Automatic Field Matching?

Owned by Former user (Deleted)
Last updated: Mar 14, 2024 by Rebecca David

What is Automatic Field Matching?

Automatic Field Matching allows RIB CX 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.

Automatic Field Matching is set up by the Project Administrator or Register Administrator on your Project.  Click here.

How to Use Automatic Field Matching

When uploading documents to the publication space that are named according to the numbering set up in Automatic Field Matching e.g.

DEMO-MC-DWG-ELE-0001 [a] Electrical Drawing 0001.pdf.

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.

The system recognises the Type and Discipline and will automatically populate these user fields.Â