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References

The References feature, found under the Icon - link horizontal Reference tab on a plan, enables users to efficiently organize properties by grouping them together. Each property can contain vital information such as title, target value (numeric or text), minimum and maximum values, and unit. This functionality simplifies the management of interconnected properties within your plans, offering centralized control and enabling smooth updates.

Note

If you're unable to locate this feature, it might not be activated by default. If you'd like to enable this feature in your RigBridge, please reach out to us at support@horizon56.io.

References - References tab

Moreover, the References tab enhances user experience by providing convenient links. These links direct users to the exact locations within the plan where each property is referenced.

How to create a property group in the references tab:

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  1. Go to the Plan view and select the Icon - link horizontal References tab.

  2. Click on Icon - add Add property group.

  3. Insert a title for the property group and press [Enter].

  4. You have successfully added a property group. Now, you can create a property in the group.

How to create a property under a property group in the references tab:

References - Create a property
  1. Select the property group to which you'd like to add a property.

  2. Click on Icon - add Add property.

  3. Fill in the fields for Title, Target, Minimum value, Maximum value, and Unit. Please note that all fields, except Title, are optional.

  4. You have successfully added a property to a property group.

How to copy a single property from one location to another:

References - Copy a property
  1. Locate the property you wish to copy.

  2. Hover your mouse over the property row and click on the Icon - copy copy icon.

  3. Navigate to the property group where you want to insert the copied property.

  4. Click the Icon - paste paste icon located next to the Add property link.

  5. You have successfully added a property to the property group.

Tip

To copy multiple properties simultaneously, use the Checkbox - empty checkboxes next to each property. Then, follow the same steps 3-5 as copying a single property.

How to link or insert a property to an instruction:

References - Link a property to an instruction
  1. Navigate to the plan view and access the Icon - Tab - Operation Operation tab.

  2. Identify the location within the Instructions where you want to incorporate a property from the References.

  3. Either highlight the text you wish to replace with the property or click a location to add the text inside the instruction.

  4. In the text editor toolbar, select the Icon - Add link Add link icon.

  5. Choose Icon - target or reference Insert property and either select or search for the desired property.

  6. You'll be presented with a dialog box containing a list where you can toggle which fields from the property to display in the instruction.

  7. Click the Insert button.

  8. You have successfully integrated a reference to a property within the Instruction.

How to link or insert a property to an operational parameter:

References - Link a property to an operational parameter
  1. Navigate to the plan view and access the Icon - Tab - Operation Operation tab.

  2. Identify the location within the Operation parameters where you want to incorporate a property from the References.

  3. Click on the Title field. A dropdown will appear, allowing you to choose a property.

  4. Select the desired property from the dropdown. This action will automatically populate the remaining fields.

  5. You have successfully integrated a reference to a property within the Operation parameter.

How to unlink a property from either an instruction or operational parameter:

References - Unlink property
  1. Go to the Plan view and select the Icon - link horizontal References tab.

  2. Find the property you want to unlink.

  3. Under the table header Link on the right side of the property, click the Icon - link horizontal link button.

  4. Click on a specific link to be redirected to the given location.

  5. Click on the light blue text, indicating you have an added property.

  6. Click the Icon - unlink Remove link icon in the bottom left corner, in the dialogue box Property details.

  7. Confirm the removal by clicking the Remove button in the warning message.

How to add a review to a property:

References - Review a property
  1. Go to the Plan view and select the Icon - link horizontal References tab.

  2. Locate the property you wish to review.

  3. Hover your mouse over the property row and click on the Link - review Review icon.

  4. Select a category for review.

  5. You have successfully added a review to a property. You can get further guidance on using reviews here.

At times, you may need to modify content within a property. The process is straightforward, and what's even better is that any changes made in the reference tab are automatically updated everywhere in the plan.

Here's how you can make changes to a property:

References - Property update or replace
  1. Go to the Plan view and select the Icon - link horizontal References tab.

  2. Find the property you want to edit, and click on any of its fields to edit.

  3. Modify the content in the field, and your changes will automatically update and save when you exit the field.

  4. You have successfully updated the property.

Tip

You can save the field's content using either the [Tab] or [Enter] key.

Sometimes you need to delete a property that's either not needed anymore or added wrongly. Here's how you do it:

References - Delete a property
  1. Locate the property you wish to delete.

  2. Hover your mouse over the property row and click on the Icon - delete Delete icon.

  3. Confirm the deletion by clicking the Delete button in the warning message.

  4. You have deleted the reference. You will still keep the text, but there is no link to the property.