Manage document relationships - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

Language
English
Product
SmartPlant Foundation
Search by Category
Help
SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

During the content discovery task, if the attributes defined on the document match with an existing object in the database, a relationship is created with that object. For example, if the Unit attribute on the document is SPFNUnit and SPFNUnit exists as a functional unit in the database, then a relationship of type SPFNDocumentUnit is created between the document and the unit. The Update Relationships command allows you to update the relationship of the documents to objects in the database.

  1. Click Find > Data Capture Items > Documents.

  2. On the Find dialog box, type the name or part of the name of the document you want to find. You can use wildcards.

  3. Click OK to find objects with the criteria you specified.

  4. Right-click on a processed document and click Update Latest Version in the shortcut menu to update the attributes of the document.

    You can update the document attributes with the document index and click Update Relationships on the shortcut menu to update the document relationships.

  5. Select one or more documents for which you have updated attributes and click Update Relationships on the shortcut menu to update the document relationships.

  • When you run the content discovery task, any existing document relationship with a business object, created using the Quality Control module, is retained.

  • The content discovery task processes the document based on the relationship cardinality by using:

    • A one-to-one relationship - Where the content discovery task considers the document relationship from the content file, when no document relationship is set in the Resolve Relationships page.

    • A one-to-many relationship - Where the content discovery task considers the document relationship from the Quality Control module and the content file.

  • When a document relationship is deleted using the Quality Control module and the same relationship exists in the content file, it is not considered for processing the documents using content discovery task.