The Document Name Formula, defined on the Helpers page of the Solid Edge Options dialog box, displays a value you compose by selecting various document properties. By default, the Document Name Formula displays the file name of your document. However, you can use the formula in place of the file name throughout Solid Edge. The Document Name Formula is used in both unmanaged and managed Solid Edge environments.
You can use the Document Name Formula dialog box to replace the file name displayed in PathFinder with a value composed of document properties. Combining document properties with additional characters to replace the file name makes identifying your documents even easier. For example, you can separate two properties with a dash, such as Document Number–Revision Number.
If a document property does not exist or does not have an assigned value, the property name is displayed in place of the property value, and the file name is displayed in parentheses after the value.
Note:
The Standard and Custom properties list displays the properties that you can use to replace the file name. The properties available to you depend on your document type. You can add a property that is not in the active document by typing [property name] in the Document Name Formula.
Refer to the Help topic Replace a file name with a property value for more information.
Family of Assemblies and Alternate Position Assemblies take advantage of the capability to use the Document Name Formula to make the names you display easily identifiable. You can customize the formula so that the names you display conform to your standards. In both Family of Assemblies and Alternate Position Assemblies, the formula is presented in the format Formula!<Member Name> to help you differentiate Family of Assemblies or an Alternate Position Assemblies from any other assembly.
In the following examples, B12340–001 is the document number, A is the revision, steel is the material, Member is the member name, and ap.asm is the file name.
Example:
Formula = [Document Number]_[Revision Number]([Material])
Display = B1234–001_A(Steel)!Member
When a property used in the formula is not defined, the formula is presented in the format Formula<!Member Name>:1<(File Name)>.
Example:
Formula = [Document Number]_[Revision Number]([Material])
Display = B1234–001_A(Steel)!Member:1(ap.asm)
A special case exists when the formula includes the file name and a property in the formula is not defined. In this case, the file name is not appended to the end of the string.