Word and Excel templates

Offline Christiaan Post over 2 years ago

Hi,

When creating a new file based on a word Template *.dotm or * dotx why is ProjectWise holding this extension it should changed to an *docx for example. Otherwise all documents are saved as templates and that's not what we would like to see.

I also tried of course to use *.docx as a template but than I've got stuck on the "create data" because it's referring to the date of creation of the template.

Any suggestions on how to solve this?

//Christiaan

Parents

0 Offline Madhuri Londhe Thu, Feb 18 2021 5:17 AM
HI Christiaan,

Which PWE version you are on??? Can you also provide snapshot of page where you have got stuck after using *.docx as a template?

Regards,
Madhuri
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Offline Christiaan Post Thu, Mar 4 2021 8:33 AM in reply to Madhuri Londhe
Using PW version.434

Where it goes wrong is that when I want to use create date/ time from a ProjestWise attribute it will take the date/ time when we first created the template *.docx file. and not when the new ProjectWise Document is created.

New file created from template (*.Docx) date is still 24-2-2020 instead of 4-3-2020?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Reply

0 Offline Christiaan Post Thu, Mar 4 2021 8:33 AM in reply to Madhuri Londhe
Using PW version.434

Where it goes wrong is that when I want to use create date/ time from a ProjestWise attribute it will take the date/ time when we first created the template *.docx file. and not when the new ProjectWise Document is created.

New file created from template (*.Docx) date is still 24-2-2020 instead of 4-3-2020?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Children

0 Offline David Nicholson Sun, Jul 3 2022 6:29 PM in reply to Christiaan Post

Christiaan, If you defined, then inserted a custom attribute into your Word template (Insert > Quick Parts > Field > Doc Property) and then mapped the value using the Attribute Exchange Rules for MSOffice in PW Admin, then you should be able to display the date the PW document was created.

Regards, David
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel