Displays properties of the selected document or documents. If only one document is selected in the tree view, the properties displayed on this tab are the properties of that one document. If multiple documents are selected, only the properties with the same value for all documents are displayed. Any properties with varying values across the documents appear as blank values in these fields.
You can change some of the values assigned to one or more documents by changing the values displayed in the table. The values you enter here will override any existing values for all selected documents.
Engineering Tool — Displays a tool-specific dialog box that allows you to add documents from authoring
tools, such as P&IDs or PFDs, to the documents tree.
File System — Opens the standard Select File dialog box that allows you to select documents, such as Microsoft Word documents
or Microsoft Excel workbooks, to add to the documents tree. When you select a file
using this dialog box, the Document Properties dialog box opens, allowing you to specify information about the file, such as whether
it is a new file or was previously published; the category, type, and subtype of the
document; and the name, description, and title of the document.
Find — Opens the Find Documents to Publish dialog box, which allows you to search for documents to add to the documents tree.
A list of documents is displayed that can be published or that have been marked for
termination. You can select which documents to publish or terminate.
Delete — Allows you to remove a document from the tree view list.
Selected documents
Displays a list of the documents selected for publishing. You must populate this list by selecting documents before you use the Publish command or by using the buttons in the Add section of this dialog.
Identification
Type - Displays the type of document or documents selected.
Last Published - Indicates the date on which the document or documents were last published.
Comment - Allows you to enter information about the selected publishable documents.
Configuration
Owning Group - Users can publish documents to any owning group from the drop-down list, regardless of the publisher’s access to the owning groups. This enables publishers to control document access to the retrievers through owning groups.
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All the owning groups available in SmartPlant Foundation are displayed for publishing
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By default, the owning group selected for the previous version, if any, is shown.
For more information about owning groups in integration, see Using owning groups with Publish and Retrieve.
Revision Scheme - Displays the revision scheme applied to the selected document or documents.
Only revision schemes that are applicable to the configuration (plant) or classification
(document type) are available in the shortcut menu. The revision schemes related to
a configuration or classification are not available for any other configurations or
classifications. If none of the revision schemes are related to the configuration
or classification, then all revision schemes are available unless they are related
to any other configuration or classification. For more information on revision scheme
configuration, see Configure different revision scheme strategies.
You will receive an error message if you attempt to change the value in this box
when you have selected one or more documents that have conflicting revision schemes
or different possible revisions. The error message prompts you to select a smaller
set of documents.
Revision - Displays the current revision number of the selected document or documents.
You will receive an error message if you attempt to change the value in this box
when you have selected one or more documents that have conflicting revision schemes
or different possible revisions. The error message prompts you to select a smaller
set of documents.
Version - Indicates the current version of the document or documents.
Workflow - Indicates to which workflow the selected document or documents were assigned.
The PBS document must be attached to a workflow that has a load step. The PBS document
must be loaded successfully in SmartPlant Foundation for tools to retrieve it.
Share Type
Allows you to share all data in a 3D model or only the changes to the model since the last successful share.
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You will receive an error message indicating that this value cannot be edited if one or more of the selected documents have conflicting sets of possible workflows. The error message prompts you to select a smaller set of documents.
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If you create a default workflow to which to share and do not select a workflow on the Share dialog, documents automatically share to the default workflow.
Custom Properties — Displays any custom properties associated with the data you are publishing. This option is not available if you have not defined any custom publish DLLs. For more information, see the Example of publish customization (SPPublishPlugin) section.
Operation
Operation - Select the operation you want to perform on the selected documents.
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Publish - Selected documents are published immediately.
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Background publish - Selected documents are published immediately as a separate process, allowing you to perform other tasks at the same time.
Custom - If applicable, opens the Custom dialog box. This functionality is available only if defined by your project implementation team.
Check for deleted objects no longer on documents - Select Check for deleted objects no longer on documents option if you want to process the move instructions while publishing.
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Check for deleted objects no longer on documents option will be checked and disabled if Automatic process of moved objects option is set to TRUE on the Manage Integration Options dialog in the SmartPlant Foundation Desktop Client.See Configure Automatic process of moved objects.
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The status bar contains four separate areas of information.
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The first column displays information about the current SmartPlant Foundation connection.
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The second column indicates whether SmartPlant Integrator has been installed.
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The third column indicates whether File Mode is on or off.
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The last column displays whether debug logging is enabled, and to what level. If this section is blank, debug is not enabled.See Debug and Error Logging in SmartPlant Integration for COM environments or Debug and Logging in SmartPlant Integration for .NET environments.
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