How to insert Mail Merge Fields into a Form - Intergraph Smart Completions - Intergraph Smart Completions Update 18 - Help - Hexagon

Intergraph Smart Completions Help (5.3.18)

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In order to access the latest Mail Merge Templates press the "Mail Merge Templates" at the bottom of the manager. This will load a ZIP file containing all the specific templates. Its important to select the correct mail merge template when inserting fields into the work document. For example, if the user is developing an electrical check sheet, then the electrical mail merge template should be used, as it will be accessing a specific schema (data set). The other templates are used for generic discipline such as Infrastructure. It contains basic Task, Systemization, Location, WBS and Project information.

The process for inserting mail merge fields onto a form is outlined below:

  1. Individual Equipment Tests - Ninety percent (90%) of test forms are assigned to individual equipment and will be assigned the discipline specific mail merge forms.

  2. Group Equipment Tests - Ten percent (10%) of test forms are assigned to a group of equipment, specifically "Pipe Packs" and "Loop Tests". For these types of tests use the following mail merge templates:

  • Barcode/ QRcode

  • Project Name & Logos

  • Tag Name

  • Systemization and Location Names

  • Task and Job Names

  • Document List

A project must have logos (.png format) for both form (left) and form (right) fields, otherwise the form may not render.

Should Have Mail Merge Fields.

  • Asset OEM details

  • Comments

  • Asset Specifications (i.e. range, scale, size, pressures, temps, flow parameters etc.)

  • Test Form Document.

Must have these mail merge fields on a test form.

In order for a Mail Merge Form to be successfully uploaded using the Smart Completions File Upload Utility there are some basic requirements that need to be met. We recommend below requirements to assure that you can upload Mail Merge Forms successfully.

  1. The QR Code needs to be square.

  2. If there is a border around the QR Code there needs to be white space.

  3. The QR Code should be in the top right corner of the document.