Display idents - Intergraph Smart Reference Data - 2020 (10.0) - Help - Hexagon

Intergraph Smart Reference Data Plus Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

This functionality allows you to view the properties in the Multi Ident View according to the property group selected. The functionality can be accessed through the Display Idents command available on the shortcut menu of the classification tree view as shown below.

The Display Idents command has one or more sub menus. The default sub menu is called All Properties. The other sub menus are populated dynamically according to the number of property groups.

You can select All Properties to view all the properties for a selected ident. A selected group displays the idents with only the properties assigned to that group.

When creating an ident, you have the option to view the mandatory and unique columns assigned to other groups by right-clicking on the grid as shown below. This option is available only if you are viewing a property group and is not available when you are viewing all the properties.

Display Mandatory Properties - All mandatory properties of other property groups appear.

Display Unique Properties - All unique properties of other groups appear.

Display Mandatory and Unique Properties - Both unique and mandatory properties from all the property groups appear.

Display Properties (Other Classes) - The ident properties associated with other classes appear as read-only columns in a light blue color. The data from these columns can be copied to the properties of this class. This command acts as a toggle and changes to Hide Properties (Other Classes) when it is clicked, and vice versa.

If you click the Display Properties (Other Classes) command, the expanded multi ident view looks like the following:

The properties from the other classes are shown in a light blue color, and these columns cannot be edited. When you right-click the light blue cells and select Copy Data To, you can then select a property column (destination column) of the present class to which data is copied.

A pop-up for Paste Options appears (shown below) to enable you to choose whether to paste either only the cell data or the entire column data from the source column. The copied (cell or entire column) data from the read-only source column is pasted to the destination cell or column, depending on your selection. The data is copied if both source and destination column types are the same. If not, a message appears.

Columns in Grid

Ident Code: You can enter the ident code in this field while creating the new record. If this field is left blank, the software builds the ident code using the existing logic. You can insert data but cannot update data in this column.

Class Layout: This is a read-only field. The value in this field is generated and populated based on the defined class layout and the ident's property values. This field is available in the grid in non-edit mode only.

Ident Layout: This is a read-only field. The value in this field is generated and populated based on the defined ident layout and ident values. This field is available in the grid in non-edit mode only.

Property Columns: You can have one or more columns in the grid depending on the properties that are associated with the class. You can enter data for all of these properties. The columns that appear with the icon are the properties of the class that have the mandatory column checked. The value for these columns is mandatory.

When you enter data for ident property values, the software provides an auto-complete mechanism.

Auto-Complete in MAV

When you enter data for ident property values, the software provides options through an auto-complete mechanism. This feature enhances the usability and enables you to quickly key-in the data. The auto-complete feature is available for all properties - both type attribute and type table.

If the property is of type attribute with a valid set of data defined (in M_ATTR_VALUES or M_ATTR_VALUE_NLS), the software displays the valid set of data when you enter a query (or value) in a cell or text box.

If a query is defined for the corresponding attribute, the resulting data from the query is appended to the cell or text box. For example, if you enter a query value, say, “FLANGE2” and this value is available in the valid set of data, as soon as you enter “F," the remaining part of the value “LANGE2” is appended automatically.

If there are no restrictions specified for the corresponding attribute, the values for auto-complete are the distinct existing ident property values of the same class.

If the property is of type table, the corresponding table detail/short description is appended to the text box. The same example above applies: if you enter a query value, say, “FLANGE2” and this value is available in the valid set of data, as soon as you enter “F," the remaining part of the value “LANGE2” is appended automatically.

Properties of Type 'Table'

For properties of type ‘Table,' the value that appears in the Multi Article View is according to the Property Data Display Preference setting at the class level.

The following options are available in the Property Data Display Preference list at the class level.

  • TD Code: When this option is selected, the table detail is displayed in the Multi Article View.

  • Short Desc: When this option is selected, if the short description of the table detail is available, it is displayed in the Multi Article View; otherwise, the TD Code will be displayed.

  • Description: When this option is selected, if the description of the table detail is available, it is displayed in the Multi Article View; otherwise, the TD Code will be displayed.

  • ATTR_CHAR<number>: When this option is selected, if a value for ATTR_CHAR<number> for the table detail is available, the value for ATTR_CHAR<number> is displayed in the Multi Article View; otherwise, the TD Code will be displayed.

