...
How to Configure Automatic Field Matching
- Go to Configure
- Modules
- Documents
- Select the Numbering tab
- Under Auto Field Matching
- Click Add Row
- Select a Company a you would like to add the Field Matching Pattern for
...
...
...
...
...
...
...
...
...
...
To configure this click on Edit Pattern
Give the Pattern a name
Select
How to use Automatic Field Matching
Once an Automatic Field Matching pattern has been created for your company you will need to ensure your Document Numbering will adhere to the Pattern.
Usually, however, the Automatic Field Matching pattern is configured based on your Document Numbering.
The use of Field Matching is best explained using an Example
Example 1
Company A
Automatic Field Matching Pattern is - Project-Company-Type-Discipline
The Document you upload is DEMO-MC-DRA-ELE-0001 [a] Electrical Drawing 0001
In this instance
...
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
...
...
If you Drag and drop this file for Uploading you will see that the Fields for Type and Discipline are automatically populated as
- Type = Drawing
- Discipline = Electrical
Example 2
Let's say you wanted to upload a Document which was type Report and Discipline Architectural
Then the document number will be
DEMO-MC-REP-ARC-0001 [A] Architectural Report 0001
In this instance
- DEMO - is the Project Name
- MC- Is the Code of the Company that is uploading
- REP - is the Code for the option of Report in the Type User Field
- ARC - is the code for the option of Architectural in the Discipline User Field
If you Drag and drop this file for Uploading you will see that the Fields for Type and Discipline are automatically populated as
- Type = Report
- Discipline = Architect
FAQ's
...
Discipline User Field. Click here for how to view/edit this.
Configure Automatic Field Matching
1. Navigate to Configure > Modules > Publication > Numbering
or
2. Publication Space > Settings
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 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.
Create a New Field Matching Pattern
1. Click on the drop down list under Select a Pattern.
2. Give the Pattern a name.
3. To add a section to the pattern click +.
4. To remove click -.
5. 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. 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 separator as |
Type | As shown above DWG is the type of the document. So we select Type to populate the Type user field with the value Drawing. Select separator 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. So the pattern will now look like this. |
6. Save the pattern and select it from the drop-down for your Company
What User Field Types are Supported for Auto Field Matching?
Currently this feature supports
...
...
...
...
Yes this is posssible.
...