Product Updates
Understanding the Split Parameter in Bulk Matching Process
This is an updated article on the subject of a split parameter in the bulk matching process in DocBoss. If…
A few weeks back we spoke on the topic of document indexing by tag in DocBoss. Here’s an updated article on a related topic.
Our new output format lists the units on a project and cross-references the documents each unit is linked to. Users can create reports showing the status of linked documents for each unit.
Sometimes we are trying to generate a document index by equipment:
This option for SDI Report templates combines the list of equipment units with card metadata in a pivot-style output by doc code.
List of equipment units
On the Index template, in order to include the equipment units, use the variable options from the <Start_AllUnits>/<End_AllUnits> arrays (under the TYPE=CoverPage tab in the XLS Template Variables document).
See below:
Grouping
Optionally, the parameter GroupBy=FIELD can be included in <Start_AllUnits> to group data from multiple units into a single field (list) output (ie. |GroupBy=Tag).
Doc code list and card meta-data
Variables for doc code list and card cross-reference metadata should be included between the arrays <CStart_DocumentCodesCount> / <CEnd_DocumentCodesCount>, which must be placed in a separate column at the start and at the end of the list of variables.
Doc codes
Project document codes can be listed horizontally using the available DocumentCodesCount variables:
For example, if you wish to show the doc codes and the doc code names the variables should be included in the column header.
Card metadata
Card cross-reference metadata variables can be added using the following format:
<AllUnits.DocCodeCards.<DocumentCodesCount.Index>.*****> (where ***** should be replaced by a cover page variable).
Most variables are supported, but if there are no results, check the list of available variables listed on the TYPE=Index tab in the Pivot Output – Units to Codes section.
If multiple cards match the code to unit matrix, the data will output in a card status, the variables should be placed on the same line as the AllUnits variables.
This layout will show the status of each card cross-referenced with each equipment unit.
