How do you rename forms without breaking CAD Integrator mapping?


I’ve made some modifications to a handful of forms that are connected to CAD BO Mapping records (e.g. triEmployee, triSpace, triFloor, etc.). I’ve updated the label to follow the traditional TRIRIGA customization standards and relabeled them with “cst” such as “cst-triSpace”. However, in AutoCAD, when I attempt to Smart Attach and/or Publish drawings, I get an error that seems to point towards the GUI Name of the form not lining up to the CAD Mapping. How do I get CAD Integrator to pick up the same form but with a different label?

When renaming those forms, you must make a few changes to the CAD backend:

  • 1. Create new CAD Mapping records that point to the new form. I recommend checking the old mapping records to make sure all fields are added properly.
  • 2. If you added any required fields, I believe that they need to be added to the CAD Mapping record.
  • 3. Open the CAD Hierarchy and make sure each node is pointing to the new Mapping record that you created from Step 1.
  • 4. Update the form on the CAD Label Style to point to the new form.

Note: If you are on a newer platform, I recommend keeping the form names as “tri”, and using object labels to manage versioning.

[Admin: To see other related posts, use the Integrator tag or Object Label tag.]

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