The Symbol Editor is a graph-based visual tool for defining how AutoCAD block symbols are interpreted by AseptSoft. It maps attachment points, fluid flow paths, control modules, and off-page connectors onto your CAD geometry, enabling the system to understand the engineering semantics of each symbol.
The Symbol Editor is typically used for objects with complex fluid flow topology — tanks, heat exchangers, pumps, block valves, and other equipment with multiple entry/exit points or specific fluid routing requirements. Standard valves with a single inlet and outlet do not require Symbol Editor configuration, as AseptSoft handles them automatically.
Access: Open a module → Module Ribbon → Simulations panel → Symbols Editor button.
🔎 Overview
Every engineering symbol (valve, instrument, pump, etc.) in your AutoCAD drawing is represented by a block reference. The Symbol Editor lets you define a Symbol Style that describes:
-
Where fluid can enter and exit the symbol (attachment points)
-
How fluid flows internally between those points (internal fluid map with directional arrows)
-
Which CAD entities form logical groups (control modules, static geometry)
-
Where off-page connectors link to other drawings or pages
-
What fluid types are allowed through specific paths (groups and rules)
-
How individual CAD parts behave regarding connectivity (sticky, disconnecting, half clamp, very reactive)
The editor displays the actual CAD geometry as a background, with an overlay graph showing the nodes and their connections.
💡 When to use the Symbol Editor: Use it whenever you need to clarify where fluid can and cannot go inside an object. If an object has multiple connection points, independent fluid circuits (e.g., a jacketed tank), or special flow requirements (e.g., one-way flow, gas-only paths), the Symbol Editor is the tool to configure these behaviors.
📐 Key Concepts
Symbol Style
A Symbol Style is a named configuration that maps nodes onto a specific block definition. Each style contains:
-
A set of nodes (attachment points, rectangles, control modules, etc.)
-
An internal fluid map (edges connecting the nodes with directional arrows)
-
Groups and rules for fluid type filtering
-
CAD pattern matching settings for geometry recognition
-
CAD shape behaviour overrides for individual entities
-
Metadata about how the style relates to the CAD block
You can have multiple styles for different interpretations of the same block geometry.
Symbol Geometry
A Symbol Geometry represents a matched CAD block definition. When you select a geometry, the editor displays its entities as the background canvas and loads the associated style's nodes on top. The geometry provides:
-
The list of CAD entities available for association
-
Attachment points where pipelines connect to the symbol (shown as grey dots)
-
Candidate symbol names for matching
Scope
A Symbol Style can apply to:
-
Specific symbol names — e.g.,
[CV]for check valves,[HEEX1]for a heat exchanger type -
Class groups — groups defined during the P&ID Components Classification first-time setup
When you apply a style to multiple symbols, the same fluid flow rules govern all of them. You can see all matched geometries in the "Geometries used in symbol preview" section and click through them to verify the configuration applies correctly to each one.
🆕 Creating a Symbol Style
Follow these steps to create a new Symbol Style:
-
Open the Symbol Editor — Navigate to the Module Ribbon → Simulations panel → Symbols Editor
-
Select the target object — Either choose the object from the Create Style dropdown, or click on the object directly on the P&ID drawing and it will automatically be selected in the editor
-
Name the style — Give it a descriptive name (e.g., "Check Valves", "Block Valve BV-100", "Heat Exchanger HEEX")
-
Define the scope — Choose which symbol names and/or class groups this style applies to (see Scope above)
-
Configure nodes, edges, and rules — Use the sections below to set up the fluid flow topology
💡 Tip: The style name should reflect the type of equipment it configures, since you may have many styles across your project.
