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:

Open

Adding from Grid View:

Open

Delete Objects

Select objects to be deleted:

Select a Delete menu option

Review objects to be deleted and confirm:

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

• Firstly, select two or more objects that you want to change. Utilize the Ctrl or Ctrl+Shift keys for multi-selection.

• Right-click on any of the selected objects.

• A context menu with the "multi-edit" option will be displayed.

• Please note that the selection must consist of objects of the same class. Otherwise, the option will be grayed out.

Editing from Grid View

• To edit multiple records, start by selecting them using the "check selection" option in the grid.

• Then, access the Object menu and choose the Multi-edit function.

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

• While in Select/Object mode (default), select a number of spots on the drawing (two or more).

• Right-click on any of the spots to display the context menu.

• Choose the Multi Edit function. Please note that the default objects linked to selected spots must be of the same class.

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:

• The system will compare all objects and provide a common set of properties.

• You can expect the following results:

  • <Multiple Values>: Shown as a field background, this indicates that objects do not have the same value in that field. You have the option to enter a common value assigned to all objects or use the Clear button to remove the value from all objects.

  • Empty Field: This means that none of the objects have a value in that field.

  • Specific Value: This indicates that all objects share this particular value in that field.

• Required fields will not be validated unless you want to use the clear function. The clear function will be disabled for required fields.

• Field validation rules will only run for modified fields. In specific cases when dependent field validation rules are set, client-side validation might not be triggered. If the rule is not met when values for a specific object are checked, server rejection of updates might occur.

• The reset button rejects your unsaved values but does not remove the "clear" flags.

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