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We can now configure an Auto Field Matching pattern that can be used against Document Numbers that are in this format.
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the Type User Field. Click here for how to view/edit this.
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2. Modules.
3. Publication Space or.
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> Modules > Publication > Numbering
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2. Publication Space
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6. Under Auto Field Matching.
7. Click Add Row.
8. Select the Company a you would like to add the Field Matching Pattern for.
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4. Edit Patterns or Add Row to create a new pattern.
5. Select Add Row to create a new pattern.
6. Select the individual Company or All Companies the Field Matching Pattern will be applicable to.
7. This Company or All Companies will be shown in the table with the default pattern selected.
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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Create a New Field Matching Pattern
1. Click on the drop down list under Select a Pattern.
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2. Give the Pattern a name.
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3. To add a section to the pattern click +.
4. To remove click -.
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Ignore - Ignore - Type - Discipline
6. Save the pattern and select it from the drop-down for your Company
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 are Supported for Auto Field Matching?
Currently this feature supports
Text
Text
Select
Can you have more than 1 Field Matching pattern for one company?
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