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Mesh Integration
Overview
Capture can be integrated directly into MinuteView Mesh, allowing users to create captures from files or records while browsing search results.
When Enable in Mesh is turned on for a template, users can:
- Select records in Mesh
- Add them directly to a capture
- Associate them as artifacts automatically
- Streamline the capture creation workflow
How Mesh Integration Works
User Workflow
- Search in Mesh - User searches for files, drawings, or documents
- Select items - User selects one or more records
- Create Capture - User clicks "Create Capture" option
- Select Template - User chooses from Mesh-enabled templates
- Auto-populate - Selected items are automatically added as artifacts
- Complete Capture - User fills in remaining fields and submits
Benefits
- Faster capture creation - No need to manually add artifacts
- Reduced errors - Artifacts added automatically with correct references
- Better user experience - Streamlined workflow from search to submission
- Context preservation - Search context carries through to capture
Enabling Mesh Integration
In Template Configuration
- Open the Capture Template in Console
- Find the Enable in Mesh setting
- Toggle to Yes
- Save the template
That's it! The template will now appear in Mesh for users with appropriate access.
When to Enable Mesh Integration
✅ Enable When:
| Scenario | Reason |
|---|---|
| Document Transmittals | Users select drawings/documents from Vault to transmit |
| Drawing Reviews | Reviewers need to select specific drawings for approval |
| File Collections | Process involves gathering files from various projects |
| Ad-hoc Submissions | Users create captures as needed while working |
❌ Disable When:
| Scenario | Reason |
|---|---|
| System-Triggered Only | Captures are created by automation, not users |
| Specific Workflows | Template is part of a specific workflow chain |
| No Artifacts Needed | Capture doesn't require file/record association |
| Would Create Confusion | Mesh access doesn't fit the process flow |
User Experience
In Mesh
When a user selects records in Mesh with Mesh-enabled templates:
- Selection - User checks boxes next to desired records
- Action Menu - "Create Capture" option appears
- Template Selection - Dialog shows available templates
- Capture Creation - New capture opens with artifacts pre-loaded
Template Filtering
Users only see templates where:
- Mesh integration is enabled
- They have permission to create captures
- The template is active
Example Use Cases
Use Case 1: Drawing Package Transmittal
Process:
- Project manager searches Mesh for "Project ABC" drawings
- Filters to revision "B" drawings needing transmittal
- Selects 15 drawings
- Clicks "Create Capture"
- Chooses "Drawing Transmittal" template
- Capture opens with all 15 drawings as artifacts
- Fills in transmittal details
- Submits
Without Mesh Integration:
- Would need to create capture first
- Manually add each of 15 drawings
- Risk of missing files or adding wrong versions
Use Case 2: Engineering Review
Process:
- Engineer searches for assembly and related drawings
- Selects assembly + 5 detail drawings
- Creates capture from "Engineering Review" template
- All files auto-added as artifacts
- Completes review fields
- Submits for approval
Without Mesh Integration:
- Time-consuming manual artifact addition
- Potential for incomplete review set
- More steps = more chance for errors
Use Case 3: Quality Audit
Process:
- Quality manager searches for files released this month
- Filters by category and lifecycle state
- Selects sample files for audit
- Creates "Quality Audit" capture
- Files automatically included
- Completes audit checklist
- Submits findings
Without Mesh Integration:
- Manual file tracking needed
- Harder to ensure representative sample
- Additional documentation overhead
Technical Considerations
Artifact Linking
When artifacts are added from Mesh:
- Vault files - Linked by file ID and version
- Documents - Linked by document ID
- Records - Linked by record identifier
- State tracking - Current state is captured for stale detection
Permissions
Users can only add artifacts to captures if:
- They have read access to the artifacts in Mesh
- They have permission to create captures from the template
- The artifacts meet any configured artifact rules
The Model Viewing Service Account may grant broader viewing permissions during review.
Multiple Artifacts
Mesh integration supports:
- Single artifact selection
- Multiple artifacts (bulk selection)
- Mixed artifact types (drawings, documents, etc.)
- Large selections (100+ items)
Best Practices
Template Design
When designing Mesh-enabled templates:
- Clear naming - Template name should indicate what artifacts are expected
- Appropriate fields - Include fields that help categorize selected artifacts
- Validation rules - Consider artifact state rules to ensure consistency
- User guidance - Provide description to help users choose correct template
User Training
Train users to:
- Use effective search filters before selecting
- Verify selection before creating capture
- Understand which template to choose for their use case
- Check that all intended artifacts are included
Performance
For large artifact selections:
- Test with realistic volumes
- Consider pagination or limits if needed
- Monitor capture creation performance
- Optimize fields and automation
Troubleshooting
Template Doesn't Appear in Mesh
Check:
- Is "Enable in Mesh" turned on?
- Does user have permission to create captures from this template?
- Is the template active/enabled?
- Is user logged in with correct role?
Artifacts Not Adding Correctly
Check:
- Do users have read access to selected artifacts?
- Are artifact state rules preventing addition?
- Is there a network/connection issue?
- Check MinuteView logs for error details
Performance Issues
Check:
- How many artifacts are being selected?
- Are there complex event handlers on capture creation?
- Is Mesh indexing up to date?
- Network latency to Vault or file sources?
Combining with Other Features
Mesh + Workflows
Captures created from Mesh can still trigger workflows:
- On Submit event handlers run normally
- Workflows can access artifact metadata
- Automation continues after human interaction
Mesh + Custom Fields
Custom fields work seamlessly with Mesh integration:
- Users fill in fields after artifacts are added
- Field validation applies normally
- Fields can be pre-populated based on artifact metadata
Mesh + Security
Role-based security still applies:
- Users see only templates they can access
- Artifact permissions are respected
- Review access controlled by template configuration
Next Steps
Learn about other integration and configuration options:
- Security & Role Access - Control who can create and access captures
- Model Viewing - Configure artifact viewing in review environment
- Fields & Custom Columns - Customize metadata capture