Document Sets - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2

Documents can be grouped into a set of documents. Such a set can be used for assigning more than one document in one step to objects such as engineering requisitions, inquiries, or purchase orders using the D.90.21 Attachments screen. For more information, see Attachments.

Document sets can be created with different revisions. When a new revision is created, the current revision is copied including its language dependent descriptions and its details. Only the actual revision of a set can be modified.

Document sets are maintained on the D.10.12 Document Sets screen.

In the first (Document Sets) block, you define the document sets.

Enter the name of the document set in the Document Set field, the revision number of the set in the Rev field, and the set descriptions in the Short Desc and Description fields.

To create a new revision of a document set, click Revision. The software creates the new revision of the set with all its details. Creating a new revision also means that all older revisions cannot be changed any longer. This button is only enabled for the highest revision of a document set.

When you click Open, the document selected in the second block opens if a file name has been entered in the File Name field. If the document has been retrieved from SmartPlant, the document is opened within SmartPlant Foundation Desktop Client and SmartPlant Markup. It is necessary to have the software installed to make use of this functionality. If the document has not been retrieved from SmartPlant and the path type is set to 'Physical,' the project default ZI_WEB_DOC must be set. Otherwise, the software is not able to find the file. For the other path types, no additional settings with respect to project defaults or DBA settings are required. If you want to use your own code for opening a file, you must set the project default ZX_DOC_CIP to Y and customize the library mar_custom. See Project Defaults for the details.

In the second (Document Set Details) block, you assign documents to the selected document set.

Only one revision of a document can be assigned to a document set.

The Seq field displays the sequence number. This sequence number is used to order the documents within the set.

The Document Code field shows the name of the document, with the document revision in the Revision field. See Maintain Documents for the description of the other fields.

To assign a document to the set, use the LOV in the Document Code field. A window opens where you can select multiple documents to be assigned.

Select the Sel check box of all documents that you want to assign. Or, click Select All to select all displayed documents. Clicking Unselect All cancels the current selection. Finally, click Fill In to assign the selected documents to the document set.

You can click the Display Only Highest Revision check box at the bottom of the screen to limit the displayed documents. Then only the highest revision of the documents is displayed.