This article explains how to apply conditions to document auto-numbering, outgoing file name, and compilation pattern formats.
Using IF statements for Document Auto-Numbering Format
If you have document numbers that differ depending on whether the document is a drawing versus if it is a document adding an IF statement teaches DocBoss how to build each number.
Example:
If Drawing: 4530KR-ISO-0001-001
If Document: 4530KR-GEN-0001
- Enable a custom doc code/card field (custfield1 in example below) for "Is Drawing" as text
- Create the following IF statement in the Doc No. Convention
IF("<IsDrawing>"="Y","<PONumber>-<DocCode>-<Sequence>-<Sheet>","<PONumber>-<DocCode>-<Sequence>")
This tells DocBoss that if "Is Drawing" is "Yes" to add the sheet number, otherwise, leave the sheet number off the document number.
Using IF statements for Outgoing File Name formatting
Like auto-numbering, a similar IF statement can be applied to Outgoing File Name formats.
If your documents need to have the Title added to the outgoing file name but drawings do not, the following IF statement can be used in the File Name Format
IF("<IsDrawing>"="Y","<DocNoAcme>_Rev<RevAcme>","<DocNoAcme>_Rev<RevAcme_<Title>")
Example:
If Drawing: 4530KR-ISO-0001-001_Rev0.pdf
If Document: 4530KR-GEN-0001_Rev0_General Document.pdf
IF statements are also useful for other situations, such as if there is no supplier document number, include the customer's document number.
IF("<DocNoWolfe>"="empty","<DocNoAcme>","<DocNoWolfe>")
Or, if there is no internal doc code, use customer doc code.
IF("<DocCodeInternal>"="empty", "<DocCode>","<DocCodeInternal>")
Using IF Statements for Compilation Patterns
IF statements can be used in the following compilation patterns:
Bookmark pattern for cover page entry
Bookmark pattern for TOC entry
TOC/Bookmark pattern for cards
Example
IF("<CardType>"="manual","Manual Card card <Reference>","Auto Card <Reference>")
If the card type is manual, display text Manual Card with reference variable, if not, display Auto Card with reference variable
Some examples are below:
Result:
Another example: If card type is manual, display "Manual Card" as text and list tags, if auto-generated card, display "Auto Card" as text with reference value.
Result:
