Document Object Methods

The Document object methods affect the current document object.

ClosedAddRendition Method

Adds rendition content from the specified file to the current document.

Syntax

Sub AddRendition (File As String, [NewRevision As Boolean = True])
Parameters
Name Description

File

Path to a file outside the vault to import as rendition content for the current document.

NewRevision

If True (default), creates a new revision of the rendition.

Remarks

Rendition revisions are separate from the parent document revisions. They need not be synchronized and there may be many of one related to one of the other.

ClosedAddReorderingComment Method

Adds a reordering comment to the Project Copy.

Syntax

AddReorderingComment(reorderingComment as String)
Parameters
Name Description
reorderingComment A string containing the comment to be added to the project copy.

ClosedApplyPropertyValues method

Saves the current property values to the current document object.

Syntax

ApplyPropertyValues()

Parameters

This method accepts no parameters.

ClosedAttachWaitingProjectCopy Method

Attaches an existing document as a waiting Project Copy. This updates waiting priority and retains the creation date of the existing document. You can also use the AddReorderingComment method to add a reordering comment to the Project Copy.

Syntax

AttachWaitingProjectCopy(ProjectCopy as Object) As IASDocument15
Parameters
Name Description

ProjectCopy

An object representing the project copy to which the document is to be attached.

ClosedCalculateFileType method

Resets the FileType property of the current document object.

Syntax

CalculateFileType()

Parameters

This method accepts no parameters.

ClosedCallRemote Method

Executes a remote procedure call.

Syntax

CallRemote(URL As String, Username As String, _
	Password As String, RemoteVault As String, _
	Script As String, [Args], [Flags As Long = 2])
Parameters
Name Description

URL

Location of the server with which to connect.

Username

User account to use to connect to the server.

Password

Password of the user account.

RemoteVault

Name of the remote vault with which to connect.

Script

Name of the procedure to execute on the remote server.

Args

Optional arguments for the procedure to execute.

Flags

Optional flags from the AS_CALLREMOTE_FLAGSS enumeration.

Example

The following examples show how to use this method.

Example function defined in the called vault:

Function RemoteTest (First, Second, Third)
  RemoteTest = "RemoteTest returns: " & First & ", " & Second & ", " & Third
End Function

Example procedure defined in the calling vault:

Sub Test_Execute(Batch)
  vArg = Array ("One ", "Two", "Three")
  vRes = Vault.CallRemote ("http://MyServer/Meridian", "MyUserName", _
         "MyPassword", "MyVaultName", "RemoteTest", VArg, AS_CRF_MULTIARGS)
  WinMsgBox vRes
End Sub

ClosedChangeDocumentType Method

Changes the document type of the current document object.

Syntax

ChangeDocumentType(DocType)
Parameters
Name Description

DocType

An object that represents the new document type

Remarks

For events to occur for this method, the ChangeDocTypeEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y(default).

ClosedChangeForgeURL Method

If a rendition is already available in Autodesk Forge, changes the ForgeURL property of the document based on the parts that you specify.

Syntax

ChangeForgeURL(ForgeURL1, ForgeURL2)
Parameters
Name Description

ForgeURL1

A string that represents the first part of the Forge URL for the document, for example, the base URL.

ForgeURL2 A string that represents the second part of the Forge URL for the document, for example, the Forge file ID.

ClosedChangeManager Method

Changes the workflow manager of the document type workflow of the current document object.

Syntax

ChangeManager(User As String)
Parameters
Name Description

User

The user name of the new workflow manager

Remarks

For events to occur for this method, the SDWFEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y. The default is N.

ClosedChangeTodoPerson Method

Changes the to-do person of the document type workflow of the current document object.

Syntax

ChangeTodoPerson(User As String, Comment As String)
Parameters
Name Description

User

The user name of the new workflow manager

Comment

The comment to append to the comment log

Remarks

For events to occur for this method, the SDWFEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y. The default is N.

ClosedChangeWorkflowState Method

Changes the document type workflow state of the current document object.

Syntax

ChangeWorkflowState(NewWorkflowState As AS_WF_STATE, User As String, Comment As String)
Parameters
Name Description

NewWorkflowState

Long integer that represents one or more AS_WF_STATE constants

User

The user name to assign as the new to-do person

Comment

The comment to append to the comment log

Remarks

For events to occur for this method, the SDWFEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y. The default is N.

ClosedClearRedlines Method

Clears the current redlines of the document object. If the document includes a rendition, its redlines are also deleted.

