What is Automatic Field Matching?

Automatic Field Matching allows iTWO cx 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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Document Number and Pattern Set Up

The Pattern is usually configured based on how your Document Number is formed.

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DEMO-MC-DWG-ELE-0001 [a] Electrical Drawing 0001.

In this instance.

• DEMO - is the Project Name.
• MC- Is the Code of the Company that is uploading.
• DWG - This defines the type of document this is - 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.

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5. Select Add Row to create a new pattern.

6. Select the Company a you would like to add individual Company or All Companies the Field Matching Pattern forwill be applicable to.

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7. This Company or All Companies will then be shown in the table with the default pattern selected.

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All companies option in contact picker

When creating Auto Field Matching patters, you can now apply it to All companies now with the new All companies option

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To configure A Image Added

Create a New Field Matching Pattern

1. Click on the drop down list under Select a Pattern.Image Removed

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2. Give the Pattern a name.Image Removed

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3. To add a section to the pattern click +.

4. To remove click -.

In this way select 5. Select the pattern as follows.

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Image Removed Ignore :

• 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.

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.

Select separator as 

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• Type - As shown above

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• DWG is the type of the document. So we select Type to populate the Type user field with the value Drawing.

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.

Image Removed Ignore -  Ignore - Type - Discipline

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6. 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 example

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 Image Added

What User Field Types are Supported for Auto Field Matching?

Currently this feature supports

• Text

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Can you have more than 1 Field Matching pattern for one company?

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• Select

One Company - Many Auto Field Matching Patterns

One company can have more than one auto field matching pattern applied to it.