NX How to create a template with a title block that prompts users for information

How to create a drafting template with a title block that automatically prompts users for information to fill the title block fields.

Here are the basic steps to create a template with a title block that prompts users for entry information.

1. In NX, select 'File-->New'.
2. On the 'Model' tab, select the "Blank" template.
3. Create and open a new part file using this template.
4. Switch to the Drafting application.
5. When prompted for Sheet Size, toggle to 'Standard Size' and select the 'Size' paper needed for this template.
6. OK the Sheet dialog.
7. Select 'Tools-->Drawing Format-->Borders and Zones'.
   Set the desired options to create the borders and zones on the sheet.
8. OK the Borders and Zones dialog.
9. Select 'Insert-->Table-->Tabular Note'.
   Place a table on the drawing.
   NOTE: This will be the title block.
10. Customize the Tabular Note as needed to create the title block.
    Define all the cells in the Tabular Note so it will reflect all the necessary title block information that is needed.
    NOTE1: More than one Tabular Note can be used.
    NOTE2: Part attributes and sheet attributes can be entered in the Tabular Note cells that will automatically populate with drawing/sheet information. A listing of sheet attributes is available in the NX Help document titled, "Automatic Text".
11. Modify the Style of each cell so the desired font, character size, and color of the text is set as desired.
12. Once the Tabular Note is ready to be a title block, select 'Tools-->Drawing Format-->Title Block'.
13. Select the Tabular Note(s) that will be the title block.
    NOTE: More than one table can be selected to make a single title block.
14. All the cells of the table(s) will populate into the Define Title Block dialog.
15. Highlight each row that represents a cell that will need to be locked, and toggle the 'Lock' option on.
16. Highlight a row that represents a cell that will prompt users for information.
17. Enter a new 'Cell Label' that will tell users what information is
    needed for this cell.
    For Example, change 'Cell Label' to: Enter Drafters Name
18. Sort the cells in the desired order by highlighting a row and selecting the 'Move Up' or 'Move Down' arrows.
    NOTE: Usually cells that will be prompting for information are at the top.
19. OK the Define Title Block dialog.
20. Select 'Tools-->Drawing Format-->Mark as Template'.
21. Toggle to 'Mark as Template and Update PAX file'.
22. Enter the 'Presentation Name', 'Description', and 'Template Type'.
23. Browse and select the PAX file to add this template.
    Most likely the ...\UGII\templates\ugs_drawing_templates.pax or the ugs_sheet_templates.pax.
24. OK the Mark As Template dialog.
The template will now be available on the 'Drawing' tab of the 'File-->New' dialog (or as a sheet template, as you specified in step 23).
As long as the below option is set in Customer Defaults, when this template is used, the user will automatically be prompted to enter the necessary information to populate the title block.

NOTE: Be sure to set the following Customer Default so users are prompted to enter title block information.
1. In NX, select, 'File-->Utilities-->Customer Defaults'.
2. Expand 'Drafting'.
3. Highlight 'Drawing'.
4. Select the 'Title Block' tab.
5. Toggle ON 'Display Populate Title Block Dialog on Template Instantiation'.
6. OK out the dialogs.7. Re-start NX.