Documents
The settings listed below apply to data types connected to the CDF Files resource type.
In InField, the Documents tab settings are visible on the Documents page from the sidebar and the Overview page.
Note
To open and view documents from a mobile unit, make sure you've installed a file viewer for the document format on the device.
| Field | Description | Default value |
|---|---|---|
| Documents name pattern1 | Use 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 format | Specify a list of document formats that will be available in InFiled. Enter the values as MIME types, for instance, image/tiff, application/msword | pdf, application/pdf, svg image/svg, and xml |
| Custom document format | Select 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 documents | Specify the metadata fields that contain the redline status. | REV_STATUS, status |
| Document name to show in list1 | Specify 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 list1 | Specify the metadata fields that contain the document description. | DOC_TITLE, title, DOC TITLE, document:title |
| Document sequence number | Specify the metadata fields that contain the document sequence number. | rf_seqno |
| Document types1 | Specify the metadata fields that contain the document type. | DOC_TYPE, doc_type |
| Create new document category1 | Click to add a key-value list with document categories and descriptions. | - |
| Override default document category priority list | Turn on to only show custom document type categories in the list below. | off |
| Document category priority list | Specify 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.