You can configure SmartPlant Foundation to maintain title block information for Microsoft Excel files, for any design document, and for documents published or retrieved by Smart 3D, Smart Electrical, Smart Instrumentation, Smart P&ID, and SmartSketch in an integrated environment. The title block component for these file types is configured by default.
For other file types that require title block updates, you must associate the file type with the document classification, and edit the relationship on the file type to add the title block update component.
Your vault names must be valid and follow vault naming rules.
Documents that use the same file type can use the same document category (or type). You need to determine which document classifications, or types, need the title block update component and which file type these documents need. To add the title block component, relate the file type to the document category. On Maintain Attributes, add one of the following plug-ins:
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TitleBlockInfo.AppTitleBlock2 is the delivered plug-in for SmartPlant file types.
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SPITitleBlock.TitleBlockInfo is the delivered plug-in for Smart Instrumentation Browser documents.
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Intergraph.SPFRemoteServices.SPFSampleTitleblockPlugin.dll is the delivered plug-in for Microsoft Excel documents, such as data sheets, and the file is typically located in [drive]:\Program Files (x86)\SmartPlant\Foundation\SPFRemoteServices\bin.
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Other formats need a custom plug-in.
Configuring title block updates using a workflow
By default, the workflow steps UpdateTitleBlockForNonSectionedXmtl and UpdateTitleBlockForSectionedXmtl can be used on either of the transmittal workflows to update the title block. This workflow adds a task to the Scheduler to update the title block.
You can create a customized workflow to update title blocks for documents that are not part of a transmittal. Create a new process step class and define a process class name. For more information about the Update Title Block process step, see Update title block.
Next, create the step definition using the new step class. Define the post class name to be run using the following format: <Process class name>.<class>.<method>,parameter1,parameter2.
Place the step definition in the document workflow.
Configuring title block updates using a shortcut menu item
To allow title block updates to occur from a shortcut menu command, create a method with the C_UpdateTitleBlockInfo API and the following arguments:
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Argument 1 |
NonSectionedXmtlFiles |
This is the directed graph definition |
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Argument 2 |
ExtXmtlTitleblockIssueRecords |
This is the view definition |
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Argument 3 |
SPFIssueDate |
This is the property definition |
Relate the method to the ISPFCExternalTransmittal interface and the DocumentUpdate access group.