Syntax

ClearRedlines()

Parameters

This method accepts no parameters.

ClosedCreateWaitingProjectCopy Method

Adds the document as a new waiting Project Copy to the waiting list if the document is a master document with concurrent engineering options which allow creation of a waiting Project Copy. All properties in custom property sets are copied from the master document to the new Project Copy. Waiting project copies are created in the workflow state Unchanged.

Syntax

CreateWaitingProjectCopy(TargetProject as IASFolder9) As IASDocument15
Parameters
Name Description

TargetProject

A project folder where the waiting project copy is to reside.

ClosedConfirmMerged Method

Prompts the user to confirm that the selected project copy document has been merged with the master document.

Syntax

ConfirmMerged()

Parameters

This method accepts no parameters.

ClosedConfirmSuperceded Method

Prompts the user to confirm that the selected project copy document has been superceded by changes made to the master document.

Syntax

ConfirmSuperceded()

Parameters

This method accepts no parameters.

ClosedContentFromReport Method

Replaces content of the document with the output of the report with the specified name, scope, and template. This only works for reports that generate HTML content. You can use this method in a custom command.

Note:

We recommend that you do not use this for locked documents as it can result in the new report being lost.

Syntax

ContentFromReport(ReportName as String, ReportScope, TemplateName as String) 
Parameters
Name Description

ReportName

Internal name of the report definition.
ReportScope Array of document IDs that represents the scope of the report.
TemplateName XLST stylesheet to use for the report.

ClosedCopyProperties Method

Copies all of the property values of the current document to a specified document except for an optional array of property names.

Syntax

CopyProperties(PropertySetName As String, TargetDocument As Document, [ExcludeProperties] As String)
Parameters
Name Description

PropertySetName

Name of the property set to copy.

TargetDocument

Document object to which to copy the properties.

ExcludeProperties

Optional one dimension array of a property names to exclude from copying.

Remarks

The following example copies all properties in the property set MyPropSet to the specified document object except for the properties named Prop1 and Prop2.

Document.CopyProperties "MyPropSet", Document, Array("Prop1", "Prop2")

ClosedCreateHybridPart Method

Creates a hybrid for the current document with the specified name. After creation, content for the new hybrid part can be loaded with the LoadFromFile or LoadFromTemplate methods.

Syntax

CreateHybridPart(PartName as String) As IASDocument11
Parameters
Name Description

PartName

The name with which to create the new hybrid part.

Return Value

A new Document object.

Remarks

Use this method to create a new hybrid part before loading file content with the LoadFromFile or LoadFromTemplate methods. Consider using the ImportHybridPart method instead.

For events to occur for this method, the HybridEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y (default).

ClosedDelete Method

Deletes the current document.

Syntax

Delete()

Parameters

This method accepts no parameters.

Remarks

The confirmation dialogs that are normally shown during document deletion can be suppressed as described in Confirmation property.

ClosedDeleteHotspots method

Deletes the type of hotspots that you specify.

Syntax

DeleteHotspots(AS_HOTSPOTS_TYPE)
Parameters
Name Description

AS_HOTSPOTS_TYPE

An enumeration that determines whether to delete manual or automatic hotspots. You can use AS_HOTSPOTS_MANUAL Or AS_HOTSPOTS_AUTOMATIC

ClosedDeleteHybridPart Method

Deletes the hybrid part of the current document with the specified name.

Syntax

DeleteHybridPart(PartName as String)
Parameters
Name Description

PartName

The name of the hybrid part to delete.

Remarks

For events to occur for this method, the HybridEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y (default).

ClosedDeleteRendition Method

Deletes the content of the current rendition revision for the current document.

Syntax

Sub DeleteRendition()

Parameters

This method accepts no parameters.

Remarks

This method does not actually delete the rendition file but marks it as deleted. The Document.Rendition property will then return the path of the orphaned file.

ClosedExecTransition Method

Executes the specified workflow definition transition for the current document object.

Syntax

ExecTransition(WorkflowTransition As IASWorkflowTransition, [Comments As String], [TodoPersons As String])
Parameters
Name Description

WorkflowTransition

An object that represents the workflow definition transition to execute

Comments

Optional comments to append to the comment log

TodoPersons

Optional user names to assign as the new to-do persons

Remarks

  • For events to occur for this method, the CWFEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y (default).

