To create an ID Match, click the Advanced Options button, or click the Create or Edit the ID Match link from Options > Match & Trigger.

You can create independent types of matches:

  • The standard match, that links property of the DataView to properties in the model to synchronise selections. This match is 2 ways: selecting in 3D filters the grid, selecting records in the grid selects in 3D
  • The viewpoint match, that links property of the DataView to properties of a viewpoint to activate the viewpoint when a grid item is clicked. This match is 2 ways, selecting records in the grid will activate the matching viewpoint, and activating a viewpoint will filter the grid

Listing Properties

If this is the first time you click this button since you opened the Project, it will first load the Properties available on the model to create the Match. With large model this operation can take several minutes but you can cancel it after a few percent (usually around 8-10) and most of the Properties will already be listed.

If objects are selected when you click the button, you will be asked whether you want to list properties of the selected objects only.


 TIPS


Select objects in 3D that have the Property(ies) you need for the ID Match before opening the Advanced Options, listing available properties on selected objects only is considerably faster.


If the property you need is not available, click the Get More Model Properties button and wait for the full refresh. If you can still not find the property you need, check the Trouble Shooting the Grid and 3D Association section.

Defining Standard Rule(s)

  • Select the DataView Property (column) and the Model Property to match.
  • Click OK to return to finish the configuration and return to the main window.

The grid and the 3D are now coupled:

  • whenever the Grid Trigger  is active, selecting row(s) in the grid will trigger the selection of 3D objects where the value of the 3D Property equals the value of the DataView Property for one of the selected row(s)
  • whenever the 3D Trigger  is active selecting object(s) in 3D will trigger the filtering of the grid to only show object(s) where the DataView Property equals the value of the 3D Property of one of the selected object(s)


 warning


Note that other Filters or Search might already apply, resulting in the grid being empty. If no items are showing in the grid try to reset the Filters. If the items are still not showing, check the Trouble Shooting the Grid and 3D Association

Defining a Viewpoint Rule

  • Select the DataView Property (column)
  • Select the Viewpoint Property to match, it can be:
    • Name to match the viewpoint name
    • Path to match the viewpoint unique path including the parent item names


 NOTE


If more than one viewpoint is available, either because the name is not unique or because multiple rows are selected in the grid, only the first viewpoint will be activated


 ACTIVE VIEWPOINT AND ROW FILTER


When a viewpoint is active in the viewer, the rows shown in the view are filtered to that which match the viewpoint as per the rule. If you cannot find the records you are looking for, make sure no other filters are active (Search, column filter, viewer selection)

About Case Sensitivity

You can chose to make the ID Match rules case sensitive, which will impact the matching in 3D if the viewer supports it, the filtering of the grid, the colour filtering and the Data Pivot grouping of rows and columns.

Note that when case sensitivity is activated, the capital letters all come after the lower case letter which can lead to odd results when combined with text that include numbers such as 'value2' and 'Value1': 'value2' < 'Value1' because v < V

Unless forced to, keep life simple & case insensitive.

Next Step

Refer to the section on Complex Match to see how you can define alternative and grouped conditions when your model is federated from multiple authoring software packages.