Define mandatory connection

General

In some Flow systems, when adding a document, users may want to be forced to associate it with, for example, a customer or a project.

This is defined by system-specific keywords that are not included in the standard delivery and thus need to be added.

The administrator can add the necessary keywords to Flow.

The keyword name is in the format of pdm.required.connection.type1.

The keyword value is in the format of type2, type3, ...

Where type1 is the identifier of the object type being added.
Where type2 and optionally type3 are identifiers of related object types.
If there are multiple mandatory object types to be attached, they are separated by commas.

(1) Select the Portal function from the user menu.

(2) Select System Administration > Miscellaneous > System Settings.

(3) Add a new keyword if necessary by selecting the New function.

(4) Enter the keyword into the Property name field.

(5) Enter the value of the keyword into the Property value field.

(6) Enter the description of the keyword into the Description field.

(7) Select the keyword group from the Group field.

(8) Save the keyword by selecting the Save function.

Keyword: pdm.required.connection.document

Value: Identifier of the object type to be attached, e.g., project, product, customer

Example: The document must be attached to both a project and a product.

Keyword: pdm.required.connection.drawing

Value: Identifier of the object type to be attached, e.g., project, product, customer

Example: The project must be attached to a customer.

For other object types, the syntax of the keyword follows the same rule as mentioned above.

Refer to the identifiers of other types from the id column in the image here.