There are two ways to add model template details - parameters, relations, layers, layer states, orientations, and other metadata - such as simplified reps:

  1. Upload existing start templates or "compliant" models 
  2. Create the model details in the application

Uploading existing "compliant" models

For organizations that already have existing "compliant" models they'd like to use as a template to update "non-compliant" models, users can easily upload model information directly to the database from Creo. First, users should find and open a start template or a model that is "compliant" with their standards. 

In this example, we will use the CadActive Start PRT, START_PART_INLB.PRT, as the model template. From there, in the CadActive tab of the Creo Ribbon, navigate to the Standardize section and "Apply Model Template" then Tools->Add Current to Database (shown below).

In the "Select Upload Type", we have a dropdown list of our options. We can either add either the whole New Model Template or just the Parameters, Notes, Orientations, Simp Reps, or Layers. In this example, we will select the "Add New Model Template" option and give it a name of Part Template.

We can now open up the web application, navigate to Standardize->Templates and select the new Part Template model template. As expected, it came in with the Name, the Model Name, Model Type, and Part Type along with the 6 orientations that match our Start Part.

Creating model details in the application

Now that we have a good example model template in Part Template to use, we can further add model details inside our application to apply to it. For the sake of this example, let's add some parameters and layers to Part Template

In the web app, we navigate to the Parameters page - which is the global parameter pool for the organization. We populate in 8 example parameters with some types, default values, and descriptions.

Out of these 8 example parameters, we will use only 5 of them in a Parameter Profile - which are essentially unique groups of parameters. In this example, we navigate to the Parameter Profiles page in the web app and create a Part Parameters parameter profile. We add 5 parameters from the global list in addition to adding default (for this profile) values along with assigning locked and designation statuses.

Now that we have created this Part Parameters profile, we want to apply it to the Part Template model template. We want to add these parameters as Part Model Parameters, so we add it the Model Parameter Profile and Save.

Learn how to apply these details our (Applying Model Template) page.