Creating and Building a User-Defined View

Scenario: You want to create a user-defined view. To do this, you must create the view and manually construct its structure.

 

Reference: For background information, see the reference section.

 

Workflow diagram:

 

 

Prerequisites:

  • System Manager is in Engineering mode.
  • System Browser is in Management View.

 

Steps:

1 – Create a User-Defined View
  1. Select Project > System Settings > Views.
  • The views workspace displays in the Views tab.
  1. In the View Name and View Description fields, enter a name and description for this view.
  1. In the Root node name and Root node description fields, enter a name and description for the root node of this view.
  1. From the Type drop-down list, select User-Defined.
  1. (Optional) Select the Enable propagation check box, to activate the state propagation from the child nodes to the parent nodes in this view.
  1. (Optional) In the Notes field, enter any additional information.
  1. Click Save .
  • The new user-defined view object is added to System Browser. Its description becomes available in the System Browser drop-down list.

 

2 – Allow the Update of the User-Defined View to reflect Changes in Linked Objects
  1. Select the newly created [user-defined view] from the System Browser drop-down list.
  1. In the tree structure, select the root node of the view.
  • The view builder workspace displays in the Views tab.
  1. Select the Create softlink node check box. (The Link children check box is automatically selected.)

 

3 – Build up the Custom Structure of Levels (Aggregators) for the User-Defined View
  1. In the Views tab, click the node where you want to add a new aggregator. You can only add aggregators to the view root, or to other aggregators.
  1. Click Add Aggregator and select the appropriate aggregator (Campus, Building, Floor, Room, or Aggregator). The available aggregators depend on the level selected.
  1. In the New Object dialog box, do the following:
    a. (Optional) Modify Name and Description.
    b. Click OK.
    NOTE: By default, name and description are the same as the aggregator selection and in the user’s language. While the description can be later modified, node name is unique and cannot be changed after creation. Consequently, to create an aggregator in a language different from your current user’s language, it is recommended to log on to Desigo CC with the target user’s language. For example, if your current user’s language is English, to create an aggregator in the German target language, log on to Desigo CC with the German user’s language.
  1. Repeat the preceding steps to add more levels. You can add nested levels to create a hierarchical structure.
  1. (Optional) Use Rename Node to change the description of any link or aggregator in the view.
  1. (Optional) Use Cut/Copy/Paste Aggregator to rearrange the levels.
  1. (Optional) Use Remove Node to delete unwanted levels.
  1. Click Save .
  1. Populate the levels with links to system objects as follows:
    a. In System Browser, select the Manual navigation check box.
    b. If you want to link a subtree (object plus all its children), in the Views tab select the Link children check box. If you want to link only an individual object, in the Views tab clear the Link children check box.
    c. Select the object that you want to link and drag it to the desired level in the Views tab.
    d. Repeat the preceding steps to link more objects or subtrees.
    e. (Optional) Use Remove Node to remove unwanted links.
    f. Click Save .
  1. By default, in System Browser views, alphanumeric sorting applies to nodes. You can manually change the sort order of sibling nodes as follows:
    a. To pin a child node in a subtree to a specified position, in the Views tab select the desired child node, click Pinned Node, in the New position field, set a value corresponding to the new position for the child node, and click OK. To view the values of the resulting order, on the top left, select the Show nodes order check box.
    b. To change the nodes position in a subtree, in the Views tab, select one or more nodes that you want to move, and use Move top, Move up, Move down, or Move bottom to change their position.
    c. Repeat the preceding steps to change the sort order of more nodes.
    d. Click Save .
  1. (Optional) Restore the default sort order of the sibling child nodes in a subtree as follows:
    a. Select the parent node of the subtree whose sort order you want to reset.
    b. Click Reset children order.
    c. Click Save .
  1. (Optional) Remove any empty aggregators as follows:
    a. Select the root node of the view.
    b. Click Purge Aggregators .
    c. Click Save .

 

4 – Update the User-Defined View to Reflect the Changes in Linked Objects
  1. Select [user-defined view] from the System Browser drop-down list.
  1. In the tree structure, select the root node of the view.
  • The view builder workspace displays in the Views tab.
  1. Click Update View .
  1. Click Yes.
  • When the update is complete, the tree structure is collapsed in the preview area.
  1. Expand the tree structure in the preview area.
  • Any soft links relevant to new elements linked to the tree structure display in green, while broken links display in red.
  1. To remove broken links, select the soft links in red and click Remove.