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Brian Schanen joined Autodesk in 2005 as a Product Designer and currently is a Customer Success Engineer for Autodesk’s Data Management products. Brian has taught at Autodesk University numerous times and has authored white papers on Vault and Productstream. He works with customers to implement a complete digital prototyping solution specializing in Autodesk Inventor, Autodesk Vault and Productstream. Brian lives near Detroit, Michigan.
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Defining Custom Views
June 4, 2006, 01:43 PM Brian RoepkeIt's Sunday in Oregon and for some reason the weather can't make up its mind -- rain, sun, rain, sun... Whatever... And as Grant takes off and abandons us all, traipsing to some tropical island he mentioned he'd need a guest author on the blog to do his work! Well -- I guess that is me.
My name is Brian Roepke and I'm (currently) the Product Design Manager for the data management products. We have a team based all around the world with people working on the future of our DM products in Portland, Detroit, Atlanta, Munich and Singapore -- Not bad! These guys are some of the best in the world at what they do and design everything you see and feel when you're using our products. Pretty amazing.
Since I deal with more of the product side of things, I thought I would discuss a tip with you that really helps me out when I use Productstream and the Vault -- "Custom Views". These were introduced in Productstream 4 but are now available in Vault 5 and Productstream 5. They offer a bunch of advantages over any other view customization -- Here we go:
* First off, they are an easy way to create saved views of columns so you can easily switch between different views
* Secondly they are different in the way they retrieve data from the server. In other view customizations they data is "filtered" after it reaches the client. In the case of these custom views they are actually filtered on the server -- This greatly improves performance when it comes to building and displaying a grid of information.
How do you use them? This is pretty simple. There is a new small "Advanced" toolbar that has a dropdown list in it. By default this will only have one view called "All Files" (for folders, but for Items in Productstream it has other pre-built views).
1. First click the drop down in this toolbar and select "Define custom views..."
2. Next, click the new Button and give the view a name like "Thumbnails"
3. Now you have a few things you can play with and tweak to your liking
- Fields -- Pretty self explanatory. What fields do you want to display. For this example, click this button and add the "Thumbnails" field to the list, maybe remove the "Comments" filed too in order to give you some more room.
- Custom Filters -- This is a great tool. It works just like a search but the criteria retuned here will be the only thing that is displayed when you look at the view. Try adding a filter where "File Name -- contains - .ipt"
- Other Settings -- Explore around here -- things like gridlines and other cosmetic settings
- Reset -- In case you want to start over from a base view.
4. After you create your new view simply select it for the folder you want to change... Simple as that!
These views will only apply to a folder at a time. If there is a more generic change you want to make to a view, you can modify the "All Files" view to adjust that to your liking!
As Grant would say -- Cheerio. That is all for now!
Comments
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August 31, 2009 10:14 AM Donny Hatcher
Just got autocad 2010 installed and need to add a Snap To tool bar and cannot seem to get it to appear on the screen. Can any one tell me how to do this? Thanks Donnyhat
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