Pull Asset Tags and Documents from SDx/SPO - Intergraph Smart Completions - Intergraph Smart Completions Update 18 - Help - Hexagon

Intergraph Smart Completions Help (5.3.18)

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Smart Completions Version
5.3.18

You can map (add/ modify) Assets from SDx into Smart Completions and track changes in field log to know if there is a failure while transferring a record. You can customize an asset from the SDx (if the same tag is missing in SC) to SC using Data Exchange manager.

  1. Get started with the SDx using details as provided in SDx/SPO Connector.

  2. In Field Mapping section, map the SDx field names to the corresponding fieldname under SC FieldName section.

    For any fields that are not present with SC and you wish to use data restrictions, then you can use that field as a custom field by using SelectName feature.

  3. Provide the corresponding Select List for the corresponding field wherever applicable. Select isLookup for the Lookup fields in SC.

These steps ensure that the information pertaining to assets in SDx are mapped to Asset types in SC. You can view this information in Data Restrictions tab.

SDx Assets- Data Restriction

Get Asset LookUps: Getting or populating Asset Lookups from Smart Completions

Get Asset Source Lookups: Getting or populating Asset Lookups from SDx

The Custom dropdown populates the SelectList for the field where z was selected.

Asset Renaming : If an asset that was already mapped from SDx into SC has been renamed, then on re establishing the Data Exchange, the asset tag gets overridden or auto updated with the new asset tag.

This module also records Field Logs. Any change made to the Data Exchange manager is recorded here. When you sync the data using Fetch Data, it is recorded in the secondary Tab under the Sync Date column. You can view the details of the changes made by navigating to Sync Date> General. Also, under the Look Up log tab, the fields that have been customized and synced are displayed.

SDx- Assets- Look Up Log

Any error if occurred during a Data Exchange is recorded and displayed in Sync Date> Log.