Program help

Folder Manager 2: Functions (pCon.planner PRO)

Creating Folders

Deleting Folders

Converting Folders to Set Articles

Storing Items in the Folder Manager

Assign Articles to a Set

Defining an Insertion Folder

Moving Articles Within the Folder Manager

Fixing the Position of an Article

Selecting Marked Articles in Drawing

Adding Marked Articles to the Selection in the Drawing

Mark Selected Articles in Folder Manager

Using Filters

It is possible to make use of the functions of the Folder Manager by means of buttons, by a right mouse click, the use of the context menu, and sometimes by keyboard shortcuts.

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itemAdd

Create a new folder (F7)

itemRemove

Delete selected folders (Entf)

acFMMove

Move selected items to the other side (F6)

acMoveUp

Move selected items upwards (Ctrl + Up)

acMoveDown

Move selected items downwards (Ctrl + Down)

acFMMoveObjs

Move selected articles to active folder

acMarkBySelection

Mark selected articles in Folder Manager

acFMAutoDPos

Show dialog for automatic reference number creation

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Displayed filter row

Creating Folders

To create a folder, click on the button with the “plus” sign or press F7 or go into the context menu (right click, menu item New). To continue using the example given above, first a folder is created with the name 1st Floor, then this is opened with a double click and then the directories for Office Smith & Miller, Red Lounge and Secretariat are created.

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Deleting Folders

A folder which has been selected can be deleted by clicking on the button with the x-symbol, by pressing the Delete key on the keyboard or by going into the context menu (right click, Delete menu item).

It is, of course, possible to delete several folders at once. To do this, follow the usual Windows procedure, marking them by a left click while the Ctrl key is held down.

Deleting a folder which contains articles moves the relevant articles to the next higher level of your folder structure. It is only possible to delete articles themselves within the drawing – not in the Folder Manager.

Converting Folders to Set Articles

Sets are another type of element that behaves similarly to folders and articles in functional terms. The set features that have been entered into the Properties Editor will be displayed and can be modified in the Folder Manager. The articles assigned to the set can be called up as sub-elements.

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In the Folder Manager, not only textual alterations can be made to the sets, but also sets can be created and deleted. The function Convert to Set Article can be used to convert a selected folder together with all the articles it contains into a set and this function is to be found in the context menu.

The conversion can also happen in reverse, i.e. from set to folder.

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To make the distinction between Set Articles and ordinary folders easily visible, sets are shown in the Folder Manager with their own symbol attached. A blue checkmark against a folder symbol indicates that this is a Set Article.

Storing Items in the Folder Manager

When folders have been created, the articles from your drawing can be assigned to those folders. There are two alternative ways of doing this. Both are described in the two subsections below. It is also possible to  assign articles to a predetermined directory as a default. The way to do this is described later, below.

Storing Marked Articles in the Active Folder

1.Open the folder into which you wish to place the article from the drawing by double clicking on it (in this example, Office Smith & Miller).
2.Select all articles in a drawing that need to be placed in the folder.
3.Then click on the symbol that represents the Move selected articles to active folder function (see red frame in next screenshot).

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All articles selected in the drawing will now be stored in the relevant folder (in this case, Office Smith & Miller) – see next screenshot.

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The procedure here described will work for moving all articles into their appropriate sub-directories. If steps 1 to 3 are used in the same manner for Red Lounge and Secretariat, the result will be as follows (see next screenshot).

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Thus, in the uppermost directory (Drawing), there will only be a single folder (1st Floor) and this in turn will contain the sub-directories to which the various articles have been assigned.

Using Drag&Drop to Store Articles

It is also possible to move articles into any folder by means of drag and drop.

1.First double click when the cursor is on the folder to which the articles are to be sent, on either the right or the left side of the Folder Manager.
2.Select all articles in the drawing that need to be placed in the folder.
3.Move the cursor across any of the marked objects.
4.Use a left click and keep the mouse button down while you move the cursor to the Folder Manager, as shown in the next screenshot.
5.When you release the mouse button all the articles you had marked will have been stored in the folder selected.

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If you want to store articles in a particular folder using drag and drop but do not want to open them yet, this is what to do:

1.Mark all articles in the drawing that you wish to store in a certain directory.
2.Move the cursor across any of the marked objects.
3.Use a left click and keep the mouse button down while you move the cursor to the Folder Manager, holding down the Ctrl key at the same time.
4.If the mouse button is released when it is on the folder, all the marked articles will have been stored in that directory. If you do not press Ctrl first, the articles from the drawing will not be stored in the sub-directory, but in the directory which was opened.

