Configuring a SmartPin

This topic describes how to work with SmartPins. You can click on any of the following topics.

Add a SmartPin to a Display or Map

Configure a SmartPin and Its SmartIcons

Set Default and Common Values for Your SmartIcons

Work with the Grid in the SmartPin Editor

Add SmartIcons to the SmartPin Grid

Configure Each SmartIcon in the Grid

Move SmartIcons Within the SmartPin's Grid

Add Pick Actions to SmartIcons

Change a SmartPin's Properties

 

Additional topics that are relevant include:

Adding a Glow, Shadow, Blur, or Opacity Effect

Adding a SmartPin to a Display or Map

To create a SmartPin:

Default SmartPin Shape from the Controls Ribbon (Left) and Toolbox (Right)

A Smart Pin at the default size and configuriiton.   

 

Return to top

 

Configuring a SmartPin and Its SmartIcons

Once you have added a SmartPin to the display or map, you can create its shape, add SmartIcons, and configure each SmartIcon. Here's a summary of how you might do that. Detailed explanations are provided following this summary.

  1. Double click the SmartPin object in the design surface; alternatively, you can click the button above the SmartPin's Properties tab. The Customize SmartPin editor (shown below) appears. The following illustration highlights some of the features that are available in the Customize SmartPin editor.

The SmartPin Editor

  1. If there are default values or common properties that you want to set up for all of the SmartIcons in the grid, enter them now using the Common SmartIcon Properties section at the upper right of the SmartPin editor. Note that you can override these values for each SmartIcon.

  2. Now create the SmartIcon's shape by working with the grid in the upper left of the SmartPin editor. To change the grid, click on a cell in the grid then click buttons in the Add Row/Column and Remove Row/Column section. These buttons add or remove rows above or below the selected cell, or they add or remove columns to the left or right of the selected cell. (The selected cell is always pink.)

  3. Next, add SmartIcons to the cells in the shape or format of your choosing. Use a configuration that is easily "decoded" or understood by your runtime users. To do this, click on the desired cell in the grid, then click the green plus sign icon in the Add/Remove Icon section. Each SmartIcon that you add will connect to a data source.

  4. Now configure each SmartIcon in the grid. To do this, select the SmartIcon you are configuring (the selected icon is the pink square in the grid), then use the Selected Smart Icon Configuration section at the bottom of the SmartPin editor.

  5. Repeat the prior step until every SmartIcon in the grid is configured.

  6. When you are done, click OK to save and close the editor.

Return to top

 

Set Default and Common Values for Your SmartIcons

Use the Common SmartIcon Properties section in the upper right corner of the SmartPin editor to set default and common values for your SmartIcons.

 

Return to top

 

Working with the Grid in the SmartPin Editor

The SmartPin grid can be altered so that it has more or fewer rows and columns. This lets you create the visual configuration that you are trying to construct in the SmartPin. The SmartPin can have any number of rows and columns in the grid; you can even reduce the SmartPin to a single cell with a SmartIcon in it, if you like. Below is a grid with nine columns and eight rows. Note that the selected cell is pink.

 

This Grid Has Nine Columns and Eight Rows

 

To add a row or column to the grid:

 

Return to top

 

Add SmartIcons to the SmartPin Grid

By default, a new SmartPin has an existing configuration of SmartIcons. It is unlikely that this is a configuration that you will be using, so now you must add SmartIcons to the cells where you want them positioned, and remove any SmartIcons that you don't want.

 

To add or remove a SmartIcon:

If you are using the keyboard (and not a mouse) to configure your SmartIcons, moving from the grid the SmartPin editor's command buttons can be tricky. To tab the cursor from the grid to the SmartPin editor's command buttons:

 

Return to top

 

Configure Each SmartIcon in the Grid

Once you have added the SmartIcons to the SmartPin grid you must configure them. Each SmartIcon can have one or more conditions that need to be evaluated in order to set the status which would appear as additional lines in the data grid.

  1. Click in the grid to select the SmartIcon you are configuring. The selected SmartIcon is highlighted in pink and the Selected SmartIcon Configuration section (at the bottom of the SmartPin editor) becomes available.

  2. In the Tooltip field, you can optionally enter a tool tip for the SmartIcon; to use the Data Browser to select a value that populates the tool tip, click the ellipsis button  . If the Show Data Values in Tooltip check box has a check mark in it, the SmartIcon's data source data values will display in the tool tip along with your entry here; your entry appears at the top of the tool tip. But if the Show Data Values in Tooltip check box is empty, entering a tool tip here overrides the default tool tip defined in the SmartPin Properties' (see below) Description field.

