Pass context between books in an application or plan

You can now pass context between books that are added as assets in an application or a plan that use the same synchronization group.

When you add books to sections in an application or tasks in a plan, enable the new Pass context option to pass context between any books that have synchronization enabled and use the same synchronization group.

Remember: Before you can pass context between books of the same application or plan, you need to first setup synchronization in these assets in Reports and Analysis.

Pass context option when adding an asset to a task or section

The Pass context feature supports all three synchronization groups (Book, Sheet, and Custom) as well as synchronization of hierarchies and gestures.

When you pass context between books that are synchronized at the book level, the source book is the one that opens first and has a check-mark next to its name in the application section or plan task. The target book is the book that you click on next.

In the following example, Book_01 and Book_02 are synchronized at the Book level. Book_01 is the source book in application Section 1.

When you change the Product Line to Dishwashers in Book_01 and go to Book_02, the hierarchy in Book_02 automatically updates to Dishwashers.

Synchronized target book in an application section

In books that are synchronized at the sheet level, you can choose the source tab but you cannot choose the target tab. The target tab is always the first tab of whichever book you click on after you make changes to the source book.

Similarly, in custom group level synchronization, widgets that belong to the same group will be synchronized together when you enable Pass context for books in an application or plan. As members of a hierarchy that display in one widget in the source book change, the same members display in synchronized widgets that use the same hierarchy in the target book.