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.