Introduction

Pims CMS has a flexible setup for engineering registers and can be customized to fit various project requirements. In this article, you will learn how to add and configure engineering registers in Engineering Setup. You will also learn how to configure engineering register fields.

Configure fields

The following engineering field settings are available:

• Field Name: The name of the field as it appears in the database. Cannot be changed.
• Alias: The name of the field as it appears in the Engineering Registers app.
• Column Description: The description of the field.
• Read Only: When checked, the field cannot be edited in the Engineering Registers app.
• Column Width: Determines the default column width in the Engineering Registers app.
• Allow Batch Update: Enables column batch update feature in the Engineering Registers app.
• Required Field: When checked, the field is highlighted red when empty. This feature is only available in Form View (Win).
• Refer To Documents: When checked, only documents from the Documents (CMS) register can be selected. Selecting a document also adds tag-document link. When unchecked, allows entering any value.
• Document Type: Determines which type of documents are shown in the lookup in the Engineering Registers app. Leave blank to show all types of documents.
• Lookup Value Member: Determines Lookup and specifies which value populates in the Engineering Registers app.
• Show In Datasheet: Determines if the column is shown in the Engineering Registers app.
• Data Sheet Order: Determines the default order of the column in the Engineering Registers app.

Note: Refer To Documents and Document Type are applicable for the following fields: BoundaryDwg, GADwg, Isometric, KeyDrawingDoc, LayoutDwg, LoopDwg, PIDNo.

Configure registers

The following settings are available for every engineering register:

• Manual Input: Enables inserting and updating tags in the Engineering Registers grid.
• Tag Deletion: Enables deleting tags in the Engineering Registers grid. When unchecked, the tags can only be marked as deleted.
• Tag Renaming: Enables updating TagNo, Project, and Plant in the Engineering Registers grid.
• Valid For Project: When unchecked, hides the register from the Engineering Registers app.
• Tag Creator Tool: Enables Tag Generator in the Engineering Registers app.
• Tag Import In Markups: Enables inserting new tags in Document OCR Markup using the Update Registers feature.
• Tag Split Validation: When checked, only tags that match specified syntaxes are allowed to be inserted in the Engineering Registers app and imported in Engineering Import. This feature is not available on the Web.
• Type ID and Checklist population based on function codes: When checked and when tag split is set up, the Type ID and checklists are automatically assigned based on the recognized function code. This feature is not available on the Web.

Add standard registers

After you create a new domain, you have to add engineering registers to the domain. To add standard engineering registers in a domain:

• In Engineering Setup, click Tasks > Generate Standard Registers.

Copy layout from another domain

1. In Engineering Setup, select an engineering register to copy to.
2. Click Tasks > Copy Layout from another Domain.
3. Select a domain to copy from and click Copy.

Show or hide a field

• In Engineering Setupdetails, in the Tabular Field Setup tab, check or uncheck Show In Datasheet to show or hide the field, respectively.

Note: The fields are hidden only in the Engineering Registers app. If there's data in a field, the field will appear in some apps, for example, in Tag Details, even if it's hidden.

Set field alias

• In Engineering Setup details, in the Tabular Field Setup tab, enter Alias.

Note: Aliases are shown only in the Engineering Registers app.

Set field order

• In Engineering Setup details, in the Tabular Field Setup tab, enter a number in Data Sheet Order. The fields are ordered in ascending order.

Limit values in a document field

• In Engineering Setup details, in the Tabular Field Setup tab:
  • Enable Refer To Documents, if only the documents from the Documents (CMS) app should be allowed to be entered.
  • Enable Document Type, to limit the document selection from the Documents (CMS) app to a specific type.

Note: The standard document fields are BoundaryDwg, GADwg, Isometric, KeyDrawingDoc, LayoutDwg, LoopDwg, and PIDNo.

Configure Lookup Value Member

1. Click on the field Lookup Value Member with the arrow.
2. This will open a modal window to configure the Lookup by choosing View Name, Fields, Lookup Value Member. Where Clause is optional.
3. You can clear the configuration using Delete button.

Note: The configuration maintains backwards compatibility: if the Web configuration doesn't exist, it will use the configuration from Database Object Winform. The "Delete" button will remove only configuration that was created from the Web tool.