Modifying child records from a CAD drawing

The layers or levels in a CAD drawing can be used to create or modify TRIRIGA® child records. The application definition and mapping that you select specify which layers or levels and field values are required to attach the child records. If the child records exist in TRIRIGA, the records are updated with the values that you specify. If the child records do not exist in TRIRIGA, they are created.

About this task

For the default application definition mapping, the child records are spaces or area overlays. You might use the default configuration to upload office spaces, room names, and values such as room descriptions and assets.

If you enabled the display of the Suffix and Prefix fields in your attach preferences, you can specify a suffix or prefix value to add to the values of the upload items. For example, the text in the drawing boundaries for a required field is 101, 102, and 103, and you type Office as the prefix value. The uploaded values are Office 101, Office 102, and Office 103.

The attach preferences for updating existing records determine whether the existing TRIRIGA record values are overwritten with the specified values during the upload process. If you did not enable the update of existing records, only the area value is overwritten. If you enabled the update of existing records, you also selected the type of values to use.

Procedure

  1. Open the CAD drawing to attach, and select IBM TRIRIGA > Attach > Smart Attach.
  2. In the Actions area, select Upload.
  3. In the Upload area, select the mapping to use for the layers or levels and the required fields to upload.
  4. Optional: Specify the prefix or suffix to add to the values of the items to upload.
  5. Select the drawing layer or level from which to get the values for the required fields.
  6. Specify a default value to use for the required fields.
  7. Optional: To display the full paths of the default current use space classes, click the selection icon (magnifying glass) and, at the end of the list, select Show Full Path. The full path display is visible only if your TRIRIGA administrator configured the full path to display.
  8. Select the layers or levels to upload, and click OK.
  9. In the Candidates for Upload window, select the candidates to upload and click Upload.