  • ATTR_NUM<number>: When this option is selected, if a value for ATTR_NUM<number> for the table detail is available, the value for ATTR_NUM1<number> is displayed in the Multi Article View; otherwise, the TD Code will be displayed.

The same behavior applies to the Single Article View and Find & Replace functionality.

Tables and User-Defined Functions

User-defined functions are available for tables if attributes are associated with the tables in the following screens.

Once the attributes are associated to tables on this screen, the values for the attributes can be provided on the following screen.

Example

Consider a table with table name J1.

In A.50.03, the following attributes are associated with this table.

The attribute ‘1’ is associated to the table as ‘TD.CHAR1’. Hence this attribute will be considered as the user-defined function ‘ATTR_CHAR1’ in CMS for this table.

This is applicable to all the attributes associated as shown below:

Attribute Name

Physical Attribute

User-Defined Function

1

TD.CHAR1

ATTR_CHAR1

2

TD.CHAR2

ATTR_CHAR2

3

TD.CHAR2

ATTR_CHAR3

N1

TD.NUM1

ATTR_NUM1

NPD1

TD.NUM2

ATTR_NUM2

NPD2

TD.NUM3

ATTR_NUM3

The values for these associated attributes can be given for a table detail on S.20.02.

Consider a class that has table "J1" as its property.

Case 1:

When the Property Data Display Preference option selected at the class level is ‘TD CODE’:

When you select the table detail ‘A’ as the property value for this property, the following is shown in the MAV.

Case 2:

When the Property Data Display Preference option selected at the class level is ‘ATTR_CHAR1’:

Here the attribute "1" is considered as "ATTR_CHAR1," and the value corresponding to ‘ATTR_CHAR1’ (which is "1 - char") is displayed in the MAV grid as shown below.

Adding New Table Detail

For properties of type ‘Table,' when you enter a value in the MAV that is not present in the table detail lookup, a message box appears asking if you want to add the entered table detail. If you click Yes, a new Add Table Details pop-up window is shown. If you click No, the table detail must be selected from the LOV.

The picture below shows the pop-up window when you click Yes. By default, the Short Description and Description fields are populated from the table detail. If any attributes are associated with the tables on A.50.03, these attributes also appear in the window. You can edit these fields and then click Save to save the table detail for a particular table group.

This pop-up window is shown only if you have access to the Table Details Grid.

Properties of Type 'Attribute'

For properties of type ‘Attribute,’ the value that appears in the Multi Article View (MAV) is according to the Property Data Display Preference setting provided at the class level.

  • Data type ‘CHAR’

    Value: The attribute value is displayed in the MAV.

    Description: The description corresponding to the attribute value is displayed in the MAV.

  • Data type ‘NUMBER’

    The Property Data Display Preference setting is not considered for this data type. The value is always displayed in the MAV.

  • Data type ‘DATE’

    The Property Data Display Preference setting is not considered for this data type. The date is always displayed in the MAV.

  • Data type ‘GRAPHICS’

    The Property Data Display Preference setting for ‘table’ is considered for this data type. The value in the MAV is displayed according to the following options:

    Short Desc: When this option is selected, if the short description of the symbol code is available, it is displayed in the MAV; otherwise, the symbol code is displayed.

    Description: When this option is selected, if the description of the symbol code is available, it is displayed in the MAV; otherwise, the symbol code is displayed.

    For any other display option selected for table, the symbol code is displayed.

    SHARED Tip For any property of data type ‘GRAPHICS,’ the image can be viewed by pressing CTRL and hovering over the cell.

The same behavior applies to the Single Article View and Find & Replace functionality.

The following additional information is specified on the A.50.01 screen.

  • Multi Value

  • LOV Type

  • Intervals

  • Allow Negative

  • Display Format

The LOV Type drop-down has two list items: “Open” and “Close." When “Open” is selected and the attribute has some valid values defined on A.50.01, when you enter a value in the MAV that is not in the list of valid values, a message box appears asking if you want to add the entered attribute value.

If you click No, the attribute value must be selected from the LOV. If you click Yes, a new pop-up window appears.

This dialog box has the following fields, similar to the fields on A.50.01.

  • Sequence: Enter a valid sequence for the attribute value. This is a mandatory field. The default value displayed for the sequence is the next to the highest sequence value. You can change it to any other value. When you double-click on this field, the next value to the highest sequence appears.

