5.12.8. Classifying: Use of templates and plugins
5.12.8.1.  Classification tab page: Manage and execute templates
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5.12.8.1.  Classification tab page: Manage and execute templates

Create classes and attributes in different templates and then assign them to projects and complete directories specifically. This will accelerate the classification process of whole catalogs significantly.

Templates can contain just one single class system but also multiple.

There are different options for the designing of templates.

  • Creation of empty classes and attributes

  • Creation of already filled classes and attributes

  • Saving of default values in variables in order to quickly and simply select them.

Example with setting a GTIN number with specific value

The GTIN-number attribute, for example, exists in many classifications. Now when creating a variable for this number in the template management and inserting it in different classifications, it will be set at all occurrences in other projects at once when executing the template.

  1. Select the Classification tab page and click on the Manage templates button.

    Classification tab page

    Classification tab page

    -> The template editor [Template Editor] opens.

    Template Editor

    Template Editor

  2. Top left, create a new template via button or select an already existing one (here in this example GTIN).

  3. At the very top, on the right side, in the list field, select the class (here in this example one after another "eclass10.1." and "CNS").

    -> Under it, all classes are listed.

  4. Perform a double-click on the desired class.

    -> The class appears on the left under Selected classes.

    -> In the field below the attributes of the selected class are listed.

  5. You can now optionally enter table variables ( Variable column) or fixed values ( Value column).

    Enter values in class attributes

    Enter values in class attributes

    You also have the option of creating variables with specific values under Input variables, which you can then also use for the selection under Variable and value (here in the example "$GTIN."). Create new lines using the Button. Fill in the ID, Name, Description and Data type fields. Depending on the data type, further corresponding input fields are displayed below.

    Input variables

    Input variables

  6. Via list field, switch to another classification (here in this example "CNS") and repeat above procedure for any other classes and attributes.

  7. Click OK to close the template editor [Template Editor].

  8. Click in PARTproject click on the Save Button.

  9. Click on Manage templates you can open the Template Editor again at any time.

  10. Now you can assign the template data either to single projects or to directories:

    • Apply to single projects:

      1. Select the project to be classified on the basis of the template data.

      2. Open the Execute [Execute template] template dialog by clicking on to open the Execute template dialog.

        Execute template

        Execute template

      3. Select the desired template.

        If you have created variables [Input variables] under Input variables, these are listed in the dialog and can optionally be adjusted.

        [Tip]Tip

        Complicated strings sometimes have to be set, especially for electrical classifications. Here, a basic string such as "CNS_CP|4|6||x" can be set in the variable, which then only needs to be modified in the last position (CNS_CP|4|6||8, CNS_CP|4|6||10, CNS_CP|4|6||12, etc.).

      4. Select the desired action:

        • Enrich:

          -> New classification attributes are added.

        • Customize [Adapt]:

          -> Existing classification attributes are overwritten with template values. No creation of new classifications/attributes (similar to the previous option Overwrite existing classifications ).

        • Replace:

          -> If there is no entry, the respective value from the template is set; if there is an entry, it is replaced by the new value.

        • Delete:

          The classification selected/defined in the template is deleted (including values)

      5. Confirm with OK.

        -> The template is executed.

    • Apply to directories:

      1. Select the desired directory.

      2. Under Automation, call up the context menu command Batch run classification with templates.

        Batch run classification with templates

        Batch run classification with templates

        -> The Execute template dialog opens, the details of which have already been explained above.

        Execute batch

        Execute batch

      3. Click OK to close the dialog and use Execute batch to apply the template.

Storage location of the templates

The templates created in the Template Editor dialog are saved in JSON format at the main level of the catalog in the _classstore directory.

json file

json file

Translations of the templates

There is a .def file for each template in the _classstore directory. Texts such as the description of the template can be translated here.

def file

def file

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5.12.8. Classifying: Use of templates and plugins Home 5.12.8.2.  Check classification with plugins