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Overview

This page lists a suite of tools for design and interface creation for data visualization, such as dashboards, process displays, HMIs, and SCADA systems. It offers precise selection tools, versatile drawing capabilities for shapes and graphics, and advanced symbol management, text, and button design features that ensure clear and efficient graphical representations using real-time data.

On this page:

Table of Contents
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Workspace Navigation Menu

Navigation was designed to make workflows even more intuitive, simple and fast.

The Navigation Menu is composed of Quick Access, Quick Navigation, Breadcrumb Navigation, Solution Explorer and Filter, you can Collapse or Expand the navigation menu. When expanded it shows the Solution Explorer where you can search for a specific configuration or navigate for solution settings.

Quick access

By clicking on the logo on the top left, it opens a menu where you can access Solution Management, documentation, forum, and video training related to design, development, and solution deployment on the software platform.

Switch to allows users to quickly switch between different interfaces, applications, or modes. Designed for quick navigation and enhancing user experience by saving time.

Go to Solutions Management

Directs users to a section or interface where they can manage solutions. This could include adding, editing, deleting, or viewing details of various solutions, depending on the context of the application.

Runtime .NET Displays

Refers to an interface or functionality that showcases the real-time or "runtime" displays or outputs generated using the .NET framework. Useful for developers or users working with .NET-based applications to monitor or debug their work.

Runtime HTML5 Pages

An interface that displays pages or outputs rendered in real-time using HTML5. It's a way to preview or inspect HTML5-based web pages or applications during their runtime.

Discover allows users to explore or find new features, content, or functionalities. Can also be a search or recommendation tool, helping users find relevant information or tools.

Documentation site

Directs users to a website or portal where they can find detailed documentation about the product, software, or service. A resource for users to get information, guidelines, and tutorials.

Users Forum

A platform or section where users can interact with each other, ask questions, share insights, and provide solutions. Forums are community-driven and allow users to discuss various topics related to the product or service.

Training Videos

Leads to a library or collection of video content designed to train or educate users about certain features or functionalities. Training videos are visual aids that help users understand and utilize the product or service better.

Quick navigation

The Quick Navigation bar includes "Home," which directs to the Solution Designer, "Tags" for accessing the Asset Tree in the Unified Namespace, and "Draw" for editing on Displays. "Runtime" starts platform processes. The bar also has navigation controls: "back" to return, "forward" to proceed, and "history" to see past navigation.

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Toolbars

The toolbar at the top provides functionalities like undoing, redoing, Git synchronization, and tag management. Directly below, the Document toolbar focuses on actions related to document management, such as saving and previewing content hierarchies. On the left, the Drawing toolbar offers tools for creating and manipulating graphical elements, from drawing basic shapes to configuring dynamics. At the top of the Draw area is the Object toolbar, which is designed for adjusting and aligning screen elements, with options ranging from zooming to layering and locking elements. The Components Panel is a guide to User Interface components, allowing users to drag and drop tools like charts and buttons onto their workspace. Lastly, the Drawing Properties table aids in customizing objects and detailing sections like appearance, layout, and content formatting to help users define every aspect of their designs.


Document toolbar

On the Draw Environment, underneath the Solution toolbar there are basic actions buttons such as those for saving modifications and adding new displays. The table outlines key document actions, from saving and creating new documents to previewing content hierarchies.

Action

Description

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Save

Retains the current modifications made to the document, ensuring no loss of recent edits.

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Save As

Allows users to store the document under a different name or location, creating a duplicate.

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New Document

Initiates a fresh, blank document for a new start.

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Preview Document

Provides a visual representation for users to review the document's final appearance.

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Tree View Document

Displays the document's content in a hierarchical format for structured navigation.

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Discard Changes

Reverts the document to its last saved state, discarding unsaved modifications.


Drawing toolbar

The Drawing toolbar is on the left side of the Draw area. Use these buttons to draw shapes, add buttons, create alarm windows, and more. The tools offer functionalities for selecting and manipulating graphical elements. The "Selection tool" facilitates the selection of individual or multiple objects and provides access to the "Dynamics configuration." The "Direct Selection tool" allows users to modify the properties of objects within a group and handle polyline points. The "Hand tool" adjusts the view through dragging. There are also tools for drawing basic shapes such as rectangles, ellipses, polygons, and polylines. Users can add gridlines, design buttons, manage text input/output, and work with symbols – creating, editing, or decomposing them into foundational elements.

