Parent page: Altium 365 Viewers
The Altium 365 Web Viewer interface provides universal access to PCB project documents through a standard web browser. Much more than just a web-based viewer, its advanced browser technology allows users to navigate through the project structure, interact with design documents, extract information about elements in the design, and highlight areas or objects for commenting notes.
When viewing documents the visual quality of schematics and PCBs is not compromised by its web format, which also provides full pan and zoom capabilities and the ability to search, cross-probe, select and inspect components and nets throughout the design.
Altium 365's Web Viewer interface provides an immersive and interactive experience for reviewing, for example, the source schematic and PCB documents in your design project. Shown here is a schematic – hover over the image to see the PCB (in 3D).
As an independent browser-based viewing platform, the Web Viewer interface offers interactive read-only access to design documents without the need to open the project in the design editing environment. Others that are working on the design, such as the engineer who 'owns' it, will not be affected by actions in the Web Viewer space – except for any related comment notifications, where applicable.
The Web Viewer interface is utilized in the following instances:
The following collapsible sections detail how each of these instances is accessed, and how the Web Viewer interface presents in each case.
In this instance, the Web Viewer interface is presented through the Design view of the detailed management page for the project. The latter can be accessed from the Projects page of the Workspace's browser interface by selecting the required project, then clicking the control above the listing of projects and choosing the Open entry on the associated menu. Alternatively, double-click directly on the required project entry in the list. The page will open in a new browser tab.
Accessing the detailed management page for a project from the Projects page of the Workspace's browser interface. The Web Viewer interface is presented through the page's Design view.
In this instance, the Web Viewer interface is presented through the Design Snapshot view of the Manufacturing Portal, for the chosen release package of the managed project actively being inspected. To access the portal:
Accessing the Web Viewer interface through the Manufacturing Portal, to inspect the design snapshot contained within a specific release package of a design project.
In this instance the Web Viewer interface is presented through the integrated Viewer, when viewing a shared live design. Access to this integrated Viewer – which opens in a separate browser tab – can be made in the following ways:
Altium 365's Web Viewer interface is used by the integrated Viewer when viewing a live design that has been shared with you.
In this instance the Web Viewer interface is presented through the integrated Viewer, when viewing a shared data snapshot. Access to this integrated Viewer – which opens in a separate browser tab – can be made in the following ways:
Altium 365's Web Viewer interface is used by the integrated Viewer when viewing a data snapshot that has been shared with you (or that you have uploaded to the persistent storage in your Personal Space). Shown here is a snapshot of a design project. Hover over the image to see a snapshot of Gerber data.
In this instance the Web Viewer interface is presented through the Fabrication and Assembly pages of the Manufacturing Package Viewer, when viewing a specific manufacturing package. Access to the Manufacturing Package Viewer can be made in the following ways:
Web Viewer functionality is used by the Manufacturing Package Viewer when inspecting the fabrication and assembly data contained within a specific manufacturing package (a build package that has been created from a specified release of a design project).
The Web Viewer interface offers a range of integrated capabilities that allow detailed access to design data. Other features such as the Comments system – when used from the Design view of the detailed management page for a project – communicate directly, and in real-time, with Altium Designer. The following sections take a look at the various functions and features available.
The Web Viewer interface presents information across distinct data views. The views presented will depend on the type of data being viewed:
This view presents the source schematic sheet(s) for the design.
The SCH data view presents the currently selected schematic source document.
If more than one schematic sheet exists for the design, the ability to switch between the documents can be performed in two ways:
When inspecting a schematic document that is part of a hierarchical design project, the rendered document display itself can provide interactive navigation between the levels in the project structure hierarchy:
The Web Viewer supports the viewing of multi-channel designs. A separate schematic document is presented for each physical channel. The physical sheet name – the compiled tab for that schematic document when viewed through Altium Designer – is included as a suffix to the document name. The result is similar to generating a PDF document of the physical schematic sheets, only with the enhanced interaction that Altium 365's Web Viewer brings.
Example multi-channel design, with each physical channel being presented on a different schematic sheet.
Browsing controls for the main viewing area are as follows:
This view presents the PCB in 2D.
The PCB data view presents a 2D view of the PCB.