  • Attribute Value: Enter the new attribute value to be added to the list of valid values. This is a mandatory field.

  • Comments/Valid Descriptions: Enter a description for the value. This is an optional field.

  • Default: Specifies that the entered value is the default value. If a default value already exists for the attribute, it is replaced with the new default value. For attributes that are NLS dependent (as per NLS-Val check box on A.50.01), the default check box is not available.

  • Save: Saves the entered attribute value to the list of valid values. If the attribute is NLS dependent, the value is saved to the corresponding log in language.

  • Cancel: Closes the window without saving the value.

For properties of type ‘Attribute’ and data type ‘NUMBER,’ further validations are carried out. The data type is considered from the Property Data Type column in the CMS Class Properties grid. If nothing is in this column, the data type provided on A.50.01 is considered.

  • If the low and high values are available on A.50.01, you cannot enter any value less than the low value and you cannot enter any value higher than the high value.

  • If the Allow Negative check box is checked on the A.50.01 screen, negative values are allowed. If the Allow Negative check box is not checked, negative values are not allowed.

All properties of type ‘Attribute’ with data type ‘NUMBER’ can be saved in the Multi Article View with a unit. A field in Class Properties is provided to override the unit from A.50.01. You can override the unit if a conversion factor is present for the unit mentioned on A.50.01 and the entered unit on A.10.13.

You are provided with an option to enter the unit along with the numeric value.

  • If you do not specify any unit in the MAV, and no unit is specified in class properties, the unit from A.50.01 is used as the unit for the entered value.

  • If a unit is specified in class properties, the same unit is used as the unit for the entered value.

For example, in MAV, the value ‘11’ is entered without specifying a unit, and the unit for the property on A.50.01 is ‘mg’ but the unit is overridden in class properties to ‘g’ so the unit is considered to be ‘g’. So if you enter 11, it is taken as 11g.

You can override this unit if a conversion factor is available on A.10.13. The conversion factor must be available from the new unit provided in class properties to the unit provided on A.50.01.

For example, if the unit provided in class properties is ‘g’ and the original unit provided on A.50.01 is ‘mg’, the unit is converted in the following way:

UNIT_TO = (UNIT_FROM + ADDEND1) * FACTOR + ADDEND2

For more information, see Class Properties.

If you want to enter a numeric value and a unit that is different from A.50.01 or class properties, you are provided with an additional LOV on the cell. You can navigate to the additional LOV on the same cell by pressing CTRL+F9.

If you key in a unit that does not exist, another LOV appears, providing options to correct the unit entered.

Another option available is the Auto-Complete feature for the unit. You can view this Auto-Complete LOV by pressing CTRL+SPACE after entering the value. Select a unit from the dropdown list.

Because you can enter numeric values without units, if you want to know the default unit for a property, right-click on the property display name and select Show Default Unit.

Then all the fields that have data with no units are replaced by the default unit, which is the unit from Class Properties; if it is not defined there, the unit from A.50.01 is used.

You can hide the default unit by right-clicking again on the property display name.

You can double-click on a column to automatically size the column width to the width of the column label or the short description (whichever is greater). The software remembers this column sizing and displays it when you re-open the grid.

Grid Toolbar Buttons

In order to operate on the data displayed in the grid, you can click one of the buttons provided on the grid toolbar. The main buttons and their operations are as given below:

Edit Mode: To edit the grid, a commodity code must be assigned to the class. A default commodity code can be assigned on A.20.12 for the project default ZX_DFPIMCC. When type mapping is assigned to a class system, the default commodity code created at the class level is used.

On click of the Edit Mode button, this will set the grid for edit operation. If you want to add / modify / delete data, click this button first. Note that the software tries to lock the record. If the software cannot lock the record, a message appears, saying the record cannot be modified.

When you edit a cell and then click out of the cell, the software validates the data in the cell.

  • For a property of type attribute, the software checks to see if the value entered is the correct data type.

  • For a property of type attribute, the software checks to see if the value entered is less than the maximum data length.

  • The software checks to see if the ident value entered is in the Selection list LOV.

  • For ident values of type date, the software checks for the correct format.

  • For mandatory fields, the software checks to see if values were provided.