Tool

Description

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Selection tool

Select individual or multiple objects; access "Dynamics configuration" with a double-click.

  • Click on an object to select it.

  • CTRL+click selects multiple objects and object groups. Hold the CTRL key as you click on each object.

  • Shift+click to choose a main object from a group of selected objects.

  • Click on an open area of the display and highlight several elements to select a group of elements.

  • Double-click on an object to open the "Dynamics configuration" window that provides settings for dynamic object properties.

Tip
titleMultiple Elements Selection

When multiple elements are selected, the one with the BLUE adorners is the Primary Selection. It is the last object to be included in the selection.

When performing alignment or resizing commands, that object serves as the reference, and some properties in the sidebar are applied only to this primarily selected object.


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Direct Selection tool

  • Use this tool to select an object inside a group and modify its properties. Click on the object once to select it.

  • You can also add, remove, and modify the points in a Polyline with the Direct Selection Tool.

    • To move the point, click on the point to select it and hold down the left mouse button. Drag the point to its new position.

    • Double-click on a point to add a new point adjacent to the selected point.

    • Right-click on a point to delete the selected point.

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Hand tool

Drag to adjust the view.

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Edit Properties

Display property dialog for chosen object.

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Rectangle

Draw a rectangle.

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Ellipse

Draw an ellipse.

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Polygon

Draw a polygon.


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PolyLine

Draw a polyline.

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GridLine

Add a gridline.

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Button with Themes Colors

Generate a button with theme-based colors.

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PushButton with Custom Colors

Generate a pushbutton with custom colors.

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Textblock Output

Introduce a text output section.

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TextBox Input or Output

Creates a text input/output (I/O) object. To link the I/O object with a tag, double-click the I/O object and change its Linked Value

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Create a New Symbol with Selected Elements

Convert chosen elements into a new symbol.

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Edit Selected Symbol

Access properties of the chosen symbol.

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Break apart Selected Symbols to its elements

Decompose the symbol into its foundational elements.



Object toolbar

The Object toolbar is on the top of the Draw area. This toolbar allows users to adjust and align elements on the screen, offering capabilities ranging from grid adjustments for alignment to zooming in or out for improved

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Home

Redirects users to the Solution Designer home page. 

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Tags

Takes the user to the Asset Tree within the Unified Namespace. It is where your assets can be viewed and managed.

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Draw

Navigates users to the Draw section on Displays. It is where users can create, edit, or visualize graphical representations or designs.

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Runtime

Directs the user to the Startup section of the Runtime. It is where users can initiate, run, or monitor processes or applications.

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Navigation back

Allows users to go back to the previous page or section they were on.

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Navigation

forward 

Lets users navigate forward if they've previously used the back button.

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Navigation history

Presents users with a list of their recent navigation actions, allowing them to quickly jump to a specific page or section they visited earlier.Show navigation historyPresents users with a list of their recent navigation actions, allowing them to quickly jump to a specific page or section they visited earlier.

Solution Explorer and Breadcrumb Navigation

The Solution Explorer allows users to navigate through the solution configuration interfaces. Each module in the Solution Explorer gathers configurations focused on a specific solution aspect. If you are looking for a particular configuration, there's a search bar. To navigate within the configuration interfaces of each module, users can either use the Solution Explorer by clicking to expand the modules menu and selecting the configuration interface or by the Breadcrumb navigation found in the upper right corner of the window, allowing internal navigation on the solution module.

