Pinning functionality in Assets

To enable asset pinning in your project, you must complete the following steps:

Enable pinning in your domain

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.

Enable the "Pinnable Drawings" folder type

To use the pinning functionality in the Assets app, a domain administrator or user with the appropriate permissions must enable the "Pinnable Drawings" folder type in File Manager. This allows you to create a "Pinnable Drawings" folder. Only drawings in folders of the type "Pinnable Drawings" will appear in the Assets app.

To enable the "Pinnable Drawings" folder type, complete the following steps:

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

   Important If you want asset pinning to be available on all your projects, enable the "Pinnable Drawings" folder type at the root domain.

2. Navigate to the Configuration application (Apps > Administration > Configuration).

3. Open the Applications tab and select File Manager. The detail view appears. Alternatively, right-click on the File Manager app icon in the launch bar and select Configure.

4. Click on the Workflow tab and select Override.

5. Select the Enabled check box for Pinnable Drawings.

   

6. Click Save when you are done.

Add a "Pinnable Drawings" folder to your project

To use the pinning functionality in the Assets app, you must create a "Pinnable Drawings" folder in the File Manager app and add to it the drawings which you want to pin asset records to. Only drawings in folders of the type "Pinnable Drawings" will appear in the Assets app.

To add a "Pinnable Drawings" folder to File Manager, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. You should be in the project where you want to apply the asset pins.

2. Navigate to the File Manager application (Apps > Document Management > File Manager).

3. Navigate to the location on the file folder structure where you want to the Pinnable Drawings folder to appear.

4. Select Create Folder from the action bar. Alternatively, right-click on the folder that you want to contain the Pinnable Drawings folder and select New Folder. The New Folder dialog appears.

5. Select "Pinnable Drawings" as the Folder Type. Enter a folder name, such as "Asset Drawings" and click Ok.

   

6. The new folder appears in the selected location. Add the appropriate drawing files to the folder. You can right-click on files in other folders and select Copy to add a copy to the pinnable drawings folder, or open the new folder and select Add Files from the action bar.

   

7. When you are done adding files, you can open the Assets app to pin asset records to the drawings in the folder.

Using the Assets app in drawing mode allows you to view and manage pins on drawings that are associated with asset records.

Drawings must be uploaded to the File Manager app and placed in a folder with a "Pinnable Drawings" folder type to be viewable in drawing mode. For more information, refer to Enable asset pinning in your project.

To work in Drawing Mode in the Assets app, complete the following steps:

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

2. Navigate to the Assets application (Apps > Asset Management > Asset Manager > Assets).

3. Select Drawing Mode .

   

4. All the drawing files in folders of the type "Pinnable Drawings" in File Manager appear as thumbnails.

   If there are multiple pinnable folders, the drawings are organized by those folders, in alphabetical order.

   

5. To search for a drawing or folder by name, click the Search icon .

   

6. Click on the thumbnail of the drawing you want to work with.

7. The drawing appears with the Assets panel open. Click the Open icon in the upper right corner to open or close the Assets panel.

   

8. You can click and drag in the drawing to pan to a different area for viewing.

   

   In the upper left you can use the following tools on the Viewer Toolbar to additionally manage your view of the drawing:

   Tool	Description
   Page # of #	Indicates which number page you are on of the total number of pages in the file or drawing. If there are multiple pages in the document file, you can use the arrow keys that appear to navigate through the pages or click here to open a dialog box that allows you to enter a page number to jump to. Note that you can also use the keyboard shortcut Ctrl+Shift+G to open the dialog box.
   Zoom	Shows your current zoom level on the drawing. Select a level from the drop-down list, manually enter a level and press Enter on your keyboard, or use Ctrl + your mouse wheel to zoom in and out from the current cursor location.
   Fit Page	Click this icon to fit the file image to the display area.
   Fit Width	Click this icon to fit the file image to width of the display area.
   Filter	Select the Filter icon to open the search function, allowing you to search for a keyword in any markups on the drawing. You can additionally filter the results for markups of type Arrow or Textbox. Note If no markups are present, the filter icon is disabled.
   View	Select any of the following options: Show Markups - Show or hide existing markups Show Markup Panel - Show existing markups in a table at the bottom of the display area. Show Hyperlinks - Show existing hyperlinks. Info - Displays file information, such as the calibration status, internal rotation, page rotation, correction rotation, page zoom, number of annotations, etc.
   Rotate Counter Clockwise / Clockwise	Rotates the image counter-clockwise or clockwise.