🧩 Node Types
The Symbol Editor supports 7 node types, each serving a different purpose:
📍 Point Nodes
|
Node Type |
Description |
|---|---|
|
Attachment Point |
A fluid connection point on the symbol boundary. This is where pipes connect to the symbol. AseptSoft creates these automatically based on detected pipeline connections (shown as grey dots). You can also add your own attachment points manually. |
|
Internal Hub Point |
A fluid routing point inside the symbol. Used to create internal flow junctions where fluid paths split or merge. Acts as a checkpoint where you can set rules — for example, allowing WFI through but refusing Nitrogen. Not directly connectable from outside the symbol. |
|
Off-Page Connector |
A special connection point that links to another drawing or page. Used for symbols that represent connections across P&ID sheet boundaries, including black boxes that connect to multiple off-page connectors. |
📏 Area Nodes
|
Node Type |
Description |
|---|---|
|
Rectangle |
A rectangular area defining a fluid zone on the symbol. Uses absolute coordinates relative to the block origin. The rectangle keeps its width and length the same across all matched symbol geometries. Best for objects where connection point positions are consistent. |
|
Relative Rectangle |
Similar to the Rectangle, but coordinates are normalized relative to the symbol bounds (the white bounding box). This makes the zone scale with different symbol sizes — if one heat exchanger is longer than another, the relative rectangle stretches accordingly. Best for styles applied to geometries of varying sizes. |
🗂️ Group Nodes
|
Node Type |
Description |
|---|---|
|
Control Module |
A logical group of CAD entities that represents a controllable sub-component (e.g., a valve, actuator, sensor, or positioner within a block valve). Can have effects — trigger-condition-effect chains that define behavior rules. Also supports tag and bind build patterns for identification and OPC connectivity. When you add control modules to a block, each one becomes independently controllable on the P&ID. |
|
Static Geometry Group |
A logical group of CAD entities that should be treated as a visual unit. Unlike Control Modules, these have no behavior rules. They ensure that fluid flow colors the associated lines when fluid passes through, providing visual feedback of flow paths. |
📊 Node Classification Summary
|
Capability |
Attachment Point |
Internal Hub Point |
Rectangle |
Relative Rectangle |
Control Module |
Static Geometry Group |
Off-Page Connector |
|---|---|---|---|---|---|---|---|
|
Is a point |
Yes |
Yes |
No |
No |
Yes |
Yes |
Yes |
|
Is a rectangle |
No |
No |
Yes |
Yes |
No |
No |
No |
|
Can associate CAD geometry |
Single entity |
Single entity |
Single entity |
Single entity |
Multiple entities |
Multiple entities |
— |
|
Participates in fluid map |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
|
Has effects/behavior |
No |
No |
No |
No |
Yes |
No |
No |
|
Has OPC patterns |
No |
No |
No |
No |
Yes |
No |
No |
|
Can be made mandatory |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
Yes |
✏️ Working with Edges (Fluid Connections)
Edges define how fluid flows between nodes inside the symbol. Each edge is a fluid path shown as a line with arrows.
Adding an Edge
-
Hover over a node — a small popup window appears with options
-
Click "Add Edge" in the popup
-
Click on the target node to create the connection
-
Press Esc at any time to cancel the operation
Edge Direction (One-Way vs. Two-Way Flow)
By default, new edges have two arrows (bidirectional), meaning fluid can flow in both directions. To restrict flow to one direction:
-
Hover over the edge — a popup appears with edge options
-
Click "Toggle Direction" — this cycles through direction modes
-
Click once or twice until the arrow points in the desired direction
💡 Example — Check Valve: A check valve must allow fluid in only one direction. After connecting the two attachment points, toggle the edge direction so the arrow points from inlet to outlet. This tells AseptSoft to enforce one-way flow through all check valves matching this style.
Removing an Edge
Select the edge and press Delete, or use the remove option in the edge popup menu.
Edge Properties
|
Property |
Description |
|---|---|
|
Direction |
Bidirectional (default) or one-way. Use Toggle Direction to change. |
|
Bypass valve |
When enabled, fluid passes through this edge even when the object is closed. Useful for bypass circuits within a symbol — the fluid flows regardless of the valve state. |
🏗️ Node Hierarchy & Override Rules
When multiple node types overlap in the same area, AseptSoft applies a hierarchy of rules:
⚠️ Attachment points override rectangles. If an attachment point has a specific rule (e.g., "no connect") and a rectangle covers the same area, the attachment point's rule takes precedence. The rectangle enriches the connection with additional paths, but cannot override an attachment point's restrictions.
