How is an Attribute Category assigned to a document in ArtiosCAD Enterprise?
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.
This category is specified in ArtiosCAD Enterprise, by navigating to Options > Defaults > Database Defaults > Default Attribute Categories.
This category is specified in WebCenter by navigating to Project > Configure > Document Types.
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
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.
When users save a new document in ArtiosCAD (Save As or Save (for the first time)), they can select a project or a task.
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.
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.
An unmanaged file can be dragged to either a project or a task.
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.
An existing managed document can be linked to a task. A document can also be moved, copied or linked to another document.
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.
If the attribute category is changed in WebCenter:
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.
ArtiosCAD Enterprise 14.0.1 (for all information but tasks)
ArtiosCAD Enterprise 16.1 (including tasks)