Manage relationships for documents - SmartPlant Foundation - IM Update 46 - 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)
  1. On the Resolve Relationship page, select one or more documents from the search results displayed in the list view.

  2. Click Relationship Details to view the document relationship details for the selected documents. The document is represented as a circle at the center and the objects that are related to the documents are represented as circles around the document.

  3. Select one or more circles, the objects related to the document, and click Delete to delete the relationship between the selected object and the document. The color of the circle representing the object changes to reflect the relationship deletion as set in the Resolve Relationship Color Status page.

  4. Drag and drop the circle representing the document onto one of the nodes in the Tree view to relate the documents to the object represented on that node. The color of the circle representing the modified object or newly related object changes to reflect the updated relationship status as set in the Resolve Relationship Color Status page.

  5. Click Approve Relationships to approve the document relationships and save the changes. Or, click Save to save the relationship modification.

  • You can click View File link below the thumbnail in the right pane to view the master file attached to the selected document.

  • In the Associated Relationships Attributes section, you can view the document attributes for the document. The color of the text for an attribute represents the relationship status for the objects as set in the Resolve Relationship Color Status page.

  • The Relationships Approved check box indicates whether the document is approved for document relationships or not.

  • If the cardinality is set to max = *, then the relationship is always created.