User related changes

Notes on drawing - report and print

Printing notes

When notes (see Notes with text and images) are added to the drawing and contain some text / images, they can be exported as a PDF report.

Only images that are visible as thumbnails will be included in the report. Other attachments like PDF, Word or text will not be processed.

Image below shows notes with image attachments:

In order to see notes on the print preview and to get a report for all notes on the drawing, please enable "Notes" option:

In the actual PDF, each note is replaced by a symbol with number. These numbers are then referred in a report to table that lists all notes.

A Note text and all images are listed in the table:

Report configuration

Reports are generated by suing a system template. System administrator can add a additional custom template under:

Administration → Reports → Report Templates

Template requirements:

DOCX format
contains single table with 3 columns:
- Column 1: used for note sequence number
- Column 2: used for note text
- Column 3: used for note images
Table should have two rows:
- Row 1: used as header row
- Row 2: used as content rows

Only one template can be used. If more templates of this type are uploaded, only the first one will be used.

New HOPA parameter was added so that calls can show Notes and their report. Parameter name is WithNotes (WN) that takes values 1 or 0.
If set to 1 than the printout will also mark all Notes (visible to hopa user) on a drawing and will create additional pages (for PDF output only) with a detailed report of each note.

Show objects as symbols (icons) on drawing

Issue [HDC-4350]

Overview

This functionality can be used to display any object as symbol (icon) inside of a spot (polygon) representing it's owner.

For example, equipment contained in a room can be show as symbols in that Room polygon on drawing:

All symbols are distributed automatically. Symbols can be dragged and dropped to other "owner".

Usage

When properly configured, objects as symbols can be activated under document menu - "Show child objects".

Internal symbols behave similar to spots, when left clicked - object properties will be shown:

(note: auto object properties must be enabled)

When right clicked, a symbol context menu is shown:

Symbol selection

Symbols are located on a specific layer. It might be the case that symbols end up on a layer that is hidden blow another layer.

In that case, they will not be selectable. Please disable other layers in order to access symbols.

Layer used for symbols is selected using the same rules as for presentation filters (system preferred layer is used or first visible layer).

Change object location

Object location (and original object links) can be changed by drag and drop of the icon/symbol.

Turn off popup properties so they do not interfere with this process. Make sure you are working in a Read Write version and that you have permissions to all objects involved.

Select a symbol and start dragging. The source object will be highlighted in blue:

When object is dragged to a new owner - the source object (spot) is highlighted in red and new, destination object is highlighted in green.

Drop the object to complete the move.

Display location of object by its owner

Objects that have spots linked (a polygon representing that object) will be shown by locating their corresponding drawing.

What about equipment that is in those rooms? Now it's possible to to show these objects on drawings as well, based on the location of their parent "owner" object like room.

The decision on how to locate these objects is made based on Content for object perspective that can be set in system settings.

For full description including Configuration options, please visit this page: Display objects as symbols

Dismiss Activity events from dashboard

Issue [HDC-4041]

Release notes for version 4.7.0