  • Wizard pages are not shown when this method is invoked. Property value assignments should be performed by script instead.

  • If the Release project copies of documents as master revisions option of a workflow transition is enabled and the transition changes the status of the document to Released, executing the transition on a project copy with this method will create a new revision of the project copy as expected but it will not release it as a new master document revision.

ClosedExportRendition Method

Exports the content of the current rendition revision for the current document to a specified file.

Syntax

Sub ExportRendition (File As String)
Parameters
Name Description

File

Path and filename outside the vault where to export the rendition content of the current document.

ClosedExtractTags Method

Gets text strings from the full-text index of the current document that match the specified regular expression.

Syntax

ExtractTags(RegExp)
Parameters
Name Description

RegExp

A regular expression that matches the text strings to be found in the full-text index of vault documents.

For help calculating a regular expression, see Regular Expression Language - Quick Reference in the MSDN Library.

Return Value

An array of text tokens that match the specified regular expression.

Remarks

This method is intended for finding object tag IDs for use with the Meridian Asset Management Module. This method is equivalent to the Regular Expression option described in the Accruent Meridian Asset Management Module Administrator's Guide that is used with the text tags functionality described in the Accruent Meridian Asset Management Module User's Guide.

ClosedGetExpectedTransitionResult Method

Returns the expected result of executing the specified workflow definition transition for the current document object.

Syntax

GetExpectedTransitionResult(Transition As IASWorkflowTransition) As AS_WORKFLOW_TRANS_RES
Parameters
Name Description

Transition

An object that represents the workflow definition transition to execute

Return Value

Returns a long integer that is equivalent to one or more of the AS_WORKFLOW_TRANS_RES constants that represents the expected results. Use this method to determine the current consensus status of parallel workflows.

ClosedGetHybridPart Method

Gets a document object for the hybrid part with the specified name.

Syntax

GetHybridPart(PartName as String) As IASDocument6
Parameters
Name Description

PartName

The name of the hybrid part for which to get a document object.

Return Value

A Document object.

ClosedGetLog Method

Gets the workflow comment log for the current document object.

Syntax

GetLog() As String

Parameters

This method accepts no parameters.

Return Value

A single string containing the entire Comment property value.

Remarks

This method can be useful to append the workflow history of one document to another that is being replaced or superceded.

Example

Sub DocProjectCopyEvent_AfterReleaseToMaster(Batch, MasterDoc, ProjectCopyChanged)
    MasterDoc.Log Document.GetLog()
    MasterDoc.ApplyPropertyValues
End Sub

ClosedGetNavigationViewLevelPath Method

Gets the path of the current document object within a specified navigation view.

Syntax

Function GetNavigationViewLevelPath(ViewName)
Parameters
Name Description

ViewName

Name of the view to get the path from.

Return Value

Array containing the names of each level of the path.

ClosedGetReferences Method

Gets the references of the specified type for the current document object.

Syntax

GetReferences(RefTypeName As String, [InComing As Boolean = False]) As IASReferences
Parameters
Name Description

RefTypeName

The name of the reference type to retrieve.

InComing

If True, returns only incoming references. If False, returns only outgoing references.

Return Value

A collection of references as described in References Object.

ClosedHasHotspots method

Returns a boolean indicating whether automatic or manual hotspots exist on the document.

Syntax

HasHotspots(AS_HOTSPOTS_TYPE)
Parameters
Name Description

AS_HOTSPOTS_TYPE

An enumeration that determines whether to check for manual or automatic hotspots. You can use AS_HOTSPOTS_MANUAL or AS_HOTSPOTS_AUTOMATIC

ClosedHybridMainDocument Method

Returns the main document object for the current hybrid part document.

Syntax

HybridMainDocument As IASDocument6

Return Value

The main document object for the current hybrid part document.

Remarks

Only returns an object if the current document is a part of a hybrid document. Otherwise, it returns Nothing.

ClosedImportHybridPart Method

Creates a new hybrid part for the current document and loads content from the specified file path.

Syntax

ImportHybridPart(FilePath as String) As IASDocument11
Parameters
Name Description

FilePath

The path of a file from which to import document content for the new hybrid part.

Return Value

A Document object.

Remarks

This method is equivalent to the combination of the CreateHybridPart and LoadFromFile methods.

For events to occur for this method, the HybridEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y (default).

ClosedLinkToMaster Method

Links the selected document to a specified master document from which it was not originally copied.

