Add objects

Object can be added in multiple places.

Adding object in specific view is always governed by the data perspective used. Data perspective will control what 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 versioning mode object will be deleted permanently or just marked as deleted.

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

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

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 perform validation of input according to field type and also field rules.

Field rules might require specific, dependent values to be entered correctly. For more information, refer to Field Validation Rules

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

Editing multiple objects at once

New mode for editing multiple objects of the same class was added. The new function is available in Tree View, Grid View and as a context menu for editing objects linked to spots.

Regardless of the function source the same dialog is used for editing and the same rules apply.

Editing from Tree View

First, select two or more objects that you want to change. Use Ctrl or Ctrl+Shift keys to perform multi selection.
Right click on any of the selected objects
A context menu with multi edit menu option will be shown
Please note that the selection must consists of the objects of the same class. Otherwise the option will be grayed out.

Editing from Grid View

Select a number of records from the grid using "check selection"
Use Object menu to select Multi edit function

Grid View allows editing objects from grouping tabs. For example, multiple document classes can be edited from the Document tab.

In that case a general schema for Document will be used, so only common properties can 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 show context menu
Select Multi Edit function. Please remember that the default objects linked to selected spots must be of the same class

Common Multi Edit View

All the above editing functions will end up showing a common multi edit view:

Specifics of using multi edit view:

System will compare all objects and provide common set of properties
You can expect the following results
- <Multiple Values> shown as a field background means that objects do not have the same value in that field.
  You have an option to enter a common value that will be assigned to all objects or use a Clear button to remove the value from all objects.
- Empty field - this means that all objects do no have value in that field
- Specific value - this means that all objects have this value in that field
Required fields will not be validated unless you want to use clear function. Clear function will be disabled for required fields
Field validation rules will only be run for modified fields. In specific case when dependent field validation rules are set,
the validation might not be triggered on client side. If the rule is not met when values for a specific object are checked, the update might be rejected by the server.
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.

Working with Objects