Global Smartfields that works across Plannerly Modules
R
RiaanF
The Idea is that now that we have the ability to create Custom scope fields, that we can have the ability for smart fields created in Docs to be added to these Custom scope fields or versa via , created on the scope custom field can be used in other modules like Docs
I just want to populate some of my fields in my task with information already on the Docs smartfields :-) maybe with links?
Clive Jordan
Hey RiaanF
I like this idea a lot.
Just to clarify, you're picturing the ability to pull a specific value from a specific task at a particular milestone and reference it in a paragraph or table inside a doc, right?
I agree, this functionality could be extremely powerful (like today when you add milestones and milestone dates, etc into docs sections).
Could you share some examples of the types of data and workflows you would like to support?
R
RiaanF
Clive Jordan Yes , correct , but also use Docs Smartfields in Scope interchangeable, I'm busy creating Level of information need for engineering systems , I'm sure new examples and workflows can come from this, but this is my first thinking around my current goal for Systems capturing: What if we had System Design Manuals (Design Checklists, process maps , Specs, Calc Sheets, etc) and BIM documents in the DOCS that is directly related to the SCOPE system , for example I created LOIN ID's as Custom fields, I created them to be Exported in a structured way with Scope excel export : Identification
Project Name
Project Number
Project Location
Project Business Unit
Project Discipline
Project Purpose
Project Milestone
Contract Baseline
Classification
Delivering
Receiving
These are simple examples, but what if it was Parameters, or BEP, TIDP , Engineering documents, content that we can align with DOCS.