Document Generator

solution
  • App developed on ENOVIA and Aras platforms
  • Automates creation of MS Word document based on the options selected through wizard pages
  • App has Document Administrator and Document User roles defined in PLM systems
  • Document Administrator will setup a template inside PLM by defining wizard pages
  • Document User will create document based on the existing template by selecting various options on the wizard steps
  • Document Generator has three distinct flows Document Generator, Document Synchronizer and Document Remote Editing to support creating office documents through automation.

Benefits over Traditional Solutions

Unlike any plugin based solution, this needs no separate installation

It’s fast; Document can be generated by answering just couple of questions.

Users don’t need to be experts in using Microsoft Word application

Users don’t need Microsoft Office license to create word document

It’s completely native to PLM, created document can go through approval process

Standardized Document Creation

Document Generator Capabilities

  • Generates document from a template
  • Synchronizes document with current object data
  • Facilitates remote editing of the document
Document Generator
  • Allows document administrator to create the template object in Aras using Template Studio that defines the wizard pages and various data entry controls on each page. Word template can be uploaded to the created template that will be used to create document when user completes the wizard steps
  • Allows document creator to create document object in Aras by selecting previously created template and subsequently completing all wizard steps by selecting various options in the wizard
  • Upon completing wizard steps, document generator will create word document by pulling word template from the associated template and processing all content controls with the user selected values. User selected values can be referring to the documents saved in the Aras, in that case it will embed the content of those documents
  • Optionally auto generates PDF from the word document
docSyncFlow
Document Synchronizer
  • Auto updates the document based on explicit user action or trigger on business object
  • Word document attached to object has content controls, content control names match with the attribute names on the business object type. Content control names can contain path referring to the related objects of the context object
  • As part of update, content control values will be updated from the mapped object(and related objects) attributes/properties
  • Optionally auto generates PDF from the word document
docSyncFlow
Document Remote Editing
  • Any word document can be opened remotely by clicking on the object inside Aras
  • Opened document can be edited manually and checked in back to Aras
  • Word application doesn’t need any plugin to interact with Aras. Upon saving the document, it saves the document back to you Aras using WebDAV protocol
  • In case document has editable content controls, values are mapped back to PLM object attributes/properties as part of saving the document
  • Optionally auto generates PDF from the word document
docSyncFlow

Document Generator Features

solution

Template Studio

Helps in creating templates with the required pages of the wizard. Administrator can create wizard pages by placing various controls available from the toolbox. Word template (.dotx) can be associated with a template. Names of the controls placed on the wizard page should match with the names of the content controls defined in the word template

Wizard

User can create document by selecting a published template and upon completing all the pages of the wizard, a word document is created based on data entered in the wizard pages. Display condition can be defined on the wizard page, and is evaluated based on the data entered on previous pages, that decides whether subsequent page can be shown

Watermark and Track Changes

Template can be configured to set watermark or enable track changes based on the state of the business object

PDF Generation

Template can be configured to generate PDF as part of creating or updating word document based on the state of the business object

Text, Number, Date Controls

Allows user to enter simple data, that can be inserted within content controls defined in the .dotx upon completing all wizard steps as part of generating the document

CheckBox Group, Radio Group, Dropdown

These multi value controls can be used where you need define fixed number options. Selected values will be set on the content control defined in the word template (.dotx) as bulleted or numbered list. Optionally each option shown in the control can be associated with a document within Aras, upon selecting the option, content variable defined in the word template can be replaced with the content from the referenced document

Document Segment

Allows user select a specific document from Aras and embed the content of the document within content control defined in the word template

Table Control

Allows user to add rows of data with column types defined as text, number, or expression. As part of control definition, administrator can define aggregate row or column that shows aggregates of the row data entered at runtime. As part of processing the document, table data can extracted and transferred to the table defined in the word template

Object Control

Allows user to select a specific object from Aras and selected object data will be set as data source on the repeating section content control defined in the word template, that will be processed with selected object data and related objects data as part of creating the document

Image Control

Allows user to select any picture associated with the object from Aras and picture content control defined in the word template will be processed with selected picture

RichText Control

Allows user to enter rich text that can be embedded in the RichText content control defined in word template as part of creating the document

Signature Control

Captures user’s signature picture and embeds in the picture content control defined in the word template

Section and Group Controls

Administrator can place these controls on the wizard page to organize other controls used in a page

Display Condition

Display condition can be set on individual controls placed on the wizard page or on entire page using boolean expression that refers to other controls. At runtime, based on the evaluation of the expression, control will be hidden or shown in the wizard page

Validation Rules

Validation Rules can be set on individual controls placed on the wizard page or on entire page using boolean expression and error expression that refers to other controls. User can’t navigate to next page in the wizard at runtime until all validation rules are satisfied