Once the authoring schema has been created you can configure an Excel template to load data into the authoring environment.
-
Define a view definition to expose the properties and relationships on the authored equipment. This can be tested by relating an access group and then running a new ad hoc report. Existing authored objects will be returned and all the properties and relationships populated.
-
Create an Excel template file. This should contain a table structure with columns to match the view definition properties.
-
Create a new template document in SmartPlant Foundation and attach the file.
-
Create a new Datalist Definition to link the view definition, template document, and class definition to create the following definitions:
-
Check out the template document and run Data Sheet Definer to map the view definition properties to the Excel cells.
-
Check in the template document.
-
Test the load using the File > Excel Import > Excel Import command.
-
Configure specific Excel Import methods if you want to control which user loads what type of template and uses Compare, and so on.
-