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  • KB188220848: ArtiosCAD Enterprise - How is an Attribute Category assigned to a document in ArtiosCAD Enterprise
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Question

How is an Attribute Category assigned to a document in ArtiosCAD Enterprise?

Answer

Specifying the attribute category

Attributes Category assignment is influenced by the type of container the document is saved to and the type of project saving action that occurs within ArtiosCAD.

Category Assigned to a container type

Document type configured in ArtiosCAD defaults.

This category is specified in ArtiosCAD Enterprise, by navigating to Options > Defaults > Database Defaults > Default Attribute Categories.

Document type configured for the project.

This category is specified in WebCenter by navigating to Project > Configure > Document Types.

Note

It is beyond the scope of this article, but keep in mind that Admin > Preferences > Document Types and Document Types configurations in templates from which projects can be created, also influence how the Default Attribute Category may be specified for a project. The net result is that a project can assign an Attribute Category to document types as they are saved to the project

 

Task Type

This category is specified in WebCenter by navigating to Task Types > Types > task type > Documents and setting the Assign Attribute Category to uploaded Documents option and specifying a category.

Saving action

saving a new document 

When users save a new document in ArtiosCAD (Save As or Save (for the first time)), they can select a project or a task.

Attribute category specified

If an attribute category is configured for a particular Document Type in ArtiosCAD defaults, that category will always be assigned to the document. It does not matter if the user saves to a project (or folder) or task and it does not matter how the project or task is configured. The ArtiosCAD Attribute Category is always used.

No attribute category specified

If no Attribute Category is configured for the Document Type in ArtiosCAD Defaults, then the Attribute Category configured for the project document type or task type is assigned to the document, depending on whether or not the user saves to a project/folder or a task. If no Attribute Category is assigned to the containing entity, then no Attribute Category is assigned to the document.

The save is a backend operation. This means that while the document is being saved, no attribute list is available to the user until after the document is saved. Once the document is saved, the attributes in the category configured for the project or task are visible to the user in read-only mode.

Dragging an unmanaged document...

An unmanaged file can be dragged to either a project or a task.

ArtiosCAD attribute category does not matter

The container can be a project or task. The document being dragged to the container will inherit the Attribute Category of that container. It does not matter what Attribute Category has been defined in ArtiosCAD defaults. The ArtiosCAD Defaults Attribute Category will always be ignored.

If no Attribute Category has been configured for the container, then no Attribute Category is assigned to the document.

Linking a document to a task...

An existing managed document can be linked to a task. A document can also be moved, copied or linked to another document.

Linking et al

Once a document is saved to Enterprise, it always maintains its Attribute Category regardless if linked to a task or copied/moved/linked in a different project.

Changing category in WC

If the attribute category is changed in WebCenter:

WebCenter attribute category

When ArtiosCAD next opens that document, the Attribute Category as changed in WebCenter will be brought into ArtiosCAD regardless of what the attribute category may have been set to in Defaults.

The attributes are viewable but are considered read-only and may not be changed.

If the user restores the original Attribute Category in WebCenter in a subsequent step, the original Attribute Category will also be restored in ArtiosCAD.

Any attribute that is common to the original and new Attribute Categories will be visible regardless of what Attribute Category is actually set.

Article information
Applies to

ArtiosCAD Enterprise 14.0.1 (for all information but tasks)

ArtiosCAD Enterprise 16.1 (including tasks)

Created24-May-17
Last revised 
AuthorGSY
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