Rule-Based Organizer Groups
Understanding the Rules Panel
Model Selection
When creating a new rule-based group, you first need to start by loading the models you want to be used in the rule definition. By default, the models that are currently loaded in the 3D View will be listed under the “Selected Models” section in the Rules Panel - check all the models you want to use as part of your rule definition.
You can choose different models by turning them on in the Models Panel, or remove existing models from the rule by unchecking them in the Rules Panel.
Rule Definition
Parts vs Assemblies
Create a rule based group that applies to all the parts or all the assemblies in your model.
Grouping by Properties
Define which property you want to use (model properties or custom properties), to group the model’s parts or assemblies under. Multi-level grouping is supported.
Colorization
Apply colors to your breakdown structure for easy visualization
Filters
If you have created a rule-based group from the Data Table, any filters used at the time of creation will be applied as part of the rule definition.
Results
As you add properties to group the model by, you will see a preview of your custom breakdown structure under the “Results” section.
Create a Rule-Based Group
From the Organizer Panel
To create rule-based groups
Load a model in Trimble Connect for Browser's 3D Viewer.
Open the Organizer Panel.
Start by clicking Add new group.
A dropdown will appear - click "New rule-based group".
The Rules Panel will open.
Select the desired models you want to use for your group.
Create your rule definition by adding properties you want to group by
You can add more than one property
You can choose to colorize one level of grouping by cicking the paint bucket next to the property name
Click Save.
Your new rule-based group will be added to the Organizer Panel
From the Data Table
To create rule-based groups from the Data Table
Load a model in Trimble Connect for Browser's 3D Viewer.
Open the Data Table.
Click Save to Organizer.
A dropdown will appear - click "New rule-based group".
Once the Organizer group has finished saving, the Organizer panel will open and the new group will be active.
Note: If you have applied any search filters or colorized the model via Data Table — this will be saved as part of the group’s rules.
Editing Rules
All of your rule definitions and selected models can edited.
Open the Organizer Panel.
Hover over the group you want to edit.
Click the overflow menu button (three dots icon).
Click “Open Settings”. The Settings Panel will open.
Click the Edit button next to the Rules section
Make the desired changes
Click Save.
Visualizing Rule-Based Groups
The new rule-based groups allow you to specify colors per sub-group so you can easily visualize the sub-groups in 3D. If a rule-based group has a color rule, you will see a color drop icon before the group name in the Organzier panel. By clicking the icon, you can quickly toggle the color rules.
Note: only one group can be colorized in 3D at one time.
Updating the Organizer Grouping
When your model data has changed you can easily update your rule-based organzier group to reflect the latest changes. Until now, linking objects to Organizer groups has been a manual process. The new rule-based organizer groups feature makes the object linking process more automatic by allowing the user to create a rule by which the hierarchical organizer group is automatically created by the application.
Open the Organizer Panel.
Hover over the group you want to update.
Click the overflow menu button (three dots icon).
Click “Update group”. The application will process the changes and update the linked objects accordingly.
Next Topic: Formula Rule-Based Organizer Groups