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.
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
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-DRA-ELE-0001 [a] Electrical Drawing 0001
In this instance
- DEMO - is the Project Name
- MC- Is the Code of the Company that is uploading
- DRA - This defines the type of document this is - DRA 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.
- DRA - 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
To configure the Field Matching Pattern
Give the Pattern a name
Select
- Ignore - Project is not set up as a userfield, so there is no field to populate on the uploage 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 seperator as -
- Type - As shown above DRA is the type of the document. So we select Type to populate the Type userfield with the value Drawing.
- Select seperator 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
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
- DEMO - is the Project Name
- MC- Is the Code of the Company that is uploading
- DRA - 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
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
What user field types are 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 posssible.