How this works in practice:
-
If fluid arrives at a rectangle, it follows the rectangle's edges to connected nodes
-
If fluid arrives at an attachment point within that rectangle, it follows the attachment point's rules first, then the rectangle provides additional connections
-
A "no connect" attachment point blocks fluid even if a rectangle covering it would normally allow flow
This hierarchy is important when configuring complex symbols with overlapping zones.
🌊 Internal Fluid Map
The Internal Fluid Map is the complete graph of edges that defines how fluid flows between nodes inside the symbol.
💡 Example: Simple Check Valve (One-Way Flow)
A check valve has two attachment points. Connect them with a single edge and toggle the direction so the arrow points from inlet to outlet:
Attachment Point (inlet) ──→ Attachment Point (outlet)
This ensures fluid flows in one direction only through all check valves matching this style.
💡 Example: Using Rectangles for Multiple Connections
If a symbol has many connection points on one side (e.g., pipelines not perfectly aligned to center), adding individual edges to each point is inefficient. Instead:
-
Add a Relative Rectangle covering all connection points on the left side
-
Add another Relative Rectangle covering points on the right side
-
Connect the two rectangles with a single edge (and toggle direction if needed)
Any fluid entering the left rectangle follows the edge to the right rectangle, regardless of which specific connection point it entered through. This is far more efficient than connecting every individual point.
💡 Example: Three-Way Valve with Internal Hub
Attachment Point A ←→ Internal Hub ←→ Attachment Point B
↕
Attachment Point C
The internal hub point acts as a junction where flow splits or merges. You can set rules on the hub to control which fluids are allowed through.
💡 Example: Valve with Bypass Edge
Attachment Point IN ←→ Attachment Point OUT (main path)
Attachment Point IN ──→ Attachment Point OUT (bypass edge, marked as "Bypass valve")
The bypass edge ensures fluid flow continues through even when the valve state is "Closed."
🔗 Off-Page Connector Binding
Off-Page Connector nodes support three binding modes that control how they connect across drawings:
|
Bind Mode |
Description |
|---|---|
|
Match |
Connects to another off-page connector with a matching identifier. Both ends must declare the same match key. This is the default mode. |
|
Point |
Connects to a specific point coordinate in the target drawing. Used when the target is a known location rather than another OPC node. |
|
OneWay |
Creates a one-directional connection. Fluid flows out through this connector but does not receive flow back. Useful for representing drain points or vent connections. |
Black Box Off-Page Connectors
Regular off-page connectors (configured during P&ID Components Classification) connect one-to-one between two PIDs. Black boxes are different — they can connect to multiple off-page connectors on other PIDs, guiding fluid in multiple directions.
To configure a black box in the Symbol Editor:
-
Create a new style for the black box symbol (e.g., "BlackBox")
-
Add Off-Page Connector nodes for each connection point on the black box
-
Configure each node's binding to point to the correct target P&ID and off-page connector
-
Connect the off-page connector nodes with edges to define the internal fluid routing
⚡ Effects: Trigger-Condition-Action System
Control Module nodes can have effects — automation rules that define behavior chains. Each effect consists of three parts:
🎯 Effect Triggers
|
Trigger |
Description |
|---|---|
|
When a state is set |
The effect fires when a state value is assigned to the component |
|
When fluid reaches the component |
The effect fires when fluid flow arrives at the control module |
🔍 Effect Conditions
|
Condition |
Description |
|---|---|
|
State matches |
True when the component's current state matches a specified value |
|
Fluid response matches |
True when the fluid response type matches a specified value (Allow, Deny, Unknown, Generate, Change) |
|
Specific fluid present |
True when a particular fluid is detected at the component |
|
Gas/vapor present |
True when a gas or vapor phase fluid is present |
|
Liquid present |
True when a liquid phase fluid is present |
|
Vacuum detected |
True when a vacuum condition is detected at the component |
🎬 Effect Actions
|
Action |
Description |
|---|---|
|
Set a state on another component |
Changes the state of a target control module within the same style (e.g., closing one valve when another opens) |
|
Raise an event |
Broadcasts an event that other components or systems can react to |
🏭 Pharma Example — Mutual Exclusivity: In a three-way divert valve with two control modules (left and right path), configure an effect on the left module: trigger = When a state is set, condition = State matches "Open", action = Set state "Closed" on the right module. Add the inverse on the right module. This enforces mutual exclusivity — critical for sanitary divert valve operation where only one path may be open at a time.
