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Spreadsheet Setup

In order to work with TagLinker, your spreadsheet needs to follow some basic columns rules. These rules apply solely to four (4) columns in your sheet.

  • Column Name
  • Column Type
  • Column Status
  • Column Note

Columns-Image Alt Text

Column "Name"

Your sheet must have a column header with the name "Name", all the rows under this column become a tag name for TagLinker. The tag name must be unique which is anyway a rule for any projects you may have.

Column "Type"

This column is mandatory only for your documents list sheet. This sheet list all your document and must be unique, the name of your worksheet and sheet must be "Documents" .Your sheet must have a column header with the name "Type" indicating which type of document you have (P&ID, Location, etc..).

The column "Type" can have one or two fields, if you use two fields, each field must be separated with a line break (alt-enter). The first field is a URL endpoint used by the viewer engine to get the exact document type you are looking for a specific tag. The second field is the document's type itself.

If you look the image above, you have a document named DSOT-DW-IC-0007-02, the document type is a Location drawing, its URL endpoint is Loc.

With the viewer, you can access this document with /view?DSOT-DW-2000-IC-0007-02.

You can access the location drawing of tag 2400-HK-2402 with the Loc endpoint like this : /view?2400-HK-2402/Loc.

If you ask for /view?2400-HK-2402, you get the generic UI for the tag, and note the button with the label Location to access your location drawing for this tag. See image below:

Location-Button-Image Alt Text

This technique allow you to choose the labels of your navigation buttons to access your documents as well as the URL endpoints names.

See Viewer section in the documentation for more details.

Column "Status" and "Note"

The column "Status" and "Note" are optional, but if you omits them thay won't become available along the tag's information UI. If you have them, both will be shown on your tag and you will be able to update the status and note directly from the tag's UI.

If you look the image above, the status of DSOT-DW-IC-0007-02 is Conceptual and its note is Change tag 2200-DIT-0812 for 2200-DIT-0803 (John Doe), you will see the status wherever the tag can be like below:

Columns-Status-Note-Image Alt Text

Watch a video summary of how to setup and format your spreadsheets to be used with TagLinker: