Dashboard Settings

Breakdown Nodes

Delete

Manage the top-level categories in the Browse panel.

Apply

Edit

Create

Breakdown Node Configuration

Node ID

The ID of the Breakdown Node.

Label

The label displayed in the Browse panel.

Tooltip

The tooltip displayed in the Browse panel.

Expansion Type

The type of expansion used for child nodes.

Show Items of Type

The Class of object to show in the breakdown node.

Associations from Root

How the child classes must be associated to the root object.

Item Node Expansion

Default

Used to over-ride the default expansion defined in Settings, Browse, Default Breakdown, for this breakdown node.

Type Based

Used to over-ride the default expansion defined above, for this breakdown node, for a specific type of association.

Default Breakdown

Default Associations

The default expansion defined for all breakdown nodes.

General

Show expansion by type hierarchy if the list length is greater than

Select to display browse results in groups if the total number of items is more than the number entered in the box.

Note: This settings will take effect, only when an item (not a type) is being expanded. If the number of 'children' to be displayed is greater than the number specified, then the 'children' are organized by their type hierarchy and this is displayed.

Max list items per page

The size of the group for browse results.

Node Label

Type node label

Supported tokens: @ID and @NAME. For example: @ID-@NAME

Root Items

Root item type

The type of object to show at the root of the Browse panel.

Show all the items of this type

Show the type selected above.

Show item … as the root

Limit the root nodes to those matching the string entered in this box. % can be used to match multiple characters.

Type-Based Associations

Items of Type

Select the type of object.

Association Types

Select the Association type.

Data Visibility

Show only the latest revision of documents

Select to show the relevant types of data, in the Search and Browse panels, for example.

Make all types visible in Browse

Show Hidden types

Show Hidden attributes

Show items of Unknown type

Context Access Control

Defines which items can be seen based on its contexts and the user's role.

Default Views

Type

The type of an item that is selected.

View

The style of view that should be shown for selected items of the type.

Export

Warning export size

The threshold for the number of objects in an export that triggers a warning message.

Maximum export size

The maximum number of objects that can be exported.

If this value is changed be careful to not exceed the combined performance of the system, the hardware and the network latency.

Global Navigation

Show the Browse link

Select to show the relevant buttons on the Global Navigation Bar.

Show the Search link

Show the Sets link

Show the Query Forms link

Show the Export link

Show the Reports link

Start-up

Select the Global Navigation Panel to be opened and docked on the application start-up

Messages

Output licence expiry messages to the default event log

Whether licence expiry messages should be written to the default event log.

Query Forms

Form View

Select the default results view for Query Forms.

Table View

Search

Max list items per page

The maximum number of search results that will be displayed per page.

Tooltips

ISO15926

Select to use ISO15926 compliant tooltips.

Attributes

Attribute Label

Supported tokens: @ID, @NAME. For example: @ID-@NAME

Items

Item Label

Supported tokens: @ID, @NAME, @DESCRIPTION, @TYPEID, @TYPENAME, @SCHEME and @REVISION. To add characters that are only shown if the token is not blank, precede the token and the characters with a caret (^) character. For example: @ID^ - @NAME^{@REVISION}

Sets Panel Label

Supported tokens: @ID, @NAME, @DESCRIPTION, @TYPEID, @TYPENAME, @SCHEME and @REVISION. To add characters that are only shown if the token is not blank, precede the token and the characters with a caret (^) character. For example: @ID^ - @NAME^{@REVISION}

This setting is only used for Sets. If the value is blank, then the value for Item Label will be used.

Type Scheme

Select the labelling scheme.

Types

Type Label

Supported tokens: @ID and @NAME. For example: @ID-@NAME

Home Page

Home Page Tab Header

The label for the tab in the browser.

Home Page

The path and filename of an HTML page to use on the Dashboard tab.

Banner Text

Top - Left

Location of banner text when printing

Note: Banner Text and Watermark will NOT be applied to documents under the following print operations:

1. Printing from the Accusoft PrizmDoc Viewer

2. Printing a 3D model

3. Printing from the Report Viewer

4. A query form printer-friendly view

Top - Centre

Top - Right

Bottom - Left

Bottom - Center

Bottom - Right

Watermark

Default Watermark

Text for the watermark when printing. This value is overridden by the attribute-base watermark where applicable.

Note:

Due to limitations in Accusoft's PrizmDoc Viewer:

Any watermarks that are set will appear not only on the output of the print but also in the Document Viewer when viewing documents in PrizmDoc.

Watermarks do not appear on DGN or DWG files.

Attribute-based Watermark

When an attribute is selected, the value of this attribute on the Document to be printed will be used instead of the Default Watermark.