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2019 Table of Contents

Create automated subcategories in Organizer

Last updated March 12, 2019 by Tekla User Assistance tekla.documentation@trimble.com

Software version: 
2019

Create automated subcategories in Organizer

Create automated subcategories in Organizer

You can create an automated subcategoryautomatically created lower level category within a custom or property category in Organizer

Subcategories can also be created manually.

tree structure for one or several custom categories at a time. The categories for which you create the automated subcategories cannot already have subcategories. If you use an empty category that does not contain objects yet, only the category rules are saved.

  1. To open Organizer , click Manage on the ribbon and then click Organizer.
  2. Select a custom categorycategory in Organizer based on user-defined rules or manually selected properties

    A custom category can be created based on any property or other model information. Custom categories can be used to group the model objects based on other than location-based information.

    , right-click and select Create automated subcategories.

    Organizer opens the Automated subcategories section in the category properties dialog box.

  3. Do the following to select the properties that are used to create the subcategories:
    • Click Grouping in Object Browser.

      To use this option, drag one or more property columns to the grouping row in Object Browser. Organizer uses the properties included in the column when creating the subcategories, for example, as shown in the image below.

      You can also add property templatedefinition of object property layout for the property table in object browser

      The property template is saved in an .xml file or in the Organizer database.

      columns or object propertiesproperties associated with an object type

      Usually a single object property includes a default value that the user can modify.

      to the rule boxes.

    • Click the rule boxes and select a property template column or an object propertysingle characteristic associated with an object type

      For example, profile and material are object properties.

      .

      Note that you cannot use the Grouping in Object Browser option if you first add property template columns or object properties to the rule boxes.

      You can also type the name of the property in the box, for example, PROFILE and press Enter. You can add more than one column or property to the same rule box.

      Organizer adds a new subcategory level to the properties dialog box when you have added a column or a property to the rule box.

  4. If you want the category to have the new subcategory level, add columns or properties to the rule boxes on the new subcategory level.
  5. Select the Do not delete empty automated subcategories check box to keep all subcategories at synchronization.

    If you do not select the check box and change the model so that some, or all of the subcategories do not contain any objects, the empty subcategories are deleted when you synchronize the root category or the whole Organizer.

  6. Click Modify.
Tip:

You can manually add categories and subcategories to automated categories. Select a category, right-click and select New category or New subcategory. Manually added categories are not deleted at synchronization. When you synchronize a manually created subcategory, only that category is synchronized.

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