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References

The References panel is used to link external documents to items in the Data Editor. It is accessed via the References tab, which is enabled via the Views menu.

  1. Reference List - When an item is selected on the grid, any attached references are listed here

  2. Reference Details - Lists the title, parent equipment, description and file location of the attachment. Click Open File Button to open the attachment.

  3. Add Reference

    • Icon Add File - opens a window to add an attachment: The title and description can be entered in their respective fields. Click Open Folder Button to browse for the file to attach. Click 'Save' to create the attachment.

    Add File

    • Icon Add Link - opens a window to add a link: The title and description can be entered in their respective fields. Paste the URL into the Hyperlink field. Click 'Save' to create the reference.

    Add Hyperlink

    • Icon Add Note - opens a window to add a note: The title and description can be entered in their respective fields. Enter the text into the Note field. Click 'Save' to create the attachment.

    Add Note

  4. Misc

    • Icon Show Parent References - Clicking this toggles whether references for linked parent items are also displayed.
    • Icon Edit Reference - Edit the selected reference.
    • Icon Delete Reference - Deletes the selected reference.