Also read:

Adding Objects

Objects can be added in multiple locations. The addition of an object in a specific view is always determined by the data perspective used. The data perspective will dictate which classes of objects can be added in a specific view.

Add from Tree View:

Adding from Grid View:

Delete Objects

Select objects to be deleted:

Select a Delete menu option

Review objects to be deleted and confirm:

note

Depending on the versioning mode, an object will be deleted permanently or just marked as deleted.

When working in a Draft, a newly added object will be deleted permanently after the Delete operation is confirmed.

Existing objects will only be marked as deleted. They will not be visible in the current Draft or published version, but they will still be available in previous versions.

Depending on the versioning mode, an object will be deleted permanently or just marked as deleted.

When working in a Draft, a newly added object will be deleted permanently after the Delete operation is confirmed.

Existing objects will only be marked as deleted. They will not be visible in the current Draft or published version, but they will still be available in previous versions.

Warning when objects about to be deleted are linked to multiple "parent objects"

Understanding the Multi-Link Warning System

When you delete an object in the system, any child elements connected to it (such as other objects or documents) are typically deleted as well. However, some child elements might be linked to multiple "parent objects" in different locations within your data structure. Our new warning system helps you identify these situations to prevent unintentional data loss.

How It Works

The system analyzes what we call the "delete tree" - the hierarchy of objects that will be affected by your deletion action. It specifically looks for child elements that have connections outside this delete tree, meaning they would still have valid links elsewhere in your data structure after the deletion.

Examples to Clarify

Scenario 1: Complete Branch Deletion

Imagine a document linked to a building, a floor, and a space - all within the same hierarchical branch:

Building → Floor → Space: Document (linked to all three)

If you delete the building, no warning appears because all parent objects of the document (building, floor, and space) will be deleted. Since all the document's connections are within the delete tree, there's no risk of unexpected data loss.

Scenario 2: Partial Branch Deletion

Now imagine you choose to delete only the floor:

Building → Floor → Space: Document (linked to all three)

The system will trigger a warning because the building remains undeleted. The document has a connection outside your delete tree (to the building), and you might want to preserve this link. The warning lets you make an informed decision about whether to proceed with the deletion.

Benefits

This warning system helps you:

Delete Object User Interface

When objects are added to the delete list, the system automatically checks for multi-linked objects that have connections outside of your current delete tree.

The main view includes a "Multi-link” status column with two possible indicators:

This visual system helps you quickly identify which deletions might affect data in other parts of the system before you proceed:

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No warning present for selected object:

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For object that have the warning, you can inspect details by using “Check subtree links” function:

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When you use this function, the system opens a detailed window titled "Objects with Multiple Links."

This window provides comprehensive information about objects that have connections outside your delete tree:

When object is selected, users can also see all locations outside of the delete tree listed.

Excluding Objects from Being Deleted

Objects can be excluded from the delete operation in two ways:

  1. Individual exclusion: You can select specific objects to be excluded from deletion.

  2. Bulk exclusion: You can exclude all multi-linked objects at once.

Bulk Exclusion Feature

On the main delete view, you'll find a button labeled "Exclude all multi-linked." When clicked, this button automatically adds all identified objects that have links outside of the delete tree to the exclusions list. This provides a quick way to protect all potentially problematic objects in a single action.

Exclusions List

The main delete view displays a distinct list of objects that will be omitted during the delete operation.

This list gives you a clear overview of what will be preserved even as related objects are deleted.

This exclusion system ensures you can safely remove the objects you want while protecting objects that may have important connections elsewhere in your data structure.

Edit Objects

Object can be edited from multiple views. To name a few options:

Editing from Tree View


Editing from Grid View


Editing from Properties View

Editing from Search View

Editing Form

For all editing operations same editing form is used:

The edit form will validate the input based on field type and specific field rules.

Field rules may necessitate accurate entry of particular dependent values. For more details, please see Field Validation Rules.

Access to specific fields is also managed by Field Level Security (FLS).

Editing Multiple Objects at Once

We have introduced a new mode that allows editing multiple objects of the same class. This new function can be accessed through Tree View, Grid View, and as a context menu for editing objects linked to spots.

Regardless of the source of the function, it uses the same dialog for editing and follows the same rules.

Editing from Tree View

Editing from Grid View

Grid View enables the editing of objects from grouping tabs. For instance, multiple document classes can be edited from the Document tab.

In this scenario, a general schema for Document will be utilized, allowing only common properties to be updated.

Editing from Viewer

Common Multi-Edit View

All the editing functions mentioned above will result in displaying a common multi-edit view.

Specifics of Using Multi-Edit View:


After the values are saved a simple report is shown describing if all selected objects were successfully updated.