Assign Articles to a Set

It is also possible to assign articles to a set or to delete them from a set very conveniently using the Folder Manager. The procedure is similar to that for managing files in folders: the articles are dragged into the set or dragged out of it. It is also possible to assign articles which have been selected in the design, just as in the case of folders.

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Defining an Insertion Folder

When you insert articles into a drawing, they will first be placed automatically into the uppermost directory (Drawing) of the Folder Manager. Drawing is, effectively, the default directory for storage. This means, of course that any articles newly inserted should first be assigned to the correct directory within your structure. You can save yourself this step by defining a default storage folder for yourself. This is how:

1.Select the folder in the Folder Manager which you wish to use as the folder for insertion.
2.Open the context menu with a right mouse click and select the menu item Insertion Folder and then the entry Set Insert Folder.

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The directory will then be marked in the Folder Manager with a special icon to denote that it has been set as insertion folder (see screenshot on left).

It is, of course, possible to change the insertion folder at any time. Simply select a different folder and follow step 2 of the above description again.

The Insert Folder entry (Insertion Folder: Drawing in the image above) gets you directly to the Insertion Folder from any level of your structure.

The Reset Insert Folder entry has the effect of restoring the uppermost directory (Drawing) as default insertion folder.

Moving Articles Within the Folder Manager

To move articles, single articles within Set Articles or folders in the Folder Manager you must first select them. Then you can choose between using the double arrows button (see shot below), the F6 key or drag and drop to move them into another folder.

It should be noted that the “move” function will not work within a group of articles or a configuration.

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To use drag and drop to move articles, click on the articles or folders selected, hold down the mouse button and move the cursor onto the other side of the Folder Manager, then release the mouse button (see next screenshot).

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It is also possible to assign articles to a folder directly using drag and drop, without opening it first. As with the procedure described above, the Ctrl key should be held down while the mouse is moved.

If you release the mouse button when it is exactly over a particular folder the articles selected will have been inserted into that folder.

Fixing the Position of an Article

In the Folder Manager, the order of the articles, Set Articles and folders will later be adopted for the list of articles exactly. To change this order, the Folder Manager offers the Move selected items upwards or downwards functions. The arrow buttons (see red frame in the next illustration) enable the position of articles and folders to be changed. One or more entries can be selected before the relevant arrow button is used.

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Selecting Marked Articles in the Drawing

Selecting particular articles in the Folder Manager enables them to be selected in the drawing if the right button is then clicked (see next screenshot).

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Alternatively you can double click a position within the Folder Manager to mark the article within the planning.

Adding Marked Articles to the Selection in the Drawing

The function described in the section above means that articles marked in the Folder Manager will appear in the drawing as having been selected. To extend this selection to include further articles, this is what to do:

1.Mark in the Folder Manager the article(s) to be added to the selection.
2.Now click the button with the  “plus" sign on it within the context menu in the folder manager (see next screenshot). This will extend the selection in the drawing.

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Mark Selected Articles in Folder Manager

Individual articles are easily retrieved even if they are on complex paths within the Folder Manager. The Article has to be selected in the design and the Folder Manager has to be started from the symbol on the toolbar. After a click on the icon marked red in the image, the Folder Manager goes straight to the folder containing the article and highlights it.

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Using Filters

There is a filter row which can be shown using the context menu (right click, Show Filter Row entry) and which will enable you to filter for Name, Reference Number or Text (see next screenshot).

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Setting a Filter For a Column

Having clicked on the filter row, click again to choose between the columns Name, Reference Number or Text. Now enter the string which is to be used for the filter. In the following screenshot, it can be seen that the filter in the Text column has been activated and that the string to be filtered out is “*desk”. The “*” in front of the word “desk” is a wild card, meaning that any articles will be listed which have other strings in the Text column in front of “desk”, for example “Work desk”.

Comparing the left and the right sides of the Folder Manager will help make clear how the filter works. The same folder is shown on both sides, but on the right the “*desk” filter has been applied. The system itself has automatically inserted the asterisk after “desk”.

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Setting a Filter for More Than One Column

It is possible to use filters for several columns at the same time. In the example used here, an additional filter could be set for the Name column in which the string “1*” is the filter. The following screenshot shows the outcome of the operation.

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Editing, Deleting and Deactivating Filters

To edit or delete the filter entry for a column, double click on it. This will select it (see red frame in next screenshot) and it can now be either altered or deleted by pressing Backspace on the keyboard.

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It is possible to deactivate the filter row, again using the context menu (right click) and the Show Filter Row entry. Even if the filter row has been deactivated, the entries you have made for the Name, Reference Number and Text columns will not be lost. They will appear again next time the filter row is called up.