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Adding Note Page Control to Datasheet Template

The “Note page “control mechanism provides the capability to include Note pages onto the datasheet instance if required.

Adding Note Page Control to Datasheet Template – A Worked Example

Create a new page/sheet for the additional ‘Note page’ control by selecting the ‘New’ sheet at the end of the datasheet template.

Add the preferred datasheet presentation such as the styles of borders. Modify the cell properties such as Height and Width, justification of text in Template Editor, font and the sheet name if required.

Double click on the “Free Text Cell” option from the Standard Control menu to assign the “Free Text” to the selected cell as shown to make cell value editable, from the datasheet instance.

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Then select the Note sheet/page in this case “Note Page” to define its properties such as “Sheet Type” and Sheet Type Name.

Sheet Type field: Select “Additional page” from the pull-down list.

Sheet Type Name field: Select “Notes Page” from the pull-down list.

Datasheet Revision Control Configuration

Datasheets revision control is based on Status definitions and as a result administrator must ensure that there is a preferred status definition that has the datasheet instance element type in its list of controlled element type.

Revision Control configuration setup consist of three parts, this is illustrated below:

Revision Number Definition

Revision Block Definition

Revision Configuration

Datasheet Revision Control Configuration- A Worked Example

This worked example illustrates how to

create revision elements in the dictionary explorer.

To start the creation of revision elements, navigate to the REVCWL ENGINEERING-REVISION-CONFIGURATION).

Select Create from right-click menu and click on REVCGP option from the right-click submenu.

Enter the following data in the appropriate Current Element Editor Form textboxes as shown:

Name: ENGINEERING-DATASHEET-REVISION-GROUP

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Revision Number Definition

Navigate to the REVCGP Group, select Create from right-click menu and click on REVNOD (Revision Number Definition) option from the right-click submenu to create a REVNOD revision element.

Enter the following data in the appropriate Current Element Editor Form textboxes Name: Revision_Number

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Select “Edit Revision Block Definition” from right-click menu submenu of the newly created REVNOD (Revision_Number) to display the Revision Number Definition form.

Enter the following data in the appropriate textboxes.

Display Name: Revision Number

The displayed name is a user defined name. Users can enter any desired name

Working Revision text: Enter any desired text e.g. *

Working revision text is displayed after the revision number on a non-issued version of a

datasheet instance e.g. A1*

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Number of Parts: Select the number of revision parts e.g. “2”

A revision number can have several parts.

Each part is either alphabetic or numeric

Part: Select the revision part number e.g.”1”,

Part Name: Enter appropriate Part Name e.g. Major Value type: Set the part number value type e.g.

Alphabetic

Part: Select the second revision part number e.g.”2”, Part Name: Enter appropriate Part Name e.g.

Minor

Value type: Set the part number value type e.g. “Numeric”

Mandatory fields are the display name, working revision text and part names. Part names must be unique. Display names are not checked for uniqueness

If required the ‘Custom’ Value type can be used to set up custom defined sequence of characters. The values can contain letters and digits. Click on the Value ‘Set’ button to display the Custom Value Editor.

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The Test Revision Number form is shown with sample values from the sequence for each part and the combined revision number. If there are duplicate values it will show a message and highlight duplicate values in red

Revision Block Definition

Navigate to the REVCGP Group (ENGINEERING-DATASHEET-REVISION-GROUP), select Create from right-click menu and click on REVBLD (Revision Block Definition) option from the right-click submenu to create a REVBLD revision element.

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Enter the following data in the appropriate Current Element Editor Form textboxes

Name: Revision_Block

Select “Edit Revision Block Definition” from right-click menu submenu of the newly created “REVBLD”

(Revision_Block) to display the Revision Block Definition form.

Enter the following data in the appropriate textboxes Display Name: Revision Block

The Selected Status Definition MUST be different from the one used for the COR definition

The displayed name is a user defined name. Users can enter any desired name.

