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 |
⚠️ 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:
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Control |
Purpose |
|---|---|
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Preset dropdown |
Switch between saved presets |
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New |
Create a new preset from a starter template |
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Clone |
Deep-copy the current preset into a new one |
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Rename |
Rename the active preset |
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Delete |
Remove the active preset |
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Tag Prefix |
Configures the prefix for custom per-phase field tags (default: |
📊 Data Fields
The main area of the designer shows a draggable, reorderable list of data fields. Each field appears as a card displaying:
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Display name — the human-readable label
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Source badge — color-coded badge indicating where the data comes from (Static, Module, Process, Phase, User, Condition, Aggregation, Expression, or Custom)
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"Per Phase" badge — shown on custom per-phase fields
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"Algorithm" badge — shown on algorithm-zone fields
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Tag name — the AutoCAD attribute tag in monospace text
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Visibility toggle — show or hide the attribute in the block
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Separator toggle — draw a horizontal line below this field
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Remove button — delete the field from the preset
Click + Add Field to open a categorized menu for adding new fields:
|
Category |
Available Fields |
|---|---|
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📁 Module |
Module Name, Author, Version, Date |
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🔄 Process |
Process Name |
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📋 Phase |
Step Name, Step Number, Page Number |
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👤 User |
Username, Branch / Folder |
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✏️ Static Text |
A literal text value with a custom tag name |
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🔍 Custom Expression |
A template string with |
⚡ 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 |
|---|---|
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Type |
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Description |
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Condition |
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Prompt |
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Success Action |
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Fail Action |
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Success Transition |
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Fail Transition |
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Aggregation Chips — click to add aggregated data across multiple conditions:
|
Chip |
What It Shows |
|---|---|
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Condition Count |
Number of conditions (e.g., "3 / 8") |
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All Descriptions |
All condition descriptions joined together |
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Distinct Types |
Unique condition types |
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Condition (single) |
Full detail of the active condition in compact notation |
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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 |
|---|---|---|
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Block Name |
Name of the AutoCAD block definition |
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Text Height |
Height of attribute text in drawing units |
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Layer |
AutoCAD layer for the block geometry |
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Color Index |
AutoCAD color index for text and borders |
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Spacing |
Vertical space between attribute rows |
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Date Format |
Format string for date display (e.g., |
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Justify |
Text alignment: Left, Center, or Right |
Left |
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Border |
None or Rectangle (with configurable corner radius) |
None |
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Corner Radius |
Rounding radius for rectangle borders |
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Separator |
Text used between paired values like page numbers (e.g., " / ") |
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|
Show field labels |
Display label text to the left of each value |
Off |
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Vertical line between labels/values |
Draw a vertical divider between the label column and value column |
Off |
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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 |
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Clone |
Deep-copies the active preset (including all fields and appearance settings) |
|
Rename |
Changes the preset name |
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Delete |
Removes the preset permanently |
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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)
└──────────────────────────┘
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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.
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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:
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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
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You can edit the value directly in the AutoCAD block attribute — changes are saved to the database automatically (bi-directional sync)
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Custom fields are included in Excel exports alongside other header data
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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 |
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↻ |
Continuous Action |
|
▶ |
Stored Action on Activation |
|
■ |
Stored Action on Deactivation |
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⚡ |
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 |
|
|
Count |
Number of conditions (optionally filtered) |
|
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Join |
All values concatenated with a separator |
|
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Distinct Join |
Unique values only, concatenated |
|
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Filter |
Values filtered by a secondary field match |
|
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Min / Max |
Smallest or largest value (numeric or alphabetic) |
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|
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 |
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All in Phase |
All conditions in the current step |
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All in Process |
All conditions across all steps in the current process |
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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:
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Open the designer — Use the Headers & Notes window or AseptSoft Settings to launch the Header Block Designer
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Select or create a preset — Choose an existing preset from the dropdown, or click New to start fresh
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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.
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Add custom per-phase fields (optional) — Click + Add Custom Field to create editable annotations that vary per step
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Adjust appearance — Set text height, border style, justification, date format, and label display preferences. Watch the live preview to fine-tune the layout.
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Save & Apply — Click the Save & Apply button. The system will:
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Save the preset configuration
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Generate or update the AutoCAD block definition
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Synchronize all existing block references in the drawing
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Prompt you to place a new instance if this is the first time
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Place the block — Click a location in your drawing to insert the header block
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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.
🔗 Related Pages
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Trackers — Text-based targeted header trackers that follow entities in the drawing
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Notes — Sticky-note annotations for process documentation
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Algorithm Design — Defining and managing GRAFCET algorithm conditions
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Export — Exporting header data to PDF and Excel