🔧 Block Valve Configuration
Block valves are compound objects containing multiple valves treated as a single block by AutoCAD. The Symbol Editor is essential for configuring how fluid flows through each individual valve within the block.
What is a Block Valve?
A block valve is a single AutoCAD block (e.g., [BV]) that visually contains multiple valves. By default, AseptSoft treats it as one object — setting state "Open" opens all valves, and "Closed" closes them all. The Symbol Editor lets you define the individual valves inside, making each one independently controllable.
Step-by-Step: Configuring a Block Valve
1. Create the Style
Create a new style (e.g., "BV") and set it to apply to block valve symbols [BV].
2. Add Rectangles for Connection Areas
Add Relative Rectangles to each end of the block valve where pipelines connect. This ensures that however someone connects the block valve to other objects, the connections work properly.
3. Add Control Modules
Add a Control Module for each valve inside the block. Place each control module visually over the corresponding valve for clarity.
4. Associate CAD Parts
For each control module, click the Associate CAD Parts button (visible when hovering over the control module). Hold Shift or Ctrl to select multiple CAD lines that belong to that valve. The selected lines change color to match the control module's color, confirming the association.
💡 You can adjust the default colors next to the Associate button if the defaults are hard to distinguish.
5. Set Type and Class
For each control module, set:
-
Type = "Valve"
-
Class = "Valve" (or the specific valve class)
This tells AseptSoft what type of control module each one represents.
6. Add Static Geometry Groups for Line Coloring
Add Static Geometry Groups (shown as stars) and associate them with the connecting lines between valves. These ensure that fluid flow colors the lines inside the block valve, making it visually clear where fluid travels. Without static geometry groups, the fluid logic works correctly but the internal lines remain uncolored.
7. Build the Internal Fluid Map
Connect all nodes with edges following the physical flow path. For example, in a three-valve block:
Bottom Rectangle → Static Geometry [1] → Valve CM [2] → Static Geometry [3] →
Left Rectangle [4] and Middle Valve CM [5] → Static Geometry [6] →
Right Rectangle [7] and Top Valve CM [8] → Static Geometry [9] → Top Rectangle [10]
8. Configure TAG Patterns
Each control module supports TAG creation:
-
Per-module override: Click on a control module → Tag Pattern field. Use tokens like
$$Name$$(uses the module's name) or$$NearbyTAG$$(finds an existing TAG near the block valve) -
Global pattern: On the left side of the Symbol Editor window under "Control Modules TAGs", set a pattern that applies to all control modules in this style
💡 After saving, reopen AseptSoft (Data & Design → Reopen) for block valve changes to take effect. You can then click individually on each valve within the block to set states independently.
🔍 Modify CAD Pattern Matching Set
When a style applies to multiple symbol geometries that look different (e.g., three heat exchangers with varying proportions), the CAD Pattern Matching feature aligns them for consistent rule application.
When to Use
If you apply a style to multiple geometries and notice that rectangles/nodes don't align properly on some of them, you need to define a key pattern — a geometric shape that is common to all matched symbols and unique compared to other objects.
