Best Of
Desktop tip: Do you know about "Ribbon Command Search?"
This falls into the "Tips" section.
When using the Adept Desktop - we switched from a "menu" system to a "ribbon" system. One frustrating problem that I've had with ribbon systems is it's sometimes hard to find the command you are looking for.
To solve this problem, I wrote a command search tool that folks like, once they discover it. To find it I right click on the blank area of the ribbon top left. You can also find it by clicking on the oval drop down menu at the top right of the UI.
Invoking the tool you are presented with a more or less empty dialog box. If you try typing part of the command name, however, you'll see a list of commands that have part of the text you typed in their name somewhere. For example, if I type "copy" then I see seven commands listed.
Single clicking on one of those commands will cause the ribbon to change to show you the tab the command is on. The label for the panel and button name is in the dialog so you can visually locate the button.
In addition, when you single click - the large button on the dialog is enabled with the text "Execute" and if you click execute (or just double click the command name in the list) the command is immediately executed - no more action required.
One could say you could almost just use this single command search for all the UI for the desktop. No need to ever click through the available tabs.
Adept Maintenance - How, When and What do you do?
Good Afternoon Everyone!
I'm curious what everyone is doing for maintenance of their Adept System.
* Do you currently review your system yearly?
* Do you go back through to clean up old libraries or data fields?
* Do you check the performance of your Adept system?
* Do you archive your Audit Trail?
I've heard of many different processes on how people perform maintenance on their systems. I also know that Synergis provides yearly health checks which I know some of you may take advantage of.
Thanks 
Judie
whyzmuzj
Re-Instituting Tiled Windows
1. 95% of the time in Adept is spent in either the Work Area or Search Results windows. In 2014, we would launch Adept, open the Work Area and Search Results windows, then tile them. This is how the client would remain for nearly the entire time of use.
2. With the windows tiled, there was fewer mouse clicks and far less real estate to cover with the mouse. In 2014 you could toggle between Search Results and Work Area windows in addition to selecting specific files or Work Areas with one mouse click and while staying in roughly the center of the screen. Now toggling between windows, files, or Work Areas requires the user to navigate to the top or bottom of the screen in addition to more mouse clicks.
3. Our Workflow is relatively simple in that one Engineering user performs all Workflow actions (ie Sign In, Sign Out, Approve, etc...). In 2014, we would Check In files from a Work Area. The Search Results window (which would already be shown and tiled) would automatically switch to our Inbox and automatically populate with the checked in files. We could then quickly approve them. In 2017, we now have to navigate to our Inbox (by going to the top or bottom banner) after Checking In files, Click Inbox on the left tree, then approve.
I know there was mention of re-instituting this feature in coming releases and that is great news. Is there any hope of seeing this released in a 2017 service pack? or hotfix of some sort? If not, we will have to wait 2+ years (given our upgrade schedule) before we can utilize this great feature again.
bharrold
Roll Back feature
Currently, If I have a document which is Out, and decide to "Undo" the checkout, I can "Undo checkout" and restore the document as if it were never checked out.
If I were to check the document in, but then discover there was an error where the document should never have been checked in, and I want to revert to a previous version and make the one just checked in go away, how would I "Roll back" the document? I don't currently see a way to accomplish this. I could copy out the actual correct version and then assume checkout and check in, but that then gives 2 copies of the good document sandwiching a bad file.
Could we have a feature which may allow us to delete the latest version and promote the previous version (or perhaps a selected earlier version) to the current In document?
Cwood3
Add a Glyphs Link In Help Menu
-Brian
My favorite Adept Search / Data Card.
Below is an example of the fields and their use for my favorite search or data card in Adept.
The beauty of it is that is a powerful tool for gathering data in Adept regardless if you know the clients business rules.
It has almost all pertinent information right there on one tab.
ExampleCard.png:
Filename: Tracks a document's full name including the extension.
File ID: Unique ID of the document's database record.
Adept Version: Both Adept Major and Adept minor fields are shown with a "." between the two.
Active Workflow: Name of active workflow
Active Workflow Step: Name of active workflow step
Status: Status of a document displays one of the following values: In, Out, OutLinkable, Tag/, Rdl/, Hold, Assign, AssignHold, Arc, Duplicate, New, Released, Deleted, or Revised.
Owner: Long name of the document's owner.
Last Owner: Name of the last user who checked the document out. If the document is on Hold, Last Owner is the person who checked it in.
Originator: Name of the user who first checked document in to Workflow.
Library Folder: This automatically displays the actual folder name (without extended path) in which the Library is located.
Library Name: Document's Library name. Must be unique. May be hand edited, and may be automatically filled in from Path.
Library Folder: This automatically displays the actual folder name (without extended path) in which the Library is located.
Library Path: This automatically displays the directory path from the Vault down to the actual folder of the Library.
Work Path: Full path name of the current Work Area to which a document is checked out. Allows you to track the document's location, whether it is on the network or a local disk drive. This field is only filled out for a document that was checked out from a Library. New documents are not yet tracked.
Extraction State: Indicates if Relationship and Property/Attribute data has been successfully extracted from this document.
Extract Date: UTC data/time when the field was extracted
Is Child: True or false. True if this record is the child of another record. (Could be a CAD created link or a manual relationship.)
Is Parent: True or false. True if this record is the parent of another record. (Could be a CAD created link or a manual relationship.)
Memo Flags: Memo Flags is a string that indicates the type of memo data that is stored in this record. In the string “PR#T###” P means it contains a thumbnail Preview, R means Redline, and T means text in the Memo field. # in a position means there is no data of that type.
