Using documents we currently face some strange changes in be way PTC handles the “Documents” relationship in Segments.
As it seem impossible to find a manual/howto that fully describes how it is supposed to work I wrote down all case we can see currently in our system.
- Create a new Document
Documen create…
- Enter fields in Dialog
- Set field “Root Document” to TRUE
>> field Documents contains the project backing item
- Move a ROOT Document
Document Change Project
- Enter fields in new Project
- Ensure field “Root Document” is TRUE
>> field Documents contains new the project backing item
- Branch a ROOT Document
Document Branch…
- Enter fields in new Project
- Ensure field “Root Document” is TRUE
>> field Documents contains new the project backing item
- Change “Root Document” to false
Set Field “Root Document” to false
>> field “Documents” becomes empty
EVEN if the current User has NO project administrator permission
- RE-Add a NON “Root Document” to Project
Set Field “Documents” to project backing Item (ONLY possible if the current User has project administrator permission)
>> field “ROOT Documents” stays FALSE
- Branch a NON ROOT Document
Document Branch…
- Enter fields in new Project
- Ensure field “Root Document” is FALSE
- >> field “Documents” becomes empty
- Change “Root Document” to TRUE
Set Field “Root Document” to TRUE
>> field “Documents” stays empty
EVEN if the current User has project administrator permission
- Known issue, see https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS92844
Insert or Include a ROOT Document into another Segment
- Content/Include/Document….
- Select a ROOT Document from a project
- Ensure field “Root Document” is TRUE
>> field Documents contains the project backing item
ONLY if the current User has project administrator permission, otherwise
- Insert or Include a NON ROOT Document into another Segment
- Content/Include/Document…
- Select a NON ROOT Document from a project
- Ensure field “Root Document” is FALSE
>> field “Documents” becomes empty
and cannot be modified, unless the current User has project administrator permission
Especially the last case leads to "lost" documents, as once included elsewhere, the document won't appear in a finder dialog anymore.
I am wondering whether I am the only one having issues with this.
Any reply wellcome