Browsing controls for the main viewing window are as follows:
Control over the view and layer visibility for the PCB data view is performed through the Layer mode of the Layers/Objects pane. Access this pane by clicking on the control at the top-left of the view and selecting the Layers view mode. Click the Stackup View command to open the Layer Stack View for the current PCB.
Layer/Objects pane – command central for controlling layer and object visibility.
Each layer entry listed in the Layers/Objects pane has an associated checkbox that sets it to the top of the graphical draw order. When checked, that layer will be rendered last so that it effectively overlays the other PCB layer graphics. A placed Comment will be associated with the currently selected (checked) layer, and that same layer order is restored when the Comment is subsequently selected in the Comments pane.
When the layer order view has been reset (using the control at the top) the draw order reverts to its default condition (Top layer).
Specify the layer that is drawn on top in the PCB rendering using its associated checkbox. Hover the mouse over the image to see the default layer draw order.
The pane's layer entries are grouped into the following categories:
Use the Top and Bottom view controls at the top of the pane to quickly toggle between viewing the board from the top or bottom respectively, and if desired, change the top draw order to suit using the layer entry checkboxes.
Switch between Top and Bottom views of the board using the provided controls. Here, the default Top View is shown. Hover the mouse over the image to see the Bottom View.
The following points relate to working with layer visibility in the LayersObjects pane:
The PCB data view supports single-layer mode. Here, access to the Only control is shown. Hover the mouse over the image to see the result.
Control over the visibility of board objects in the PCB data view is performed through the Layers/Objects pane. Access the objects view options by clicking on the control at the top-left of the view and then the Objects view option.
The Layers/Objects pane in the Objects view mode.
Select an object type in the list (or on its associated icon) to toggle its visibility. Multiple object types can be selected. Use the control to reset the object visibility to its default view – all objects visible.
Select one or multiple Object type entries to toggle their visibility in the PCB view.
Isolate a specific object type for viewing with the Only option associated with its entry. Only that object type will be displayed, with the visibility of all other object types disabled automatically. Use the control to reset the object visibility to the board's default view.
Select of Object enty's Only option to disable the display of all other object types in the PCB view.
For those projects that contain additional PCB documents – such as a PCB panel, a prototype version of the board layout, or a separate PCB design (and corresponding schematic document) – the Web Viewer supports display and cross-probing capabilities for these 'non-primary' PCB documents.
When such a PCB document is opened for viewing, the Web Viewer's associated features will relate to the selected board layout wherever possible, and otherwise default to the primary PCB (the first one found in the project structure). Placed Comments will be associated with the board layout, and features such as Net navigation, layer Stackup View, measurements, and Information pane data will all apply to the opened additional PCB document.
The primary PCB is the first found (highest) in the project structure order, which is in turn determined by the order arranged in Altium Designer. In Altium Designer's Projects panel, drag and drop PCB documents to different project structure positions to set the related priority order.
By default, the first (highest in the order) PCB is shown. Select another PCB document to access that board design and its associated Web Viewer features.
The Web Viewer's features such as PCB Measurement, placed Comments and object Search are all available for additional PCB documents. If a selected search object or comment applies to a different PCB document, the comment/object is automatically selected and highlighted in its associated PCB document, as shown below.
The Web Viewers features are available for, and associated with, each PCB document.
Cross-probing between the main design views is supported for additional PCB documents where possible:
When viewing the board in 2D – using the PCB data view – you are able to take measurements. To do so click the button. The Measurements pane opens, the cursor changes to a cross-hair, and you will enter measurement mode. Three measurement modes are supported:
Measurement is performed as follows:
Example measurement taken in Object to Object mode.
This view presents the PCB in 3D.
The 3D data view presents a 3D view of the PCB.
This view presents the Draftsman documents available in the design. A Draftsman document also can be opened for viewing by selecting a Draftsman document (*.PCBDwf) from the Navigation tree on the left, and as with other design views, the Draftsman view supports document Commenting.
The Draftsman data view presents all pages of the currently selected Draftsman source document.
The viewer initially will show the first available Draftsman document in the Source Documents hierarchy. Open another Draftsman document by selecting its entry from the navigation tree in the left-hand pane.
The individual pages of a multipage Draftsman document are available for selection from the Page drop-down preview menu.
