Enable seed files for a specific document class - SmartPlant Foundation - IM Update 48 - Help - Hexagon

If a document classification requires seed file behavior, you must define a new method or modify the existing method for creating an instance of that specific document type.

Because methods are role and configuration specific, different users or groups can have different seed files assigned to them for their use. However, when you use the seed file mechanism to attach a file automatically during document creation, the system can attach only one file.

Since the seed file template used is specified on the document creation method, the same seed file template is applied to all documents created with that method. In other words, if you want to define a seed file for one particular type of document, but not all documents, you will need a separate method for creating documents of that type.

• While you can modify the delivered methods for creating design documents using the procedure below, the seed file template would then be applied to every document you create using that method, regardless of the document classification.

• If you have two methods for creating the document type that will use the seed file template (one available from the menu bar and another from the Tree window), you will need to make the following changes on both methods. Otherwise, the documents created with the method not modified will be missing the seed file attachments.

• Since you can attach only one file automatically when creating a document with a seed file, you should make sure that the seed file template document is related to only one electronic file.

For more information about custom document classifications and customized document trees, see Classified Objects Configuration.