Spotfire® User Guide

Pinning a shape collection to the shape picker

Shape collections that have been saved to the library can be pinned, which means they are added to the shape picker and their shapes can then be selected in future analyses.

Before you begin

You must have the license feature Open and pin shape collections, the analysis must be in Editing mode, and the shape collection is saved in the library.

Procedure

Hover over the shape collection you want to pin, click to open the menu, and select Pin.

The library icon next to the shape collection name is replaced by a pin icon .

Note: If you want to remove a pinned shape collection from the shape picker, hover over the shape collection, click , and select Unpin. To completely remove the shape collection from the picker, select Remove.

If the shape collection is not available in the shape picker, you can click and select Find collections in the library.

A search is performed in the library to show all available shape collections that you can pin to the flyout (type:shapes). See also Opening a shape collection that is saved in the library.

Pinning shape collections to the shape picker using administrator preferences

As an administrator with access to the Administration Manager, you can pin shape collections to make them available by default for certain user groups.

Before you begin

You are an administrator with access to the installed Spotfire client.

Procedure

  1. As an administrator, follow the steps above to pin shape collections to the shape picker, so that the selection of shape collections is as you want it to be for the group.
  2. When you are satisfied, in the shape picker, click the menu at the top right of the picker and select Copy info about pinned shape collections to clipboard. This action copies the current layout of the shape picker to the clipboard in a format that is directly suited to be pasted into the preference as described in the next steps.
  3. In the installed client, click Tools > Administration manager and go to the Preferences tab.
  4. Select the group for which to change the preferences and, in the lower right part of the Administration Manager, click Edit.
  5. Expand Application, click ApplicationPreferences and, next to Pinned shape collections, paste the previously copied string.
  6. See the Administration Manager help for more information about preferences.
  7. Click OK and Close the Administration Manager.