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Document Tree

For the sake of organizing a large number of reports in a well-arranged way, TisGraph documents are grouped in the so-called document tree.  This means, that each document is assigned to exactly one category.  Categories are arranged in a hierarchical tree.  The document tree offers the following features concerning user input:

  • A left click on an arbitrary document opens the document
    • Since in TisGraph, only one document at a time can be opened, this automatically closes the previous document
    • If the user has done some (not yet saved) changes in the previous document, TisGraph will present a warning dialog.  It gives the options to either save the previous document, leave it without saving, or to revert the decision and stay in the previous document
  • In contrast, a left click with pressed Ctrl button doesn´t open a document, but leads to multi-selection in the document tree
  • A right click opens the context menu for the set of selected categories and documents.  It offers functionality for creating, duplicating, exporting and deleting documents.
  • Additionally, the selected documents and categories can be moved using Drag & Drop.

Whenever a document is opened, the address bar of the browser adapts accordingly.

Using this url, one can navigate back to this document without having to click through the document tree.

Editing Document and Category Properties

Each time a document is opened, in the bottom area a corresponding widget with the document properties will be opened.  There, document name, description, location and tags can be changed.  Please note that you have to hit save after you have done your changes.  

Please note, that document format, document language, and its default time zone currently cannot be changed after the document has been created.

Similar, using the context menu on a category, a widget for editing the category properties can be opened in the bottom area.

Tags

Tags allow for grouping documents with regard to content, beyond the possibilities the document tree hierarchy offers.  By choosing from the corresponding dropdown in the document properties, one can add an arbitrary number of tags to the document at hand.  Alternatively, one can just start typing, the list offered by the dropdown will be filtered to tags matching what you type.  For example, typing "R" might produce the following list:

     

The management of tags can be performed in the tag tree, which can be opened using the menu item "File ---> Tags".  For each tag, it contains the subset of the document tree that consists of exactly the documents having that tag.  Thus, by using the tag tree, easily all documents having some particular tag can be found.  By using the corresponding items of the context menu, tags can be added, modified or deleted.

 

     

On deleting a tag, a security query is presented if the tag is still in use:

    

 

 

 

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