Read Only Mode: By default, the grid appears in read-only mode. After edit operations are done and you have saved your data, click this button to set the grid again in read-only mode. Please note that when grid is in edit mode, all other controls are disabled; those controls are enabled again when you set the grid in read-only mode by clicking this button. Do not close the window when the grid is in edit mode; all the menu options remain in a locked condition.

Add Row: Click this button to add a blank row in the grid to create a new record.

Check Grid: Once you are done with your modifications in the grid, you can click this button to evaluate any possible errors in the data before you save. This operation also checks that the values for all mandatory properties are supplied for the modified and newly inserted rows.

Save: Saves the modifications done on the grid data. The custom procedure CMS_IDENT_PROP_VAL_POST_INSUPD in M_PCK_STD_CUSTOM is called when the grid is saved. This procedure is called when you perform the following:

  • When an ident is created or updated

  • When an ident property value is inserted or updated

The flow of control is as shown below:

  1. Build ident code

  2. Insert or update ident property value

  3. Call procedure CMS_IDENT_PROP_VAL_POST_INSUPD

  4. Build class layout

  5. Build ident NLS

This procedure is called when the transaction is made through CMS screens and not when the data is imported (for example, from XML).

All validations that are carried out by the Check Grid button are also done for the added or changed records before saving the data. These validations are carried out as per the Unique Key Violation Setting made at the class level.

  • Warning: When the class level setting is Warning, a message appears for any entries of duplicate values. The duplicate data is highlighted for you to correct it. If you try to save the data without correcting the duplicate values, a warning appears, but the data is saved.

  • Error: When the class level setting is Error, an error message appears for any entries of duplicate values. The duplicate data is highlighted for you to correct it. The data is not saved until you correct all the duplicate values.

    For new rows, idents are not created if the data violates the unique key. The following message appears.

Change NLS: Allows you to change the NLS setting of the current login. On click, it pops up a list of languages so that you can select one.

Selection list LOV:This button is available only in edit mode when the cursor is in the column that has a selection list associated to it. Click this button to select a valid value for that field.

If the selected field on which the selection list is invoked is a property and the type of the property is Table, the selection list window can have a cascading effect, which means once you choose a value in the selection list it automatically opens up another selection list depending upon the value chosen in the previous selection list. In the case of properties of type Table, the selection list displays a list of valid table details. Table details can be arranged in a hierarchical tree manner. The first time the selection list pops up, it displays all root level table details. Once a selection is made either by clicking OK or double-clicking, another selection list pops up with all its child table details. This sequence continues until a table detail that has no child table details is selected.

If the selected field on which the selection list is invoked is a property of type Attribute, and if the attribute is derived from a query, then:

  • The query must have two columns only. The first column must have the ID field. The software expects the ID field to be numeric. The second column could be any column in the query.

  • Note that in the case of an attribute having a data type character, the character value from the selection list itself is stored in the database.

  • In the case of a number, the number value and in the case of a date, the date value from the selection list is saved.

  • In the case of an attribute having data type graphics, the corresponding symbol ID is saved.

    If the property is of type Attribute and it does not have restrictions either from the attribute value or from an associated query, the values in the selection list are all the existing values for the property for the same class.

Sort: Click this button to define a sort condition for the grid data.

Filter: Click this button to define a filter condition for the data displayed in the grid.

Selection list

The selection list associated with any field normally have the following fields.

Find: Provide a sub string for the value you are looking for, and the software filters the selection list with the possible matches.

Values: Displays possible values applicable for the field. You can select one of them either by double-clicking that value or by selecting it and clicking OK.

OK: Selects the highlighted value for the field.

Cancel: Closes the selection list without making any selection.

Compute Physical Attributes: You can compute the physical attributes for a class to which a Smart 3D sheet is mapped and also the class properties are mapped to Smart 3D attributes. When the mapping is available for the class properties on the SP3D 10.07 Sheet Configs screen, the values in the Physical Attribute column can be computed by clicking this button.

This button is only enabled if the selected class is mapped to a Smart 3D sheet. If the class is not mapped to a Smart 3D sheet, this button is not available.

The values for physical attributes are calculated by the software by default and are displayed below:

When you compute the physical attributes from the CMS Multi Article View for a class, the software uses the property name and maximum length of the property values given in the MAV and re-calculates the physical attribute.

