Legend Key

Ribbon

Design > Element > Manage > Properties

Context Menu

Right-click on Legend element | Properties

Other

Double-click on the Legend element

Name

This field defaults to the name 'Legend'; overtype or edit the name if necessary. If you are using the 'Apply auto color' facility, you might use the Legend title to state which object property you are filtering for.

Apply auto color

Select this checkbox if you intend to apply an appearance convention automatically, according to a property of the objects as identified in the 'Filter' field.

Filter

Click on the button and, firstly, select whether the convention is to apply to an element (or connector) property or to a Tagged Value.

For an element or connector, a list of properties displays from which you select the appropriate type.

For a Tagged Value, select whether to use a customized tag or select a standard one. In either case, the 'Select Tagged Value' dialog displays. This dialog has a drop-down field from which you select the tag to apply the appearance convention to. The drop-down list is populated according to the options you select:

• Global Tagged Values - populates the drop-down list with all global tags in the project; you can therefore select a tag that is applicable to a large number of elements
• Tagged Values from the selected Element - click on the Select Element button and locate and select the required element; this populates the drop-down list with the Tagged Values from that element, so you can select from a specific set of tags

Note that the tag does not have to exist already; you can type in the name of a new tag if necessary.

Click on the OK button to apply your selection.

Applies to

Click on the drop-down arrow and select the type of element or connector to apply the filter and, hence, appearance convention to. If you want to apply the convention to all types of element or connector, select <All>.

Use numeric evaluation

Select this checkbox if automatic application of the convention has to evaluate the numeric value of the property. For example, if a color is to be applied to elements with a Phase of 3.0, the value can be simply matched; no evaluation is necessary. If a color is to be applied to elements with a Phase value of less than 4, the Phase values have to be evaluated to see if they are less than 4 (and not equal to 4).

The 'Apply auto color' checkbox must be selected for this checkbox to take effect.

Value

Type the actual value of the tag or property that must be satisfied for the appearance convention to be applied. You can use any of these operators with the value:

• .. (inclusive range); for example, 3..6 colors objects with the property having a value of 3, 4, 5 or 6
• < (less than); for example, <4 colors objects with the property having a value of 1, 2 or 3
• > (greater than); for example, >4 colors objects with the property having a value of 5 or greater
• = (equal to); for example, =5 colors objects with the property having a value of 5 and only 5
• n (single number on its own, same as equal to)
• n:y:x:z (matches on any number equal to one of the values); for example, 2:4:6:8 colors objects with the property having a value of 2, 4, 6 or 8

The value that you enter becomes the name of the convention item in the Legend.

Fill Color

Click on the down arrow and select the standard color used as the fill or background color of the elements that match the selection criteria.

If you have manually applied a non-standard color on the diagram, it should be available from the bottom of the pallet. If not, click on the Other button and either select from the larger pallet or define it as a custom color.

Apply Fill

(Defaults to selected; disabled if 'Apply auto color' is not selected.)

Deselect the checkbox if you do not want the fill color to be automatically applied (that is, you only want the line color and/or line width automatically applied). This setting applies to the Legend as a whole, not just to a key on the Legend.

Line Color

Click on the down arrow and select the standard color used for the connector line or element border.

If you have manually applied a non-standard color on the diagram, it should be available from the bottom of the pallet. If not, click on the Other button and either select from the larger pallet or define it as a custom color.

Apply Line

(Defaults to selected; disabled if 'Apply auto color' is not selected.)

Deselect the checkbox if you do not want the line color to be automatically applied (that is, you only want the fill color and/or line width automatically applied). This setting applies to the Legend as a whole, not just to a key on the Legend.

Line Thickness

Either:

• Overtype the line thickness value with a different value (between 1 and 5), or
• Click on the 'spinner' arrows to increase or decrease the thickness

Apply width

(Defaults to selected; disabled if 'Apply auto color' is not selected.)

Deselect the checkbox if you do not want the line width to be automatically applied (that is, you only want the fill color and/or line color automatically applied). This setting applies to the Legend as a whole, not just to a key on the Legend.

New

Click on this button to clear the fields in preparation for defining a new appearance convention in the Legend. Take into account the points concerning multiple conventions and multiple Legend elements.

Save

Click on this button to save any changes you have made to an appearance convention.

Delete

Click on this button to delete the appearance convention you have selected in the current list.

Value

Lists the appearance conventions defined for objects in the diagram.

Hand (Up)

If more than one definition is listed, click on this button to move the selected item closer to the start of the list.

Hand (Down)

If more than one definition is listed, click on this button to move the selected item closer to the end of the list.

Style Options

Click on this button to define or edit the appearance of the Legend element itself.

OK

Click on this button to save any current changes and close the dialog.

Cancel

Click on this button to abort any unsaved changes you have made, and close the dialog.