AseptSoft Core Documentation

Header Block

Header Blocks are AutoCAD block-based title frames that automatically display project data — process name, step, user, date, version, algorithm conditions, and custom annotations. Unlike text-based trackers, header blocks use standard AutoCAD block references with named attributes, making them fully compatible with existing CAD title block workflows. All attribute values update automatically as you navigate between steps and conditions — no manual refresh needed.


🖱️ How to Access

There are two ways to open the Header Block Designer:

Path

Steps

Headers & Notes window

Open the Headers & Notes panel → click the Header Block card (purple icon)

AseptSoft Settings

Open AseptSoft Settings → select Header Block Designer

https://downloads.aseptsoft.ch/documentation/images/PID-Components/Header-Block/headers-and-notes.png

⚠️ An active module must be loaded before the Header Block Designer can be opened.


⚙️ The Header Block Designer

The Header Block Designer is a visual configuration window where you define exactly which data fields appear in your title block, how they look, and how they are arranged. The window is organized into several sections described below.

📋 Preset Toolbar

At the top of the designer you will find the preset toolbar:

Control

Purpose

Preset dropdown

Switch between saved presets

New

Create a new preset from a starter template

Clone

Deep-copy the current preset into a new one

Rename

Rename the active preset

Delete

Remove the active preset

Tag Prefix

Configures the prefix for custom per-phase field tags (default: CF_)

📊 Data Fields

The main area of the designer shows a draggable, reorderable list of data fields. Each field appears as a card displaying:

  • Display name — the human-readable label

  • Source badge — color-coded badge indicating where the data comes from (Static, Module, Process, Phase, User, Condition, Aggregation, Expression, or Custom)

  • "Per Phase" badge — shown on custom per-phase fields

  • "Algorithm" badge — shown on algorithm-zone fields

  • Tag name — the AutoCAD attribute tag in monospace text

  • Visibility toggle — show or hide the attribute in the block

  • Separator toggle — draw a horizontal line below this field

  • Remove button — delete the field from the preset

Click + Add Field to open a categorized menu for adding new fields:

Category

Available Fields

📁 Module

Module Name, Author, Version, Date

🔄 Process

Process Name

📋 Phase

Step Name, Step Number, Page Number

👤 User

Username, Branch / Folder

✏️ Static Text

A literal text value with a custom tag name

🔍 Custom Expression

A template string with {Token} placeholders that resolve dynamically (e.g., {Process} - {Step})

⚡ Quick Add: Algorithm Fields

Below the main data fields area, a dedicated section provides fast access to algorithm-related fields:

Condition Field Chips — click any chip to add a single-condition attribute:

Chip

Tag Created

Type

COND_TYPE

Description

COND_DESCRIPTION

Condition

COND_CONDITION

Prompt

COND_PROMPT

Success Action

COND_SUCCESSACTION

Fail Action

COND_FAILACTION

Success Transition

COND_SUCCESSTRANSITION

Fail Transition

COND_FAILTRANSITION

Aggregation Chips — click to add aggregated data across multiple conditions:

Chip

What It Shows

Condition Count

Number of conditions (e.g., "3 / 8")

All Descriptions

All condition descriptions joined together

Distinct Types

Unique condition types

Condition (single)

Full detail of the active condition in compact notation

Conditions (all, multiline)

All conditions as a multiline expanding block

Custom Per-Phase Fields — click + Add Custom Field to create a user-editable field that stores a different value for each step. These use CF_* tags by default.


