Manage document relationships - HxGN SDx - Update 64 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
Product
HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10

During the content discovery task, if the attributes defined on the document match with an existing object in the database, a relationship is created with that object. For example, if the Unit attribute on the document is SPFNUnit and SPFNUnit exists as a functional unit in the database, then a relationship of type SPFNDocumentUnit is created between the document and the unit. The Update Relationships command allows you to update the relationship of the documents to objects in the database.

  1. Click Find > Data Capture Items > Documents.

  2. On the Find dialog box, type the name or part of the name of the document you want to find. You can use wildcards.

  3. Click OK to find objects with the criteria you specified.

  4. Right-click on a processed document and click Update Latest Version in the shortcut menu to update the attributes of the document.

    You can update the document attributes with the document index and click Update Relationships on the shortcut menu to update the document relationships.

  5. Select one or more documents for which you have updated attributes and click Update Relationships on the shortcut menu to update the document relationships.