Configure Save Target As action to filter file types - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Web Client Help

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SmartPlant Foundation / SDx Version
10

You can configure the Save Target As action to filter the file types attached to a document so you can choose which ones the users can download. For example, you may have multiple file types attached to a document but you want to restrict users to only view and download the PDF or Word files.

  1. In the Desktop Client, find the FileDocRevCopyToLocal method.

  2. Right-click the method, and click Update.

  3. Select the FileType Filter option, and in the box enter the file type extensions in a comma-separated list. For example: pdf,doc.

    • If the FileType Filter option is left blank, all file types can be seen and are available for download.

    • Only files attached to the document that match the file type filter list can be viewed. If no files match the file type filter list, a no files found message is displayed.

    • If a document has two file types attached but only one file type can be viewed, the download automatically proceeds for that file type.