Articles
Document Index by Tag (SDI Report by Tag)
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
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Excel Parameter to Show Changes on SDI Report
A new parameter, FormatOnChange[cell] , is available for document index (SDI report) templates. This parameter highlights changes in data since the previous SDI report submission.
Setup
This can be used for any variables that have the ...
Adding Headers/Footers to Excel SDI Templates
DocBoss header and footers set in the Main screen of your projects will not be applied to excel documents. However, DocBoss xls template variables can be used on SDI Excel template header and footers.
General variables can be used in head...
Job based Supplier Document Indexes
To run an SDI report for multiple projects, you will need to have assigned the "Job" to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here.
Once you have assigned ...
Create multiple SDI reports for one project using Worksheet parameter
You may have been asked by your customer to submit a unique SDI report for each Tag, or each PO (if multiple PO's on same DocBoss project).
DocBoss doesn’t support a full SDI based on a level. There are many questions about documents which appl...