Update the data sheet template for a partially mapped data sheet - SmartPlant Foundation - IM Update 48 - Help - Hexagon

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

What's the difference between a partially mapped data sheet and a standard data sheet?

Partially mapped data sheets work very much like standard data sheets. You can view information in the SmartPlant Foundation database in the format you define using an Excel spreadsheet, and you can edit existing information or add new information for the object displayed in the data sheet.

Partially mapped data sheets allow you to save information in the Excel template in cells that are not mapped directly to the database. When you generate and save a partially mapped data sheet for an object, the system creates an incremental copy of the data sheet template, attaches it to the object, and saves it in the database. Each time you run the Generate Datasheet (Online or Offline) command for that object, the software opens the attached, saved copy of the data sheet for editing, instead of generating another copy of the template from the database.

Why do I need to update the data sheet template for partially mapped data sheets?

You must update the data sheet template for partially mapped data sheets to get the latest changes in the data sheet incorporated.

When your data sheet definition is configured to use partially mapped data sheet functionality, an incremental copy of the template is saved for an object the first time a data sheet is generated for that object. If any changes are made to the associated data sheet template after the copy is created, they are not propagated to the existing copies. No changes in the data sheet for the object are seen if they are made to the template after the first data sheet has been generated.

To incorporate the new templates changes, you must save your unmapped data out of the data sheet attached to the object, regenerate a new data sheet using the new templates, and then merge the unmapped data into the new data sheet. 

  1. Find a tag that has an existing partially mapped data sheet and uses the updated template.

  2. Right-click the tag, and select Show Saved Datasheet File.

    SHARED Tip If you do not see Show Saved Datasheet File on the shortcut menu, you may need to refresh the menu. Right-click the tag and click Refresh.

  3. Right-click on the saved data sheet, and select Save Target As to save a copy of the file to a local directory on your computer. This version of the data sheet template file should contain the original unmapped data.

  4. In the Desktop Client, delete the data sheet template file associated with the tag.

  5. Right-click the tag and select Generate IPD Data sheet to create a data sheet using the updated template. The new template does not contain the original unmapped data.

  6. Copy the unmapped data from the local copy of the saved data sheet and paste it into the data sheet template generated by SmartPlant Foundation.

  7. Save the data sheet template.