Automatically Filling Instance Fields

It is possible to set up rules that ControlDraw uses to automatically populate instance data.
This can be done in two primary ways, Symbol Data values and Special Defaults
Special Defaults are entries that are made into the Default value when defining the fields in the Data Designer
Options are:
!Left PTag # Use the left #letters of the Symbol Tagname
!Left UserText # Use the left #letters of the Symbol User Text
!Caption Use the Symbol Caption
!AltCaption Use the Symbol AltCaption
!Inherit Obtain the value from the same named field in the parent instance
!Script Calculate a tag using a tagging script. This can use complex rules to work out a string value to enter
Symbol Data values are values set in in the Symbol Details - these set the value in the same named field in the symbol instances, overriding an other settings such as the Default value
This shows how it all works, click to enlarge

Recipe to Equipment Linking

An EPE (Equipment Procedural Element) is a an object whose class has the Type set as Procedural that is contained on a diagram where the diagram class Has the Type set as Normal.

If the EPE is also shown on a diagram whose class has the Type set as Procedural eg Recipe Procedure, Unit Procedure, Operation or Phase then it is deduced that it is a Referred or Shared EPE

An RPE (Recipe Procedural Element) is a an object whose class has the Type set as Procedural that is contained on a diagram where the diagram class Has the Type set as Procedural 

If the EPE is directly referred to by using a SymbolClone or a SymbolCopy special object in the Recipe Procedure and it's Descendants then it is shown as (Referred)

If the EPE is not directly referred to but is the parent of an EPE that is also the child of an EPE on an equipment diagram then is is shown as (# Sharing) where # is the number of equipment diagrams that have the EPE.