What is Automatic Field Matching?
Automatic Field Matching allows iTWOcx 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.
Settings up the Pattern 101
The Pattern is usually configured based on how your Document Number is formed.
If there is a strict numbering format applied on your project an Automatic numbering pattern will be useful in filling out Meta data for your documents quickly.
An example Document Number
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.
We can now configure an Auto Field Matching pattern that can be used against Document Numbers that are in this format.
Project-Company-Type-Discipline.
Type and Discipline are first Set up as User Fields
DWG - is the Code for the option of Drawing in the Type User Field.
ELE - is the code for the option of Electrical in the Discipline User Field.
How to Configure Automatic Field Matching
1. Go to Configure.
2. Modules.
3. Publication Space or.
4. Publication Space and then Settings.
5. Select the Numbering tab.
6. Under Auto Field Matching.
7. Click Add Row.
8. Select the Company a you would like to add the Field Matching Pattern for.
This Company will then 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
To configure A New Field Matching Pattern
1. Click on the drop down list under Select a Pattern.
2. Give the Pattern a name.
To add a section to the pattern click +.
To remove click.
In this way 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 DRA 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.
Ignore - Ignore - Type - Discipline
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.
What user field types supported for Auto Field Matching?
Currently this feature supports
Text
Select
Can you have more than 1 Field Matching pattern for one company?
Yes this is possible.