Create Combination Columns (Linking Existing Data in DocBoss)

There are times when the data from your system exists in 2 columns. Rather than combine it prior to upload, DocBoss now allows you to concatenate existing data into a new column result.

On the project template, you select the source columns (and add text if you wish) to build the structure of a new column.

Here’s how to do it:

Navigate to the Project Menu > Set up > Project Fields Template > Combination Fields

1) Add New

2) Create Combination Field and save

3) Navigate to your Equipment List to see the newly created custom combination column.

Usage ideas include:

1) Skids with replicated tags. Assume that you are building 2 duplicate skids. As a result, the tags for the transmitters are exactly the same for each skid (i.e. T-101), but the skid tags are different. If you must provide calibration certificates for all transmitters (by tag), DocBoss would previously have grouped the 2 duplicate tags together. Now, you can create a combination column with “Skid:<skid> Tag:<tag>”. This results in 2 unique values.

2) Data from your system is in 2 columns, but you need to combine it to make unique values. A classic example is a level transmitter with varying lengths of probe. If the model number and length exist separately, you can upload each data piece to its own column. Then have DocBoss create a a combination column of “Model:<model> Length:<length>”. Now you have a column you can use for drawings where a different drawing is supplied for each probe length, while also keeping the original “model” column for use for instruction manuals etc..

All configurations for combo columns is available on the project fields template. Once created, the column is available as a level.