Grid Shortcut Menu

The following commands are available when you select a row and click the right mouse button.

Edit: You can select this command to perform all edit operations for the selected row. This command has further sub menu items as shown in the picture below. You can see the shortcut key combinations for each command on the menu.

  • Add: Similar to adding a row, adds a blank row below the selected row, setting the grid in edit mode if not already set. The shortcut is F6.

  • Copy: Copies the selected row in the grid. The shortcut is CTRL+C.

  • Copy with Column Names: Copies data along with the corresponding column names. The shortcut is CTRL+SHIFT+C.

  • Paste (Insert Rows): Pastes data from the copy buffer into the grid by creating new rows for the pasted data. The shortcut is CTRL+SHIFT+V.

  • Paste (Overwrite): Pastes data from the copy buffer into the grid by overwriting the existing data. The shortcut is CTRL+V.

  • Find and Replace: Searches for data in the grid. The shortcut is CTRL+H. For more information, see Find and replace data.

  • Delete: Deletes the row selected in the grid.

  • Undo: Undo the changes in the selected row. This sub menu is available only when the grid is in edit mode. The shortcut is CTRL+Z.

    An Undo on a modified row rolls back the changes to the original values.

    An Undo on a newly added row clears the data in the selected row. Before the data is cleared, a message appears, asking if you want to undo the changes in the new row (that is, clear the data).

    Undo is also available on a cell, by right-clicking. The shortcut is CTRL+Z.

  • Undo Deleted Rows: Provides an option to recover deleted rows. This sub menu is only available when the grid is in edit mode. The shortcut is CTRL+SHIFT+Z.

    A dialog box containing all the deleted rows appears. You can select rows and then click Undo Delete.

Re-classify Ident: Re-classifies or additionally classifies idents.

View: This command has further sub menu items as shown in the picture below.

  • Show NLS: Opens the grid view displaying ident values for all the properties in all the languages defined in the software. Please note that only those languages for which corresponding class system descriptions exist are considered in this grid. You can filter the properties whose value is exclusively dependent on language using the right-click shortcut menu.

    You can modify the NLS values for the properties. Not all properties are modifiable, however. When you click the Edit toolbar button, the grid turns to edit mode. In edit mode, only those cells that meet the following conditions are editable:

    Table details and their NLS: You are not able to modify them in edit mode.

    Layout: You are not able to modify them in edit mode.

    Attributes:

    • Having valid values: The short description is modifiable by choosing a value from the selection list. The description is not modifiable (a comment appears in this field).

    • Having valid value as query: Because they do not appear in the grid, modification is not possible.

    • Having no selection list: You can modify the short description; the description is not modifiable (empty).

  • Supplier Details: Opens a read-only dialog box that displays the details of the suppliers linked to the ident. All the suppliers are shown in a pre-defined sort order according to the supplier code. The dialog box displayed is shown below.

    You can scroll through the suppliers using the navigation bar at the bottom of the dialog box. Shortcuts such as Page Up and Page Down are listed in the status bar. You can add, remove, and modify the suppliers for the ident using the icons beside the navigation bar.

    In the first block with the supplier contact information, all the fields except Supplier Code are read-only. When you enter or select a supplier code, all the other fields are auto-populated.

    SHARED Tip The Supplier Code field has an auto-complete feature, in addition to the selection list.

    In the second block, in the Manufacture Details section, all the fields are editable.

    The units in the unit group CURRENCY from A.10.12 are made available in the Unit selection list.

    When you save the data, the software performs validations, including:

    • The Manufacture Lead Time value is considered to be days. The Manufacture Lead Time and Market Price values must be greater than or equal to zero.

    • The Expire Date and Approve Date values must be greater than or equal to the Current Date value.

    • The Expire Date value must be greater than the Approve Date value.

  • Commodity Template: Opens a read-only grid as shown in the figure below. This grid displays the commodity template details associated with the ident.

Check Non CMS Idents: This functionality enables you to check the values of the properties of non-CMS idents (classical idents) transferred to CMS against the Selection list LOV defined for that property in CMS. It also checks data type and data length defined for that attribute. If any error is found, that cell is highlighted and a consolidated error message appears in a child window.

Transfer Idents: You can select this command to transfer the idents. For more information, see Transfer idents.

Manage Documents: This functionality allows you to attach multiple documents to an ident.