🎨 Block Appearance

The Appearance section controls the visual layout of the generated AutoCAD block:

Setting

Description

Default

Block Name

Name of the AutoCAD block definition

AseptSoftHeader

Text Height

Height of attribute text in drawing units

2.5

Layer

AutoCAD layer for the block geometry

0

Color Index

AutoCAD color index for text and borders

7 (white/black)

Spacing

Vertical space between attribute rows

1.0

Date Format

Format string for date display (e.g., yyyy-MM-dd, dd/MM/yyyy HH:mm)

yyyy-MM-dd

Justify

Text alignment: Left, Center, or Right

Left

Border

None or Rectangle (with configurable corner radius)

None

Corner Radius

Rounding radius for rectangle borders

1.5

Separator

Text used between paired values like page numbers (e.g., " / ")

/

Show field labels

Display label text to the left of each value

Off

Vertical line between labels/values

Draw a vertical divider between the label column and value column

Off

Show AseptSoft title banner

Display a centered "AseptSoft" header bar at the top of the block

Off

💡 Date format tip: Use standard format codes — yyyy for four-digit year, MM for month, dd for day, HH for 24-hour time, mm for minutes. Example: dd.MM.yyyy produces 09.04.2026.

🔍 Live Preview

A real-time preview panel on a dark background updates instantly as you adjust settings. The preview shows both the main zone and the algorithm zone (if algorithm fields are configured), so you can see the exact layout before placing it in your drawing.


📁 Presets

Presets store complete header block configurations and are saved at the environment level, meaning they are shared across all modules in the same environment.

Action

Behavior

New

Creates a fresh preset from a built-in template

Clone

Deep-copies the active preset (including all fields and appearance settings)

Rename

Changes the preset name

Delete

Removes the preset permanently

Save & Apply

Saves the preset, generates or updates the AutoCAD block definition, synchronizes all existing block references in the drawing, and prompts you to place a new instance if no references exist yet

Two default presets are included:

Preset

Description

Header

Full layout with labels, border, title banner, and all standard project fields

Algorithm

Conditions-only layout, displaying algorithm data without project info fields


📐 Two-Zone Layout

Header blocks use a two-zone architecture to separate project information from algorithm data:

┌──────────────────────────┐
│       AseptSoft          │  ← optional title banner
├──────────────────────────┤
│ Process:  │ CIP Caustic  │
│ Step:     │ Pre-Rinse    │  ← Main Zone
│ User:     │ J. Smith     │
│ Date:     │ 2026-04-09   │
└──────────────────────────┘
┌──────────────────────────┐
│      ⚙ Algorithm         │  ← algorithm header bar
├──────────────────────────┤
│ → Safety check | IF ...  │
│ ↻ Flow control | IF ...  │  ← Algorithm Zone
│ ▶ Valve open | DO ...    │    (multiline, expanding)
└──────────────────────────┘
  • Main Zone — Displays project information fields (process, step, user, date, custom fields) arranged as rows. If labels are enabled, a label column appears on the left with an optional vertical divider.

  • Algorithm Zone — A separate bordered area below the main zone with its own "Algorithm" header bar. Algorithm fields use multiline (MText) attributes that expand vertically as condition content grows.

Algorithm fields always stay positioned below main fields. During drag-and-drop reordering in the designer, this separation is enforced — you cannot drag an algorithm field above a main field, or vice versa.


✏️ Custom Per-Phase Fields

Custom per-phase fields are user-editable text values that store a different value for each step. They are ideal for annotations that change as you move through your process.

Key behaviors:

  • Tag names use a configurable prefix (default CF_), e.g., CF_COMMENT, CF_BATCHNR

  • When you navigate to a different step, custom field values switch automatically to show that step's stored text

  • You can edit the value directly in the AutoCAD block attribute — changes are saved to the database automatically (bi-directional sync)

  • Custom fields are included in Excel exports alongside other header data

  • Values persist independently per phase, so each step retains its own data

Use cases in pharma environments:

Field Name

Example Value (Step: Pre-Rinse)

Example Value (Step: Caustic Wash)

Comment

Tank pre-filled to 80%

Caustic concentration verified

Batch Nr

B-2026-0412

B-2026-0412

Equipment Status

Ready — valves checked

In progress — heating


⚡ Algorithm Tracking

Algorithm fields display GRAFCET-type automation conditions using compact symbols for fast visual scanning:

Symbol

Meaning

Transition

Continuous Action

Stored Action on Activation

Stored Action on Deactivation

Action Stored on Event

Other / Fallback

Compact condition format:

