Applies To:
Content Managers.
Common Causes/Issues:
- You would like to reference or link an Autodesk command to guide users in the context of what they are learning.
Solution Overview:
- To create a tool link that fires off an Autodesk command, you must have the applicable Autodesk software open on your system e.g. AutoCAD, Revit or Civil 3D.
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The below solutions are provided for Workflows and Documents, respectively.
Tactical Rundown:
- WORKFLOW
-
Before you can place a tool link you must create it first:
- In the Peak Experience Administration Portal, navigate to the 'Content' tab > Select the 'Add New' button > choose the 'Workflow' option
- Title the Workflow, and make other 'Overview' and 'Details' selections for your workflow
- Select 'Save'
- Select 'Edit'
- Select 'Launch Editor' button > Click 'Open Pinnacle Series Workflow Editor' when prompted in the browser
- NOTE: 'Workflow Editor' may open behind browser it is launched from
- With the Workflow Editor open and a New Process, Task, or Step created, please right-click workflow item title and select 'Modify'
- View the 'Tools' section in the bottom of the Modify window:
- Select 'New' to create the New Tool Link
- Select 'New' to create the New Tool Link
- View the 'Tools' section in the bottom of the Modify window:
- 'Name' the Tool Link.
- Under the type drop down menu select "Run CAD Command" or "Run Civil 3D Command" or "Run Revit Command".
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Inside the New Tool window give your command a name and click Browse whilst the software is open on your system.
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You can now search for the command.
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In the case of Civil 3D, you can browse the menu structure to select a command, or simply use the command macro. If you are entering the macro, you can string multiple commands together.
- You can now click apply to confirm your selection or click test to make sure the selected command is working as expected.
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Once you have added tools to your asset, you can insert the tool into the context of the description.
- Use the Hammer or type your tool name into the description and Pinnacle Series will resolve it after Refreshing.
- Click OK to save your changes.
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In the Pinnacle Series portal, when a link is clicked, the associated tool will fire-up. Use the entire collection of tool links to help users be more efficient while remaining on task.
- DOCUMENT
- In the Peak Experience Administration Portal, navigate to the 'Content' tab > Select the 'Add New' button > choose the 'Document' option
- Title the Document, and make other 'Overview' and 'Details' selections for your document
- Select 'Save'
- Select 'Edit'
- Select the 'Tool Link' drop down in the Document Editor Tool Bar, above the blank document page.
- 'Create New Tool Link'.
- Please follow the steps provided in the above 'WORKFLOW' section, when the 'Add a New Tool' modal pops up.
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Still Need Help?