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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.
Project-Company-Type-Discipline
Type and Discipline are first set up as user fields. Click here for how to do this.
DWG
DWG is the Code for the option of Drawing in the Type User Field. Click here for how to view/edit this.
ELE
ELE is the code for the option of Electrical in the Discipline User Field. Click here for how to view/edit this.
Configure Automatic Field Matching
1. Navigate to Configure > Modules > Publication >
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2. Publication Space > Settings
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3. Click on the Numbering tab.
4. Edit Patterns or Add Row to create a new pattern.
5. Select Add Row to create a new pattern.
6. Select the
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will be applicable to.
7. This Company or All Companies will
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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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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
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Select
Can you have more than 1 Field Matching pattern for one company?
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