Solution Explorer

Breadcrumb Navigation

Solution

Settings

Categories

Import Tags

Import Plugin

Export

History

Runtime

Startup

Execution Profiles

Diagnostics

Build and Publish

Unified Namespace

Asset Tree

Tags

Templates

Enumerations

Retentive Values

Connections monitor

Devices

Protocols

Channels

Nodes

Points

Access Types

Devices monitor

Alarms

Items

Groups

Areas

Global Settings

Alarms monitor

Historian

Historian Tags

Historian Tables

Archive Location

Historian monitor

Datasets

Databases

Queries

Query Editor

Tables

Files

Datasets monitor

Reports

Forms

Forms Editor

WebData

WebData Editor

Reports monitor

Scripts

Tasks

Classes

Code Editor

Expressions

References

Scripts monitor

Security

Users

Permissions

Policies

Runtime Users

Security monitor

Displays

List

Draw

Layouts

Client Settings

Images

Themes

Localization

Units Conversion

Data Explorer

MQTT tools

OPC Tools

PLC Finder

SQL Query Builder

Track Changes

Recent Changes

Version Control

Cross Reference

Use Count

Unused Objects

Solution toolbar

On the top, you have buttons where users can undo or redo actions, manipulate rows or objects with cut, copy, paste, and delete functions, and interact with Git for document synchronization. There are also functionalities for searching and navigating references, handling database tags, editing tags properties, and directly accessing documentation or providing feedback. The table provides a concise reference for the commands and their associated functionalities.

Action

Description

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Undo

Undoes an operation/change. This button is available until you save changes.

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Redo

Redoes a previously undone operation/change. This button is available until you save changes.

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Cut

Cuts a selected row (DataGrid) or objects (Drawing). This command will delete any select row or object in order to paste it somewhere else.

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Copy

Copies a selected row (DataGrid) or objects (Drawing).

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Paste

Pastes a row (DataGrid) or objects (Drawing) that was copied or cut previously.

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Delete

Deletes selected row (DataGrid) or objects (Drawing).

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Print

Prints current table (DataGrid) or display (Drawing).

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Save Document on Git folder

Commits and pushes the current document to a designated Git repository folder, saving its state and making it available for version tracking.

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Import Document from Git folder

Pulls a document from a designated Git repository folder into the current application, facilitating synchronization and collaboration.

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Find Elements

The Find Elements button on the toolbar accesses the object cross-reference, which lets you find where objects are used in the Project and go directly to each location.

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Next Reference

Navigates to the subsequent reference or item in a given list or sequence.

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Previous Reference

Navigates to the preceding reference or item in a given list or sequence.

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New Tag

Allows the creation of a new tag in the real-time database.

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Tag Properties

Shows the properties of the tag selected in the text box.

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Object Selection

Enables the user to choose a specific item from a set of objects or elements within the interface.

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Open a New Window to the Selected Document

Opens the document or file currently selected in a new window, allowing for parallel viewing or editing alongside the current content.

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Feedback

Give your opinion in the feedback tab of the Tatsoft website.

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Documentation

Access the documentation on the website.

Filter

Filter options

Description

Show All Modules and Features

Basic Modules Features

Application Modules

Unified Namespace and Process Modules

Draw Workspace: toolbars, panels and properties

The Solution toolbar at the top provides functionalities like undoing, redoing, Git synchronization, and tag management. Directly below, the Document toolbar focuses on actions related to document management, such as saving and previewing content hierarchies. On the left, the Drawing toolbar offers tools for creating and manipulating graphical elements, from drawing basic shapes to configuring dynamics. At the top of the Draw area is the Object toolbar, which is designed for adjusting and aligning screen elements, with options ranging from zooming to layering and locking elements. The Components Panel is a guide to User Interface components, allowing users to drag and drop tools like charts and buttons onto their workspace. Lastly, the Drawing Properties table aids in customizing objects and detailing sections like appearance, layout, and content formatting to help users define every aspect of their designs.

Document toolbar

On the Draw Environment, underneath of the Solution toolbar there are the basic actions buttons such as for save modifications and add new displays. The table outlines key document actions, from saving and creating new documents to previewing content hierarchies.

Action

Description

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Save

Retains the current modifications made to the document, ensuring no loss of recent edits.

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Save As

Allows users to store the document under a different name or location, creating a duplicate.

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New Document

Initiates a fresh, blank document for a new start.

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Preview Document

Provides a visual representation for users to review the document's final appearance.

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Tree View Document

Displays the document's content in a hierarchical format for structured navigation.

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Discard Changes

Reverts the document to its last saved state, discarding unsaved modifications.

