Relationship Management - SmartPlant Foundation - IM Update 48 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

The Desktop Client provides options for creating, viewing, editing, and terminating relationships between objects.

You can create a relationship by dragging an object onto another object, for example, dragging a label onto a document. You can also create a relationship by selecting a parent object when you create a new object. For example, to relate a new unit to an existing area, you would select the area from the Functional area list on the New Unit form when you create the unit.

The shortcut menu for an object provides options for viewing and terminating relationships.

The procedures in this section are for non-administrative users. If you are a system administrator, see How to Configure the GUI Model for information about configuring relationship management and managing related items.

New Relationship dialog box

Allows you to create a relationship between two or more objects. 

Child Object - Displays the name of the child object.

Relationship Name - Allows you to select the type of relationship that is created.

Properties - Displays the properties for the relationship.

Apply to similar items - Specifies whether the relationship selected in the Relationship Name column applies to all similar objects in the table. Similar objects have a different color background to help you identify them. If the Apply to similar items check box is selected and you select a relationship, the software creates the same relationship for all objects with the background color.

Manage [Object] dialog box

Allows you to create, update and delete objects and their relationships.

Existing Related Objects Table

Name - Displays the name of objects that have been related.

Move Selected Item Up SPF DTC ADMIN Up Arrow BTN - Moves the selected object up one position.

Move Selected Item Down SPF DTC ADMIN Down Arrow BTN - Moves the selected object down one position.

Remove Selected Item SPF DTC ADMIN Delete2 BTN - Removes the selected object from the table and database. Behaves differently if used with a library pane and only removes the relationships between related objects.

All Objects Table

Name - Displays the name of objects that are available to be related.

Create SPF DTC ADMIN Create BTN - Creates a new object.

Update SPF DTC ADMIN Update BTN - Updates an object

Delete SPF DTC ADMIN Delete BTN - Deletes an object.

Relate Selected Item SPF DTC ADMIN Add Arrow BTN - Adds the selected object to the related objects table.

Maintain Relationships dialog box

Allows you to add, remove, and edit related items from an object. This dialog box is available from relationship tabs on an object's Update dialog box.

Available items - Displays items that are not related to the object, but are available to relate.

Related items - Displays items that are related to the object.

Find - Allows you to use quick find to locate objects.

Advanced Find - Allows you to use an object's Query dialog box to locate objects.

Apply to similar items - Select this option to apply any changes made to an item related to the object. Select this option before clicking Maintain Attributes.

Maintain Attributes - Opens the Update dialog box for the selected relationship in the Related items list. If the Apply to Similar Items option is selected, any changes you make are applied to all relationships in the Related items list.

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