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You need to be an administrator to set this up. If you are having issues viewing plans on your mobile please contact your project administrator. |
Before you can add Pins on Drawings using the Mobile App you need to configure which Plans are available via the Mobile app.available.
The two options available are:
- Allowing pins on any plan (in the publication space).
This option will allow the user to add a pin to any plan on the publication space as long as they have access to it and to mark it up.
- Allow pins on any specific plans.
When this option is set you will need to add the plans you wish to use for adding pins.
Configure Which Plans
1. Go to Configure > Pin to Plan
Select a Category for your Plans
On this page you will be required to select an User Field that belongs to the Defect Form Type on the Project to categorise the Drawings / Plans you will to this configuration area.
Any Select Field on the Defects Form Type can be used as the field for your categories.
You can optionally add a new field to the Defect Form and use that as the Field for your Categories.
Adding Plans
Once you have selected the field you will be using for your categories you can start adding Plans. 
Allow Pins on Any Plan
To allow pins to be added to any plan in the publication space, choose Allow Pins on Any Plan from the drop down list.
Allow Pins on Specific Plans
To allow pins to only specific plan select Only Allow Pins for Specific Plans.
Configure Plan Structure
Select the Form Type and User Field you would like to use to categorise your plans.
Any select user field can be used to categorise you plans.
Alternatively, you can add a new user field to the form type and use that to categorise you plans.
Add Plans
Once you have configured the plan structure you can start adding Plans. Plans are added directly from the Publication Space.
To add a plan Click Add Plans.
Select the category of the plan you are going to Add then browse through the Publication Space to add the Plan that you want
Click Done Save after selecting the plans you want.
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| Note that currently only single paged PDF files can be added. |
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Add Plans to Individual Categories
You can add Plans to individual categories by Clicking on the Add plans Plans button for each category.
Deleting a Plan from the Configuration
To delete a plan you can click on the Bin icon against for the plan, located at the end of each row.