This view presents the Bill of Materials for the design. This is built on-the-fly from the source schematic documents, or from an ActiveBOM document (*.BomDoc) if one is included in the project. The view is both interactive and configurable, and incorporates current component data derived from Altium's supply chain resources.
The BOM data view presents the Bill of Materials for the design. Select an entry row to see its details in the Information pane.
The BOM reflects all components required to assemble a single board and also actively checks the validity of the current data, which is indicated through status icons – for example; clear/OK, duplicated component value, obsolete part or insufficient stock. Pricing information is sourced through Altium parts provider services, which also provide web links to component part and supplier data.
The following points relate to working with the view:
When an ActiveBOM document is included in the project the BOM view will adopt its settings, such as custom columns, column aliases, defined validation checks, line numbers, etc.
► See BOM Management with ActiveBOM for more information on creating and configuring an ActiveBOM document.
The settings of an included ActiveBOM document will apply to the web BOM view.
If your company has a SiliconExpert account, and the Altium 365 SiliconExpert Integration feature is enabled, then parametric parts data sourced from SiliconExpert will become available to your Workspace BOM document view and also within the BOM Portal. The advanced manufacturer parts risk assessment data from SiliconExpert is pulled into your BOM document on demand as parameters that estimate a part's potential obsolescence, standards compliance, sourcing risk, and more.
The SiliconExpert parametric BOM data is included in specific parameter columns indicated by an associated icon, which are also included as markers in the Column Settings drop-down menu.
The Workspace BOM view with all SiliconExpert data enabled. Note that only the Lifecycle, YTEOL and RoHS parameters are enabled by default.
The full benefit of this enhanced procurement data is gained by assessing the significance of the parameter values based on your requirements – see Parameters Available from SiliconExpert for detailed information. Note that SiliconExpert integration is also available in Altium Designer – see Pulling Part Data from SiliconExpert in Altium Designer.
The overall availability of SiliconExpert parameters for your Workspace is determined by the Data Visibility Settings accessible to administrators through the Admin – Apps page.
This view presents Schematic and 3D views configured for Multi-board project documents. The high-level Multi-board Schematic (MBS) and Assembly (MBA) documents provide data that represent the electrical and physical connectivity information between Multi-board 'child' projects – the sub-projects that collectively make up a Multi-board project.
The Multi-board Design data view is invoked when a Multi-board project is opened from the Workspace's main Projects view. It includes tabbed view options for schematic (MBS), board assembly (MBA) and collated BOM views, which present the design from the Multi-board perspective of interconnected child projects. Select the Child Projects option from the navigation tree to view and access the Multi-board project's constituent (sub) projects.
Click on any Module, Connection, or Entry Point in the MBS schematic to view its details in the Information pane on the right. Included is all connectivity data down to the Net level. Click the icon to open the Comments and Tasks pane and place a comment note on a Module, Entry Point, Connection, or in free space – see the below Comments section for more information.
Access the Objects pane () in the MBA view to specify which board module and 3D data objects are visible in the Multi-board assembly view. Use the icon associated with each object entry to toggle its visibility, and the icon at the top of the pane to reset the view with all objects visible.
This view presents the fundamental wiring and layout views for Harness Design project documents. The specialized Harness Wiring Diagram (*.WirDoc) and Harness Layout Drawing (*.LdrDoc) documents provide data that represent the wires/cables between connectors, and the physical construction of that harness. Harness projects also can include Draftsman documents for additional information, and an ActiveBOM document that details the required harness parts. Note that a Harness project can be integrated with a Multi-board project to represent its existing harness-type connections.
► See Harness Design in Altium Designer for detailed information on creating Harness Designs.
A Harness Design project is opened from the Workspace Projects page. The view includes selectable tabs for each included document type (Wiring, Layout, Draftsman, and BOM), and details of a selected object in the main wiring/layout views are presented in the Information pane on the right – see collapsible section below.
Click on a Component, Wire, Cable, Splice, Bundle, object in the Wiring/Layout views to inspect its details in the Information pane on the right. Component information includes its name/description, associated parameters, connection pins, and any assigned socket Crimps. Basic color/gauge data is shown for harness Wires, and included objects (components and wires) and parameters are listed for harness wiring Bundles.
