Constraining Site Integration Links

To constrain the presence of a new or existing Info Panel Integration link, perform the following steps whilst editing (or creating a new) Site Integration Link:

  1. From the Info Panel Integration Link edit form, click ‘Manage Integration Constraints’. A panel will appear with constraint options for the Integration.

    Info

    If you are editing an existing Info Panel Integration that is already constrained, this button will read either:

    • ‘Manage Classification Constraints’, or
    • ‘Manage Report Category Constraints’.

    For Map Tool Integrations, this button will not display at all.

  2. For unconstrained Integrations the default state for this panel is ‘Classification’ based constraints. If the intention is to constrain the Integration via assignment to one or more Report Category Options, simply click ‘Use Category Constraints’.

    Info

    It is not possible to use both ‘Classification’ and ‘Report Category’ constraints on the same Integration configuration. Furthermore, if any constraints (of a specific type) have been applied previously to the Integration, then these will need to be fully removed before switching to the alternate constraint type.

  3. For each of the constraints you wish to assign to the Integration, simply click ‘Assign’ next to the relevant option.

    For Classification Constraints
    The panel will be split into two halves. The upper-half lists Asset Classifications whilst the lower-half lists Component Classifications.

    Constraining an Integration to one or more Asset Classifications means that the current Integration will only appear in the Asset Info Panel for Assets of that/those types.

    Constraining an Integration to one or more Component Classifications means that the current Integration will only appear in the Component Info Panel for Components of that/those types.

    It is allowed to specify BOTH Asset and Component Classifications as constraints to any one Integration configuration.

    For Report Category Option Constraints The panel will show a single list of available Report Category Options.

    Constraining an Integration to one or more Report Category Options means that the current Integration will only appear in the Component Info Panel for Components that have been assigned to that/those category options.

  4. To remove a constraint, simply click ‘Unassign’ next to the relevant option.

  5. Once finished, simply click ‘Done’ at the top of the panel to stage your changes and close the panel.

    Warning

    The changes to Integration Constraints only take effect if you subsequently ‘Save’ the Integration after the constraints panel closes. Up until such point, the changes to constraints are merely staged for commit.