Export technical query contents - HxGN SDx - Update 63 - Help

HxGN SDx Help

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SmartPlant Foundation / SDx Version
10

Additional workflow steps generate a summary report when a technical query is exported and then generate the report as a PDF. This is attached to the workflow before the technical query is submitted, typically, to contractors who want to share the information outside of the system.

In the Web Client, locate a reserved technical query and use the Technical Query Letter Preview action to view the letter.

In the Web Client, the Export technical query contents command generates a Zip file that includes a similar Microsoft Excel report. This Excel report lists, in a separate row, each attached document, the attached files, and the location of the separate folders for each document. The separate folders contain the files attached to the documents.