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Status definition: Select the appropriate the status definition e.g. (Status Definition for Engineering items).

The datasheet instance element type “DSINST” must be added to status definition list of controlled element type.

Select the “Add attribute” option to add desired attributes to the attribute column and enter preferred name in the “Header” column.

The attributes are derived from information about a status. The attribute drop down contains fields for all states in the selected status definition

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Click the “OK” button from the “Revision Block Definition” form to save the settings.

Revision Configuration Definition

Navigate to the REVCGP Group (ENGINEERING-DATASHEET-REVISION-GROUP), select Create from right-click menu and click on REVCON (Revision Configuration) option from the right-click submenu to create a REVCON revision element.

Enter the following data in the appropriate Current Element Editor form textboxes

Name: Revision_Configuration

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Select “Edit Revision Block Definition” from right-click menu submenu of the newly created REVCON (Revision Configuration) option.

Display Name: Revision Configuration for Datasheet

The displayed name is a user defined name. Users can enter any desired name

Element type: Select the datasheets element type “DSINST” via the ellipsis button.

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Status definition: Select the appropriate Status definition from the pull-down list e.g. “Status Definition for

engineering items (Datasheets)”. Associated revision block definition will automatically be displayed.

Create working revision at: Select the appropriate Status definition value from the pull-down list e.g. “Working”.

Issue revision at: Select the appropriate Status definition value from the pull-down list e.g. “Approved”.

Revision number definitions: Select the appropriate Revision number definition from the pull-down list e.g.

“Revision Block”.

Revision block definitions: Revision number definition checkbox must be selected.

The Selected Status Definition MUST be different from the one used for the COR definition

The Revision block definitions are optional, but should be selected for any configuration that uses them.

The Datasheets application will list the selected revision blocks in the datasheet template explorer

Click the “OK” button from the Revision Configuration form to save the settings.

Once the revision configurations are completed, the administrator must link the revision configuration to the datasheet template using the “Datasheet Template Settings” form as shown.

The “Bound Cell Colour” field is used to set the Mapped cell colour feedback in Datasheet template.

The “Free Text Cell Colour” is used to modify or set preferred free text cell colour feedback in Datasheet template.

The “UDA Setting Owner” field is used to modify or set preferred User defined attribute group. This is only applicable if auto database attribute creation is in use.

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The “UDA Setting Default Type” field is used to modify or set preferred UDA type. This is only applicable if auto database attribute creation is in use

Click the “OK” button from the Revision Configuration form to save the settings.

Revision Control in Datasheets uses Status transitions UI, based on the current selection in a Tags list and as result a Tags Database View based on datasheet instance elements must be created as shown below:

The Database View should contain the following Attribute columns (ATTCOL) in the Database View as shown.

Mapping Revision Block and Mark to Datasheet Template

Revision block is a block which defines the number of column and row to be displayed in relation to revision in datasheet. Revision block can be mapped to cell by:

Clicking on the desired revision block in the template explorer and then drag and drop onto cell.

Selecting the cell and double click on the desired revision block in template explorer.

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Revision Block and Mark Mapping to Datasheet Template – A Worked Example

To map a revision block to datasheet template,

Open the desired datasheet template as shown:

Select the datasheet template (DSTMPL) e.g. “CENTRI-PUMP-DATASHEET-TEMPLATE” from right- click submenu click “Edit Datasheet Template

Click on the desired revision block in the template explorer and then drag and drop onto the cell as shown:

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When a revision block is mapped to datasheet cell, an area will be automatically defined in the datasheet template to hold the defined data in the revision block.

A revision block mapped cell needs to have the required area on right and bottom to accommodate the revision block/area.

To map “Revision mark” to datasheet template: Click on the “Revision Mark” in the template explorer and then drag and drop onto desired cell.

Alternatively, select the preferred cell and double click on the desired “Revision Mark” in Template Explorer.

“Revision Mark” are generated by the System, they are not manually configured

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