Create New Sheet
Explanation
Use this activity to create a new sheet
for an existing
document. Selecting the Create New Sheet command opens
the
Create New Sheet assistant that will guide you through the process
of defining a new sheet, and copying parts of the old sheet to
the newly created document sheet.
By selecting the
Make the new sheet copy of this sheet check box and selecting following options
will copy data from the old sheet to the new sheet
created.
- Copy Structure: If the old document sheet has sub-documents
those will be copied to the new revision.
- Copy Access: Copies all the access records in Document
Revision/Access/definition tab of the selected document sheet to the
new sheet created. Object controlled access lines will be handled by the object
connection.
- Copy File: If the old document sheet has a file checked in, that
file will be copied.
- Copy Approval Process: If the old document sheet has an approval routing,
that will be copied.
- Copy Field Values: Correspondence information in Document
Revision/Correspondence tab , Description fields in Document
Revision/Sheets/Descriptions tab and Note, Scale, Reason for Issue in Document
Revision/General tab will be copied.
- Set Revision to first Revision on Sheet: The
revision of the new sheet will be considered as its first revision. If this
check box is not selected, the new sheet will be given the revision of the
old sheet by default but can be changed.
Prerequisites
You must have sufficient rights to the sheet that
you are using as a source. Rights are dependent on the access for the document
revision. If access for you or your group is set to either Edit or Admin, you
can create a new sheet. However if the access for you or your group is set to View,
you cannot create a new sheet.
System Effects
- A document sheet, optionally based on the
existing sheet, will be created.
- The structure, approval process, file, access, and record
data (including correspondence information) values from the old revision will be copied to the new revision if they
have been selected in the wizard.
- The document file belonging to the old
document sheet can be copied to the new document sheet.
Window
Document Revision
Related Window Descriptions
Document
Revision
Document
Revision/General
Procedure
- Open the Document Revision window.
- Query for the document revision
from which you want to create a new
sheet.
- Select Create New
Sheet
to open the Create New Sheet Wizard.
To change the revision and
revision note on the document title at the same time that you create the new
sheet, select the Change Revision on Title check box
and enter new values in the New Title Revision and Title Rev Note
fields.
- The Previous Sheet
Number field will display a default value, but if you want to place this
sheet after a sheet other than the suggested one, you can change the value
by selecting one from the list.
- Enter the sheet number of the new sheet in the
New Sheet Number field.
- Optionally, if you want to create a new sheet in between two other sheets, select
the next sheet from the drop down list of the Sheet Number to Follow an
In-Between Sheet field. This will ensure that the previous and next sheet values on the new sheet will be
correct.
- The New Sheet Order
field should automatically display a value. If no value appears, enter the internal numerical
sort value for document sheets, i.e. the value that the system uses to sort the
document revisions if there are many sheets on a document title.
- Optionally, enter notes about
the revision in the New Sheet Note field.
- If you want to copy data from the original document sheet to the new sheet, first select the
Make the new sheet copy of this sheet check box and then select the appropriate options to indicate which data to copy.
- If you want to change the object connections
that are being copied, click Next and then select the object connections
to copy.
- Click Finish.