Pinning functionality in File Manager

To use the pinning functionality, a domain administrator must enable it on the Domain Settings app > Domain Defaults page. For more information, refer to Domain Defaults.

Pins can be added to any file type, but it is most common to add them to drawings to indicate the location of the linked record, whether that is a Field Observation, File Manager document like a photo, an Issue, or an RFI. When you add a pin to a drawing, you can choose to link that pin to an existing record or to link it to a newly created record.

To add a pin to a drawing, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition.

2. Navigate to the File Manager app (Apps > Documentation Management > File Manager).

3. Navigate to the appropriate folder and select the drawing you want to add a pin to. The drawing image appears in the Viewer tab.

4. Select Markup from the action bar.

   

5. Navigate to the location on the drawing where you want to add a pin. You can use the tools available on the Viewer Toolbar and detail header, including the following:

   

   • Click the Pan icon to enter pan mode and move the image in the viewer. Click the markup mode icon or any markup tool to exit pan mode.

   • Zoom shows your current zoom level on the drawing. Select a level from the drop-down list, manually enter a level and press Enter, use Ctrl + your mouse wheel, or press Ctrl plus the + or - key to zoom in and out from the current cursor location.

   • Select Fit Page to fit the file image in the display area.

   • Select Fit Width to fit the file image to the width of the display area.

   • Select Maximize to open the record to a full screen view. From the full screen view, select Minimize to return to the original view.

   For more information on the tools on the viewer toolbar, refer to Viewing files in File Manager.

6. Select the pin icon from the markup toolbar .

   

7. Once selected, the drawing is in Pinning Mode. Click on the drawing to drop the pin. If you drop the pin in the wrong location, click and drag the pin to the correct location.

   

8. The pin selection panel opens. Make the appropriate selection:

   

   • Create a Document - Select this option to create a new Field Observation, Issue, or RFI to associate with this pin.

   • Link Existing Kahua Document - Select this option to link this pin to an existing Field Observation, File Manager record, Issue or RFI.

9. If you select Create a Document, a new record of the selected document type opens in the panel. The record is assigned the next available record number. Complete the fields as necessary.

   When you have entered the appropriate information, select the Save icon to save the record. Select More for additional Save options.

10. If you select Link Existing Kahua Document, a list of available apps appears. Select the appropriate app.

    A list of available records in that app appears. All available lists and log views are present above the records list. Use the search field or quickfilter to search for the correct record.

    

    Select the correct record. Click the Save icon . Select More for additional Save options.

    Click Back to return to the records list. Click the Close icon to close the panel.

11. When you are done, be sure to click Save to save your pins and any other markups.

    

Pins can be relocated. To move a pin, you must be in markup mode.

To move a pin, complete the following steps:

1. Open the drawing with the pin.

2. Select Markup in the action bar to enter markup mode.

3. Click and drag the pin to the correct location.

4. Click Save when you are done.

You can open the linked item directly from the pin on a drawing.  To do so, complete the following steps:

1. Navigate to the appropriate folder and select the drawing with the pin. The drawing image appears in the Viewer tab.

2. Click on the pin to open the linked record information.

   

3. Click on the record number to open the linked record. The record opens in its application

4. Use the launch bar or the app selector in the header to return to File Manager.

Records in applications that can be linked to a drawing with a pin will have a Pins section on the detail view. Any pins will appear in this section. From this section, you can open the drawing and review the pin.

To open a drawing with an associated pin from the record detail view, complete the following steps:

1. Navigate to the appropriate app and open the record to the detail view.

2. Navigate to the Pins section. Click on the pin you want to open.

   

3. Select Open to open the file that contains the pin. The file opens in the File Manager app.

4. Use the launch bar or the app selector in the header to return to the original application.

From the detail view of a record, there are several standard actions you can take. Depending on your permissions, some or all of the following options may be available to you:

• View and View w/References - Select View or View w/References to open a PDF view of the current record. The PDF file can be printed or shared from the viewer by clicking on the Open PDF icon .

  

  Note Only references where the Include on Send value is set to "Yes" are included in the View w/References.
  Additionally, if Include Markup on Send is set to "Yes", any markups on the file are included.

• Discussions - Select this icon to open the Discussions panel. If enabled in your domain, the discussions feature allows you to participate in public or private conversations associated with specific records. For more information, refer to Discussions.

• View History - Select this icon to open the History page for the record. The history page provides details regarding all activity (creation, edits, saves, etc.) performed on the record. Click view edit to drill down into more detail on a specific action. Click hide edit to close the action detail. Click the Close icon to close the history page.

• Send actions - Click this icon to select an appropriate Send action for the record. The following options may be available to you:

  • Copy Link and Copy Portable View Link - Select this option to copy a URL link for the record or record's portable view to your clipboard. This link can be sent outside of Kahua. Users with the appropriate permissions will be able to open Kahua directly to that record or portable view by using the link.

  • Copy QR Code and Copy Portable View QR Code - Select this option to generate a QR code for the currently open record or record's portable view. The QR code can be shared directly from your screen, or copied to your clipboard to be shared as appropriate. This QR code can be shared outside of Kahua. Users with the appropriate permissions will be able to open Kahua directly to that record or portable view by using the link.

  • Send - Select this option to open a new Kahua message with the open record included as an attachment. References with the Include on Send value set to "Yes" are also included. For more information, refer to Messages app.

• Delete - Select this option to delete the open record. You must agree to the confirmation message before the record is deleted.

  Alternatively, right-click on the record in the log view and select Delete, or select multiple records from the log view and select Delete.

  Note If a record is deleted in error, your domain administrator may be able to recover it through the Recycle Bin app. For more information, refer to Using the Recycle Bin.

• Open in a new window - Select this option to open the current record as read-only in a new window (desktop host) or browser tab (web host). This allows you to navigate to other records in the original Kahua instance while keeping the read-only window or tab open for reference. To re-open the record on the read-only window or tab in Kahua, select Open in the header.

  

• Maximize and Minimize - Select Maximize to open the record to a full screen view. From the full screen view, select Minimize to return to the original view.

• Close - Select the close icon to close the currently open item.