Assign Recipients dialog box - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

Allows you to specify the users or roles included in the selected distribution matrix, as well as the action required from each user or role upon receipt of a transmittal. For users or roles who receive paper copies of transmittals, you can also specify the page size for transmittals.

User List - Displays the list of users or roles available for assignment to the step.

Add - Allows you to assign the selected users or roles to the step.

Remove - Allows you to remove the current users or roles assigned to the step.

Matrix pane - Displays columns for assigned recipients. New columns are automatically populated with the default Reason for Receipt and Format values (if set).

  • You can also drag and drop a recipient into the matrix pane.

  • If an internal matrix is selected, the pane will display two columns (Doc category and Contract).

  • Right-click a column to display the shortcut menu options:

    • Move Column - Adjusts the order in which the user or role columns display.

    • Add Column - Allows you to add a user or role column. You must type a valid user or group name to add the new column.

    • Duplicate Column - Allows you to add a new user or role column with the same reasons for receipt as the column being duplicated.

    • Clear Column - Removes all reasons for receipt from the column.

    • Delete Column - Removes the user or role from the display.

    • Change Recipient - Allows you to change the recipient.

  • Right-click a row to display the shortcut menu options:

    • Duplicate Row - Adds a new row with the same properties and reasons for receipt as the row being duplicated.

    • Delete Row - Removes the row from the display.

Color palettes - Allows you to customize the cell colors.

Default format - Specifies the paper format automatically assigned to newly added paper users.

Default reason for receipt - Specifies the reason for receipt automatically assigned to newly added users or roles.

Size columns for best fit - Resizes the columns in the matrix view.

User - Allows you to search for users to assign to the distribution matrix.

Role - Allows you to search for roles to assign to the distribution matrix.

See Also

Assign recipients to a workflow step