Create a method based on the OpenXMLWordReport client API - SmartPlant Foundation - IM Update 48 - Help - Hexagon

1. Click File > New > Administration > Method.

2. Type a Name and Description for the method.

3. In the Client API list, select OpenXMLWordReport.

4. In the Template Document Name box, type the name of the template document to be used when creating a report with this method.

   If you are creating a method for classified objects, and if you want the software to return a different template based on the classification of the object or a condition met by the object, then leave the Template Document Name box empty.

5. Select the Truncate Time check box to specify that dates included in the report show only the date, and not the date and time stored in the database.

6. In the Report Category for Classified Objects box, type the report category that you specified on the template document that will be available using this method.

   The software uses the report category value to return a set of matching templates for the selected object classification.

7. In the Condition list, select a condition.

8. Enter other information, as needed.

9. Click Finish.

For classified objects, if the custom method includes a value in the Template Document Name box, this template document is always used to generate an OpenXML Word report with the custom method. Any value specified in the Report Category for Classified Objects box is ignored.

For information on displaying a report method in a feature set, see Relate a method to a feature set and Relate a method to a feature set in the Desktop Client.