Tom,
I know it says that in the manual, but as is often the case the manuals can be misleading when the author, or reader (or both) fall into the trap of using a logical fallacy, eg. just because something is true it doesn't mean it is the whole truth, and similarly the apparent converse of what is stated as true isn't always not true !.
I was told by someone working in PTC's 2nd line support (or R&D), "the download delegate may actually be triggered by some actions other than download". To get the updated information to show in session is another matter - sometimes it just happens, sometimes (in Creo) you need to do an Update - so we built a macro to do this in one click, and as I said in SolidWorks WGM it updates these attributes in session if you save twice - so we built a macro that saves twice !
What I described is what we had working in v10.0 and still have in v10.2, and I don't think it is affected by the introduction of "universal upload" in v10.2 and the consequential changes (or fixes) to the behaviour of re-add to Workspace as described pretty well in CS 172371. We see advantages to using upload upon save and no disadvantages.
I am happy that this works very well for MCAD, but it doesn't help at all with updating and displaying title block information on ECAD drawings as those applications (Mentor Graphics or Creo Schematics) don't appear to have any Attributes/File-Properties/Parameters that can be mapped to Windchill. This is the problem I am trying to address, and would welcome any suggestions for how to do so, either in the native files or in the PDF files - which could either be copies of drawings, or distribution records with file attachments (eg, Gerber files).
Nick
PS. added note 21-May-2017:
Our custom Approval Workflow sets the value of our three Change Note related Attributes, and adds these Attributes to the CAD Doc if they are missing. As long as the drawing format has the parametrised text field(s), then the value amended by the Workflow should appear during file-sync'd republishing by the cadworker, or at least it does in our system. Hence the name of the Approver gets shown on the drawing, and for good measure we show this for both the 3D model file and the 2D drawing file.