Update reference relationships - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Web Client Help

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SmartPlant Foundation / SDx Version
10

To update the out-of-date reference files for a document with master file, you must:

  1. Select a document.

  2. Click Actions > Reference Documents.

  3. Select Update Reference Relationships.

  4. Select one or more reference files that you may want to update.

    1. For each reference file, select the reference file version in the Update Reference Relationship to column. This will update the relationship with the master document.

      SHARED Tip You can choose from the out-of-date version, the latest released version, or the latest working version of the reference file.

    2. Click UPDATE to update the reference relationships for the master document.

  • You can update out-of-date reference files for a file as follows:

    1. Select a file.

    2. Click Actions > Update Reference Relationships.

    3. Repeat step 4 as given above.

  • You can customize the display of reference files in the Update Reference Relationships window based on their reference relationship with the master document by using the Show All Items On Update References Dialog option in Options . For more information, see Set the user options.

  • For more information about the columns in the Update Reference Relationships window, see the image and its description below:

    Show Update Reference Relationships window

    Update References

Column Name

Description

Name

Displays the name of the master document and a list of any reference files associated with it.

Parent Revision Name

Displays the name of the parent revision.

Update Reference Relationship To

Select the version of the reference file to which you want to create a relationship for the master document. You can choose from the out-of-date version, the latest released version, or the latest working version of the reference file.

Out of Date Revision

Displays the name, revision, and version number of the superseded version to which the master file is currently related.

Latest Released Revision

Displays the name of the latest revision that was released for distribution.

Latest Working Revision

Displays the name of the latest revision that has been created but was not yet released for distribution.

Reference Control

Indicates the option selected for managing the relationship between the master file and this references file. This field is display only.