Generate a data list from a related object - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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

You can create a data list that displays all the instrument or equipment objects related to an object from a unit, system, folder, or other related object. Types of data lists delivered with SmartPlant Foundation include Document List, Instrument List (Existing), and Instrument List (New), but other data list definitions can be configured.

  1. Right-click the related object, and click Generate Datalist > [object].

  2. In Microsoft Excel, click Enable Content to run the macros associated with this data sheet, if prompted. For more information, see Edit Microsoft Excel security settings for data sheets and data lists.

  3. Complete the information in the data list as necessary.

    Data sheet and data list basics

    The following table provides information about the icons that are part of the data sheets and data list functionality.

    Template icon

    Details

    DataListShowHistory

    Show History displays the changes made in the current edit session. Changes are indicated by a red triangle in the upper-right corner of a cell. Rest the cursor over the triangle to view changes.

    DataListProperties

    Properties expands the task pane and displays the properties for the active cell.

    DataListNewButton

    New creates a new object in a data sheet or data list.

    DatasheetDelete

    Delete deletes an object from a data sheet or data list.

    datasheetrelate

    Relate searches for similar objects, adds them to the data list, and relates them to the parent object.

    DataListSave

    Save saves changes to the online data sheet or data list to the SmartPlant Foundation database. You cannot save when you are editing offline. To save an offline data sheet or data list, click File > Save in Microsoft Excel.

    • You can change the transparency level of the task pane by using the Opacity control below the properties display.

    • To move the task pane, click the logo and drag it to another position.

    • In SmartPlant Foundation Desktop Client, click Find > Data sheet Documents to find data sheet documents.

    • Do not use special characters in mapped property names. Special characters include: | . - ! ? + ' % , ; & ~ * < >.

    Adding values to data sheets

    • Properties with defined enumerated lists display as a list of values that you can choose. Click the box, and then select the correct entry from the list.

    • Depending on how the data sheet template was configured, you can define the unit of measure (UOM) for the entire row by entering a value in the Units column, or you can define a unit of measure for any particular value.

    • For options that require a UOM, select the UOM from the list first, and then provide the applicable value.

    • The data sheet can be configured to use a group of radio buttons for enumerated properties rather than a list.

    • For options that require text, click the box, type the appropriate text, and then press ENTER.

    Adding values to data lists

    • Properties with defined enumerated lists display as a list of values that you can choose. Click the box, and then select the correct entry from the list.

    • Option buttons are supported in the spreadsheet. The data list can be configured to use a group of option buttons for enumerated properties rather than a list.

    • For options that require text, click the box, type the appropriate text, and press ENTER.

    • For options containing a list, click the box, and then select the correct list entry.

  4. Save your changes.

    • If working with an online data list, click Save DataListSave to save the changes to the SmartPlant Foundation database.

    • If working with an offline data list, click File > Save in Excel to save changes.

  5. Click File > Exit to close Microsoft Excel.

  • You must be in a SmartPlant Foundation authoring environment to create a data list from a unit or other related object.

  • Your system administrator must configure your unit or other related object to support data list generation. To do this in the model delivered with SmartPlant Foundation, your system administrator must be logged on as superuser.