Application integration by using Autodesk Docs

Relatics provides users with the ability to relate and manage all data relevant to a systems engineering model. In some situations, however, it might be preferred that data be stored and edited in Autodesk. Therefore, it is possible to integrate Autodesk Docs with Relatics. If Autodesk Docs is integrated with Relatics, you can relate documents managed in Autodesk to your elements. The Relatics interface keeps the documents up to date by automatically synchronizing them. Thus, even when other applications also store files for your project in Autodesk Docs, you always have the current set of documents available in Relatics.

After integrating Autodesk Docs and connecting it to your workspace, you can choose which external type element will be filled (automatically) with data from Autodesk Docs. This data cannot be edited from within Relatics, but it will be synchronized. So changes made in Autodesk Docs will be automatically visible in the workspace.

Prepare Autodesk Docs client for Relatics*

  1. In the environment administration, click on Application authentications.
  2. Click on New key to access an external application. This opens a dialog wherein you can configure the authentication client.
  3. In the field Name, give the Autodesk Docs client you are about to integrate a relevant name.
  4. In the field API, select Autodesk.
  5. In the field Client ID, provide the client ID of the Autodesk Docs client.
  6. In the field Client secret, provide the client secret of the Autodesk Docs client.
  7. Click on Create. Relatics will automatically check if the connection to the Autodesk Docs client you just integrated is working.

Give workspace access to Autodesk Docs access key*

  1. In the environment administration, click on Application authentications.
  2. In the table Access keys to external applications, navigate to and click on the Autodesk Docs access key containing the data you want to integrate into a workspace.
  3. Check if Status is set to enabled. If not, click on the icon and in the following dialog toggle Status to enabled. Press Update.
  4. Link the access key to the desired workspace by pressing the icon next to Workspaces with permission and selecting a workspace from the dialog. Press Update.

Integrate Autodesk Docs client into workspace**

  1. Create a new type element with the ownership in an external application.
  2. Navigate to the  Application integration tab on the left side of the workspace.
  3. Click on New interface for synchronizing with an external application. This opens a dialog in which you can configure the Autodesk Docs interface.
  4. In the field Name, give the Autodesk Docs client you are about to integrate a relevant name.
  5. In the field Type element (with ownership in an external application), select the external type element you want to sync with Autodesk Docs.
  6. In the field Setup, select Optimized for Autodesk Docs.
  7. In the field Key to access external application, select the name of the Autodesk Docs access key. Wait until the dialog updates and shows new fields.
  8. In the field Autodesk Docs hub, select the name of the Autodesk Docs hub.
  9. In the field Autodesk Docs project, select the Autodesk Docs project.
  10. In the field Autodesk Docs folder, select the desired folder in Autodesk Docs.
  11. Click on Create.

Map an externally managed property to the Autodesk Docs value

  1. Add a type property with the ownershop in an external application to the type element with external ownership.
  2. Navigate to the  Application integration tab on the left side of the workspace.
  3. Open the detail page of the Autodesk Docs interface by clicking on the row.
  4. Click on  Add property mapping. This opens The dialog New property mapping.
  5. In the field Mapped from, select the Autodesk Docs field you want to map.
  6. In the field Property, select the type property of your type element.
  7. Click on Create.
* In the environment, the administration role of your user must be set to administrator to enable this feature.
** In the workspace, the user type of your user must be set to power user to enable this feature.
Back
Open in a new screen

Neem contact op

Vul ons formulier in en een van de Relatics medewerkers neemt zo snel mogelijk contact met u op. Liever telefonisch contact? Bel ons op +31 (0) 180 413 047.
Schakel JavaScript in je browser in om dit formulier in te vullen.