How to Use 3.2 Bookmarks


In TIBCO Spotfire 3.3, a new version of the bookmarks functionality was created in order to allow the capturing of visualization properties along with the previously available settings for page, filtering, marking, etc. See What are Bookmarks? for information about the new bookmarks. However, for compatibility reasons, you can go back to use the 3.2 version of the bookmarks instead.

  1. Select Tools > Options.

  2. Go to the Compatibility page.

  3. Select the Use 3.2 bookmark panel check box.

    Response: The next time you open the bookmarks panel it will use the 3.2 style and behavior. (If the new bookmarks panel is open you need to close it and reopen to see the change.)

If an older analysis containing bookmarks is opened in TIBCO Spotfire 3.3 or later, and you are using the new Bookmarks popover or panel, a link will be shown at the bottom of the popover or panel. Click Convert to transform all old-type bookmarks to the new type. If you want to display the old bookmarks without converting them, you can go to Tools > Options, Compatibility page and select the Use 3.2 bookmark panel check box. Clear the check box to see the new type bookmarks.

  1. Click on the Capture Bookmark button, bm_add_bookmark_i.png, on the toolbar or in the bookmarks panel.

  2. Type a Name for the bookmark.

  3. Optionally, type a Description with details about the bookmark.

  4. Click OK.

    Response: The bookmark is added to the bookmarks panel and it can be used when adding links to a text area.

  1. If the bookmarks panel is not already visible, select View > Bookmarks.

  2. In the bookmarks panel, double-click on the bookmark of interest or click on the bookmark of interest and then click on the Apply button, bm_apply_bookmark_i.png.

    Comment: Bookmarks can also be added to links or buttons in a text area. In that case, clicking on the link or button in the text area will apply the bookmark.

    Comment: You can also choose to apply just a part of the bookmark by clicking on one of the bookmark components and then click Apply. For the filter settings component, you can select a few different apply methods from the pop-up menu.

  1. Make sure that you have created a bookmark according to the steps above.

  2. Create a text area by clicking on the New Text Area button, text_new_text_area_button.png.

    Response: An empty text area is displayed.

  3. Right-click on the text area and select Edit Text Area from the pop-up menu.

  4. Type any explaining text in the text field, and where you want the bookmark-link to be placed, click on the Insert Action Control button, text_icon_action.png.

    Response: The Action Control dialog is displayed.

  5. On the Actions page, type a Display text to be used as the link or button text in the text area.

  6. Select the Control type from the drop-down list: Link or Button.

  7. In the Available actions list, click on the plus-sign next to Bookmarks to expand the list, and then click on the desired bookmark.

  8. Click Add.

    Response: The bookmark is added to the Selected actions list.

    Comment: If desired, you can add more actions to the same link.

  9. Click OK.

    Response: The link or button is added to the text area.

  10. Exit the text area edit mode to test the link or button.

  1. If the bookmarks panel is not already visible, select View > Bookmarks.

  2. Right-click on the bookmark you wish to update and select Update... from the pop-up menu.

    Response: A dialog asking you if you are sure you want to update the bookmark is displayed.

  3. Click OK.

    Response: The bookmark components available in the bookmark are updated with the current analysis settings.

    Comment: It is normally recommended to update complete bookmarks instead of separate bookmark components. If you still choose to update a separate part of the bookmark, note that there may be some deviations between what is shown and what is actually applied. For example, the active visualization always takes precedence before the active page, so if the active visualization is on a different page than the one currently specified by the bookmark component, you will not end up on the page currently set as a bookmark component.

  1. If the bookmarks panel is not already visible, select View > Bookmarks.

  2. Click on the bookmark you wish to delete.

  3. Click on the Delete button, bm_delete_bookmark_i.png.

  1. If the bookmarks panel is not already visible, select View > Bookmarks.

  2. Click on the Create New Folder button, bm_create_new_folder_i.png.

    Response: The New Folder dialog is displayed.

  3. Type a Folder name and click OK.

  4. Use drag-and-drop to move bookmarks and folders between folders.

See also:

What are 3.2 Bookmarks?