Create a document to document relationship - HxGN SDx - Update 63 - 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
  1. Click Find > Data Capture Items > Documents.

  2. On the Find dialog box, enter the name of the document that you want to find and click OK.

    SHARED Tip You can refine your search by typing the entire name, part of the name, a wildcard character (%, *, or ?), or a combination of the name and wildcard character (for example, n%).

  3. Select one or more documents from the list view and drag them onto another document to make the relationship.

  4. In the Relationship Name column, select the appropriate option from the list to indicate whether you want to relate the selected documents to the other document as off-page documents or as a master document.

    • Off Page Documents – Parent Document to Off Page - Select this option to make the document with its name in the Related Object column, the off-page document.

    • Parent Documents – Parent Document to Off Page - Select this option to make the document with its name in the Related Object column, the parent or master document.

  5. On the New Relationship dialog box, click OK.

SHARED Tip You can select a document and click Show All Relationships to view the related documents.