Automation of element creation - Material components

You can automate element creation using DTOs and automatically sync with InEight Plan. When you create elements using DTOs, the DTOs automatically link model objects to elements and creates material components in Plan.

Steps

Create Elements and material Components using DTOs

  1. On the DTO tab, add a DTO.

  2. On the Selector tab, find the model objects to create elements and material components.

  3. On the Actions tab, select Material for Action, and then use the following criteria:

    Mode Create
    Element Type Component
    Component Type Material
    Tag Category Select a tag that uses values to create elements in Model and material components in Plan.

  4. Click Configure, and then add rule types to select metadata to create material components in Plan.

  5. Click the Add row icon to add a new Rule Type, and then use the following criteria:

    The table and image below show an example of a rule type. Tables in the Table Name drop-down field show data that aligns with Plan data. There is no minimum required data to create material components.

    Table Name Component Core Data
    Field Name Description
    Rule Type Tag
    Tag Name This field integrates with Plan. Select the applicable description for the model objects selected.
    Operator =

  6. Click OK to save your configuration.

  7. On the DTO tab, click Save.

  8. Select File > Save Project to save your project changes.

  9. On the DTO tab, click Run selected to create elements with the configured information and automatically link the model objects to the elements. The image below is an example of new element with the configured data:

  10. Click File > Save Project to create activity components in Plan. A notification is sent to Model from Plan notifying you whether the components are created or rejected.

Considerations

  • The Model environment must be integrated with InEight Platform.

  • Customer has purchased Model and Plan.