Drawing toolbar

The Drawing toolbar is on the left side of the Draw area. Use these buttons to draw shapes, add buttons, create alarm windows, and more. The tools offer functionalities for selecting and manipulating graphical elements. The "Selection tool" facilitates the selection of individual or multiple objects and provides access to the "Dynamics configuration." The "Direct Selection tool" allows users to modify the properties of objects within a group and handle polyline points. The "Hand tool" adjusts the view through dragging. There are also tools for drawing basic shapes such as rectangles, ellipses, polygons, and polylines. Users can add gridlines, design buttons, manage text input/output, and work with symbols – creating, editing, or decomposing them into foundational elements.

Tool

Description

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Selection tool

Select individual or multiple objects; access "Dynamics configuration" with a double-click.

  • Click on an object to select it.

  • CTRL+click selects multiple objects and object groups. Hold the CTRL key as you click on each object.

  • Shift+click to choose a main object from a group of selected objects.

  • Click on an open area of the display and highlight several elements to select a group of elements.

  • Double-click on an object to open the "Dynamics configuration" window that provides settings for dynamic object properties.

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Direct Selection tool

  • Use this tool to select an object inside a group and modify its properties. Click on the object once to select it.

  • You can also add, remove, and modify the points in a Polyline with the Direct Selection Tool.

    • To move the point, click on the point to select it and hold down the left mouse button. Drag the point to its new position.

    • Double-click on a point to add a new point adjacent to the selected point.

    • Right-click on a point to delete the selected point.

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Hand tool

Drag to adjust the view.

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Edit Properties

Display property dialog for chosen object.

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Rectangle

Draw a rectangle.

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Ellipse

Draw an ellipse.

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Polygon

Draw a polygon.

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PolyLine

Draw a polyline.

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GridLine

Add a gridline.

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Button with Themes Colors

Generate a button with theme-based colors.

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PushButton with Custom Colors

Generate a pushbutton with custom colors.

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Textblock Output

Introduce a text output section.

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TextBox Input or Output

Creates a text input/output (I/O) object. To link the I/O object with a tag, double-click the I/O object. Under the Dynamic configuration window, select the TextIO dynamic.

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Create a New Symbol with Selected Elements

Convert chosen elements into a new symbol.

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Edit Selected Symbol

Access properties of the chosen symbol.

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Break apart Selected Symbols to its elements

Decompose the symbol into its foundational elements.

Object toolbar

The Object toolbar is on the top of the Draw area. This toolbar allows users to adjust and align elements on a screen, with capabilities ranging from modifying the grid for alignment to zooming in or out for better viewability. Users can group or ungroup elements, merge shapes in various ways (Union, Intersect, Exclude, Exclusive-Or), and align them based on different parameters (left, center, right, top, bottom). Layering is facilitated through options to move elements frontward or backward and adjust their Z-order. Resizing and rotation options, along with horizontal and vertical flipping, offer further customization. Finally, there are functions to lock or unlock elements, ensuring design integrity, and options to show or hide specific elements for better work clarity.for better work clarity.

Control

Description

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Expand Components Panel

Expand components panel.

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Collapse Components Panel

Collapse components panel.

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Grid definition

Adjusts the underlying grid used for aligning elements.

Show/Hide Gridlines: You can choose to turn grids on and off. You can also adjust spacing (between grids) and thumb size.

Snap to Gridlines: This option disallows free movement of the objects - they'll necessary match the gridlines.

Show/Hide Rulers: You can turn on rulers to help guide your design

Control

Description

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Expand Components Panel

Expand components panel.

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Collapse Components Panel

Collapse components panel.

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Grid definition

Adjusts the underlying grid used for aligning elements

.

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Screen Zoom

Allows for zooming in or out on the screen view.

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Group

Binds multiple elements together to be treated as one.

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Ungroup

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Ungroup Resizing Children

Separates elements that were grouped together, keeping the children objects with their current sizes

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Ungroup Restoring Sizes

Ungroup the elements, restoring the children objects to their original sizes. 

Separates elements that were grouped together.

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Union

Combines two or more shapes into a single shape.

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Intersect

Creates a shape from the overlapping areas of two shapes.

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Exclude

Creates a shape by removing the overlapping areas of two shapes.

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Exclusive-Or

Forms a shape from the non-overlapping parts of two shapes.

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AlignLeft

Aligns selected elements to the left.

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AlignHorizontalCenter

Aligns selected elements to the horizontal center.

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AlignRight

Aligns selected elements to the right.

