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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
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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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
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 ...
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Last Updated: 09/16/2024
in FAQ Resources
DocBoss wasn't really designed to build source documents directly, but our document index templates certainly bring that thought forward.
Note:
- Files can be submitted as PDF and Excel
- Templates are uploaded as DOCUMENT INDEX type
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Last Updated: 09/16/2024
in Docs Projects SDI Reports Advanced
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 ...
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Project Template
Create "NDE log" as an Additional Data Type .
Add columns
Drawing Number
Weld ID
*Test Type (MPI, Visual, Radiographic)
Test / Certificate number
Sub-Supplier (Fabricator)
COMBO level: Drawing Number + ...
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Last Updated: 09/16/2024
in Docs Admin Customization
In DocBoss now it is possible to set a default “Packages Layout” that can be used in all projects.
To set the default layout for packages navigate to Settings > Customization > Package Layout
Quick General Settings
Compilation ...
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This is used to format the file names on any Outgoing Submittals.
To get here: Navigate to the Project Menu > Main and look in the Formats area.
Click on the Edit button.
Single pattern format
Single Pattern - Choo...
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Last Updated: 09/16/2024
in Docs Admin Customization
Outgoing file name formats can be created using variables and text but all file names should follow a "safe" rule list.
Once files are uploaded to DocBoss, the media where these are stored have limitations to the allowed naming of files. There...
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Assign active, native AND comment files from the file staging area (multi drag/drop)
When assigning files, if the user multi-selects 2 or more files and drags them onto a card, DocBoss will ask for the destination for each file. This allows you...
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If it is undesirable to have hyphenated values split between two lines on a template, a non-breaking hyphen can be used to prevent this (for example, to keep hyphenated tag numbers on a single line on a cover page). This can be accomplished manual...