Design SuiteGraphic legend settings

These settings are available in the following locations:

Graphic Legend Preferences dialog box (creating an object)

Object Info palette (editing an object)

Graphic Legend Style dialog box (creating or editing a style)

If a legend style is selected, only parameters set by instance can be edited (see Concept: Plug-in object styles). Parameters available only on the Object Info palette are listed at the bottom of the table.

Click to show/hide the parameters.Click to show/hide the parameters.

Parameter

Description

Use Style

From the Resource Selector, double-click a resource to activate it, or click Unstyled. If a styled object is converted to unstyled, the current values are retained, but all parameters are set to By Instance to allow editing.

Define Legend Source

Opens a dialog box to specify the objects used to create the legend; see Defining the legend source

Hide empty cells

Shows or hides cells created by objects that meet the source criteria, but have no images (for example, a wall opening that has no door). It's recommended to adjust the source criteria to exclude unwanted objects, if possible.

Define Legend Image

Opens a dialog box to specify how images in the legend display; see Defining the legend image. The preferences dialog box indicates whether this setting is by style or by instance, but it cannot be edited.

Legend Image Classes

Opens a dialog box to set the class properties for images in the legend; see Changing class properties. The preferences dialog box indicates whether this setting is by style or by instance, but it cannot be edited.

Image Scale

Select the scale of the image, or select Custom and enter an Image Custom Scale 

Legend Title

Enter a title for the legend

Display title

Shows or hides the legend title

Title Width

Specify whether to show the title over the first cell, or over the entire legend

Arrange Layout by

Specify whether to arrange the legend cells by column or row

Fixed cell width/height

Select to make all cells in the legend the same width (when arranged by column), or the same height (when arranged by row)

Enable boundary constraints

Select to enable the boundary constraint controls for objects in the graphic legend's layout; see Editing the cell layout

Edit Cell Layout

Opens editing mode to edit the way images display in each cell and add optional static or dynamic text fields; see Editing the cell layout. The preferences dialog box indicates whether this setting is by style or by instance, but it cannot be edited.

Edit Title Layout

Opens editing mode to edit the way the legend title displays; see Editing the title layout. The preferences dialog box indicates whether this setting is by style or by instance, but it cannot be edited.

Scale Factor

Scales all geometry in the legend by the specified factor

Object Info palette options only

Style

Replace, edit, or remove the current style, or (for unstyled objects only) create a new plug-in style (see Custom plug-in object styles without catalog options).

Editing a style changes all instances in the file that use the style.

Hide style parameters

Hides the parameters that are set by style; these cannot be edited from the Object Info palette

Recalculate

Updates the legend with the latest data from the drawing; it's recommended to recalculate legends prior to exporting or printing 

Filter by Viewport

Opens a dialog box to limit the legend contents to objects from specific viewports; see Filtering by viewport

Cell Visibility and Sorting

Opens a dialog box to adjust the visibility and sorting of cells in the legend; see Changing the cell visibility and sorting

Defining the legend source

The Define Legend Source dialog box specifies which drawing objects are used to create the legend. The legend can show one or more views of the object, or it can show a specific attribute applied to the object.

Click to show/hide the parameters.Click to show/hide the parameters.

Parameter

Description

Legend Source

Select the type of object to use for the legend (for example, windows or plants) 

Define Custom Source

Opens the Criteria dialog box to enter custom criteria for selecting the legend source (for example, to specify multiple object types, or to add conditions to refine the selection); see The Criteria dialog box 

Source Criteria

Displays the legend formula specified in the Criteria dialog box

Legend Type

Select whether to show objects or object attributes (for example, textures or pen attributes) in the legend 

Reporting

Determines how to present the selected objects in the cells. For example, if you report door objects by Configuration, the legend has a cell for each unique door configuration in the drawing. You can select multiple items—for example, door Configuration, Style, and Width. The choices available depend on the Legend type selected. For an object-based legend, the setting is optional.

Object-based: Select from the object parameters (for each object type), class name, design layer name, and style or symbol name

Attribute-based: Select from the available attributes

Click New to add a line to the list, and then select an item from the Report by column. To reorder the list, drag the number in the # column up or down.

Sorting

Determines how to sort the cells. The list functions the same way as the one for reporting, except that you can also select the cell sort order. To specify a custom sort order, select Custom order; then click Cell Visibility and Sorting from the Object Info palette.

Filter by Viewport

Opens a dialog box to limit the legend contents to objects from specific viewports; see Filtering by viewport

Number of cells

Displays the number of cells in the legend, based on the current criteria

Filtering by viewport

The Filter by Viewport dialog box allows you to limit the legend contents to objects from specific viewports; if no viewports are selected, objects from all viewports are included. Click the Use column next to a viewport name to select it.

Alternatively, right-click the legend, select Add Filter Viewport, and then click on a viewport to use as a filter.

