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The Pattern is usually configured based on how your Document Number is formed. If there is a strict numbering format applied on your project an Automatic numbering pattern will be useful in filling out Meta data for your documents quickly.
An example Document Number
DEMO-MC-DRA-ELE-0001 [a] Electrical Drawing 0001
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- DEMO - is the Project Name
- MC- Is the Code of the Company that is uploading
- DRA - This defines the type of document this is - DRA is the Code for the option of Drawing in the Type User Field
- ELE - This defines the discipline this document belongs to - ELE is the code for the option of Electrical in the Discipline User FieldDiscipline.
We can now configure a an Auto Field Matching pattern that can be used against Document Numbers that are in this format.
Project-Company-Type-Discipline
Type and Discipline are first Set up as User Fields.
- DRA - is the Code for the option of Drawing in the Type User Field
- ELE - is the code for the option of Electrical in the Discipline User Field
To configure this click on Edit the Field Matching Pattern
Give the Pattern a name
Select
- Ignore - Project is not set up as a userfield, so there is no field to populate on the uploage page. So we select ignore
- Select separator as -
- Ignore - Company is not set up as a user field, so there is no field to populate on the upload page. So we select ignore
- Select seperator as -
- Type - As shown above DRA is the type of the document. So we select Type to populate the Type userfield with the value Drawing.
- Select seperator as -
- Discipline - As shown above ELE is the discipline this document belongs to. So we select Discipline to populate the Discipline user field with the value Electrical
So the pattern will now look like this
Ignore - Ignore - Type - Discipline
How to use Automatic Field Matching
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