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- Select the Numbering tab
- Under Auto Field Matching
- Click Add Row
- Select the Company a you would like to add the Field Matching Pattern for
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> Modules > Publication > Numbering
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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.
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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
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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 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 are Supported for Auto Field Matching?
Currently this feature supports
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Yes this is possible.
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