Customising Bernard

Bernard does not impose a vocabulary. Each studio defines its lists of values (categories), its properties, its colours, its icons and the layout of the Property panel. This page shows how.

Who can do it. These settings are made in the Root Settings (studio) or the Project Settings (project). They are reserved for administrators and for roles that have the Can access the Global Root Settings or Has access to projects settings permissions, and the Can Create permission of the object type concerned (see Roles, permissions and assignment). To open the settings, see Root Settings.

Categories

A category is a list of values that the studio manages itself. Each value has a name, a colour, a background colour and an icon. These choices appear everywhere the value is displayed: spreadsheet pills, notes, node view.

Categories are in the Categories folder at the root of the studio: yours in Custom Categories, Bernard's (read-only) in Default Categories.

Creating a value: in the Tree View, open the category, right-click › Create, type the name, then set the colour, the background colour and the icon in the Property panel.

A correction category is used to choose who is notified: for example, a lead's correction can notify the artist and the coordination, a client correction other roles. Create as many as you want.

Properties

A property is a field of an object: budget, start date, comment, client status… Bernard provides a large number of them; the studio creates its own.

Creating a property: in the Root Settings, folder Properties › Custom Properties, right-click › Create. Set:

• the name and the description (the description is shown as a tooltip);
• the type;
• the default value;
• the options of the type: unit and decimals for a number, possible values for a list, line wrapping for a text, Is Interpreted for expressions (see Path Edit);
• Read Access and Write Access: who can read and write (see Permissions per property).

The types the studio can create:

Other types exist but are reserved for Bernard's own properties: Color, Image, Files, Paths, State, Version, Assignment, Time Log, Instruction.

Adding a property to a template: right-click the template (for example an element template) › Assign › Property. The Assign Property window lists the existing properties. A property assigned to a template appears on all its references.

Local and Global modes

On a template, each property is in Local mode (each reference keeps its value) or Global mode (the template's value applies to all references). Right-click the property › Set Mode to Local or Set Mode to Global. To impose a value once without changing the mode: Set this value on all references. Bernard announces the number of elements affected and asks for confirmation. The permissions required are in Roles, permissions and assignment; propagation is explained in Workflows.

Colours

Colours apply to:

• departments and category values (text colour and background colour);
• compounds (node colour in the node view);
• templates: the workflow nodes take the template's colour.

To choose a colour, click the colour field of the property in the Property panel. You can copy an object's colour with Copy Color and paste it onto another with Paste Color: handy to match a compound to its department.

Icons and images

• Icon of a value (role, department, category value, template): drag and drop an image onto the icon area of the Property panel. It replaces the original icon.
• Task icons: the node view shows an icon per task type (work, validation, script), tinted with the template's colour.
• Thumbnail of an element: drag and drop an image onto the image field, or open the thumbnail menu (Load image (browse)..., Save image as...). See Properties.
• Background image of a workflow: in the node view, on a template, Load background picture...; Remove background picture removes it (see Nodal View).

Layout of the Property panel

Reserved for administrators, on a template.

The properties of a template are arranged in groups. A layout (Layout) sets the groups and the order of the properties; it also sets the order of the pairs in the Assignment tab.

1. Select the template (an element, project, resource template…) and open the Properties tab.
2. In the tab menu, choose Create Layout, or Edit Layout if one exists.
3. While editing, use Add Group (a group, which can be named), Add Separator (a line) and Add Splitter (two properties side by side). Properties that are not arranged stay in Unassigned Properties: drag them into a group.
4. Confirm with Save Layout, or abandon with Cancel.

The layout is stored on the template: all its references share it. It is locked while an administrator is modifying it: another administrator then sees "Layout Locked". Copy Layout and Paste Layout carry it over from one template or project to another; Delete Layout deletes it.

The tabs of the Property panel depend on the object type and the role (see Property panel).

Other customisations