  3. To define a Pick action for the SmartIcon, refer to Add a Pick Action to a SmartIcon, below. Pick actions are optional.

  4. Using the table, you must configure the color scheme for the data source's status values along with the conditions in which each color is to display during runtime. The remaining steps describe how to do this. (If you are adding multiple data sources for the SmartIcon, "refer to "Multiple Data Sources for a SmartIcon," below, before proceeding.)

  5. In the table, click the Color button on the first row and select the color to be displayed. By default, the color is white; you must select a different color if you want to be able to add others.

  6. Enter a value for the Blink rate in milliseconds. You can also click on the ellipsis button and select the data source from the Data Browser that will control the blink rate of the cell if you want a dynamic blink rate assignment.

  7. In the Active When box, specify the range conditions that must be met in order for the SmartIcon status color to change and (optionally) blink.

  8. In the Data box, select the data source whose data values will be evaluated. Click the ellipsis button   to use the Data Browser to select a data source.

  9. Set the Low and High values that define the boundary conditions of the range so that conditions for the values of low and high can be evaluated.

  10. To set a different color for a different set of values, repeat steps 2 through 6 until each color scheme is defined.

  11. Click the OK button to save the SmartPin.

Multiple Data Sources for a SmartIcon

You will need to assign multiple data sources to a SmartIcon if the icon is monitoring a device that provides each state as a separate boolean (bit) tag. If you do this, the sequence in which you list the data sources in the Selected SmartIcon Configuration table determines which color state displays for the SmartIcon.

 

For example, four tags that show the states of a motor are as follows:

Tag:

Value:

Motor State:

Color:

tag1.bool.out

1

Off

gray

tag2.bool.out

1

On

green

tag3.bool.out

1

Too fast

yellow

tag4.bool.out

1

Critical failure

red

 

When more than one state is true simultaneously, the state is resolved by prioritizing based on the order of the list of states. The first state in the list is considered to be the lowest priority, and the last state is considered the highest priority. In the following example, tags 2 and 3 test true (with a value of 1) simultaneously; the highest priority state (tag3) is used and the SmartIcon displays the color yellow .

 

Tag:

Value:

Motor State:

Color:

tag1.bool.out

0

Off

 

tag2.bool.out

1

On

 

tag3.bool.out

1

Too fast

yellow

tag4.bool.out

0

Critical failure

 

 

In the Selected SmartIcon Configuration table, these data sources would be listed in the following sequence:

 

How to Sequence Multiple Data Sources for a SmartIcon

 

Return to top

Add a Pick Action to a SmartIcon

If runtime operators need to be able to take action based on a SmartIcon's status, you can assign Pick actions to each SmartIcon. The Pick actions can be different for each SmartIcon, but you can set up a default Pick action for the entire SmartPin that you override for individual SmartIcons if you need to. These instructions describe how to create a Pick action for an individual SmartIcon, but the steps to create a default Pick action for all SmartIcons in the SmartPin except that you click the Default Action button in the Common SmartIcon Properties section of the dialog box.

 

Pick Action Features in the Smart Pin Editor

  1. Select the SmartIcon in the Customize Smart Pin dialog box.

  2. Click the Action button in the Selected SmartIcon Configuration section to create a Pick action. This opens the Edit Default Actions dialog box.

  3. On the Edit Default Actions dialog box, click the Add button to add the Pick action to the Members list.

  4. Set the properties of the action in the Pick Properties grid, as shown in the figure below.

  5. Add other Pick actions, as required.

  6. Click the OK button to save the Pick actions. When you close the window, the Action button's label changes from "None" to the first Pick action assigned to the SmartIcon. For example, Popup Menu .

 

Return to top

 

Moving SmartIcons in the SmartPin's Grid

Once you have configured a SmartPin's SmartIcons, you can easily move them around inside the grid.

 

Return to top

 

Changing a SmartPin's Properties

SmartPins are a collection of data controls that are managed as a single object. When you place a SmartPin on the design surface it appears in the object Explorer as a single object with no internal components exposed. Most of the important assignments are performed within the Customize SmartPin dialog box (see the previous section). Use the SmartPin's Properties to make additional changes. The SmartPin Properties tab is used to configure each SmartPin or individual cell that is part of your SmartPin definition. To access a SmartPin's properties, select the SmartPin, then set the Properties of the SmartPin on the Properties tab. Properties that are available in Advanced mode are described below.

Return to top

 

See also:

Dynamics in the GraphWorX64 Interface

Commands for Pick Actions and Function Keys

Key Actions

Find and Replace Properties in Displays and Symbols

Preferences