Configure Schematics¶

In Wood InsightsPlatform (WIP), you can create, edit or delete schematics using the Schematic Editor as described below.

Set Up Schematics¶

Choose Configuration ‣ Schematics ‣ Schematic Editor from the menu.
On the Schematic Editor pane, click on the toolbar on the top of the page.
Enter a name for the new schematic and click Save.
The newly created schematic is selected automatically. If another schematic has unsaved changes, the usual save/discard/cancel prompt protects that draft.
Switch to editing mode using the View/Edit toggle button on the toolbar.

Result

A new row is added to the toolbar containing various schematic elements.
Use the following functions to set up your schematics:

Add Elements

To add a new element, drag the required element from the toolbar and drop it to the editor screen area. You can drag around the element to the required location whenever it is required.

Connect Elements

Each element has a handle that indicates possible connection points. Press a connection point and drag it to connection point of another element to form a connection.

Delete Elements

To delete an element, select it and press Delete / Backspace on your keyboard.

Configure Elements

When you click an element in the editor, a dialog appears, where you can define properties specific to the element type. For more information, see Configure Schematic Elements.

Copy&Paste Elements

You can use the standard Ctrl+C and Ctrl+V keyboard shortcuts to copy and paste schematic elements.

Toggle Snap Modes

You can use the SNAP/OFF toggle button on the toolbar to switch between auto snap and free place modes. This determines whether nodes are aligned based on their proximity to other nodes.
Click on the toolbar to save your changes.

The toolbar shows Unsaved, Saving, Saved, or Failed to indicate the state of your changes. Changes made while a save is in progress remain unsaved until you save again.

Caution

The editor does not automatically save. When switching schematics with unsaved changes, choose Save and switch, Discard, or Cancel. If saving fails, your changes remain in the current editor. Refreshing or closing the browser with unsaved changes also triggers a browser warning.

Undo and redo apply only to the current schematic. Switching schematics starts a new undo history.

Saves compare the version originally loaded by the editor with the current server version. If another user or tab changed or deleted the schematic, saving fails with a conflict message instead of overwriting their work. Your diagram, name, and undo history remain in the editor, and Save and switch does not navigate away.

A background refresh does not silently advance your draft’s version. Only your own successful save advances it, including when you made more edits while that save was pending. To resolve a conflict, keep the draft open to retain your work, or explicitly discard it, reopen the latest schematic, and reapply the required changes. Unsaved drafts do not survive a browser reload.

The selector lists all schematics for the current tenant rather than silently stopping at 100.

Organize Schematics in Folders¶

The editor’s Library is independent of the main navigation hierarchy. Its search, selected document, and expanded folders do not change the main hierarchy’s expansion state.

In Edit mode, right-click a folder or the library background and choose Add > Folder to create a folder, including an empty folder. Choose Add > Schematic on a folder to create a document inside it. Names are plain names; folder membership is stored separately.

Right-click a folder or schematic to Rename, Move to folder, or Delete it. A folder can only be deleted when empty. Renaming or moving a folder preserves its contents and document names. Save or discard unsaved changes before renaming, moving, or deleting the active schematic through the library.

Folder management uses the existing schematic modification and deletion permissions. View mode allows opening schematics without exposing editing actions.

The API gateway includes SQLite and PostgreSQL migrations that convert existing slash-delimited names into folder records and plain document names while preserving schematic IDs, graph data, and creation dates. Deploy the updated API gateway alongside this UI; its normal database migration startup applies the schema change.

Edit Schematics¶

In the Schematic Editor pane, you can edit schematics in the following ways:

You can update the name of a schematic in any view (View/Edit) by using the button on the toolbar and changing the name as required. Saving the name also saves the current diagram changes.
You can change schematics, that is add, remove, or move around elements or connections by switching to editing mode using the View/Edit toggle button on the toolbar and using the functions described in Set Up Schematics.
You can edit individual elements of schematics as described in Configure Schematic Elements.

Configure Schematic Elements¶

In the Schematic Editor pane, you can configure the properties of elements by clicking them in Editing mode (View/Edit toggle button switched to Edit) and filling in fields in the dialog that opens. The available options in the dialog depend on the type of the element.

Element configuration is a draft until you select Apply. Discard returns the fields to the last applied configuration; closing the configuration before applying drops its unapplied changes. Applying a configuration updates the schematic draft, which still needs to be saved from the editor toolbar to persist the schematic.

Many of the schematic elements have the Chart Options section in the configuration dialog, which allows you to assign a chart to the element. This chart will appear when the user clicks the relevant node when viewing the schematics. In this section you define the following parameters:

Field	Description
Chart Title	Specify a title for the chart, which will appear at the top of the chart.
Legend Title	Enter a title to be applied for the legend.
Tag	Select the tag that you want to assign to the schematic element.
Averaging Period	Select the time interval for averaging data points displayed on the chart. Options include None, 10 minutes, 1 hour, and 1 day. Choosing None displays raw values, while selecting a time interval applies averaging over the specified period, showing averaged values on the chart.
Start/End	Select the beginning and ending date for the period to be displayed on the chart. These fields allow you to customise the time frame of the data displayed, ensuring you can focus on the specific period of interest.

Other configuration options are specific to the element type. For more information, click the relevant element type below: