Create Table Group Form in Equipment

The Equipment application allows Table Groups to be created for the purpose of selecting equipment and equipment electrical components in the DESIGN application.

A Table Group (TABGRO element) must be created below a Specification World (SPWL).

Create a Table Group

1. To create a Specification World, select Create, then select Selection Table, then select Spec World from the main window drop-down. For further information, see Application Modes within PARAGON.

2. To create a Table Group select Create, then select Selection Table, then select Table Group from the main window drop-down. Enter a name and purpose on the displayed form:

   

3. Click OK to display the Table Group Selection form.

   

   The Table Group form makes use of Task based sub forms similar to those used in the Specification and Part Family forms.

4. Click Table Attributes to open the Table Attributes sub form.

   

   1. In the Description field enter an appropriate explanation of what the Table Group is to be used for.

   2. In Discipline, select a value from the drop-down, valid options are:

      • Unknown

      • Room Design

      • Cable

      • Equipment

      • HVAC

      • Steelwork

      The Sub-Discipline must be set to EQUI for the selection table to be presented to the Design Equipment Application user.

   3. (Optional) The following are optional fields useful for tracking certain activities in the database:

      In the Input By field enter the name of the administrator creating the new specification.

      In the Issue field enter an issue number.

      In the Status field enter any additional tracking information that may be useful for identifying the status of the specification.

   4. Click Apply to commit the changes.

   5. Click Back to return to the list of tasks.

5. On the task panel, click Add Heading to create a new table in the Table Group. The Add Heading sub form opens. Enter a Description for the new Table and click Apply.

   The Edit Heading sub form opens.

   1. (Optional) changes can be to be made to the Description, Name and Purpose attributes of the Table.

      

   2. Click Apply to commit the changes.

   3. Click Back to return to the list of tasks.

6. Click Edit Heading Questions to open the Edit Questions sub form. This allows you to add a heading to the Table.

   

   The Questions table to the left of the form lists all the current Heading columns in the Table.

   Using the options below the table, the user can add, remove and re-organize the order of the columns to be included in the Table:

   	Click to add a column to the Table Group header
   	Click to remove the currently selected heading from the Table Group
   	Click to move the currently selected heading up the list (changing the order the heading will be displayed)
   	Click to move the currently selected heading down the list (changing the order the heading will be displayed)

   1. In the Purpose field enter an appropriate heading identifier.

   2. Enter a value for the Header Description.

   3. Select a Question Type from the drop-down, possible values are as follows:

      • Text

      • Word

      • Expression

      • Attribute

   4. Enter the appropriate value into the Question field. The value entered here is dependant on the selection made in the Question Type. For example if Text was selected, enter a text string.

   5. Select an Answer Type from the drop-down, possible values are as follows:

      • Text

      • Word

      • Real

      • Boolean

   6. Enter a value for the Default Answer (if required). This entered here is dependant on the selection made in Answer Type. For example if Text was selected, enter a valid text string such as 'Vertical'.

   7. Click Apply to commit the changes.

   8. Click Back to return to the list of tasks.

7. Now add the parts to this table. This can be achieved by specifying the search criteria to find all GPART elements that will appear in this table, or you can navigate to a GPART element or to a PRTELE element that owns GPART elements and select these.

   1. Click Add Items (from CE) to add the currently selected GPART items in the Catalogue explorer to the list of Table Items (TABITE elements) in the Table.

      

      For a detailed explanation of GPARTS refer to Create Part Family Form.

   2. Now the selection data (Answers) is added to columns (Questions) in the table. Select one or more entries in the list of Table Items.

   3. Click Edit Selection to open the Edit Items sub form. This form allows answer values to be set for each of the selected Table items.

      

   4. Highlight an entry in the Questions list.

   5. Use the options to toggle the Table Items to be Active or Inactive.

   6. The Format drop-down will display the valid answer type, for example Single.

   7. In the Answer field enter a value if desired, such as VPUMP. This will appear in the selection table presented to the user in the Equipment Design application, and can be used for filtering the selection of Equipment items available to design users.

      There is a special case for a Question with Purpose TYPE. This will be used by the equipment selection application to filter automatically on User Defined Element Type. For example, if the project has a User Defined Element Type :VPUMP, then the Equipment application user will be presented only with Table Items that have answer VPUMP to the TYPE question.

      All questions other than Type are filtered by the user using the functions available on the Equipment Selection form.

   8. Click Apply to commit the changes.

   9. Click Back to return to the parent form.