Check out and edit a document in an authoring application - SmartPlant Foundation - IM Update 48 - Help - Hexagon

The Run Editor command allows you to check out documents for editing and immediately launch them in their authoring application.

1. Right-click a working version that you want to edit in an authoring application and click Edit > Run Editor.

   Documents created without a configuration value can be checked out, checked in, revised, updated, or signed off when your active configuration is set above the plant level to Scope Not Set.

   

   • To use the Run Editor command, all the selected documents must be checked in (that is, the checked-out indicator must be set to False), the status must be set to working, you must be a member of the owning group, and the revise state must be blank. If any of the selected documents do not satisfy these conditions, the Run Editor command is not available.

   • To determine whether a file is checked out or not, select the document and review the information in the Properties window. If the Checked Out property is True, then the file is currently checked out. You can also view the document properties in the History dialog box.

2. Click Browse to select the directory into which you want the software to copy the checked-out files.

3. Select the check box beside each attached document that you want to check out.

4. Click OK.

   

   • When you check out files that have references, the software automatically places read-only copies of all the reference files, any nested reference files, and the master file to your local computer. These copies are for reference only. If you want to update the reference files, you must check out the document to which they are attached.

   • If the file you check out has duplicate copies of a reference file in the nested structure, the software displays a message warning you that files with the same name are attached to multiple files. If you receive this message, click Yes to continue the checkout process with a single level copied for reference, or click No to cancel the checkout process.

   • If the file you check out has reference files attached to different versions of a document in the nested structure, the latest version of the document is copied for reference.

5. If you selected multiple files on the Check Out dialog box, the software displays the Run Editor dialog box. Select each attached document that you want to launch in its authoring application.

   

   • To use the Run Editor command, the authoring application (or an alternate application accepting that file type) must be installed on the computer to which you are checking out to the document.

   • The authoring application opens with the required files. For example, if you click the Run Editor command for a document that was created in SmartSketch and SmartSketch is installed on your computer, SmartSketch displays. If the native application is not installed on the local computer, SmartPlant Foundation opens the file in the application associated with that file type in your system settings.

• When you check out a document, the previous version is superseded. The software sets the following properties for the superseded version: status to working, the revise state to superseded, the access flag to 9 (no update access), and the version to 1.

• When you check out a document, the software creates a new document version. The software gives the new document the next version number. The access flag for that new version is set to 1 (user access only), and the checked-out indicator is set to True.

• When you check out a document, any existing markups to files attached to the document are automatically copied forward with the checked-out document.