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AlignTop

Aligns selected elements to the top.

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AlignVerticalCenter

Aligns selected elements to the vertical center.

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AlignBottom

Aligns selected elements to the bottom.

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Move To The Front

Moves selected elements to the front of the layer stack.

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Move To The Back

Moves selected elements to the back of the layer stack.

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Change Z-Order

Adjusts the layering order of selected elements.

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Resize Width

Resizes the width of selected elements.

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Resize Height

Resizes the height of selected elements.

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Rotate Clockwise

Click this option the rotate clockwise.

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SpaceEvenlyHorizontal

Evenly spaces selected elements horizontally.

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SpaceEvenlyVertical

Evenly spaces selected elements vertically.

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FlipHorizontally

Flips the selected elements horizontally.

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Flip Vertically

Flips the selected elements vertically.

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Lock element

Prevents changes to the selected element.

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Unlock element

Allows changes to a previously locked element.

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Unlock all elements

Allows changes to all previously locked elements.

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Show all elements

Reveals all elements, including hidden ones.

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Hide selected element

Hides the currently selected element.


Panels


Components

Panel

Panels

This table provides a comprehensive overview of the User Interface (UI) components, ranging from data visualization tools like charts and gauges to standard interaction elements such as buttons and text boxes. Technically, each component has a distinct function, whether it's rendering graphical data, facilitating user input, or displaying information in structured formats. Functionally, users can easily integrate these components into their design by dragging and dropping them onto the draw area, allowing for an efficient design experience.

Component

Description

AlarmAreas

A UI element for alarm organization used for alarms management. It displays the alarm tree. Simply drag and drop onto the draw area.

AlarmViewer

An alarm window designed for alarms visualization. It efficiently displays alarms within an interface. Drag and drop to use.

AssetsTree

A UI component that displays asset hierarchies, giving a clear view of asset structures. To use, drag and drop onto the draw area.

DataGrid

A tabular UI component essential for showing structured data in rows and columns with sorting/filtering capabilities. Drag and drop to use.

BarChart

A graphical tool for visualizing data using bars to compare data sets. Use by dragging and dropping onto the draw area.

DrillingChart

A specialized visualization tool for displaying drilling trends, providing insights into drilling operations. Drag and drop to use.

GanttChart

A tool for visualizing and tracking project tasks, showcasing tasks and their dependencies on a timeline. Drag and drop to use.

PieChart

A circular tool that visualizes data, dividing it into slices to compare parts of a whole. Drag and drop to use.

TrendChart

A tool designed to analyze time-based data patterns by plotting data points on a time axis. Simply drag and drop to use.

XY Chart

A Cartesian chart for comparing two variables by plotting them on X and Y axes. Use by dragging and dropping onto the draw area.

ChildDisplay

A UI tool that shows nested hierarchies, effectively representing parent-child UI relations. Drag and drop to use.

HTML5Control

A tool for embedding and displaying HTML5 content with CSS and JS support. Drag and drop onto the draw area for usage.

PdfViewer

A specialized viewer for displaying PDF documents. Drag and drop onto the draw area to use.

ReportViewer

A dynamic tool for displaying and managing structured reports. Use by dragging and dropping onto the draw area.

WebBrowser

An embedded browser for web content rendering and navigation. Simply drag and drop to use.

WPFControl

A tool for embedding and displaying WPF elements and components. Use by dragging and dropping onto the draw area.

ArcPointerCircular

A UI element designed for circular pointers, used to indicate values on circular displays. Drag and drop to use.

CenterValueCircular

A display feature for circular gauges that showcases core values centrally. Drag and drop onto the draw area for usage.

CircularGauge

A gauge component that visualizes data in a circular format. Drag and drop to use.

Compass

A navigation tool essential for displaying directional information. Drag and drop onto the draw area to use.

LinearGauge

A straight-line gauge component useful for displaying data in a linear fashion. Drag and drop to use.

SemiCircleCircular

A half-round gauge that displays data in a semi-circular format. Drag and drop onto the draw area to use.

BrushEditor

A UI editor for customizing and visualizing graphical brush designs. Drag and drop onto the draw area to use.

Button

An interactive UI element that triggers specified actions when pressed. Use by dragging and dropping onto the draw area.

