Configure document classification and filtering in SmartPlant Foundation Desktop Client - Intergraph Smart Construction - 2019 (7.0) - Help - Hexagon PPM

Intergraph Smart Construction Help (2019)

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English
Product
Intergraph Smart Construction
Search by Category
Help
Smart Construction Version
2019(7.0)
SmartPlant Foundation / SDx Version
10

The categories of documents and filtering of what SmartPlant Foundation documents can be viewed in Smart Construction is configured in SmartPlant Foundation Desktop Client.

  1. Log on to SmartPlant Foundation Desktop Client as an administrator.

  2. Click Smart Construction > Find > Administration > Options.

  3. In the Find Smart Construction Options dialog box, type SPC System Options, and click OK.

  4. In the search results, right-click SPC System Options, and select Update.

  5. To populate the Documents classification tree, in the Document Settings details section of the Update form, in the Documents Category Setting box enter an interface name and a document classification name in the form InterfaceName@DocumentClassificationName.

    Use a tilde (~) to include more than one classification in the tree.

    For example, if SmartPlant Foundation is the document source, ISPFDocumentClass@Document Category~ISDADocumentClassification@Document Classifications would result in two nodes appearing in the Documents tree called "Documents Category" and "Document Classifications."

    If SmartPlant Fusion is the document source, ISDADocumentClassification@Document Classifications would result in a node appearing in the Documents tree called "Document Classifications."

  6. In the Documents Category filter interfaces box, enter an interface name to specify the classification within which users can search in the Documents window.

    Use a tilde (~) to include more than one interface.

    For example, if your document source is SmartPlant Foundation, a value of ISPFDesignDocClass~ISPFTemplateClass~ISDAFacilityDocClass would restrict search on classifications that implement one of the listed interfaces.

    If your document source was SmartPlant Fusion, a value of ISDAFacilityDocClass would restrict search on classifications that implement that interface.

  7. In the Documents query interface list box, enter an interface name to restrict the search to specific document classifications.

    Use a tilde (~) to include more than one interface.

    This value is blank by default, meaning all document classifications will be shown in the query results.

  8. Click Finish to save your changes.

The RelDef to navigate to Document ClassDef and File attachment configuration boxes are used to define how to create documents in Smart Construction. These fields are the same fields used by SmartPlant Foundation for document creation. For more information, see Configure classified documents.