Step-by-Step
-
Click "Modify CAD pattern matching set" → "Change matched symbols geometries"
-
Select the key geometry — click on CAD lines that are common to all symbols (e.g., the inner tube pattern of a heat exchanger that all variants share)
-
Enable the matching options:
-
✅ Match rotated — matches geometry that has been rotated
-
✅ Match scaled — matches geometry that has been scaled up or down
-
✅ Match translated — matches geometry that has been moved
-
✅ Match mirrored — matches geometry that has been mirrored
-
After applying, the "Geometries used in symbol preview" list updates:
-
The first geometry (shown in green) is the reference shape
-
Additional geometries (shown in orange) have been oriented to match the reference
⚠️ Important: The actual symbols on the P&ID are not rotated/scaled/mirrored. The transformation only happens inside the Symbol Editor for rule-setting purposes. The visual appearance of the equipment on the P&ID remains unchanged.
Example: Heat Exchangers
Three heat exchangers (HEEX1, HEEX2, HEEX3) have different orientations and sizes. Select the inner geometry pattern common to all three, enable all four matching options, and the editor aligns them. Rectangles and edges defined on one geometry automatically apply to all three, with proper orientation.
If any geometry still has uncovered connection points after alignment, add additional rectangles for those specific points. These extra rectangles appear on all geometries but only have practical effect where connection points exist.
📏 Rectangle vs. Relative Rectangle
Both rectangle types have identical functionality for fluid flow rules, but they behave differently when a style applies to multiple geometries:
|
Feature |
Rectangle |
Relative Rectangle |
|---|---|---|
|
Positioning |
Absolute coordinates in style space |
Normalized [0..1] relative to bounding box |
|
Across geometries |
Keeps same width and length on all symbols |
Scales with the symbol size |
|
Best for |
Symbols with consistent dimensions |
Styles applied to geometries of varying sizes |
💡 When to choose: If you click through the matched geometries and notice that a Rectangle is too large or too small on some symbols, switch to a Relative Rectangle — it will scale proportionally with each geometry's bounding box.
📋 Groups & Rules
Groups and Rules allow you to define fluid type filtering — controlling which types of substances are allowed to flow through specific nodes.
Block Fluid Through Unmapped Points
Enable the "Block fluid through unmapped points" checkbox to prevent fluid from entering or leaving through any attachment point that is NOT covered by a node (rectangle, control module, etc.). This guarantees that only the nodes you explicitly configured will participate in fluid flow.
💡 In rare cases, a pipeline might accidentally touch an uncovered line on the symbol. This setting prevents those unintended connections.
Creating a Fluid Group
-
Click "+Add Group"
-
Enter a name for the group (e.g., "GasOnly")
-
Choose a color for visual identification (e.g., pink for gas-only zones)
-
Click inside the group's condition field and define the fluid behavior rule
Condition Syntax
Conditions use a domain-specific language to filter fluid flow:
|
Condition |
Meaning |
|---|---|
|
|
Only allows gas-phase substances through |
|
|
Only allows liquid-phase substances through |
|
|
Only allows fluid flowing into the node (from outside to inside), not out |
|
|
Only allows fluid flowing out of the node (from inside to outside) |
|
|
Fluid must come from outside the block |
|
|
Fluid must come from a specific named group |
|
|
Checks the fluid's aggregation state |
Combine conditions with:
-
|(vertical line) — OR operator -
&&— AND operator -
||— OR operator (alternative syntax)
Applying a Group to Nodes
-
Click the plus-minus icon (±) in the group
-
Click on the node (rectangle, attachment point, etc.) to assign
-
The node changes to the group's color, confirming the assignment
-
Repeat for additional nodes
Example: Gas-Only Zone
Create a group "GasOnly" with condition IsGas. Apply it to a rectangle at the top of a tank. Now only gas-phase substances can flow through that rectangle. If liquid reaches it, flow stops at that point.
Example: One-Way Gas Entry
Create a group with condition IsGas | ToInside. Apply it to a rectangle. Gas can enter from outside into the rectangle, but cannot exit through it. This creates a gas-permeable membrane effect — gas enters but cannot leave through the same path.
💡 After defining the first condition, a dropdown appears showing all available options for further refinement.
