, if project dialog box are set true it will pop a dialog box to add the Project name.
    • Show Project dialogbox?
    • Vault Drawing list Folder Name from Property + Revision (Leave Custom Folder Name blank).
    • Custom Folder name in Vault to set a custom name for the drawing list folder.
    • Cell for Assembly Name in excel template
    • Cell for Assembly Part Number in excel template
    • Cell for Assembly Revision in excel template
    • Cell for Create Date in excel template
    • Date format y(year). M(month), d(day). h(hour 12). H(hour 24). m(minute). sfeec-ond) and t(P.M or A.M)
    • Cell for Assembly top level item count
    • Start list on Column (character), where the list starts in excel
    • Start list on row (number) in excel
    • Collect properties from linked document? (A tip to add File Extension property to the property list)
    • Create shortcuts? create drawing shortcuts in the Drawing list folder.
    • Save Excel-report into vault?
    • Leave Excel-report open?
    • Excel Visible? Open excel when report are created
    • Add Shortcuts to Attachment

    4. Add properties to the drawing list

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    • The properties added will be in the same order as the excel sheet columns, note that the names dont have to match the Excel sheet.

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    NOTE:

    After a configuration is done, the Vault client, the CAD program with vault add-ins and the jobprocessor need to be logged out and back in to load the most u-to-date configuration

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