This view presents a Gerber Viewer for inspecting both Gerber and Fabrication data:
The Gerber and Fabrication data views (which are identical in their functionality) present a Gerber Viewer. Here, the Gerber data view is shown. Hover the mouse over the image to see the Fabrication data view.
Control over the view and layer visibility for the Gerber/Fabrication data view is performed through the Layers pane. Access this pane by clicking on the control at the top-left of the view.
Layers pane as presented when viewing Gerber fabrication detail.
Gerber layers are grouped into the following categories:
Use the Top View and Bottom View controls at the top of the pane, to quickly toggle between viewing the Top or Bottom set of Gerbers respectively. Copper mid layers, mechanical layers and the NC Drill layer will be disabled in both cases.
Switch between viewing just Top Gerbers or Bottom Gerbers using the provided controls. Here, the Top View is shown. Hover the mouse over the image to see the Bottom View.
The following points relate to working with layer visibility in the Layers/Objects pane:
The Gerber/Fabrication data view supports single-layer mode. Here, access to the Only control is shown. Hover the mouse over the image to see the result.
When viewing Gerber data – using the Gerber/Fabrication data view – you are able to take measurements. To do so click the button. The Measurements pane opens, the cursor changes to a cross-hair, and you will enter measurement mode. Measurement is performed as follows:
When viewing a Gerber file package that has been shared with you, a Gerber comparison can be performed between the current data and that of another Gerber data package. A typical comparison might be between shared Gerbers that were generated from subsequent project releases or between major design stage interactions.
To invoke the comparison process, select the Compare Geber option from the view's menu and then another comparative Gerber dataset from the following Compare Gerber window – upload a Gerber package by dropping one into the window or by browsing to and selecting a suitable file. The Gerber Compare view will open when the comparison process has completed, where you can fully inspect both the graphical and net changes between the two Gerber datasets.
► See the related Gerber Design Data Comparisons or Standalone Gerber Compare viewer for more information.
When a Gerber data package has been shared with you, a direct data comparison can be made between the current package and an uploaded package.
Note that shared Gerber packages – available from the Workspace Shared with Me view – are sourced from shared entries in your Personal Space, and Gerber data packages uploaded during the above Gerber Comparison process are saved in the Files area of your Personal Space.
Any Gerber data packages uploaded to your Personal Space will be available for selection in the Compare Gerber window during a Workspace Gerber Compare session. These will include any Gerber packages uploaded during a previous Gerber comparison – see example.
A graphical representation of the current design's PCB Layer Stack – the board's physical stack of layers – is available for viewing from a number of locations in the Web Viewer. The Layer Stackup View presents the board's internal structure along with associated data such as layer types, materials and dimensions.
► See Defining the Layer Stack for information on working with the Board Layer Stack in Altium Designer.
The Layer Stack view provides immediate viewer access to key manufacturing information for related stakeholders, while avoiding the need to create and release a Draftsman Layer Stack document or derive the information from released Gerber Output files. The view is accessible where design source files are presented, such as through the Project Design view, a Design Release Snapshot, or a sent Manufacturing package.
Open the Layer Stack view by selecting the Stackup View command from the Board Information pane in the Project Design viewer, or from the Layers menu when a PCB is being viewed. The Layer Stack view is accessed in the same way when viewing the Design Snapshot of a project Release.
The information pane is populated with data for the currently selected stack element (Layer, Overlay, Via, etc), or overview data for the board stack when an element is not selected.
The Layer Stack view is available from the Stackup View command in the WIP project design view or when viewing a Release package. Hover over the image to see the latter.
In a similar way to the other views available in the Web Viewer, Comments can be placed on the Layer Stack view. In this case Comments can be applied to any Layer Stack element by selecting its graphical object, and then entering your comment with any user mentions and assignments in the contextual commenting window. Note that Freehand Drawing and Area selection are not available in Layer Stack Commenting.
► See the Comments section below for more detailed information on placing Comments.
Other types of document files that have been stored in the source Altium Designer project are collectively made available in the Workspace Design view’s Other Documents location. These ‘non-CAD’ files (typically design specifications, reference material, status logs, and so on) are hosted under version control along with the core design files. A selected file is available for download from its associated icon or from the main view area – the exception is PDF files, which are opened automatically in the Workspace PDF viewer.