Syntax

LinkToMaster(MasterDocument As Object, [LockMaster As Boolean=False])
Parameters
Name Description

MasterDocument

A document object to which to link the selected document.

LockMaster

If True, locks the master document after the link has been made. Optional.

Remarks

Ideally, this method should not be used under the same conditions as the Link to Master command described in the AccruentMeridian Enterprise User's Guide.

ClosedLoadFromFile Method

Loads content for the current document from the specified file.

Syntax

LoadFromFile(FileName as String)
Parameters
Name Description

FileName

If specified, the file to load from the specified location outside the vault. If absent, the file is loaded from the Local Workspace with its current name.

Return Value

The name of the file that was loaded.

Remarks

Use this method to load content for a newly created hybrid part.

ClosedLoadFromTemplate Method

Loads content for the current document from the specified document type template.

Syntax

LoadFromTemplate(TemplateName as String)
Parameters
Name Description

TemplateName

If specified, the file is saved in the specified location outside the vault. If absent, the file is saved in the Local Workspace with its current name.

Remarks

Use this method to load content for a newly created hybrid part.

ClosedLockLWS Method

Locks the current document object in the user's local workspace.

Syntax

LockLWS()

Parameters

This method accepts no parameters.

Return Value

The path of the file that was locked.

ClosedLockMasterDocument Method

Locks the master document from which the current project copy was made.

Syntax

LockMasterDocument()

Parameters

This method accepts no parameters.

ClosedLog Method

Appends a line of text to the Comments property of the current document object.

Syntax

Log(Line As String)
Parameters
Name Description

Line

A line of text to add to the document's comment log

ClosedMigrate Method

Migrates the current document object from an active document type workflow state to the specified workflow definition state.

Syntax

Migrate(Workflow As String, [WorkFlowState], [Comments])
Parameters
Name Description

Workflow

The name of the workflow definition to which to migrate the document.

WorkFlowState

Optional workflow definition state name to which to migrate the document.

Comments

Optional text to append to the document's comment log.

ClosedMoveTo Method

Moves the current document to the specified folder.

Syntax

MoveTo(TargetFolder As IASFolder3, [Options As Long = 0])
Parameters
Name Description

TargetFolder

An object that represents the folder to which to move the current document object.

Options

Optional long integer that represents one or more AS_MOVE_OPTIONS constants.

Remarks

If this method is called within the AfterExecuteTransition event, the text Copy of is prepended to the filename if the document already resides in the target folder. This method does not support Field-Path definition levels.

When this method is called, any property values set by code are reset to their original values.

If this method is used in event procedures such as DocGenericEvent_AfterNewDocument, an unhandled exception Cannot delete a relation. The object is already being edited by another session can occur. This can happen if the folder to which the document is being moved is locked, such as by another new document wizard in use by another user at the same time. This is likely to happen if event procedures are customized to provide automatic document storage together with the Meridian Advanced Project Workflow Module so that it works similar to a Field-Path definition. To work around this problem, you can configure the default location of document copies as described in the AccruentMeridian Enterprise Configuration Guide.

For the wizard events to occur for this method, the MoveEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y (default).

Note:

To use this method to move documents to folders that users are not granted Create Document privilege, grant them the Create Document from Script privilege for the destination folder. The privilege may only be granted for custom folder types , not normal folders.

ClosedReassignManagers Method

Reassigns the workflow definition managers of the current document object.

Syntax

ReassignManagers(Managers, [Comments])
Parameters
Name Description

Managers

The user names of the new workflow managers.

Comments

Optional comments to add to the document's Comments property.

Remarks

For events to occur for this method, the CWFEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y (default).

ClosedReassignTodoPersons Method

Reassigns the workflow definition to-do persons of the current document object.

Syntax

ReassignTodoPersons(Persons, [Comments])
Parameters
Name Description

Persons

The user names of the new to-do persons.

Comments

Optional comments to add to the document's Comments property.

Remarks

For events to occur for this method, the CWFEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y (default).

ClosedReleaseChange Method

Releases the working copy or Quick Change of the current document object.

Syntax

ReleaseChange()

Parameters

This method accepts no parameters.

Remarks

For events to occur for this method, the QuickChangeEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y. The default is N.

ClosedReroute Method

Reroutes the current document object to a specified workflow definition state.

Syntax

Reroute(WorkFlowState, [Comments], [ToDoPersons])
Parameters
Name Description

WorkFlowState

The name of the state to which to reroute the document.

