Status in the Markups list
Revu users can set the status of any markup in the Markups list. Revu comes preloaded several common Review and Migration states and supports custom states to suit any workflow.
Revu comes preloaded with default models (Review and Migration) that cannot be altered. In order to create custom statuses, a custom model must be created first.
The procedure outlined below describes creating a custom status in general. For a specific example, see Tutorial: Creating a Custom Status for the Markups List.
- Go to Window > Panels >
Markups or press ALT+L to show the Markups list. -
On the Markups list, select
on the Status column and select Manage Status. The Manage Status dialog appears. If the Status column is not visible, go to Markups List > Columns > Status to show it.
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Below the Models list, select Add.
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In the Model dialog, enter a name for the model and select OK.
- Select the new model in the Models list.
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Below the States list, select Add.
- In the State Properties dialog, enter a name for the new status in the Name field.
- To associate text with this status, select Text and enter it in the corresponding field. Whenever a markup that is grouped with a Text Box markup is set to this status, the text will automatically set to the value entered here.
- To associate text with this status, select Text and enter it in the corresponding field. Whenever a markup that is grouped with a Text Box markup is set to this status, the text will automatically set to the value entered here.
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To associate a color with this status, select Color and choose one by selecting the corresponding color box. Whenever a markup is set to this status, it will automatically change to this color.
- Select OK.
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Select OK to close the Manage Status dialog. The custom model now appears in the Set Status list as a submenu with its associated custom statuses inside it.
The properties of both custom and preloaded states can be modified, though the properties of the preloaded states that can be modified is more limited.
To modify the properties of an existing status:
- Go to Window > Panels >
Markups or press ALT+L to show the Markups list. -
On the Markups list, select
on the Status column and select Manage Status. The Manage Status dialog appears. If the Status column is not visible, go to Markups List > Columns > Status to show it.
- Select the model that contains the status you wish to modify from the Models list.
- Select the status you wish to modify from the Status list.
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Select Modify.
- In the State Properties dialog, change any of the desired properties, as available:
- Name: The name that appears in the Status menus. Can only be changed for custom states.
- Text: When this option is enabled, the text entered in the corresponding field will automatically appear under any markup set to this status.
- Color: When enabled, the color of any markup set to this status will automatically change to the color defined in the corresponding color selector. Select the color selector to change the designated color.
- Select OK.
To apply a status to a markup, right-click the markup either in the Markups list or on the drawing and go to Set Status > Model > Status.
There are several ways to customize how statuses are used in the Markups list. Common examples include hiding or showing specific models, setting a default model and state, and saving configurations to the current Profile. To perform any of these tasks, follow these steps:
- Go to Window > Panels >
Markups or press ALT+L to show the Markups list. -
On the Markups list, select
on the Status column and select Manage Status. The Manage Status dialog appears.If the Status column is not visible, go to Markups List > Columns > Status to show it.
- To toggle a status model's visibility in the Status menus, select or clear the box next to a model in the Models list.
- To choose a default review model and state, select default Models and States from the corresponding Default lists. Default states cannot be set for the preloaded models, only for custom models/states.
- To save the current configuration to the current Profile, select Save to Profile.
Once a custom configuration has been saved to the Profile, the Save to Profile button becomes unavailable and the Delete from Profile button becomes available. Select Delete from Profile to restore the Profile to its default configuration. To change a custom configuration, make the desired changes, then Select Delete from Profile (to revert back to default) and select Save to Profile to save the new configuration.
- Select OK.