The web viewer includes 'non-CAD' files under the Other Documents header. Re-commit the project from Altium Designer if they cannot be seen.
The Web Viewer includes both Design and Electrical Rule check (DRC and ERC) reports for the current project, which are generated from the source design data in compliance with the settings specified by Altium Designer – as stored in the project documents. This provides convenient access to rule errors or violations for review purposes without the need to access the design in Altium Designer.
These are available as expandable lists within the Project navigation pane's Design section. The reports are dynamically generated as required, such as when the project has been updated and resaved to the server from Altium Designer. Note that a DRC or ERC report is included only when related errors have been detected.
Both Design and Electrical rule checks are generated by the server for review purposes, when applicable.
For more information on Design and Electrical rules and their settings, see:
► Defining, Scoping & Managing PCB Design Rules in Altium Designer
► Verifying Your Design Project in Altium Designer
Expand a DRC or ERC report to expose its included category types, each of which will open a sub-list of the specific violations or Error/Warning/etc that have been detected. A DRC violation that has been waived in Altium Designer is indicated by a icon associated with its entry.
When selected, a specific entry will open the related document and zoom/pan to the relevant area. The Report information pane on the right will include full details of the selected entry, including the rule information, class and type, and also the specific objects that are affected.
When selected, the rule violation/error entries will present their detailed information and cross-probe to the related document and location.
Note that, initially, you may need to re-save the project from Altium Design to the Altium 365 Workspace (Save to Server) to invoke the DRC/ERC generation process.
Save to Server
The following controls (all located in the top-right control cluster) are common to various data views:
The pane is further divided into two sub-views:
When viewing the design source, if the project includes defined variants you will be able to switch between these when viewing the design across the various data views. The left-hand navigation pane presents a listing of the available variants. By default, this will be set to [No Variations] – presenting the base design.
Accessing the available defined variants for the project.
Choose a defined variant from the list of all variants defined for the project – the current data view will update to reflect that variant, including the visual options enabled for not fitted components (SCH and PCB data views). In the 3D and BOM data views, the component will be present/listed or not, depending on whether it is fitted or not.
The interface caters for variants. By default, the base design ([No Variations]) will be presented (shown here in the SCH data view). Use the controls in the left-hand navigation pane to switch to a different variant (hover over the image to see an example).
When viewing the design source, the selection of an object within the design can be performed from the SCH, PCB and 3D data views as follows:
A selected net also will be selected across all schematic documents on which it appears, as listed under Connectivity in the Information pane. Select an entry in the list to open that schematic document. The pane's Layers Used list includes all board layers used by that net.
Note that the currently selected component or net is also selected in the 2D/3D PCB views.
The SCH data view supports selection of components and nets. Here, a selected component is shown. Hover the mouse over the image to see a selected net.
Only components are highlighted as you move the cursor. Only an individual component, pad, via, track segment, or net can be selected (no cumulative selection). For a selected pad, via, or track segment, associated net information is presented.
To select an entire net, click on a selected track a second time (effectively a double-click), or click on the Net Name entry in the right-hand pane ( see example). Net selection in the PCB data view also can be achieved by either selecting the net in the SCH data view and switching to the PCB data view, or by searching for the net using the Search facility.
The PCB data view supports selection of components, pads, vias, track segments and nets. Here, a selected component is shown. Hover the mouse over the image to see a selected track segment.
Repeatedly click on an object to cycle through the nets and objects under the cursor, or double-click to immediately select the net associated with that object.
The 3D data view supports the selection of components, pads and vias. Here, a selected component is shown. Hover the mouse over the image to see a selected via.
Expand the Nets section in the Projects pane to access a list of nets available in the project design. Select an entry in the list to locate and highlight that net in the Schematic, PCB and 3D views, and also present its details in the right-hand information pane. The latter includes a list of Layers the net occupies, and a selectable list of Schematic documents that include that net.
Select a net entry in the Nets list to visually highlight it in the main design views and also expose its details in the right-hand pane.
Note that selection of net entries is effectively bidirectional, so when a net is directly selected in either the Schematic or PCB view it also will be selected in the Project pane's Nets list.
