Displays properties of the selected document or documents. If only one document is selected in the tree view, the properties displayed on this tab are the properties of that one document. If multiple documents are selected, only the properties with the same value for all documents are displayed. Any properties with varying values across the documents appear as blank values in these fields.
You can change some of the values assigned to one or more documents by changing the values displayed in the table. The values you enter here will override any existing values for all selected documents.
Last Published - Indicates the date on which the document or documents were last published.
Name - Displays the name of the document.
Source - Indicates the authoring tool in which the document was created.
Type - Displays the type of document or documents selected.
Comment - Allows you to enter information about the selected publishable documents.
Issue Only - Allows you to issue request documents without, necessarily, republishing them. Use this option when no changes were made to a document, but you want to add the document to a transmittal.
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Even with the Issue Only option set, documents may still be published. Any documents that have never been published must be published, regardless of this setting.
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You will receive an error message if you select multiple documents and activate this option when one or more of the selected documents cannot be changed. For example, if a selected set of documents includes new documents (for which this field can be set only to No) and current or locked documents (for which this field can be set only to Yes), the error message prompts you to select a smaller set of documents.
Owning Group - Select an owning group from the drop-down list to which the document belongs.
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By default, the owning group selected for the previous version, if any, is shown.
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All the owning groups configured in SmartPlant Foundation are listed.
Revision - Displays the current revision number of the selected document or documents.
You will receive an error message if you attempt to change the value in this box
when you have selected one or more documents that have conflicting revision schemes
or different possible revisions. The error message prompts you to select a smaller
set of documents.
Revision Scheme - Displays the revision scheme applied to the selected document or documents.
Only revision schemes that are applicable to the configuration (plant) or classification (document type) are available in the shortcut menu. The revision schemes
related to a configuration or classification are not available for any other configurations or classifications. If none of the revision schemes are related to the configuration or classification, then all revision schemes are available unless they are related to any
other configuration or classification. For more information on revision scheme configuration, see Configure different revision scheme strategies.
You will receive an error message indicating that this field cannot be edited if
one or more of the documents you have selected are not new or will have a revision
scheme supplied by the authoring tool. The error message prompts you to select a smaller
set of documents.
Version — Indicates the current version of the document or documents.
Workflow — Indicates to which workflow the selected document or documents were assigned.
You will receive an error message indicating that this field cannot be edited if
one or more of the documents you have selected have conflicting sets of possible workflows.
The error message prompts you to select a smaller set of documents.
Check and publish released claims for previously deleted items - Select this check box to resolve issues where deleted items were restored from an earlier version and the claim on them was released. This check will take additional time and should only be used when deleted items have been restored.
Operation — Select the operation you want to perform on the selected documents. Choose from the following options:
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Publish now — Selected documents are published immediately.
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Background publish — Selected documents are published immediately as a separate process, allowing you to perform other tasks at the same time.
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Scheduled publish — Selected documents are published in batch mode by the authoring tool. This option is available only for tools that support it and if processed by the authoring tool, not the SmartPlant Client. The documents are not published immediately. Instead, the selected documents are scheduled for publish at a later time and maybe be scheduled as a recurring operation.
Custom — If applicable, opens the Custom dialog box. This functionality is available only if defined by your project implementation team.