9. The Assets panel lists all the asset records. The items appear by Name and other values in the selected log view. You can select a different log view , perform a keyword search , or apply a quick filter to narrow down the items list.

   

10. Select Hide Closed in the lower right corner to hide any closed markups.

    

    Important Hide Closed refers to drawing markups, not asset records.

11. To switch to a different drawing, click on the selector icon next to the drawing name, or click on the arrow icons next the # of # option in the header.

    

    Note You can switch to a different drawing while the Assets panel is open and while an asset record is in edit mode.

12. To exit out of drawing mode, click the Close icon to return to the image selector.

    

You can add a new asset and a pin at the same time. To do so, you must have added the appropriate drawings to a "Pinnable Drawings" folder in the File Manager app. In the Assets app, you must enter Drawing Mode and select the drawing you want to use with your asset pins.

To add a new asset and pin in the Assets app, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. You should be in the project where you want to apply the asset pins.

2. Navigate to the Assets application (Apps > Asset Management > Asset Manager > Assets).

3. Select Drawing Mode . For more information on working in Drawing Mode, refer to Work in Drawing Mode.

   

4. Click on the thumbnail of the drawing you want to work with. The drawing appears with the Assets panel open.

   

5. To add a new asset and its pin, click the Pinning Mode icon .

   

6. Click on the drawing at the appropriate location to drop the pin. Click and drag the pin to move it on the drawing.

7. On the Assets panel, enter information for the asset record associated with this new pin.

8. Click the Save icon on the asset record when you are done. Select More for additional Save options.

   

You can add a new pin to an existing asset record.

To add a pin to an existing asset, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. Navigate to the Assets application (Apps > Asset Management > Asset Manager > Assets).

2. Select Drawing Mode.

   

3. All the drawing files in folders of the type "Pinnable Drawings" in File Manager appear. Click on the drawing you want to work with.

   

4. The drawing appears with the Assets panel open. Click the Open icon in the upper right corner to open or close the Assets panel.

   

5. All available lists and log views are present above the records list. Use the search field or quickfilter to search for the correct record.

6. Click on the asset record to open it.

7. Click the Edit icon in the lower right corner of the panel to enter edit mode.

   

8. Click on the Pin icon to enter pinning mode.

   

9. Click the appropriate location on the drawing to drop the associated pin. Click and drag the pin to move it on the drawing.

10. Click the Save icon on the asset record when you are done. Select More for additional Save options.

    

Pins can be relocated or removed. To move or remove a pin in the Assets app, the associated asset record must be in edit mode.

To move or remove (delete) a pin, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. Navigate to the Assets application (Apps > Asset Management > Asset Manager > Assets).

2. Select Drawing Mode.

   

3. Open the drawing with the pin.

4. Select the pin you want to move. The associated asset record opens in the side panel.

   Alternatively, click on the asset record on the side panel to open it.

5. Click the Edit icon in the lower right corner of the panel to enter edit mode.

   

6. The pin associated with the asset record appears in red.

7. To move the pin, click and drag it to the correct location.

8. To remove the pin, click on the Unpin icon .

   Important Do not confuse the Unpin icon with the Delete icon ! The Delete icon appears when the asset record is not in edit mode. Selecting it will delete the asset record. If the asset record is incorrectly deleted, a domain administrator can restore it from the Recycle Bin. Refer to Using the Recycle Bin.

9. Click the Save icon on the asset panel when you are done. Select More for additional options.

Note Pins can also be reviewed from the Pins section on the asset detail view. The section appears above References and shows the drawing name, the user who pinned the asset, and the date and time the pin was created.

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

1. Review the header to ensure that you are in the correct project or partition. Navigate to the Assets application (Apps > Asset Management > Asset Manager > Assets).

2. Select Drawing Mode from the action bar.

   

3. Select the drawing that contains the pin. The drawing image appears in the Viewer tab.

4. Click on the pin. The panel opens with the linked asset record. The selected pin is red to indicate it is the pin associated with the open record.

5. To modify the record, click the Edit icon in the lower right corner of the panel to enter edit mode. Click the Save icon when you are done.

6. Select More for additional options.

Asset records that can be linked to a drawing with a pin have a Pins section on the detail view. Any pins will appear in this section. From this section, you can review the drawing name, the user who pinned the asset, and the date and time the pin was created.