To inspect a selected net in all compatible views, choose the SCH, PCB, or 3D options from the upper tabs or from the view tab options available in the Net information pane on the right.
When viewing the design source, when you select a supported object within the active data view, that object is selected (where applicable) on one or more other data views as well – enabling you to quickly cross-probe to that same selection. Cross-probing support is conveniently delivered through controls located at the top of the right-hand pane – displayed when an object is currently selected in the main viewing window.
Cross-probing controls (for a selected component).
The following collapsible sections present a few examples of supported cross-probing scenarios:
Select the required component in the active data view, then click one of the controls to cross-probe to that component in the target data view. For SCH, PCB and 3D data views (accessed by clicking the SCH, PCB, or 3D controls), the component will be selected and zoomed within the view where possible, and masking applied to leave only the selected component fully visible.
For the BOM data view (accessed by clicking the BOM control), the row entry for the component will be highlighted.
Click on the designator for the component you wish to cross-probe to. The last active data view prior to accessing the BOM data view will be made active, with the component selected, centered and zoomed within the view where possible, and masking applied to leave only the selected component fully visible. From there, you can use the controls (SCH, PCB, 3D and BOM) to cross-probe to that selected component in other data views as described previously.
Select the required net on the schematic document within the SCH data view, then click one of the controls (PCB, 3D) to cross-probe to that net in the target data view – selection also is available at the top of the Information pane. The net will be selected and zoomed within the view where possible, and masking applied to leave only the selected net fully visible.
Select the required pad, via, or track segment on the board within the PCB data view, then click the 3D control to cross-probe to that pad/via/track segment in the 3D data view. The object will be selected and zoomed within the view where possible, and masking applied to leave only the selected object fully visible.
When viewing design sources, the Web Viewer interface incorporates a search facility that provides a quick and convenient way to locate components and nets throughout your design. The search feature can be accessed from the SCH, PCB and 3D data views by clicking the button, at the top-right of the view. A Search pane will be presented in which to conduct the search.
The Web Viewer interface's Search pane.
To perform a search, start typing your search string. Search is case-insensitive. The pane lists the matching results dynamically as you type. The number of matching results is highlighted at the top of the pane.
Example search conducted from the SCH data view.
Click the button to access filter options, to show all components and nets matching the search string, or just components, or just nets.
With search results listed, click an entry to navigate to that entity – component or net – within the active data view. The component/net will be selected and zoomed within the view where possible, and masking applied to leave only the selected component/net fully visible.
Example of the search facility in action. Shown here is the result of searching for a component within the active PCB data view. Hover the mouse over the image to see the result of searching for a net within the active SCH data view.
The search facility is great for finding and selecting a net on the 3D view of the board – something that cannot be done by simple selection alone, since you can only click to select components, pads and vias in the 3D data view.
Example result of searching for a net within the active 3D data view – the only way, aside from cross-probing, to select a net within this view.
The Web Viewer supports downloading of data from any of the data views. Download is performed by clicking the control (located in the top-right control cluster). What happens depends on what you are currently viewing:
Support is provided for downloading a Zip archive containing a snapshot of the WIP design project (base design), as well as the ability to generate and download the following derived outputs, taking setup information directly from the applicable Output Job file (where one exists):
Hover over an entry on the pane and click the associated control to download. Data will be generated first, where applicable, and then downloaded. For output that needs to be generated first, you can either wait or close the Download pane – you'll be able to access the download through an email, which will be sent to you once the data is ready.
The Releases region of the pane is only presented when viewing the Design Project Source (not a Shared Live Design). All release packages that have been generated from the project will be listed – click an entry to open it for inspection, on a separate browser tab.
The Web Viewer interface supports commenting of your design documents. A comment is a user-added note that is assigned to a specific point, object, or area (as applicable) on a supported data view, and may be replied to by other users. Comments promote collaboration between users without altering the shared data itself, because comments are stored by the Workspace independently of that data. Comments are posted, replied to, and managed directly within the main viewing area using a contextual commenting window. Comments are also presented on the Comments and Tasks pane, which is presented on the right-hand side and provides more of an overview/navigational instrument, rather than the operational interface.
Example comments overlayed on a child schematic sheet of a managed project. The Comments and Tasks pane reflects all comments, while the accessible window in the main viewing area brings contextual commenting, right at the place you need it.
