Naming Standards
UI: Naming Standards
Audience: CDE Admins / BIM managers
Purpose
Configure file naming standards: delimiter, convention attributes, related attributes, preview, assign to folders, rename/duplicate/delete.
Relevance
This is the rule validated by the Holding Area. Poorly defined standards = uploads stuck in holding indefinitely.
Usage example
The BIM manager Creates “ISO Project Files”, delimiter Hyphen (-), Select Attributes (Project, Discipline, Number…), Preview, Select Folder to apply, and tests an upload.
Who can use it
Project Settings naming.
Screen anatomy
- Naming Standard selector + Create.
- Delimiter, Rename/Delete/Duplicate actions.
- Convention preview.
- Select Attributes / Related Attributes tables.
- Assign to folders.
Options and fields
| Control | Function |
|---|---|
| Naming Standard (select) | Active standard; Loading… / Select… |
| Create | New standard |
| Delimiter | Hyphen (-) · Underscore (_) · Dot (.) |
| Rename · Delete · Duplicate | Standard management |
| Select Folder / Assign to folders | Applies to CDE folders |
| Preview | Previews naming |
| Naming Convention | Convention area |
| Select Attributes | Convention attributes (naming) |
| Select related attributes | Related attributes |
| Name · Valid Values · Related Attributes columns | Attributes grid |
Messages
| Message | Meaning |
|---|---|
| Cannot edit the naming standard while it is applied to folders… | Remove from folders before editing |
| No attributes selected | Attributes required |
| Error saving delimiter / attributes / duplicating | Save failures |
How to use
- Project Settings → Naming Standards.
- Create or select standard → delimiter + attributes.
- Preview → Assign to folders.
- Test upload; correct in Holding if invalid.
Links
Tips / common errors
- To edit an applied NS: remove from folders → edit → reapply.
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