The Display > SideBar Layout page of the Catalog/Drawing Properties is used to customise the Properties Sidebar located on the Home tab which can be used to enable...

 

• a Drawing Sidebar e.g. with a Job Checklist;
  • displayed when you left click on a blank area of the drawing page.

  and/or

• a Cabinet SideBar enabled for cabinets, and other items
  • allows minor modifications to a cabinets' dimensions etc on the plan quickly, without opening the cabinet properties.
  • displayed when a cabinet is selected.

Drawing SideBar

On the Display > SideBar Layout page you can set up the four (4) available Sidebar Slots for both the Drawing and Cabinet.

The Drawing SideBar can be enabled to provide details based on the job/drawing and is initiated...

• when the Properties SideBar command button on the Home command tab is turned on;
• and you select/click on a blank area of the drawing page in Plan View.

If you want a consistent set of details for the Drawing SideBar, then it would be best to set these in the Catalog, which of course can be turned off/on in the Drawing Properties.

 

The Slot drop list is used to select the details required to be displayed on the Drawing SideBar.

Each of these slots can show one of four (4) different Modules as listed here.

Cabinet SideBar

On the Display > SideBar Layout page  you can set up the four (4) available Sidebar Slots for both the Drawing and Cabinet.

The Cabinet SideBar can be enabled to provide details based on the job/drawing and is initiated... 

• when the Properties SideBar command is turned on;
• and you select/click on a cabinet on the drawing page.

 

 

The Slot drop list is used to select the details required to be displayed on the Cabinet SideBar when a cabinet is selected.

Each of these slots can show one of nine (9) different Modules as listed here.

 

 

Sidebar Customisation

On the Display > SideBar Customisation page you can ...

1. select frequently accessed reports so that can be run quickly from the sidebar.
   • this should be set up in the Catalog Properties and overridden in the Drawing if required.
2. customise the colours of the Move buttons on the sidebar.

Reports

The report module allows you to quickly run your selection of frequently accessed reports by pressing any of the four (4) customised buttons for both (or either) the Cabinet and Drawing level. Therefore this should be set up in the Catalog Properties and overridden in the Drawing if required.

To customise, simply click on the required button.

This will open up a browser to the Report folder where you can identify and select the report required  -  click to view.

These reports can be customised using the options on the pages of the Reports category of theCatalog/Drawing Properties.

After selection, the required reports will be displayed on the buttons in the Catalog Properties and the corresponding buttons on the applicable SideBar. These reports can be changed for each job if required. 

Drawing Reports

This example shows four reports selected in the Catalog Properties using the Browser discussed above i.e. the Report\File Folder\Report file.rdl

These reports can then be quickly and easily be run from the Drawing SideBar using the corresponding Reports buttons.

 

Cabinet Reports

This example shows only one report selected in the Catalog Properties using the Browser discussed above i.e. the Report\File Folder\Report file.rdl

This reports can then be quickly and easily run from the Cabinet SideBar using the corresponding Reports buttons.

The Cabinet SideBar allows you to run the selected report for either the selected cabinet, using the Cabinet Report radio button, or all cabinets on the drawing, using the Drawing Report radio button, as shown below.

Button Colour

The colour of the move buttons can be customised by...

• pressing the relevant Cabinet / Page Move Button Colour option.
  • This will launch a colour picker dialog,
• Select your preference from the colour picker and click OK.
• A preview of the newly selected colour will display on the right.

As shown in the above example, the sidebar Cabinet Move buttons will be displayed as red and the sidebar Page Move buttons will be displayed in blue.