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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.
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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-DWG-ELE-0001 [a] Electrical Drawing 0001
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Project-Company-Type-Discipline
Type and Discipline are first Set up as User Fields
DWG - is the Code for the option of Drawing in the Type User Field
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ELE - is the code for the option of Electrical in the Discipline User Field
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How to Configure Automatic Field Matching
1. Go to Configure
2. Modules
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This Company will then be shown in the table with the default pattern selected
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To configure A New Field Matching Pattern
101
1. Click on the drop down list under Select a Pattern
2. Give the Pattern a name
To add a section to the pattern click +
To remove click-
In this way select the pattern as follows
Ignore - Project is not set up as a user field, so there is no field to populate on the upload page. So we select ignore
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Select separator as -
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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
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Select separator as -
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Type - As shown above DRA is the type of the document. So we select Type to populate the Type user field with the value Drawing.
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Select separator as -
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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
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Ignore - Ignore - Type - Discipline
Save the pattern and select it from the drop-down for your Company
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How to use Automatic Field Matching
Now that the pattern has been set up you can upload a document in your standard document number format
For eg.
DEMO-MC-DWG-ELE-0001 [a] Electrical Drawing 0001.pdf
When a user from Company MC uploads this document the Type and Discipline field will automatically be populated in the Upload page
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What user field types supported for Auto Field Matching?
Currently this feature supports
-Text
-Select Text
Select
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Can you have more than 1 Field Matching pattern for one company?
Yes this is possible.