Panels

You can view information and perform different actions in the right-side panels. The most recently used panel for the item type is open by default.

  • To open or close a panel: on the navigation toolbar, select the button.
  • To resize the Create, Information, or Search panel: Select and drag the edge of the panel.

  • Alternatively, double-select the edge of the panel to reset it to the default width.

Assignments

The Assignments panel displays the records, drawings, and specifications with open assignments that are assigned to project contacts. Each item is displayed only once, even if it has multiple assignments, and shows the earliest due date.

Note:
  • The panel displays only the unlocked items that you have access to.
  • If an assignment doesn't have a due date, the record due date, if available, is used.
When you open an item from the Assignments panel and update the assignment, the panel is updated only for the item that's opened directly from the panel. For example:
  1. From the Assignments panel, you open Item A and update the assignment.
  2. From Item A, you open Item B and update the assignment.
  3. When you close the items, the Assignments panel is only updated for Item A.

Columns

The columns panel is available in various list views. You can select the columns that are displayed and in what order. (See Edit the columns in the list view for more information.)

Create

The Create panel is available for collaborative records. You can create records and add assignments, courtesy copies, and comments to them without leaving the selected view.

  • If the right-side panel is open when you select the button, the Create panel opens.
  • If the right-side panel is closed when you select the button, an empty draft record opens in the full form.

Information

In the Information panel, you can view or edit the details of a record, drawing, or file .

For collaborative records, you can add assignments, courtesy copies, and comments in the panel without leaving the selected view.

  • If the right-side panel is open when you select a record, the record details appear in the Information panel.
  • If the right-side panel is closed when you select a record, the full record opens.

You can also edit collaborative records in the Batch Edit panel.

Tip: Changes are saved automatically in the Information panel when you:
  • Close the panel or select a different panel.
  • Select another tile or row in the data view.
  • Navigate away from the current data view.

If you select (Expand) before saving the changes, they're displayed in the record but aren't saved yet.

Layers

The Layers panel, where you can filter annotations, is available when you open a published drawing, a specification set, or published specification. For details, see Filter annotations.

In the Links panel, you can view and add linked items for arecord or drawing. The Links panel only displays items that you have access to.

The linked items are organized on the following tabs:
  • Files: Linked files (excluding drawings).
  • Records: Linked records and specification sets.
  • Designs: Linked drawings and specifications.
  • Web: Hyperlinks (URLs).

Depending on the item, the link is one-way (only appears in the originating item) or two-way (appears in the originating item and the linked item).

Table 1. One-way and two-way links
Originating itemLinked itemLink type
Drawing or recordFileOne-way
Drawing or recordWeb linkOne-way
DrawingDrawingOne-way
Drawing *RecordTwo-way
DrawingSpecification setTwo-way
DrawingSpecificationOne-way
RecordDrawing - current versionTwo-way
Record *Drawing - specific revisionTwo-way
RecordRecordTwo-way
RecordSpecification setTwo-way
RecordSpecificationTwo-way
Specification setDrawing - current versionTwo-way
Specification set *Drawing - specific revisionTwo-way
Specification setRecordTwo-way
SpecificationDrawing - current versionOne-way
Specification *Drawing - specific versionOne-way
SpecificationRecordTwo-way
SpecificationSpecificationOne-way

* If a new drawing revision is published, the new revision displays the link to the record. However, the record doesn't display a link to the new revision.

Note:
  • If the same item is linked multiple times, it's only displayed once in the Links panel. However, if you upload and link files with the same name, each one is displayed separately.
  • If a specific revision and the current version from the samedrawing series are both linked, each one is displayed in the Links panel, even if they point to the same revision.
Tip:

Linked files can be included in system-generated notifications and embedded in reports.

Linked drawings can be included in system-generated notifications and embedded in reports.

Search

In the Search panel, you can filter the items in the current view. The filters remain applied (but the search results aren't refreshed) if you:
  • Close the Search panel.
  • Open an item from the results and then return to the view.

When you go to a different view, the filters aren't retained.

Note: After you delete a lookup list item, it remains available in the Search panel filter if it's part of a saved custom view or if it's selected for a record.

To set the search filters, see Set the Search Filters.

To clear the search filters: In the Search panel, select Reset Search.

Sharing

In the Sharing panel, you can view and modify who has access to a record. You can also select a different author in the Author section of the panel.

Set the Search Filters

You can set the search filters as needed.

  1. To open the Search panel, select (Search) on the navigation toolbar.
  2. In the Search field, enter the search terms.

    In the list view, the search terms are highlighted in the matching items.

  3. Set the other search filters, which vary depending on the view.
    • To filter the results by a category, turn on the category toggle.
    • To set a date range, select (Date), and select the dates.
      Tip: To add the current date in a date field, select the field, and then press Ctrl+D.
    • To filter the results by linked specifications, select the Linked Specifications field, and then select one or more specifications. See the following example:
      Figure 1. Linked Specifications field in the Search panel
    • To filter the results by a field, select the field in the By section. You can select multiple fields.

      All the options in the available items are displayed.