Batch Assign Multiple Tags to Datasheets

Electrical Engineer enables users to batch assign multiple tags to datasheets and so create multiple datasheets. Each Batch assignment must be for the same datasheet form type. Datasheet form types are defined in the Datasheet Form Catalogue Grid.

1. With the Datasheets List open, click Batch Assign Tags in the Tools section of the List Tools - Datasheets tab.

2. The Batch Assign Tags to Datasheet window is then displayed:

   

3. The Batch Assign Tags to Datasheet window shows all the tags that have not yet been assigned to any datasheet.

4. To assign multiple tags to a datasheet type, click the Select checkbox for each tag to be assigned.

5. The selected tags are added to the Tag No list to the right of the main grid.

   Note:
   Use the column filters and the Select All button to select multiple tag numbers.

   Or drag each equipment record to the Tag No list (or drag all selected records).

   Note:
   Initiate a drag by selecting the white space to left of each record. If multiple Tag records are selected the drag method will assign all the selected tags.

6. To remove a tag from the Tag No list select it, then press the <Del> (Delete) key.

To Create Datasheets for all the Tags

7. Select a Catalogue Form type from the Catalogue Form list.

8. If required, filter the list of forms displayed in the Catalogue Form list. by selecting a form type (Datasheet or Other) from the Form Type list.

9. Specify the document naming rules by selecting or entering data for at least one of the following options:

   • Enter a document number prefix (for example, '07-DS-') in the Prefix field.

   • Specify the use of the Tag Number as part of the document number by checking the Use Tag Number checkbox.

   • Specify a numeric value to append to the above values in the Numeric Identifier field, and whether the numeric value is to be auto-incremented for each datasheet (for example, '4001') by checking the adjacent Increment checkbox.

   • Specify a sheet number in the Sheet Number field and whether this to be auto-incremented for each datasheet by checking the adjacent Increment checkbox.

10. Click Create.

11. Electrical Engineer will then create new datasheets in the Datasheet List naming each datasheet document as specified by the above settings.