Changing the cell visibility and sorting

The Cell Visibility and Sorting dialog box allows you to adjust the visibility and sorting of cells in the legend directly. When you click a row, the corresponding cell in the legend is highlighted in red.

Click to show/hide the parameters.Click to show/hide the parameters.

Parameter

Description

Sorting

The settings from the sorting list in the Define Legend Source dialog box display, and can be edited here. To specify a custom sort order, select Custom order and use the Visibility and Custom Order list to arrange the cells as desired.

Visibility and Custom Order

 

Show

Cells with a check mark in this column are included in the legend

#

Click and drag the number in this column to reorder the cells in the legend

Report by Value

Displays the primary Report by values for each cell in the legend, as set in the Define Legend Source dialog box

Preview

Updates the legend in the drawing to preview the sort and visibility changes; click OK to apply the changes, or click Cancel to discard them

Defining the legend image

The Define Legend Image dialog box specifies details such as the display mode, scale, view, and dimensions for legend images. You can add multiple images to the cell layout, and then define each image separately.  

Click to show/hide the parameters.Click to show/hide the parameters.

Parameter

Description

Source Criteria, Report by, and Legend Type

The current settings for the parameters in the Define Legend Source dialog box display

Image to Define

If there are multiple images in the cell layout, specify which image to define

Image Preview

Displays previews of the legend images with the current settings. To preview other images in the legend, click the left or right arrows, or type the image number in the Preview of Cell field.

Image Settings

The settings available depend on the Display Mode selected. The settings for Hybrid Object Display are arranged into two tabs: General Settings and Annotations.

Display Mode

Select a display mode appropriate for the legend type and source objects. If the legend objects are incompatible with the display mode, no image preview displays.

For an attribute-based legend, select which type of swatch to display (material, texture, fill, etc.).

For an object-based legend, select from the following:

Hybrid Object Display (symbol and plug-in object legends)

Vertical Wall Display (vertical wall components, for partition legends)

Component Display (horizontal components, for roof, slab, wall, or hardscape legends)

Hardscape Display (top/plan views of hardscapes)

Plant Image Display (images from the plant catalog)

Classes

Opens a dialog box to set the class properties for the image; see Changing class properties

Detail Level

Select the level of detail for the image

View

Select a standard view for the image

Background/Foreground Render

Select the background render mode for the image, along with the Background Render Settings desired. Optionally, select a foreground render mode and specify Foreground Render Settings. These settings work the same way they do in viewports; see Viewport properties.

Windows and doors appear closed

For Hybrid Object Display mode, select to show all windows and doors as closed; when deselected, windows and doors appear as they do in the drawing

Preview Image

For Plant Image Display mode, select which type of plant image to display

Auto-dimensions

Settings are on the Annotations tab for Hybrid Object Display mode

Vertical Dimension/Position

Select None to show no dimension, or select which parts of the image to apply a vertical dimension to, and then specify the dimension Position (non-isometric views only)

Horizontal Dimension/Position

Select None to show no dimension, or select which parts of the image to apply a horizontal dimension to, and then specify the dimension Position (non-isometric views only)

Dimension Standard

Select a dimension standard 

Dimension Offset

Enter the distance the dimensions will be offset from the image

Dimension Class

Select a class for the dimension objects

Floor Line

For Hybrid Object Display mode with an elevation view only; settings are on the Annotations tab

Show floor line

Select to show a floor line in the image; the setting for Align Image Vertical automatically changes to Floor

Line Class

Select a class for the floor line

Show label

Includes a label for the floor line; also enter the Label Text

Vertical/Horizontal Position

Specify the position of the label text in relation to the floor line

Label Class

Select a class for the label text

Show label in each cell

Adds the label to each legend cell.

To show the label only once on each row, deselect this option; the legend layout must be by row or have a fixed cell height, the image must use a set scale, and Align Image Vertical must be set to Floor.

Scale

 

Set scale

For Hybrid Object Display mode, select this option to show all objects at a specified Scale; this illustrates the relative sizes of the objects

Scale

Select a Scale, or select Custom and enter a Custom Scale 

Scale to fit image

For Hybrid Object Display mode, if some selected objects are much larger than others, select this option to automatically scale all images to be a similar size

Fit to bounds of image in layout

Scales images to the size specified in the cell layout. When deselected, scales images to the Image Height and Image Width you enter.

Alignment

 

Align Image Vertical/Horizontal

For Hybrid Object Display mode, select the vertical and horizontal alignment for images in the legend. The options available depend on the View selection.

For elevation views (front, back, left, right), the Floor option is available for the vertical alignment. This indicates the object's elevation relative to the floor.

For top, top/plan, or bottom views, the Insertion Point option is available for both vertical and horizontal alignment. This allows you to align open doors and windows by their frames, for example.

If desired, auto-dimensions can be factored into the alignment; edit the cell layout and select the option Include auto-dimensions in image size for alignment. See Editing the cell layout.

