You can enhance any diagram with shape data. This means you can associate data with a shape and have that data available to view as a tooltip instead of cluttering your visual. This data could be model numbers, manufacturer information or detailed item specs for your floor plans, network diagrams, and workflows.
Once data is associated with a shape, you can hover over the item and see the data you added: a description, asset number, manufacturer, model number, serial number, purchase date, and more.
In a lot of cases, your workflow may involve making a template first that your team will customize for clients or specific scenarios. For example, you may want your team to specify the type of switch being deployed in a network set up. Or you may need your sales team to help clients create a part list for some warehouse assembly.
This is where being able to restrict data entry to a preset number of options can be really useful.
Defining the Schema
To set options to choose from, go to the SmartPanel's Data tab and set up a new table or import one.
If you have a data file, you can import it, link to it on Google Sheets, or define it manually. Learn how here.
If you are entering data by hand, you'll have to define the Schema.
The schema refers to how data will be organized. Think of it as what types of information you want to keep track of in your diagram. You'll want to define fields and restrict the type of data it should contain like text, integer or boolean.
Defining the Drop-Downs
The gears icon next to each field will let you further restrict the data type to some preset values you define.
Click on the gears icon to define the drop downs you want to offer. This will open the "Dropdown Options" dialog.
Click the plus icon in the upper left corner to add a new option to the field.
This will let you define a Label and Preset value.
The label is what will be visible to the user in the drop-down. The preset value is what the actual data will show in the tooltip.
In many cases, the label and the preset value will be the same. For example, to allow users to select a list of available chairs for your office plan, you could define the following:
In a few instances, you may want the label to be a human readable while the preset value will be a specific part number:
Here, you can define human readable filter names in a warehouse as a way for the user to specify an item number for your diagram.
You an also set the list of equipment options your team can choose from:
You can restrict the data entry to just the options specified here, by checking "Disable manual entry."
When your team selects a shape in your diagram and selects the Data tab, they'll be presented with a limited number of options in the drop-down:
If you leave “Disable Manual Entry” unchecked, it will act as a combo box, allowing you to enter data via a text box or dropdown.
Reorder the Drop-Down Options
You can choose the order the labels will appear in the drop-down, by clicking to select a label row and then using the up and down arrows at the top of the dialog to move its place on the list.
Delete Drop-Down Options
If you no longer want to show a drop-down option, click to select its row and hit the trash icon at the top of the dialog.
You can delete the entire list of options by clicking the Delete Preset List button.