View document discovery patterns - SmartPlant Foundation - IM Update 48 - Help - Hexagon

When you open the Document Discovery Patterns module, it displays the document discovery patterns that already exist in the database in an item list.

1. Log on to SmartPlant Dashboard.

2. Click Data Capture Administration to open the Data Capture Administration module.

3. Click Document Discovery Patterns to view the existing document discovery patterns.

• You can click Preview Report to view a summary of the files in the folder that is mapped to the document discovery pattern. The report is displayed in a Microsoft Excel file.

• You can view all the document discovery patterns including the ones at a higher configuration, but you cannot edit or delete those at a higher configuration.

Filtering the objects in the list view

1. To filter the results based on a specific value in any of the columns, click Filter at the top of that column.

2. Select the property or properties to display the items based on the criteria in the item list.

   You can further refine the results by selecting a condition value, such as Is equal to or Starts with.

3. Click Filter to display the filtered results automatically in the item list.

By filtering on several properties, you can refine the results to get to a specific set of data.