Use Sets

The Sets functionality allows you to categorize and group a selection of items, and store it with unique identifiers for future use. Using the Add to option under the menu, you can include items to Sets from the following areas in Dashboard:

• Search Panel

• Browse Panel

• Sets Panel

• Related Items area in the Summary View

• Related Documents area in the Summary View

• Related Query Form area in the Summary View

• Related Items area in a Document Content Card

• Items displayed under the Contents tab in a 3D Model/2D Drawing Document Content Card

• Items displayed under the Related Items tab in a 3D Model/2D Drawing Tag Content Card

• Documents displayed under the Related Documents tab in a 3D Model/2D Drawing Tag Content Card

• Basket Panel

• Reports displayed in the Document View

  Note: The areas in the Summary View, Document Content Card, and Tag Content Card are configurable to include Relationships, Metadata or Characteristics. Hence, the naming of the areas can differ based on the configuration.

You can execute the following actions with Sets:

• Create a new Set

• Add items from one Set to the other

• Edit Sets

• Delete Sets

• Exports items in Sets

• Print items in Sets

View Sets

To view Sets:

1. On the Global Navigation Panel, select .

   The Sets Panel opens docked in the Content Viewer.

2. In the drop-down box, select the arrow to select a type of Set.

   If any Sets have been created of that type, they are displayed as a list.

3. Select a Set, and in the expanded Set Panel:

   

4. Select the Details tab, to view the description of the Set.

5. Select the Contents tab, to view the items of the Set. For each item in the set, its ID, Name and Type are displayed.

6. Select to dock the Sets Panel.

Create Sets

You must have appropriate rights (SetCreation) granted by your System Administrator for creating Sets.

To create Sets:

7. In the Sets Panel, select the arrow to select a Type of Set from the drop-down box.

8. Go to the bottom-left corner, and then select .

   The New Set dialog appears in the expanded right panel.

   

9. Select the Details tab, and select Auto-generate ID, or enter a unique identifier in the ID box.

10. Type the Set name in the Name box.

11. In the Type drop-down box, select a type.

12. In the Description box, type a note that describes the new Set, and then select Save.

13. To add items to the new Set, select , and then select Add to Set.

    

    The Add to Set panel opens.

14. In the drop-down box, select the arrow, and choose the type of Set to include the selected Items.

    

    All the Sets under the selected type appears.

15. Select the newly created Set.

    The items are added to the Set, and a message displaying the number of items successfully added to the Set appears.

Edit Sets

To edit Sets:

16. In the Sets Panel, select the arrow to select a type of Set from the drop-down box.

    The Sets of the selected type appear in a list.

17. Select the Set you want to edit, and in the bottom-left corner, select .

18. Edit the details, and if you want to remove items from the Set, select the Contents tab.

19. Select for each item you want to remove.

    

20. To remove all the items in the Set, select .

21. Select Save.

    Your edits to the details and contents of the Set are saved.

22. If you do not want to save the changes, select Cancel.

Delete Sets

To delete Sets:

23. In the Sets Panel, select the arrow to select a type of Set from the drop-down box.

    The Sets of the selected type appear in a list.

24. Select the Set you want to delete, and in the bottom-left corner, select .

    A message "You are about to delete the Set: {Set Name}. Do you wish to continue?" appears.

25. Select Yes to delete or No to cancel the action.

Configure Autonaming of Set ID Prefixes

The Set ID is a unique identifier of a Set. While creating a new Set, you can either choose to auto-generate the Set ID, or specify a Set ID suiting your requirement. The autogenerated-Set ID assumes a numeric value incremental by one with every new Set created. The Settings feature in AVEVA Asset Information Management Dashboard enables you to configure the autonaming of Set ID prefixes, and number padding for Set IDs.

Note: To configure the autonaming of Set ID prefixes, you must have appropriate right (ManageSettings) granted by your System Administrator.

To configure autonaming of Set ID prefixes:

26. From the top-right corner of the Tab Panel, select , and then select Settings.

    The Settings window opens.

27. Select the Site tab, and in the General pane at left, select Auto-naming.

    

28. In the right pane, enter the names in the Prefix box for each Sub-Type.

29. If you want to change the number padding in autogenerated-Set ID, enter the number in the Size of Number Padding box.

30. Select Save.

Create Sets Panel Label with Description

To create Sets Panel Label with description:

31. Add @ID^{@DESCRIPTION} in the Sets Panel Label box under Settings > Role > Labels > Items and select Save.

    

32. Select Sets.

    The description added should be visible in the Sets Label.

Adding a Description to the Existing Sets

To add a description to the existing Sets:

33. Select a Set and select the Edit icon on the bottom ribbon.

34. Add the desired description in the Description box under the Details tab and select Save.

    The description should be visible in the Sets label.