If your Project is using Cascading Metadata (optional step)
To use Cascading Metadata on your project, you’ll need to create a hierarchy template: a spreadsheet saved in .csv format.
In this spreadsheet, the column headers reflect the document fields with which you want to associate Cascading Metadata. The rows show the values that will become available with each attribute selection the user makes.
- Work out how you want a user’s selection in each document attribute field to impact the options available in other fields.
- Create a spreadsheet like the one shown above, with a column for each field. Enter the values that will be available in each field in the rows.
Make sure that:
- the values you enter into your template match the values in use on the project exactly
- you repeat the parent values (shown on the left in the image above) for every child value (shown on the right) in the template.
Save the spreadsheet in .csv format. Click on File > Save As... and in the Format field choose Comma Separated Values (.csv).
Send the saved file to the Aconex Service Desk or your Aconex representative, to have them apply it to your project.