Dynamic Subsets

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Dynamic Subsets allow you to save specific states of Connecter, like search results, a folder with individual filtering, or a selection of tags.

Every time you use such a saved state, Connecter shows the dynamic assets subset that matches this state. Unlike Tags and Collections, you don't manually add assets to Dynamic Subsets but only define the conditions Connecter will follow to show you all relevant assets the moment you use a saved Dynamic Subset. 

Dynamic Subsets aren't shared across the team – they are visible only to the users who create them.

How to use Dynamic Subsets?

Creating Dynamic Subsets

You can define three main types of Dynamic Subsets: using a folder, a selection of tags, or an asset search. To create a Dynamic Subset Connecter must be in either of these three valid states. You won't be able to create a Dynamic Subset from any other state like Isolate view, Reference view, External files view, etc.  

To create a Dynamic Subset based on a folder:

  1. Select a folder. 
  2. Go to the Dynamic Subsets tab in the Productivity panel.
  3. Click the "+" icon on the top right.

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Creating a Dynamic Subset based on a folder.

To create a Dynamic Subset based on tags:

  1. Select one or multiple tags.
  2. Go to the Dynamic Subsets tab in the Productivity panel.
  3. Click the "+" icon on the top right.

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Creating a Dynamic Subset based on tags.

To create a Dynamic Subset based on search:
  1. Search for assets using any search term. 
  2. Go to the Dynamic Subsets tab in the Productivity panel.
  3. Click the "+" icon on the top right.

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Creating a Dynamic Subset based on a search.

Using Dynamic Subsets

Note that when you select a Dynamic Subset, the assets you see, based on its configuration, are neither contained into, linked, or otherwise related to this Dynamic Subset. It only forces Connecter to go into that specific preconfigured state, and it's the state that defines the assets subset you see in the Assets view – hence the name Dynamic Subset.

For example, if you create a Dynamic Subset from a selection of tags, when you select it, it will force Connecter to go into the state where those tags are selected. 

To use a Dynamic Subset that is already created:

  1. Go to the Dynamic Subsets tab in the Productivity panel.
  2. Click on a Dynamic Subset in the list.

TIPS: 

  • The icon before the name of each Dynamic Subset denotes which of the three types it is: a folder, tag or search. 

  • Due to how the feature works, you can't select multiple Dynamic Subsets as you'd typically do in Tags or Collections because Connecter can't be in various states simultaneously.

  • Due to how the feature works, you don't see the number of assets for a Dynamic Subset as it works in Tags or Collections. Every time you select a Dynamic Subset, you see a dynamic number of assets based on the current status of your workspace.

Configuring Dynamic Subsets

For each Dynamic Subset you add, you can use a specific configuration of the various filtering, sorting, and other options to determine what asset you see in the Assets view. Most options apply to all three Dynamic Subset types (Common rules), and others are specific to each type (Specific rules).

Configuring Dynamic Subsets using Common rules

For all three Dynamic Subset types, you can use the following options to configure individual rules:

  • Asset types filtering with additional filtering by file formats.
  • Secondary filtering by different metadata properties.
  • Stacking.
  • Sorting.
  • Filter by filename. 

Configuring Dynamic Subsets using type-specific rules

  • For Dynamic Subsets on a folder: Use the Show files in subfolders option where applicable.
  • For Dynamic Subsets on tags: Use the Show all/Show combined option.
  • For Dynamic Subsets based on search: Use the following search options when applicable:
    • Search in: Files in all tagged files.
    • Search in: Files in selected tags.
    • Search in: Products.

Modifying Dynamic Subsets

Updating

Once you create a Dynamic Subset, at any time later, you can change its configuration. To update a Dynamic Subset:

  1. Configure the current state of Connecter according to your needs (e.g., change filtering, tags selection, search term, etc.).  
  2. Go to the Dynamic Subsets tab in the Productivity panel.
  3. Hover over the subset you want to update and choose the Update from current state option in the right-click contextual menu.

TIP: You can update any Dynamic Subset, regardless of its type, from either of the three valid Connecter states. So you can, for example, update a Dynamic Subset based on a folder from a current state that is a selection of tags. Since Dynamic Subsets act as shortcuts to Connecter states, it doesn't matter what new state you use to update from – it just replaces the last state saved in the Dynamic Subset.

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Updating Dynamic Subsets.

Renaming

When you create a Dynamic Subset, Connecter automatically assigns a name to it based on the current state as follows:

  • A Dynamic Subset based on a folder gets the name of the folder.
  • A Dynamic Subset based on a selection of tags gets a name consisting of the tags' names separated by a comma.
  • A Dynamic Subset based on a search receives its name from the search term. 

Once created, you can change the automatically-assigned name to something more meaningful to you.

To rename a Dynamic Subset:

  1. Go to the Dynamic Subsets tab in the Productivity panel.
  2. Hover over the subset you want to rename and choose the Rename option in the right-click contextual menu.
  3. Type in the new name and press Enter.

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Renaming Dynamic Subsets.

Deleting

To delete a Dynamic Subset:

  1. Go to the Dynamic Subsets tab in the Productivity panel.
  2. Hover over the subset you want to update and choose the Delete option in the right-click contextual menu.
  3. Confirm by clicking the Yes, Delete button in the dialog box.

deleting.gif

Deleting Dynamic Subsets.

Ordering

The list of Dynamic Subsets orders the last-created subset on the bottom by default. You can manually reorder the list if you prefer to have your custom arrangement. To reorder the list of Dynamic Subsets:

  1. Go to the Dynamic Subsets tab in the Productivity panel.
  2. Hover over the Dynamic Subset, which position in the list you want to change.
  3. Press and hold with the left mouse button, then drag the Dynamic Subset upwards or downwards in the list. 
  4. Release the left mouse button to set the new position.

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