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 enabling the Make the new sheet copy of this sheet option and enbling
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 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 option is not
enabled, the new sheet will be given the revision of the old sheet by default
but can be changed.
It is possible to determine which of the connected objects
should be connected to the new document sheet using following options.
- If the option Copy All Connections is selected,
the all connections will be copied to the new sheet.
- If the option Don't Copy Connections is selected,
no connections will be copied to the new sheet.
- If the option, Select Object Connections to copy
in the Next Step is selected, it is possible to select the object
connections to be copied in the next step of the assistant.
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 sheet will be copied to
the new sheet if they have been selected in the assistant.
- The object connections from the old sheet will be copied to the new
sheet as they have been selected in the assistant.
- The document file belonging to the old document sheet
can be copied to the new document sheet.