Panels

The Create panel is available for collaborative records. You can create records and add assignments, courtesy copies, and comments to them without leaving the selected view.

• If the right-side panel is open when you click the button, the Create panel opens.
• If the right-side panel is closed when you click the button, an empty draft record opens in the full form.

Tip

Changes are saved automatically in the panel when you:

• Close the panel or select a different panel.
• Select another tile or row in the data view.
• Navigate away from the current data view.

If you click aspect_ratio (Expand) before saving the changes, they're displayed in the record but aren't saved yet.

In the Information panel, you can view or edit the details of a record or drawing.

For collaborative records, you can add assignments, courtesy copies, and comments in the panel without leaving the selected view.

• If the right-side panel is open when you select a record, the record details appear in the Information panel.
• If the right-side panel is closed when you select a record, the full record opens.

Tip

Changes are saved automatically in the panel when you:

• Close the panel or select a different panel.
• Select another tile or row in the data view.
• Navigate away from the current data view.

If you click aspect_ratio (Expand) before saving the changes, they're displayed in the record but aren't saved yet.

The Layers panel, where you can filter annotations, is available when you open a published drawing, a specification set, or published spec section.

In the Links panel, you can view and add linked items for a record or drawing. The Links panel only displays items that you have access to.

The linked items are organized on the following tabs:

• Files: Linked files (including photos and videos but excluding drawings).
• Records: Linked records.
• Designs: Linked drawings.
• Web: Hyperlinks (URLs).

One-way and two-way links

Depending on the item, the link is one-way (only appears in the originating item) or two-way (appears in the originating item and the linked item).

Originating item	Linked item	Link type
Drawing or record	File	One-way
Drawing or record	Web link	One-way
Drawing	Drawing	One-way
Drawing *	Record	Two-way
Record	Drawing - current version	Two-way
Record *	Drawing - specific revision	Two-way
Record	Record	Two-way

* If a new drawing revision is published, the new revision displays the link to the record. However, the record doesn't display a link to the new revision.

In the Search panel, you can filter the items in the current view. The filters remain applied (but the search results aren't refreshed) if you:

• Close the Search panel.
• Open an item from the results and then return to the view.

When you go to a different view, the filters aren't retained.

To set the search filters

1. To open the Search panel, click (Search) on the navigation toolbar.
2. In the Search field, enter the search terms.

In the list view, the search terms are highlighted in the matching items.

Tip

You can enter letters, numbers, hyphens (-), underscores (_), and spaces.

3. Set the other search filters, which vary depending on the view.
• To filter the results by a category, click the category.

• To set a date range, click the date fields, and select the dates.
• To filter the results by a field, select the field in the By section. You can select multiple fields.

All the options in the available items are displayed.

To clear the search filters

• In the Search panel, click Reset Search.

In the Sharing panel, you can view and modify who has access to a record.