Managing Markups

As part of the review process, you measure objects, section through them, and annotate them. When you are done with your review work, you can save it. Saving lets you save measures, sections and markers in a markup. You can always open an existing markup.

Note: A markup must be linked to a context which can be a root product, part, or 2D drawing that is currently loaded in session.

This task shows you how to:

Create a Markup

You can save measures, sections, and markers in a new markup.

  1. From the Markup section of the action bar, click Markup .
    Notes:
    • This command is available only when at least one context is loaded in the session.
    • The Markup dialog box is displayed only if the Display Markup creation dialog check box is selected. This check box is available in the Preferences dialog box, which is available on clicking Preferences , from the Tools section of the action bar.
  2. In the Markup dialog box, specify the following information:
    1. Enter a name and description for the markup.

      You can change the name and the description later. To do so:

      1. click , next to the markup name in the slides panel.
      2. Select the Properties option.
      3. In the ENOVIA-Properties-<Markup name> dialog box, double-click anywhere in the Properties tab or click Switch to edition/browse .
      4. Change the name and description as per the requirement.

      For more information on properties, see 3DEXPERIENCE Platform Dashboard Apps User’s Guide: Properties: Viewing and Modifying the Properties of an Object.

    2. If there are more than one contexts, from the Select a context list, select the required context.

      Note: This list is available only when more than one contexts are loaded in the session. If only one context is loaded, it is automatically selected.

  3. Click Create Markup.

    Note: If a markup is already loaded in the session, it will be saved and a new markup will be created in the session.

A new markup is created with one slide. This markup will now be available in the list of markups that can be edited or opened.

Open a Markup

You can open a markup linked to a product, part, or 2D drawing in session.

Before you begin: Load a context containing a markup.
  1. To open a markup, do one of the following:
    1. From the Tools section of the action bar, click Relations .

      Tip: This option is also available in the context menu of any object available in the search results.

      The relations between a markups and its parent objects are displayed in the Relations widget.

      For more information, see About Exploring Relations Between Markup Objects.

    2. Search for the required markup.
  2. Open the markup by dropping it in the 3D Markup widget.

Save in the Current Markup

If you have been working in an existing markup (that is, in a markup you opened) or a newly created markup, you can save your latest changes.

Click the spinner in the upper right corner of the work area.
The currently open markup is overwritten to take your latest changes into account. When the saving of a markup is in progress, the spinner appears blue and if the process fails, it appears orange . The spinner disappears once the saving process is completed.
Note: Manual saving of the markup is only required when you edit an already existing markup object. In the following cases, the markup is automatically saved if:
  • A slide or a format is created or removed.
  • The viewpoint of a slide is changed.
  • The pointed format of a slide is changed.
  • A markup feature is created or removed.
  • The current markup is removed from session.
  • The lock/unlock state of the section is changed.
  • A markup feature is duplicated.
  • One or several markers are deselected after modifying their graphic properties.
  • One or several markers are deselected after modifying their size, position, or rotation angle.