Symbol + Description | IF condition | DO success action | ELSE fail action | → success transition | ✗ fail transition

Example: → Safety check | IF sensor>10 | DO open valve | ELSE alarm | → Phase B | ✗ Emergency Stop

Aggregation Modes

Aggregation fields collect data across multiple conditions. The available modes are:

Mode

Description

Example Output

Value

Single active condition's field value

Transition

Count

Number of conditions (optionally filtered)

5

Join

All values concatenated with a separator

Check A, Check B, Check C

Distinct Join

Unique values only, concatenated

Transition, Continuous

Filter

Values filtered by a secondary field match

Check A, Check C

Min / Max

Smallest or largest value (numeric or alphabetic)

10

All Fields

Complete multiline summary of every condition

(see below)

Each aggregation operates within a configurable scope:

Scope

What It Covers

Active Condition

Only the currently selected condition

All in Phase

All conditions in the current step

All in Process

All conditions across all steps in the current process

Cross-Process

All conditions across every process in the module


🔄 Automatic Updates

Header block attributes refresh automatically in response to these events — no manual action is required:

Event

What Updates

✅ Phase / step navigation

Step name, step number, page number, custom per-phase field values, algorithm data

✅ Process switch

Process name, all phase-dependent fields

✅ Condition selection

Active condition fields, condition count

✅ Condition field edit

Individual condition field values, aggregation recalculations

✅ Module changes

Module name, author, version

✅ New block insertion

Newly placed header blocks are detected and filled immediately

The system listens for AutoCAD database events (ObjectAppended, ObjectModified) to detect new block insertions and user edits to custom field attributes in real time.


📋 Workflow — Setting Up a Title Block

Follow these steps to create and place a header block in your drawing:

  1. Open the designer — Use the Headers & Notes window or AseptSoft Settings to launch the Header Block Designer

  2. Select or create a preset — Choose an existing preset from the dropdown, or click New to start fresh

  3. Configure data fields — Add the fields you need using + Add Field and the Quick Add chips. Drag to reorder. Toggle visibility and separators as desired.

  4. Add custom per-phase fields (optional) — Click + Add Custom Field to create editable annotations that vary per step

  5. Adjust appearance — Set text height, border style, justification, date format, and label display preferences. Watch the live preview to fine-tune the layout.

  6. Save & Apply — Click the Save & Apply button. The system will:

    • Save the preset configuration

    • Generate or update the AutoCAD block definition

    • Synchronize all existing block references in the drawing

    • Prompt you to place a new instance if this is the first time

  7. Place the block — Click a location in your drawing to insert the header block

  8. Navigate your project — Switch between steps and processes to see all attribute values update automatically

💡 Tip: You can place multiple instances of the same header block in different locations. All instances share the same block definition and update simultaneously.


🏭 Pharma Example — CIP Module Title Block

A Clean-in-Place (CIP) module header block configured for a caustic wash cycle:

Main Zone:

Field

Value

Process

CIP Caustic

Step

Pre-Rinse

User

J. Smith

Date

2026-04-09

Comment (custom per-phase)

Tank pre-filled to 80%

Algorithm Zone:

→ Safety interlock | IF door_closed AND pressure<2bar | DO enable_flow | → Rinse Start
↻ Flow monitoring | IF flow_rate>5L/min | DO maintain | ELSE reduce_pressure
▶ Temperature check | IF temp>65°C | DO proceed | ELSE wait | → Heat Phase | ✗ Alarm
■ Drain complete | IF level<0.5% | DO close_drain_valve

When the operator navigates to the Caustic Wash step, all values update automatically — the Step field changes, the Comment shows the Caustic Wash annotation, and the Algorithm Zone displays that step's conditions.


  • Trackers — Text-based targeted header trackers that follow entities in the drawing

  • Notes — Sticky-note annotations for process documentation

  • Algorithm Design — Defining and managing GRAFCET algorithm conditions

  • Export — Exporting header data to PDF and Excel