DriveWorks can create new documents by using an Excel worksheet as a template. Rules are applied to named ranges in the workbook to drive data, relevant to the specification, into the new document.
The document name rule is used to determine the name of the new document, or to prevent the document from being created.
|"DELETE"||Prevents the document from being created.|
|DWSpecificationId||Creates a new Excel document with the specification number used for the file name - for example, "Parts List.xls" would become "1.xls" if it was generated by the first specification.|
|DWSpecificationId&".csv"||Creates a new Comma Delimited document with the specification number used for the file name - for example, "Parts List.xls" would become "1.csv" if it was generated by the first specification. See File Extension table below for all file types that can be created from an Excel document.|
|DWSpecificationId&".PartsList.xls"||Creates a new Excel document with the specification number and .Parts List used for the file name - for example, "Parts List.xls" would become "1.PartsList.xls" if it was generated by the first specification.|
|File Extension||File Type|
|.xls||Excel 97 - 2003 workbook|
|.xslm||Macro enabled workbook|
|.xlsx||Excel 2007 workbook|
|.csv||CSV comma delimited|
The document path rule controls the folder that the document is created in.
|""||If the rule is blank the document will be created in the Specification Path folder which is applied in the Specification Settings.|
|"\Documents"||If the Specification Path is set to "C:\DriveWorksPro\"&DWSpecificationID the document will be created in the C:\DriveWorksPro\1\Documents folder if it was generated by the first specification.|
|"C:\DriveWorksPro\Generated Documents"||The document will be created in the C:\DriveWorksPro\Generated Documents folder|
All named ranges and cells are displayed in the Named Ranges window. Current values of any named ranges will be restored in the new document unless a rule is applied.
|""||If the rule is blank any value in the named range will be removed|
|DWVariableTotalQty||Reports the result of the variable TotalQty into the named range|
|DWCurrentUserName||Reports the name of the person logged into DriveWorks as defined in Security Settings.|
Portable Document Format (PDF) files can be created, by default, for documents based on Microsoft® Word and Excel files.
When a Microsoft Word or Excel document is created or edited, the options for the additional formats to be created are listed under General Settings.
The available options are:
To create the additional format check the box in the Create Document column.
To prevent the document file type from displaying in the Specification Explorer check the box in the Hide From Document List column.