Property Editing tips with Autodesk Vault

  • Brian Schanen joined Autodesk in 2005 as a Product Designer and currently is a Customer Success Engineer for Autodesk’s Data Management products. Brian has taught at Autodesk University numerous times and has authored white papers on Vault and Productstream. He works with customers to implement a complete digital prototyping solution specializing in Autodesk Inventor, Autodesk Vault and Productstream. Brian lives near Detroit, Michigan.

    About Brian

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  • Property Editing tips with Autodesk Vault
    February 13, 2009, 08:48 PM Brian Schanen

    Autodesk Vault provides functionality to index, search, and group file properties from files Checked In. In addition to this functionality, Vault allows users to edit these properties through an easy to use Wizard interface. In this example, we edit a handful of Inventor Part files and a Microsoft Word document – all at the same time!

    Starting the Edit Property command is performed from the Edit menu>Edit Properties or Ctrl+E. You can either have the files pre-selected, or start the command and use the Add Files button to populate the list.

    When the file list is complete, click Next to move onto the Edit properties screen. At the top of the listed files, click the Customize View button to choose the properties you need to modify.

    These will appear as columns, similar to customizing the grid in the Vault Properties, History, Uses, and Where Used areas elsewhere in Vault.

    Now for the exciting part. In our example we need to update the property ‘Project’ to 10 Vaulted files (nine Inventor and one MS Word). If the properties are different between these files, then proceed with filling in the values as necessary.

    But…if the values are all the same, enter the value one in the top cell. Then drag from the lower right corner of the cell all the way down the list. The result is the property value filling in all the cells.

    This example used only ten files and was a great time saver, and it only gets better with more files. Additional functionality in this grid includes a right click menu that provides Copy/Paste, Capitalize, and Find/Replace.

    When the edits are done, and the properties are filled out, simply click the Finish button to complete the Edit Property Wizard. Autodesk Vault will update and version the files, then post a results window where you can create a report. Click Close when you’re finished.

    -Brian Schanen

    1 Comment | Add Comment Under The Hood >

Comments

  • March 25, 2009 09:01 AM Dan Singleton

    Why can't we revise properties directly when viewing them in a vault folder? Wizards nice for multiple files, but annoying when all you need to do is fix a simple spelling error in a single file.



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