Links

You can link different types of items to a record. The linked items appear in the activity stream and the Links panel. Depending on the linked item, the link is one-way (only appears in the originating item) or two-way (appears in the originating item and the linked item).

  1. Open the full record.
  2. On the navigation toolbar, click link (Links).
  • In the Links panel, in the Search field, enter the search terms.

    • On each tab, the search terms apply to the file name, description, record number, and subject. The tab numbers are updated according to the search results.

  • In the Links panel or in the activity stream, click the item.

    • If you open a linked drawing, the drawing annotations are filtered so you only see the ones that the record is linked to. You can click Remove Applied Filters to view all the annotations in the drawing.

Items that are selected for linking appear in the Pending list of the Add Link popover and on the appropriate tab in the Links panel. After the record is saved, the linked items appear in the activity stream on the Comments tab.

If you link an uploaded photo or a photo from the File Library, the photo also becomes available in the Photos module. After the linked photo is processed, it's displayed in the photo viewer when you open it from the record.

  • If you link a Microsoft Office file (.xlsx, .xls, .docx, .doc, .pptx, .ppt, .vsdx), you must save the record before you can open the linked file.
  • You can't upload and link .exe, .dll, .js, .php, .aspx, .html, .htm, and .svg files.
  1. In the Links panel, click add (Add Links).
  2. ClosedUpload and link a file.
    1. Click Upload File.
    2. Drag the file to the Uploading Files dialog, or browse to the file.

      3. The quick upload file is uploaded to the folder that's named in the record settings.

      • Uploaded photos are also available in the Photos module.
      • Uploaded PDFs open in read-only mode in the PDF viewer until you save the record.

    —Or—

    ClosedSelect a file from the File Library.

    1. ClickFile Library.
    2. Navigate to the file.
    3. Select the checkbox for the file, and then clicklinkLink.
  3. To exclude the linked file from system-generated notifications and from the list of attachments that can be embedded in reports in the Print Report dialog, turn off the Include in email and reports toggle in the Links panel.
    4. Notifications

    If the email notification includes a report with links, the linked file is still included in the report.

  1. In the Links panel, click add (Add Links).
  2. Click Drawing, and then select the drawing series.

    3. Revisions with same group and number values belong to the same drawing series.

  3. Select the current version or a specific revision from the drawing series.
    • Current version: The link always points to the current published version and is updated when a new revision is published.
    • Specific revision: The link always points to the selected revision.
    List of drawings
  4. To exclude the linked drawing from system-generated notifications and from the list of attachments that can be embedded in reports in the Print Report dialog, turn off the Include in email notifications toggle in the Links panel.
    5. Notifications

    If the email notification includes a report with links, the linked drawing is still included in the report.

  1. In the Links panel, click add (Add Links).
  2. To link to the current version of a published spec section, click Specifications > Specification.

    3. —Or—

    To link to a specification set, click Specifications > Specification Set.

  3. Select one or more spec sections or specification sets.
  4. Click Done.
  1. In the Links panel, click add (Add Links).
  2. Click Record, and then select the record type.

    3. Record types are made available for linking in the settings.

  3. ClosedCreate a record, and link to it.
    1. Click Create.

      2. The Create option is available only if you have permission to create this record type. Budget items, however, can only be created in the budget grid.

    2. Enter the record details, and then click arrow_back Done.

    —Or—

    Select an existing record from the list.

  4. Click Done.
  1. In the Links panel, click add (Add Links).
  2. Click Connect Model View.
  3. Select a Trimble Connect project.
    4. List for selecting Trimble Connect project
  4. Select a model view.
  1. In the Links panel, click add (Add Links).
  2. Click Web Link.
  3. Enter the description and the URL, and then click Done.

You can edit linked items in the Links panel. If you edit a linked photo in the photo viewer, the changes are synced to the photo in the File Library. However, edits to the photo in the File Library aren't synced to the photo in the Photos module.

  1. In the Links panel, on the item, click more_horiz (More) > Rename.

    2. —Or—

    Click the file name on the item.

  2. Edit the file name.
  3. Press Enter, or click outside of the field.

    4. The changes aren't logged on the History tab of the record.

  1. In the Links panel, under the file thumbnail, click edit (Edit).
  2. Enter the description for the file.
  3. Press Enter, or click outside of the field.

    4. The changes aren't logged on the History tab of the record.

  • On the Files tab of the Links panel, click the drag handle of the file, and then move it to a different position.

    • Drag handles are available only when the files are not filtered by any search terms.

    Drag handle on linked file

    The changes are logged on the History tab of the record.

You can download items that are linked to a record.

  1. To switch to the Select mode, select the checkbox for a record.
  2. To select more records, click each one.

    3. —Or—

    To select all the records, click done_all (Select All) on the navigation toolbar.

  3. Click Download icon (Download).

    4. The linked items are downloaded in a ZIP folder. Linked drawings aren't included.

If you only want to download the files for one record, you can click more_horiz (More) > Download Linked Files on the record instead.

  1. On the Files tab, select the checkbox (check_box) for the items.

    2. —Or—

    Select the checkbox (check_box) for one item, and then select the Select all checkbox.

    The checkbox is only available for items that can be downloaded.

  2. At the top of the Links panel, click Download icon (Download).

    3. The files are downloaded in a ZIP folder.

    If you only want to download one item, you can click Download icon (Download) on the card or tile instead.

  1. On the Designs tab, select the checkbox (check_box) for the drawings.

    2. —Or—

    Select the checkbox (check_box) for one item, and then select the Select all checkbox.

  2. At the top of the Links panel, click Download icon (Download).

    3. If you only want to download one drawing, you can click Download icon (Download) on the card or tile instead.

  3. In the Download dialog, set the download options.
    • Content: Select the cover page.
    • Public Annotations: Include or exclude all public annotations.
    • Private Annotations: Include or exclude your private annotations.
    • As Builts: Include records, specification sets, drawings, spec sections, models, URLs, and files that are linked to the annotations.

      • If you only download one drawing, its linked drawings aren't included, so you must select the linked drawing as part of the download.

    • Download As: When multiple drawings are selected, download one .pdf file with all the drawings, or download a .pdf file for each drawing. If the As Builts toggle is on, the files are downloaded in a ZIP folder.
    • File Name: Edit the file name.
  4. Click Download.
  5. To ensure that the linked annotations work in the downloaded drawing, extract the files from the ZIP folder.
    6. Extract files

    Extracting files in File Explorer

  6. Open a drawing in a PDF reader, and then click an annotation to open the linked item.

    7. If you open the downloaded drawing in a browser, the annotation links don't work.

You can remove a linked item from the record in the following ways:

  • Remove the item from the Links panel. The link is removed, but the item remains in ProjectSight.
  • Delete the linked item from ProjectSight. The item no longer appears in the Links panel of any record that it was linked to.
  1. In the Links panel, click add (Add Links).

    2. The Pending list appears at the bottom of the Add Link popover.

  2. To the right of the item, click delete (Remove).
  • In the comments field, on the linked item, click cancel (Remove).
    • Link thumbnail
  • In the Links panel, on the linked item, click more_horiz (More) > Remove.