CheckBox

A togglable UI component used for binary choices. Drag and drop onto the draw area for usage.

ComboBox

A drop-down list component that lets users select an item from a list. Drag and drop to use.

DatePicker

A tool designed for users to select specific dates. Drag and drop onto the draw area for usage.

DateTimePicker

A combined tool for users to select specific dates and times. Drag and drop to use.

ListBox

A list display component that showcases items for user interaction. Drag and drop to use.

MaskedTextBox

A text input tool that accepts input in a predefined pattern or format. Drag and drop onto the draw area to use.

NumericTextBox

A text input component tailored for numerical values. Drag and drop onto the draw area to use.

PushButton

An activatable UI element that executes specific actions upon activation. Drag and drop to use.

RadioButton

A UI component for making single choices from a set, ensuring only one can be active at a time. Drag and drop to use.

Slider

A value selection tool on a scale, allowing users to adjust values within a range. Drag and drop to use.

TextBlock

A component for displaying uneditable, static text content. Drag and drop onto the draw area for usage.

TextBox

A text input UI tool that lets users type and modify text. Drag and drop onto the draw area to use.

TimePicker

A specialized tool allowing users to select specific hours and minutes. Drag and drop to use.

Menu

A list of selectable items or actions presented to the user. Drag and drop onto the draw area for usage.

MenuItem

An individual selectable item within a menu. Typically added to a Menu component for functionality.

PageSelector

A navigation tool for transitioning between different pages or views. Drag and drop to use.

MapsGMap

A geographical map component for displaying location data using the GMap provider. Drag and drop to use.

RangeCircularGauge

A gauge feature that showcases a specified range within circular gauges. Drag and drop onto the draw area to use.

Circle

A geometrical component used for displaying a circular shape. Drag and drop onto the draw area to use.

Ellipse

An oval

-shaped component for visualization. Drag

-shaped component for visualization. Drag and drop onto the draw area for usage.

Hexagon

A six-sided geometric component used to display a hexagonal shape. Drag and drop onto the draw area to use.

Rectangle

A four-sided geometric component for displaying a rectangular shape. Simply drag and drop onto the draw area for usage.

Hexagon

A six-sided geometric component used to display a hexagonal shape. Drag and drop onto the draw area to use.

Rectangle

A four-sided geometric component for displaying a rectangular shape. Simply drag and drop onto the draw area for usage.



Tags Panel

The Tags Panel allows you to drag and drop data points onto displays, quickly design real-time, data-driven interfaces with low coding, organize and manage data tags for efficient application development, and easily customize dashboards for monitoring and analytics purposes.

Button to Expand or Restore Panel Width

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Filter for Tag names

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Button to Collapse All Tags on Panel

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Drawing Properties

The table provides an overview of Drawing Properties sections utilized in object customization on draw environment. "Appearance" dictates the visual style, while "Border Radius" defines corner curvature. "Connections" indicates connectivity capabilities, and "Contents Align" manages internal content alignment. "Display Settings" prescribes the object's presentation mode, and "Dynamics Clipboard" offers tools for dynamic configurations. "Layout" establishes position and dimensions, while "Replace Tags/Strings" facilitates tag and string substitutions. The "Text" section handles content formatting, "Transform" applies visual effects, and "Type" determines the object's classification within systems. Each section encompasses specific parameters or options tailored to its purpose.

Property section

Description

Appearance

Customize object look using themes and properties: Fill, Line, Opacity. Includes TextShadow option.

Border Radius

Adjust corner curvature with X (horizontal) and Y (vertical) values.

Connections

Decide if an object connects elements. Checkbox to enable/disable.

Contents Align

Manage content alignment within an object: options like left, right, and center.

Display Settings

Set object presentation: Page, Popup modes. Customize background, size, borders.

Dynamics Clipboard

Tools for dynamic properties. Buttons to fetch and apply configurations.

Layout

Set position and size using parameters: Left, Top, Width, Height.

Replace Tags/Strings

Replace tags and strings. Selections from object namespaces with multiple replace options.

Text

Manage text content and appearance. Options include font, localization, and text wrapping.

Transform

Apply visual effects: DropShadow, Rotation, Skew. Customizable parameters for each effect.

Type

Classify objects for categorization within larger systems.



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