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Spotfire Ideas Portal
Status Future Consideration
Product Spotfire
Categories Bookmarks
Created by Guest
Created on Aug 10, 2017

Set certain document properties by bookmark

I would like to be able to set only certain document properties,NOT all of them, through bookmarks. It would be good to be able to specify the document properties to be adjusted at the time of saving the bookmark, but also at the time of applying the bookmark.

  • Attach files
  • Guest
    Reply
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    Jun 19, 2020

    Customer wants to capture all document properties with bookmark, rather than only those used in current active page(current behavior).

  • Admin
    Niklas Amberntsson
    Reply
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    Oct 9, 2017

    Thanks Christof, that makes sense, now I get it. 

  • Guest
    Reply
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    Oct 9, 2017

    By property, I mean "Document Property". Sorry for the confusion. So title should be "Set certain document properties by Bookmark".

  • Admin
    Niklas Amberntsson
    Reply
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    Oct 9, 2017

    Hi Christof,

    I may not get the full picture here, but you can already define what aspects to capture at the time of Bookmark creation: Use Add bookmark Special (right click on the + in the bookmark panel) and select the aspects you want to capture in the bookmark. See screenshots attached.

    It is also possible to select what aspects to apply from a given bookmark, by using the Apply Bookmark special (right click on the bookmark in the bookmarks panel and  select apply special).

    If I misunderstood something in your request we should probably get on a phone call to resolve it faster.



  • Guest
    Reply
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    Oct 9, 2017

    Hi Niklas,

    I think the Name of the idea is still valid. Also the description is still valid. There should be a good way to do this, the way it is done at the Moment (save what is used on the active page) is not a good one.

    So what would be good is to have the possibility to adjust which properties are save at the time of Bookmark creation. Furthermore it would be good to have the possiblity to adjust which properties are set at the time of applying a Bookmark.

  • Admin
    Niklas Amberntsson
    Reply
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    Sep 14, 2017

    Christoph and Oliver, thanks for sharing  your thoughts here. As you identified at least part of the Idea is possible today, so I think we have two options: 

    1. Close this Idea and if you feel there is something missing add a new one

    2. Change this Idea description and name to reflect what is missing

    I'll leave it to Christoph to decide since you created the Idea on the first place. Let me know how you want to proceed?


  • Guest
    Reply
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    Aug 22, 2017

    OK, got me.

    For applying manually it is there, but for automation service it is missing.

    Anyway, it is much better if the unwanted properties are not stored  in the bookmark. Then no one can make a mistake by accident if he applies the bookmark without knowing...

  • Guest
    Reply
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    Aug 22, 2017

    Hi Oliver, what you want to achieve should be possible with "Add Bookmark special".

  • Guest
    Reply
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    Aug 22, 2017

    I understood this request different:

    E.g. if you save a bookmark for an active page SP saves the filter setting and other visualisation details like data limitation, expressions for the axes and so on. What I'd like to have is the possibility that only filters are saved. This separation is possible when you apply bookmarks in action controls, but not when saving bookmarks, applying them manual or using them for automation services. These are the places where I'd like to have the same selections as for applying bookmarks in action controls.

    We use the bookmarks to have different filters for automation services. When I change a simple expression or even a name on an axis I have to update 40 (!) bookmarks with all their different filter settings. This takes me one hour each time! It would be much easier if I could say "save only filters in bookmark". The I can make changes to the visualization independently.

  • Guest
    Reply
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    Aug 22, 2017

    I actually looked into this a bit more. In principle this is possible because (as the manual says, RTFM), only properties which are "used on the active page" are saved. So you can make a page with input fields for the properties you want to save and then create the bookmark there. However I think this is annyoing.

    Furthermore, there's no way to save ALL properties (contrary to what I though). This is a problem because we have analysis files where users can (and have to) adjust properties. When a bookmark is created, the fact that properties "used on the active" page only are save creates confusion, because for some users saving the properites worked, for others not.

2 MERGED

Control which Document Properties are controlled by bookmarks

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It would helpful to have a property on a document property that will allow this property to NOT be included in bookmarks. We use document properties to store detail calculations that can be used in visuals or calculated values or whatever. When th...
almost 7 years ago in Spotfire / Bookmarks 0 Future Consideration
1 MERGED

Prevent certain properties from being saved with bookmarks

Merged
There are certain properties that you might want to prevent bookmarks storing or using when they are applied. There should be a way to prevent a property from being included in a bookmark in these instances.
5 months ago in Spotfire / Bookmarks 2 Future Consideration