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Documents

The settings listed below apply to data types connected to the CDF Files resource type.

In InField, the Documents tab setings are visible on Documents page from the sidebar and on the Overview page.

Note

To open and view documents from a mobile unit, make sure a file viewer for the document format is installed on the device.

FieldDescriptionDefault value
Documents name pattern1Use regular expressions to specify a document name pattern to distinguish documents from assets in interactive P&IDs./^[0-9a-zA-Z]{4}-[0-9a-zA-Z]{2,6}-[0-9a-zA-Z]{1}-[0-9a-zA-Z]{2}-[0-9a-zA-Z]{4}(-[0-9a-zA-Z]{2})?(.\\*)/\$
Supported documents formatSpecify a list of document formats that will be available in InFiled. Enter the values as MIME types, for instance, image/tiff, application/mswordpdf, application/pdf, svg image/svg, and xml
Custom document formatSelect to allow custom file formats for documents. The Supported documents format field appears below. Clear the field to use application/pdf and image/svg.-
Red line markup on documentsSpecify the metadata fields that contain the redline status.REV_STATUS, status
Document name to show in list1Specify the metadata fields that contain the document name. Infield truncates the file name specified in the document name. For instance, 49FA0003.pdf will display as 49FA0003.DOC_NO, fi_orgfilename
Document description to show in list1Specify the metadata fields that contain the document description.DOC_TITLE, title, DOC TITLE, document:title
Document sequence numberSpecify the metadata fields that contain the document sequence number.rf_seqno
Document types1Specify the metadata fields that contain the document type.DOC_TYPE, doc_type
Create new document category1Click to add a key-value list with document categories and descriptions.-
Override default document category priority listTurn on to only show custom document type categories in the list below.off
Document category priority listSpecify a prioritized list of document groups to add to the Overview page. Only one document from each group is visible at a time, and a maximum of 5 documents in total.-

1 required if the specific feature is enabled.