Markup types

CADMATIC eShare, CADMATIC eGo and CADMATIC eBrowser allow Markups to be added in the 3D model. Markups typically describe some changes that must be done to a specific part of the model, by showing a screen capture where the user has described the changes with drawing tools and text.

eShare also allows adding Document Markups to documents opened and viewed in eShare. Document Markups typically contain drawings or areas of interest added to the document.

There is one default Model Markup Type, "Markup". Project administrator can create additional Model Markup Types or Document Markup Types as needed.

Once a user has added a Model Markup to the 3D model or a Document Markup to a document, the related Model Markup Type or a Document Markup Type can no longer be deleted.

Creating a model markup type

Create the Model Markup Types that are needed in the project.

Prerequisites

  • If the Model Markup Type is to support attributes, first create the relevant attribute types as described in Attribute types.

Do the following:

  1. Navigate to project that you want to edit, and then click Project Admin in the main menu. The project administration view opens.

  2. Click Smart Point and Markup Types. The Smart Point and Markup Types configuration view opens.

  3. In the Model Markup Types pane, click Add. The Markup Type Details view opens.

  4. In the Name field, enter a name for the Model Markup Type.

  5. In Use Unique Identifiers as References, select No, if the Model Markup Type is tied to the value of the key attribute of the object or group. Select Yes, if unique identifiers are used, and the Model Markup Type is tied to the GUID id of the object or group.

    Note: This functionality should be enabled only in cases when the original 3D model contains GUID data.

    This setting cannot be modified later, if the Model Markup Type is in use.

  6. In the Group permissions for the Markup section, define which user groups are allowed to access Model Markups of this type in the 3D model, on the project's front page, and in search results. For each user group, you can select or remove the following permissions:

    • See
    • Create
    • Modify
    • Delete

    Note: System administrators and project administrators are not affected by these settings—they can always access all Markups.

    To add user groups, select Add, select user groups in the dialog and then select Add. To remove a user group, select Delete button .

  7. Color – Select the color to use for this Model Markup Type.

  8. Icon – Select the icon to display for this Model Markup Type.

  9. Model Position – Select how the location of a Model Markup of this type is to be determined in the 3D model.

    • Click Position (default) – Use the position that the user clicks to add the Model Markup to the model.
    • Camera Position – Use the position where the camera is when the user adds the Model Markup to the model.

    Note: The Camera Position option was first introduced in CADMATIC release 2019T3. All Model Markups that have been added in earlier releases use Click Position.

  10. Assignee – Select whether the user can assign a Model Markup of this type to another user when creating or editing the Model Markup.

  11. In the Attribute Types section lists the attribute types available to this Model Markup Type. You can add an attribute type by selecting it from the field at the end of the list.

    Note: If a user exports Model Markups from eShare and then imports the .ebx file to a CADMATIC product that does not recognize the custom attributes, the attributes are read in as regular Model Markup comments.

  12. Click Save.

Creating a document markup type

Create the Document Markup Types that are needed in the project.

Prerequisites

  • If the Document Markup Type is to support attributes, first create the relevant attribute types as described in Attribute types.

Do the following:

  1. Navigate to project that you want to edit, and then click Project Admin in the main menu. The project administration view opens.

  2. Click Smart Point and Markup Types. The Smart Point and Markup Types configuration view opens.

  3. In the Document Markup Types pane, click Add. The Document Markup Type Details view opens.

  4. In the Name field, enter a name for the Document Markup Type.

  5. Color – Select the color to use for this Document Markup Type.

  6. In the Group permissions for the Markup section, define which user groups are allowed to access Document Markups of this type in the documents, on the project's front page, and in search results. For each user group, you can select or remove the following permissions:

    • See
    • Create
    • Modify
    • Delete

    Note: System administrators and project administrators are not affected by these settings—they can always access all Markups.

    To add user groups, select Add, select user groups in the dialog and then select Add. To remove a user group, select Delete button .

  7. Assignee – Select whether the user can assign a Document Markup of this type to another user when creating or editing the Document Markup.

  8. In the Attribute Types section lists the attribute types available to this Document Markup Type. By default Document Markups have two mandatory attributes: Markup Image and Markup Drawing. You can add an attribute type by selecting it from the field at the end of the list.

  9. Click Save.

Deleting a markup type

In Administration > Smart Point and Markup Types, in the Model Markup Types or Document Markup Types section you can delete any custom Model or Document Markup Types whose "Markup count" is still 0. If a user has added a Model Markup to the 3D model, or a Document Markup to a document, the related Markup Type can no longer be deleted.

  • To delete a custom Markup Type, click its delete button Delete.

"Markup" is the default type of Model Markups and available in all projects—it cannot be deleted.

Related Topics

Exporting and importing the Smart Point and markup type configuration