Planning mode
DocPublication andTaskActions are tools that are used with PDM tasks, to create or set up a task, consult the available help here
Task of adding documents to a list:
This list can be filled by a myPDMtools task of type : Add documents to a list
This task will add the files to be processed to a selected list (which may already contain files waiting to be processed).
This task can be triggered from the context menu or in the workflow .
Go to the next step to set up the list:
Now select an existing list from the drop-down menu or create a new list by clicking on then fill in:
Check Add context menu to add files to the list from Windows Explorer:
If two identical files in different versions are added to the list, they can be processed independently by checking the option:
You can also add to a list of files to be processed from the toolsPDMSearch, AdvancedBOM
Task of processing documents from a list:
The planning mode allows you to process a list containing all the documents to be processed.
To enable scheduling, check the option and restart the task as requested:
:
Select the previously created list
It is possible not to empty the list of files automatically after processing by checking the option:
To trigger the task, the PDM planning tab must be set:
When the task is triggered, all the files in the list will be processed and exported with the options defined in the task