The workflow of exporting data from Smart Reference Data to CADWorx is as follows:
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You export the selected data from Smart Reference Data into text files. These text files are zipped in an archive, which you can download.
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Next, you use the CADWorx Importer to load the exported catalog and specification data files into a project file that can be opened in the CADWorx application and reviewed in the Spec Editor.
Use the CADWORX 20.01 Export Jobs screen to create export jobs and export data from Smart Reference Data to CADWorx.
To create a new export job, enter the job name in the Job field and any comment or description in the Comment field.
The following properties must be assigned to an export job. They are described in detail in CADWorx Interface Setup.
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Transfer Type - Each job has assigned a transfer type, which contains a list of sheets that should be exported. After a transfer type is assigned, the contained sheets are automatically copied to the Selected Sheets tab at the bottom of this screen. For more information, see Transfer Types.
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Item Mapping - Each job relates to an item mapping. The item mapping covers a number of relations between SRD and CADWorx data. As an item mapping is related to one template and the template to one sheet config, the Template and Sheet Config fields get populated when an item mapping is assigned to the job. For more information, see Item Mappings, Templates, and Sheet Configs.
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Config - Any job has one general config assigned; this config contains settings that apply to the job. For more information, see General Configs.
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Job Goal - Each job undergoes different stages, from the start of the job to the creation of the files. Each stage may be targeted individually by setting the job goal. The available goals are:
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PRE_IF_TABS - Used only if extended customizations need to be done on the output data.
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FILL_IF_TABS - Fills the interface tables with the export data.
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VRFY_CSTCY - Checks the exported data for consistency/problems. In the initial delivery, there are no check routines defined for the CADWorx interface.
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WRITE_TO_FILE - Creates files for the exported data and offer them to the user
It is not necessary to select each of the goals one by one. For example, you can create a job, set the goal to WRITE_TO_FILE and start the job. All stages will be performed in consecutive order.
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Before the job starts, the software will validate some data. During this validation, it can also add commodity codes / idents and component data sheets to the job. The validation can also be triggered by clicking the Validate Job button.
Once you click the New Run button, the actual job is copied with its settings while the run number is automatically increased to the next free number.
You must assign one or more sheets to the job (this is implicitly done by assigning a transfer type). You can assign one or more specifications to the job if you want export specification related data. Additionally, you can add groups/parts/commodity codes to the job if you want to export component-related data.
There are some auto-selection features that also change the content of the Selected Sheets and the Selected Idents tabs. For more information, see General Configs.