The Calculated Mask field to select the terms for calculating a mask.
As a document number can be built of several parts.
For example New class it provides the option for calculated mask you can use the expression builder.
How to use a calculated mask to create a document comprising of the doc class, VIG, , Organization, Project, and Attribute
Steps to accomplish :
1. Create a template.2. Use a normal mask like this : EXAMPLE-####3. Create a calculated mask which will pick up the project number, Org, VI, Attribute, Class as specified in the document.4. Approve the template.5. Create a new document, from the template.6. A normal document number will be given. Eg EXAMPLE-00017. User must then manually add the project number, Org, VI, and Attribute (the class will already be there).8. Once all the objects/attributes specified in the calculated mask have been set, you can now reset the document number, and the calculated mask will be used. (In Director you click on the auto number button, and there is an equivalent option in the web UI)
If you want to ability to have 5 dropdowns selecting your 5 criteria at the time of document creation, you will have to create a custom plugin.
Product TechNotes and FAQs
Bentley Technical Support KnowledgeBase
Bentley LEARN Server
Bentley's Technical Support Group requests that you please confine any comments you have on this Wiki entry to this "Comments or Corrections?" section. THANK YOU!