Page Comparison

What is Automatic Field Matching?

Automatic Field Matching allows iTWOcx to match your Document number with preconfigured User Field values during an upload. This will then populate those fields on upload without needing any user interaction to make your Document uploads very efficient and quick.

How to Configure Automatic Field Matching

1. Go to Configure
2. Modules
3. Documents
4. Select the Numbering tab
5. Under Auto Field Matching
6. Click Add Row
7. Select a Company a you would like to add the Field Matching Pattern for

...

Settings up the Pattern 101

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-DRADWG-ELE-0001 [a] Electrical Drawing 0001

...

• DEMO - is the Project Name
• MC- Is the Code of the Company that is uploading
• DRA DWG - This defines the type of document this is - DRA DWG is the Code for the option of Drawing Type
• ELE - This defines the discipline this document belongs to - ELE is the code for the option of Electrical Discipline.
  
  

We can now configure 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.

...

(See Publication Space Admin section)

• DWG - is the Code for the option of Drawing in the Type User Field
  Image Added
• ELE - is the code for the option of Electrical in the Discipline User Field

Image Added

How to Configure Automatic Field Matching

1. Go to Configure
2. Modules
3. Publication Space or 
4. Publication Space and then Settings

Image Added

Image Added

 To configure the Field Matching Pattern

1. Select the Numbering tab
   Image Added
2. Under Auto Field Matching
3. Click Add Row
   Image Added
4. Select the Company a you would like to add the Field Matching Pattern for

Image Added

This Company will then be shown in the table with the default pattern selected

Image Added

To configure A New Field Matching Pattern

1. Click on the drop down list under Select a Pattern
   Image Added
2. Give the Pattern a name

...

1. 
   Image Added

To add a section to the pattern click +

To remove click-

In this way select the pattern as follows

 Image Added

• 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

...