Using Cards

Writing to a Point

For an overview, watch the video below. For details, consult the following written information.

Using the simplified method

  1. Select the setpoint slot on the card, which opens a window titled with the setpoint's name.

  2. Enter the new value for the setpoint.

  3. Select Write Priority [Default].

    Note: The priority given here is the Default Manual Write Priority, configured in Settings > Protocols.

    Note: The value will be written for the duration of the Manual Write Timeout (default None), configured in Settings > Protocols.

Using Advanced Settings

  1. Select the setpoint slot on the card, which opens a window titled with the setpoint's name.

  2. Enter the new value for the setpoint.

  3. Select Show Advanced Settings, which expands to allow you to:

    • Select a Write Priority from the dropdown menu.

    • Select a Write Timeout from the dropdown menu.

    Note: Write should be selected (by default) for Write Value or Clear Slot.

    Note: A history of the current and previous 10 reads of the priority array displays below. Scroll to the right to view all 10. The interval of the time stamps is partly determined by the Read Priority Array Wait Interval (Minutes).

  4. Select Write Priority _.

    Note: It may take a minute for the point on the device to change to the new value so that the card shows the change. See also the Read Time After Point Writes (Seconds), configured in Settings > Protocols.

Clearing a Priority

  1. Select the setpoint slot on the card, which opens a window titled with the setpoint's name.

  2. Select Show Advanced Settings.

  3. For Write Value or Clear Slot, select Clear.

  4. From the Clear Priority dropdown menu, choose the priority that you want to clear.

    Note: A history of the current and previous 10 reads of the priority array displays below. Scroll to the right to view all 10. The interval of the time stamps is partly determined by the Read Priority Array Wait Interval (Minutes).

  5. Select Clear Priority _.

    Note: It may take a minute for the point on the device to clear the value so that the card shows the change. See also the Read Time After Point Writes (Seconds), configured in Settings > Protocols.

Flipping to the Back of a Card

Note: You can flip Custom cards, KPI Gauge cards, and Thermostat cards to show more information from a device and command additional points.

  1. Move over the bottom edge of the card.

  2. Select the Flip to back that appears.

    Note: The rows show the present values of all points of interest on that device. Any row that is shaded is a selectable and commandable point. When done, select Flip to front.

Rearranging Cards and Decks on a Dashboard

  1. In Dashboards , select Edit Layout (in the upper-right of corner of the dashboard).

    Note: This causes the grip icon to appear in the upper-right corner of cards and decks.

  2. Grab (select and hold) a card or deck that you want to move by its grip .

  3. Drag the card or deck over to where you would like it to be.

    Note: The other cards automatically rearrange to make room for the card.

  4. Drop the card or deck in its new location.

  5. Keep rearranging cards and decks until the layout is the way you would like it.

  6. Select Save Layout.

Favoriting a Card

Prerequisites

If you favorite a card, it is added to a Favorites deck. Therefore, you must first have a deck titled "Favorites" for (Favorite Card) to work. (See Finding a Deck in the Deck Library and Using the deck creation area.)

Adding a Card to the Favorites Deck

  1. Hover over the upper-right corner of the card.

  2. Select the circle that appears, which selects the card.

  3. Select (Favorite Card).

    Note: If a deck titled "Favorites" exists (see Finding a Deck in the Deck Library), it is added there automatically. If it doesn't exist, an error message briefly appears. Though the message says "Please create a dashboard titled 'Favorites'", you must create a deck titled "Favorites" (see the Prerequisites).

Hiding and Showing Trend Lines

On a Trend card, hide/show a trend line by toggling on/off the dot matching the color of the trend line that you want to hide/show.

Note: The colored dots are in front of the point names (in the point slots) corresponding to the trend lines. If the point slots are not visible, hover over the area next to the card name and select the resize arrows that appear.

Composing Text on a Text Editor Card

Accessing the Card's Edit Mode

  1. Move over the space to the right of the card's title.

  2. Select the gear icon , which enables the card's Edit Mode.

Typing, Formatting, and Saving Text

  1. Type and format the text as you would in a simple word processor.

  2. Close Edit Mode, which saves your changes.

    Caution: Close Edit Mode before navigating away from the dashboard. Navigating away before closing Edit Mode discards any changes.

Creating Links to Web URLs

  1. Highlight the text that you want to make into a hyperlink.

  2. Select the link icon .

  3. Copy and paste into Enter link the web URL that you want to link to.

  4. Select Save.

  5. Close Edit Mode, which saves your changes.

    Caution: Close edit mode before navigating away from the dashboard. Navigating away before closing Edit Mode discards any changes.

Taking Actions From a Report Card

See Using a Report.