Appearance

 

Fit height to bounds of image in layout

For Vertical Wall Display mode, automatically adjusts the height of the image to the boundary in the cell layout, or enter the desired Height

Wall Display

For Vertical Wall Display mode, select the portion of the wall to display

Image Size

 

Fit size to bounds of image in layout /
Fit width to bounds of image in layout

For some display modes, automatically adjusts the height and/or width of the image to the boundary in the cell layout, or enter the desired Height and/or Width

Changing class properties

The Legend Image Class Properties dialog box sets class overrides for a legend image similar to the way class overrides can be set for a sheet layer viewport. See Changing the class properties of sheet layer or design layer viewports.

Click Preview to update the legend in the drawing to preview the class property changes; click OK to apply the changes, or click Cancel to discard them.

Editing the cell layout

Edit the cell layout to fine-tune the image display and optionally add text fields and 2D geometry. You can create multiple images in the layout. When you add or rearrange objects in the layout, the cell frame adjusts automatically. The layout must include the frame and at least one image.

Cell layout with two images and a dynamic text field

Select the legend, and from the Object Info palette, click Edit Cell Layout. For a styled legend, see Editing plug-in object styles. The cell layout displays in editing mode.

Alternatively, right-click the legend and select Edit Cell Layout.

Select the image placeholder to access image editing options in the Object Info palette, including the image width and height, vertical and horizontal alignment, and the option to include auto-dimensions when aligning objects. Click Define Legend Image to adjust the image definition (see Defining the legend image). To see how the image will look in the legend, set the Preview Display to Detail.

Use the Text tool to add static and/or dynamic text objects to the layout. From the Object Info palette, specify the appearance of the text; see Formatting text.

Static text simply shows the text object in each cell.

Dynamic text shows data from the object in the image (for example, the window ID) in each cell, in place of the text object. To create dynamic text, select the text object and select Use dynamic text from the Object Info palette. Then click Define Graphic Legend Field (or double-click the text object) to open the Define Dynamic Text dialog box and define the field.

Click to show/hide the parameters.Click to show/hide the parameters.

Parameter

Description

Field Label

Enter text to display for this field in the graphic legend layout

Field Definition

 

Current Field Definition

Variables are placed in this field when you specify a data source and click Add to Definition. The definition can include multiple data sources, static text or punctuation, and simple arithmetic operators. This field definition works the much the same way as the definition in the Define Tag Field dialog box for data tags (see Creating data tag styles).

To number each cell, use the Incrementing Value Data Source.

To include the image scale, use the legend object's ImageScale Parameter Name.

Add to Definition / Replace Current Definition

After you select the details for a data source, these buttons add to or replace the variables in the Current Field Definition window

Value Display

 

Show single value

Shows a single value for the field in the legend; if there are multiple values for the field, select Sum values to display their sum

Show multiple values

Shows multiple values for the field in the legend.

Select Only show unique values to exclude repeat values

Specify a Separator to add between multiple values (for example, a comma and a space)

Select Place each value on a new line to show multiple values on separate lines

Add 2D geometry such as arcs, circles, and lines to the layout, if desired.

To add an image to the layout, duplicate the default image placeholder, and then place the new image and define it as desired.

To adjust the margin between the cell contents and the cell frame, select the frame and edit the margins in the Object Info palette. The frame cannot be deleted from the layout.

The Graphic Legend Layout Constraints on the Object Info palette control the positions of the image, text, and 2D objects within the cell. The options available depend on the type of object.

Click to show/hide the constraints.Click to show/hide the constraints.

Constraint

Description

Use auto constraints

Maintains a fixed distance between the selected object and other constrained objects. Optionally, select Align in column to align the objects.

Align in column

When Use auto constraints is selected, select this option to align objects using the distance indicated in the layout as the minimum distance between the objects.

Align in column example

Objects and text auto constrained without alignment (left) and with alignment (right)

Constrain object distance from boundary

If Enable boundary constraints is selected for the graphic legend, constrains the distance of the selected object from the left, right, top, and bottom cell boundary. See Graphic legend settings.

For 2D graphic objects, deselect the Fix width or Fix height option to scale the object horizontally or vertically to fit the bounding box when necessary.

When you’re done editing the layout, click Exit Graphic Legend Cell Layout.

If desired, change the legend's fill and pen attributes from the Attributes palette.

Editing the title layout

If the legend has the Display title option enabled, edit the title layout as desired. The layout must include the title frame and the Legend Title text field.

Select a legend, and from the Object Info palette, click Edit Title Layout. For a styled legend, see Editing plug-in object styles. The title layout displays in editing mode.

Alternatively, right-click the legend and select Edit Title Layout.

As described in Editing the cell layout, you can add text and 2D geometry objects and set constraints for them. For example, add a filled rectangle to give the title frame a contrasting color.

To adjust the margin between the title contents and the title frame, select the frame and edit the margin in the Object Info palette. The frame cannot be deleted from the layout.

When you’re done editing the layout, click Exit Graphic Legend Title Layout.

Graphic legends

Editing graphic legends

 

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