Editor reference
A quick lookup for the controls already in the P&ID editor. For a guided first drawing, start with Getting Started.
On this page
Ribbon #
The ribbon groups commands by task. The save, undo, redo, delete, search, export and share controls remain on its top row.
Draw Create and arrange
- Select
- Select, move and edit objects on the sheet.
- Pan
- Drag anywhere to move the sheet without holding Shift.
- Add symbol
- Open the symbol library, then drag a symbol onto the sheet or place it at the centre.
- Connect
- Choose a line type, then connect two compatible ports.
- Clipboard
- Copy, paste or duplicate the current selection.
- Transform
- Rotate the selection 90°, or flip it horizontally or vertically.
- Arrange
- Group, ungroup or lock selected objects.
- Re-route pipes
- Ask the routing engine to calculate the sheet's line routes again.
Engineering Check and derive
- Validate
- Run the full server-side check for the current drawing.
- Issues
- Open the issue list and show its markers on the canvas.
- Straighten
- Align runs that are already close to their nozzle axes. The whole action is one undo step.
- Isometric
- Generate, open or update the isometric sheet linked to this P&ID.
View Navigate and inspect
- Zoom
- Zoom in, zoom out or fit the entire drawing into the canvas.
- Layers
- Open the layer panel to create, order, hide and assign layers.
- Markers
- Show or hide validation markers without changing the issue list.
Canvas and selection #
| Action | Mouse or trackpad | Touch |
|---|---|---|
| Select one | Click a symbol or line. | Tap a symbol or line. |
| Select several | Shift, Ctrl or Cmd-click objects; or drag a selection box on empty canvas. | Use the selection box where available. |
| Move | Drag the selected symbol or group. | Drag the selected symbol or group. |
| Pan | Use Pan, middle-drag, or Shift-drag empty canvas. | Choose Pan and drag. |
| Zoom | Use the wheel over the canvas. Shift-wheel scrolls sideways. | Pinch with two fingers. |
| Edit a route | Select a line, then drag an endpoint to reconnect it or a segment to reshape it. | Select the line and drag the same handles. |
Keyboard shortcuts #
| Action | Shortcut |
|---|---|
| Undo | Ctrl/Cmd + Z |
| Redo | Ctrl/Cmd + Shift + Z or Ctrl/Cmd + Y |
| Copy | Ctrl/Cmd + C |
| Paste | Ctrl/Cmd + V |
| Duplicate | Ctrl/Cmd + D |
| Nudge | Arrow keys move the selection 10 px; add Shift for 100 px. |
| Delete | Delete or Backspace |
| Cancel | Escape returns to Select and cancels an unfinished placement or connection. |
| Add to selection | Shift, Ctrl or Cmd while clicking. |
| Open first search hit | Enter in the tag/spec search field. |
Inputs, text areas, selects and editable text keep their normal keyboard behaviour.
Properties and search #
Select a symbol or line to open its properties on the right. Available fields depend on the object:
- Equipment and off-page connectors: label and engineering data.
- Instruments: letters, loop number and engineering data; location and system are shown when present.
- Valves: tag, actuator, normal state, fail position, indication method and engineering data.
- Lines: endpoints, flow direction, thickness, engineering data and line groups.
Use Search tag/spec… to find symbols by tag, name, specification or size. Select a result to centre it on the canvas.
Layers and validation #
Layers
Open View → Layers to add a layer, change its order, hide it, or assign the current selection. Hidden layers are omitted from the working canvas until shown again.
Validation
Choose Engineering → Validate. The Issues panel lists rule violations; selecting one pans and zooms to the affected object. Markers can be toggled independently from the View tab.
Save, export and share #
Output Top row
- Save
- For a guest, Save opens sign-in so the drawing can be kept. Signed-in edits remain in the account workspace.
- Export
- Download a standalone SVG, PNG or JPG. Guests can export without creating an account.
- Share
- Create a read-only snapshot link. Sharing requires an account.
- Refresh share
- Publish the current drawing to an existing share link. Later edits remain private until refreshed.
- Stop sharing
- Disable the link without deleting the drawing.
A guest gets one drawing, kept for 24 hours after the last edit. Sign in or export it before then.
Isometric sheets #
Choose Engineering → Generate isometric to create a linked schematic from the P&ID. After adding objects to the P&ID, choose Update isometric to append the new objects. Use Open isometric and Open P&ID to move between the pair.
On the isometric sheet, select a pipe and edit its direction and length in the right panel. Unlink keeps a selected object but stops synchronising it with its counterpart.