Status in the Markups List

Revu comes preloaded with default models (Review and Migration) that cannot be altered. In order to create custom states, 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.

1. Go to View >  Tabs > Markups or press ALT+L to show the Markups list.

2. On the Markups list toolbar, click Manage Status. The Manage Status dialog box appears.

   

3. Below the Models list, click Add. The Model dialog box appears.

   

4. Enter a name for the model and click OK.

5. Click the new model in the Models list to select it.

6. Below the States list, click Add. The State Properties dialog box appears.

   

7. Enter a name for the new status in the Name field.
8. To associate text with this status, check 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.

9. To associate a color with this status, check Color and choose one by clicking the corresponding color box. Whenever a markup is set to this status, it will automatically change to this color.

10. Click OK.

11. Click OK to close the Manage Status dialog box. The custom model will now appear 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:

1. Go to View >  Tabs > Markups or press ALT+L to show the Markups list.

2. On the Markups list toolbar, click Manage Status. The Manage Status dialog box appears.

   

3. Select the model that contains the status you wish to modify from the Models list.
4. Select the status you wish to modify from the Status list.

5. Click Modify. The State Properties dialog box appears.

   

6. Change any of the desired properties, as available:
   • Name: This is 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. Click the color selector to change the designated color.
7. Click OK.

To apply a status to a markup:

1. Select the markup in the Markups list.

2. On the Markups list toolbar, go to Status > Model > Status.

   

   • Alternatively, right-click the markup in the main workspace or in the Markups list 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/showing specific models, setting a default model and state, and saving configurations to the current Profile. To perform any of these tasks:

1. Go to View >  Tabs > Markups or press ALT+L to show the Markups list.

2. On the Markups list toolbar, click Manage Status. The Manage Status dialog box appears.

   

3. To toggle a status model's visibility in the Status menus, check or uncheck the box next to a model in the Models list.
4. 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.
5. To save the current configuration to the current Profile, click 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. Click Delete from Profile to restore the Profile to its default configuration. To change a custom configuration, make the desired changes, then click Delete from Profile (to revert back to default) and click Save to Profile to save the new configuration.
6. Click OK.