Commenting functionality is used in the following places:
Comment placement mode can be entered in one of three ways:
In each case, the cursor will change to a cross-hair and you will enter comment placement mode. Proceed as follows:
The following sequence image shows the addition of an example comment to a component on a schematic document (within the SCH data view), along with adding a mention of a team member and assigning a Task to them (see below for details).
Comments placed on a PCB when viewing in 2D mode are associated with current Layer view – the visible and active layer settings when the comment is placed. The comment's Layer view settings are restored when it is subsequently selected in the Comments and Tasks pane or from its marker in the PCB view.
PCB comments are layer specific, and the comment's layer view settings -- including the Top/Bottom view selection – are recalled when the comment is selected.
Comments applied in the Web Viewer interface in the following places become available in Altium Designer and vice-versa, and all changes to comments are reflected in all three places:
Comments made in the Design Snapshot view when viewing a specific release of a project (through the Manufacturing Portal) also become available in the Design view of the detailed management page for the project, the Design view of the shared live design, and in Altium Designer, but not the other way around.
Comments made within the Manufacturing Package Viewer or the integrated Viewer when inspecting a shared data snapshot are self-contained, and therefore will not appear in Altium Designer, and vice versa. They are seen only by people with shared access to a specific manufacturing package or data snapshot.
The following points relate to working with comments and the interface's contextual commenting window:
You also can mention a person who is outside of the Workspace team (and outside of your organization) by entering @<theirfullemail>. If that person already has shared access to the entity being viewed, they will receive a notification email that they have been mentioned. If that person does not have access, you will be presented with the Share window in which to determine access rights (and proceed to share the entity with them), or to not grant access at all. They will receive a related shared status email.
In the following information window, you also can check the option to submit a request for the person to be invited in as a member of the Workspace, and then in the next Request Invitation window, add a note and any other applicants before submitting the request for processing by a Workspace administrator – see Processing an Invitation Request for more information.
All involved users (you, the person the project is shared with, and Workspace administrators) will receive notification emails that relate to a change of sharing rights (see example) or access to the Workspace.
Note that the functionality for creating and managing Tasks is not supported with Altium Designer Standard Subscription.
Where a Task is associated with a comment its window upper border includes:
Along with the Tasks page that applies to a specific project, the Workspace also offers a global Tasks page view that is populated with all tasks that are currently active in the Workspace. The former, which you cross-probe to when selecting a Task reference ID, includes Tasks arranged by project documents, whereas the latter includes Tasks arranged by Workspace projects.
► See information on the Tasks page for a specific project.
► See information on the Tasks page for all Workspace projects.
► See information on comment Task assignment in Altium Designer's Comments and Tasks panel.
A Task can be added to an existing comment using the Convert to Task option available from the window's menu. The new Task initially is assigned to you, and can be changed to another Workspace member by selecting their entry from the drop-down list opened from the assignee avatar (top left). Note that the marker in the document view will change from a simple comment reference number to the Task ID. Note that the Tasks feature is not supported with Altium Designer Standard Subscription.
The commenting window will also accept an image file or captured screenshot pasted from the Windows clipboard. You can paste the screenshot (or copied image file) into the comment field before or after any text notes and user mentions. The image graphics are diplayed in the body of the commenting window – click on the image to open it for viewing at full-size. The placed comment's entry in the Comment and Tasks pane will include a related Includes Images note.
The following points relate to working with comments and the interface's Comments and Tasks pane:
The pane's filter options constrain the comment entries to:
With Altium Designer Standard Subscription – where Tasks are not supported – the Comments pane user filtering applies to mentions only.
The filter options constrain the comment entries to:
The secondary level of filtering, which is applied in conjunction with the primary filtering method offers two options, allowing you to hide all resolved comment threads (Unresolved only enabled) and/or to only show comments for the active document being viewed, rather than the entire project (Current document only enabled).
When using the Web Viewer interface to inspect the documents of the latest source project – from the Design view of the detailed management page (when managing a specific project), or when viewing a shared live design – the data will update automatically whenever the project is committed back to the Workspace (from within Altium Designer). Notification will appear within the interface shortly after the committal. Once the new data has been generated, click the Refresh Page control to update the view with that latest data set.