Common Use Case:

Piping in-lines and off-line components benefit from having pipe Route data automatically update valves, instruments, and others.  This article describes how to set DIAGRAMS Piping table fields so that their values propagate onto associated Symbols.

Settings:

Set the 'Propagate Data' column setting on the Project Manager>Fields page.

Route tables are unique because they have this column and non-route tables do not.


Simply check the box on those fields you want to propagate.
Once set, the route data will always update its companion field in non-route, or symbol, tables.


Important: All fields set to propagate must have identical fields in the associated symbols tables.

Here are the 1-2-3 on how to set up those fields.

1) Set the propagation, 2) select fields, and 3) Copy fields to target symbol tables.
Fields are only copied if they do not already exist in target tables. 


Important: If drawings have already been added to projects, then run the 'Sync Symbols' processor after these types of Table and Field changes.  It updates every route, symbol, and group that was inserted prior to changes. CAUTION: This processor requires that all drawings be closed before launching. Also, the time required to complete this process can be significant, so consideration should be given to executing during non-production hours.

SOCKETWorx Considerations:

Important: If SOCKETWorx Connections exist, be sure to run the Connection Refresh processor to capture all

Table and Field changes.  In this way, Data Views, Reports, and Datasheets can be altered against them.

It is recommended that fields that have been 'Propogate' in DIAGRAMS, be set to 'Locked' within SOCKETWorx.DIAGRAMS will automatically update propagated values on synchronization events, so changing propagated non-route table values does not make sense.