When a lower configuration is merged to a higher configuration, the values and relationships from the lower configuration items replace the values and relationship items at the higher configuration. Any related items may be automatically merged depending on the relationship configuration in the schema. You can create two summary reports of items being merged using methods that use specific client APIs, as follows:
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Mergeable Items Summary - Creates a summary of lower configuration items that are ready to be merged up to a higher configuration (or plant) by creating a method using the MergeableItemSummary client API in SmartPlant Foundation Desktop Client.
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Merge Structure Summary with Validation - Creates a summary of lower configuration items being merged to a higher configuration (or plant) using a specific grouping object by creating a method using the MergeStructureSummary client API in SmartPlant Foundation Desktop Client. This summary also runs validation rules on the structured items being merged and lists the results in the Merge Structure Summary Validation Report.
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You have the option to view the validation messages that Merge Structure Summary with Validation creates. This is configured by selecting True on the Show any validation errors before the summary? argument on the Merge Structure Summary method. This gives you the flexibility to run Merge Structure Summary with or without displaying validation.
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You have the option to export a full summary report to Microsoft Excel that includes the types and quantities of the objects being merged, as well as the modified details down to the property level. The export of the full report is configured by selecting True on the Export at Property Level? argument on the MergeableItemSummary client API or the MergeStructureSummary API in SmartPlant Foundation Desktop Client.
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The export of the full report of merge summary data to Microsoft Excel works asynchronously in the background, as reports for large projects could take a long time to produce. A notification object is created in the Notification List window to view the report's export progress.
Refresh the notification item to view the export report's current status.
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For more information on configuring each of the merge summaries, see MergeableItemSummary client API and MergeStructureSummary client API.
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For more information on creating a mergeable items summary or a merge structure summary and exporting the results to Microsoft Excel, see Generate a mergeable item summary.
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