Create and configure document category nodes - Intergraph Smart Construction - 2019 (7.0) - Help - Hexagon PPM

You can create and configure document category nodes that display in the document Tree View in Smart Construction. All configuration must be done in SmartPlant Foundation.

For example, you can create and configure a new document category node, such as Construction Documents, that users with specific security privileges can query.

Create a new method

1. Log on to SmartPlant Foundation as an administrator.

2. Click File > New > Administration > Method to open the New Method dialog box.

3. On the New Method dialog box, type a name.

4. Type a description (optional).

5. Type a display name.

6. Select SPCDocumentDrillDown for the Client API.

7. Type a value for the Document Node UID.

   To find the document category UID, complete the following steps:

   1. Select a document category from the Tree View.

   2. Right-click the document category and select Export Data.

      If you right-click a document category, and you do not see Export Data, see Configure Export Data option for more information.

   3. On the Export Data dialog box, copy the IObject UID, as defined on the right pane. For example, for the 3D Documents is IObject UID="DC_3D_Documents_1".

   4. Click Cancel on the Export Data dialog box.

8. Type the document interface definition for the document category you do not want available in the Classification tree filtering box (optional).

   For example, Smart Construction by default filters the Tree View so that Template documents do not display. The method SPC_AllDocuments lists ISPFDesignDocClass~ISPFTemplateClass in the Classification tree filtering box to hide the Template document class.

9. Select the option Available in Desktop client.

10. Click Finish to create the new method and display it in the New Items window.

11. Configure security for the new method. Associate the necessary access groups with the new method.

    For more information on configuring security for methods, see Configure method access.

Create Feature Config object

1. Click Smart Construction > New > Administration > Feature Config Item.

2. On the New Feature Config Item dialog box, type a name.

3. Type a description.

4. Select MainDocCatTree for the Type.

5. Select the method you created in the Spfmethod box.

6. Click Finish.

View new category in Smart Construction

1. Log on to Smart Construction

2. Click Documents on the Home Page. You can view the new document category in the Tree View.