Comments

Optional comments to add to the document's Comments property.

ToDoPersons

Optional user names of the new to-do persons.

Remarks

For events to occur for this method, the CWFEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y (default).

ClosedResetPropertyValues Method

Resets the properties of the current document object.

Syntax

ResetPropertyValues()

Parameters

This method accepts no parameters.

ClosedRevokeChange Method

Revokes the working copy or Quick Change of the current document object.

Syntax

RevokeChange()

Parameters

This method accepts no parameters.

Remarks

For events to occur for this method, the QuickChangeEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y. The default is N.

ClosedRevokeWorkflow Method

Revokes the active workflow definition of the current document object.

Syntax

RevokeWorkflow()

Parameters

This method accepts no parameters.

Remarks

For events to occur for this method, the SDWFEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y. The default is N.

ClosedSaveToFile Method

Saves the current document content to an external file or Local Workspace file.

Syntax

SaveToFile([FileName as String])
Parameters
Name Description

FileName

If specified, the file is saved in the specified location outside the vault. If absent, the file is saved in the Local Workspace with its current name.

Return Value

The path of the file that was saved.

Remarks

Use this method to temporarily save the content of a non-hybrid part document before creating a new hybrid part and then loading the file created by this method as the new part's content.

ClosedSendToPortal Method

Sends the current document to the Meridian Portal project to which the document's parent folder is linked.

Syntax

SendToPortal(Recipient As String, IncludeContent As AS_INCLUDE_CONTENT_OPTIONS, Description As String, Options As AS_PORTAL_OPTIONS)
Parameters
Name Description
Recipient A string containing name of recipient in Portal project.
IncludeContent A long integer that represents one or more AS_INCLUDE_CONTENT_OPTIONS constants.
Description A string containing the package description.
Options

A long integer that represents one or more AS_PORTAL_OPTIONS constants.

Remarks

To learn more about sending documents to Meridian Portal and the parameters in the table above, see Send Documents To Meridian Portal.

ClosedSetModified Method

Changes the internal Modified property of a document.

Syntax

SetModified(ModifiedDate As Date)
Parameters
Name Description

ModifiedDate

The date to set for the Modified property.

Remarks

This method can be useful in DocProjectCopy_*ReleaseToMaster event procedures when a project copy is released as a new master document but the document has no content, such as asset tags. Setting the Modified property of a project copy causes Meridian to consider the document as changed and the master document is replaced.

ClosedStartChange Method

Initiates a working copy or Quick Change of the current document object.

Syntax

StartChange()

Parameters

This method accepts no parameters.

Remarks

For events to occur for this method, the QuickChangeEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y. The default is N.

ClosedStartWorkflow Method

Initiates a workflow definition of the current document object.

Syntax

StartWorkflow(Workflow As String, [Transition], [Comments], [TodoPersons], [Managers])
Parameters
Name Description

Workflow

The name of the workflow definition to initiate.

Transition

Optional name of a transition to execute.

Comments

Optional comments to add to the document's Comments property.

ToDoPersons

Optional user names of the to-do persons.

Managers

Optional user names of the workflow managers.

Remarks

For events to occur for this method, the CWFEvents setting in the [ScriptEvents] section on the Application Integration tab of Application Settings in Configurator must be set to Y (default).

ClosedSubscribe Method

Registers the specified user to receive notifications of events for the current document.

Syntax

Subscribe(User As String, Notification As String)
Parameters
Name Description

User

User (To-Do list) name or array of names.

Notification

Internal name or array of internal names of event notification definitions to send to the specified users.

ClosedUnsubscribe Method

Unregisters the specified user from receiving notifications of events for the current document.

Syntax

Unsubscribe(User As String, Notification As String)
Parameters
Name Description

User

User (To-Do list) name or array of names.

Notification

Internal name or array of internal names of event notification definitions to unregister for the specified users.

ClosedUnlockLWS Method

Unlocks the current document object from the user's local workspace.

Syntax

UnlockLWS()

Parameters

This method accepts no parameters.

Return Value

The path of the file that was unlocked.

ClosedUnLockMasterDocument Method

Unlocks the master document from which the current project copy was made.

Syntax

UnLockMasterDocument()

Parameters

This method accepts no parameters.

ClosedUpdateRendition Method

Requests an external process to update the rendition content for the current document.

Syntax

Sub UpdateRendition()

Remarks

An interface for this method to specify the external process has not yet been implemented.

2021 R2