Add Note to Model ( Modeling )

Tool summary :

  • Lets you add a note to a member that you preselect. If you do not preselect, you can add the note at any location.
  • See the the step-by-step instructions .

Also see :

VIDEO A note is added to the model, and the relationship between the Edit Note window and Home > Project Settings > Job > Predefined Note Tags is explained. (Recorded in SDS2 Detailing , v7.3.)

VIDEO One way to add a note to a member is to use the " Link " button. Another way is to use preselection. (Recorded in SDS2 Detailing , v7.3.)

VIDEO How to add a project note and review that note in the Note Viewer . (Recorded in SDS2 Detailing , v7.3.)

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   Step-by-step instructions :

Add Note to the Model can be used in Modeling to add a note to a location within in your current view. You can optionally do step 1d (preselection) to perform this operation, if you want to add a note to a member. Step 1d is optional for a couple of reasons: 1) A note does not have to be added to a member; it can reside anywhere in a view and can optionally not even be allowed to be shown in a view. 2) Preselection is not required to add a note to a member; you can use the " Link " button instead.

1 . Before invoking Add Note to Model :

1a : If you want to have the note displayed in the model after you have added it, you need to check " Notes " in Display Options .

1b : Open ( Ctrl + o ) a view that shows the location where you want to add the note. Be aware that, in the Note Viewer , when you select a note, the Note Viewer displays the view in which the note was added. In other words, Note Viewer recalls the view in which the note was added. You should place your note in a way that uses this feature to your best advantage.

1c : If you plan to add to the note an " Attachment " such as a text file, or PDF file, or spread sheet, or graphics file, you should know the exact file name and location of that attachment before you begin.

Select Items bindings (step 1d)

1d (optional) : With an appropriate selection filter selected, select a member. This step is optional, for reasons that are explained in the introduction .

2 . Invoke Add Note to Model using one (1) of the following methods:

Method 1 : Click the Add Note to Model icon, which is pictured above. The icon can be taken from the group named ' Model ' and placed on a toolbar (classic) or the ribbon (lightning).

Method 2 : If " Modeling layout style " is ' Classic ', you can use the menu system to choose Model > Add Note to Model .

Method 3, 4 or 5 : Add Note to Model can also be configured to be invoked using a keyboard shortcut , the context menu , or a mode . For the lightning interface, this configuration is done using Customize Interface .

3 . Various Locate options become active along with Locate- Pan -Return mouse bindings. The status line prompts, "Locate Note"

mouse bindings

3a : With the appropriate Locate icon selected, place your mouse pointer ( ) so that the point location target ( ) snaps to where you want the note you are adding, then left-click ( Locate ).

4 . The Edit Note 0 window opens, where 0 is a placeholder for the " ID " number that will be assigned to the note when you press " OK " to close the window. If you preselected a member in step 1d, the " Link " button will show the preselected member's member number and will not read "Link."

4a : At a minimum, you will probably want to type in a " Subject ." You may also want to add a " Comment " and an " Attachment ."

4b : Press the " OK " button to instruct Add Note to Model to actually add the note to the model. The note will be assigned an " ID " number at this time.

Results: The note will appear in the model if " Notes " is checked in Display Options , unless you unchecked the box for " Show in model " on the Edit Note 0 window. Even if a note is not shown in the model or in your current view, it can be viewed in the Note Viewer .

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