🔨 Modify CAD Shapes Behaviour
The Symbol Editor provides per-entity behavior overrides for individual CAD parts within a symbol. These are more granular than the global classification settings from the P&ID Components Classification — here you can apply behavior to specific lines or shapes within a single symbol.
|
Behaviour |
Description |
|---|---|
|
Sticky |
Makes the selected CAD part act like a "fly trap" — anything that touches it connects to it automatically. In the general classification, stickiness applies to the whole object; here, only the selected part becomes sticky. |
|
Disconnecting |
The selected CAD part cannot connect with anything. Under no circumstances will fluid flow through it, even if another object or pipeline touches it. |
|
Half Clamp |
Makes the selected part behave as a half-clamp. AseptSoft will try to match it with a parallel line to recognize and treat the pair as a clamp connection. |
|
Very Reactive |
Everything that crosses or touches the selected part connects to it, regardless of object type or line classification. This is the most aggressive connectivity behavior. |
|
Reset to Normal |
Removes any previously set behavior from the selected part, returning it to default connectivity rules. |
How to Apply
-
Click the desired behaviour button under "Modify CAD Shapes Behaviour"
-
Click on the CAD part (line, arc, etc.) on the symbol preview to apply
🔄 Dynamic Blocks
The Symbol Editor supports AutoCAD dynamic blocks — blocks with parameterized geometry (grip points, stretch actions, rotation parameters). Dynamic blocks can change their visual layout while remaining the same block type.
What are Dynamic Blocks?
A dynamic block is created using AutoCAD's Block Editor (BEDIT command). You can add parameters like:
-
Point parameters with move actions — allowing parts to be repositioned
-
Rotation parameters with rotation actions — allowing parts to be rotated
-
Stretch parameters — allowing parts to be resized
For example, a heat exchanger block where the clamps can be moved and rotated while the block remains the same type.
Chase Dynamic CAD Parts
When a symbol has dynamic parts that can move, the Symbol Editor needs to track their position. The "Chase Dynamic CAD Part" button connects a rectangle or point node to a dynamic CAD entity so the node follows the part's movement.
To set up:
-
Select a rectangle (or point) node that should track a dynamic part
-
Click "Chase Dynamic CAD Part" in the node's options
-
Click on one line of the dynamic part to associate it
-
The line and rectangle change to the same color (e.g., green or red), confirming the connection
When the dynamic part moves on the P&ID (by dragging its grip point), the associated rectangle/point automatically follows.
💡 Verification: With the Symbol Editor window open, click on the symbol in model space. The original (non-dynamic) instance shows nodes at their configured positions. A dynamic instance shows the nodes repositioned to follow the dynamic parts.
🖥️ Model Space Interaction
While the Symbol Editor window is open, you can interact directly with symbols in AutoCAD's model space. A white dropdown menu appears when you click on a symbol, offering these commands:
|
Command |
Description |
|---|---|
|
Insert Point |
Add a new attachment point or hub point directly in the model space view |
|
Insert Rectangle |
Create a new rectangle node directly — it appears automatically in the Symbol Editor |
|
Insert Relative Rectangle |
Create a new relative rectangle node directly |
|
Modify Existing Rectangle |
Edit or remove an existing rectangle from the model space view |
|
Move Existing Point |
Modify or remove existing points |
|
Switch Symbol |
Switch to a different symbol geometry — click on another symbol on the P&ID, and the Symbol Editor updates automatically |
💡 The model space view and the Symbol Editor window stay synchronized — changes in one are immediately reflected in the other. If you switch to a geometry that was oriented via CAD Pattern Matching, the nodes and rectangles are automatically rotated/scaled to match.
🎨 Fluid Coloring
By default, some objects on the P&ID that don't directly influence fluid behavior (e.g., condensers, filters, direction arrows) remain uncolored when fluid flows through them — the colored line stops at the object boundary and resumes on the other side.
Global Default Setting
You can change the default coloring behavior using the AutoCAD command:
AseptSoft Settings Fluid Color Blocks
This command asks whether non-configured blocks should be colored when touched by fluid. Answering "Yes" makes all non-configured blocks color by default.
Non-configured blocks are blocks that are not set up during the P&ID Components Classification.
Per-Style Override
In the Symbol Editor, each style has a fluid coloring override with three states:
|
State |
Meaning |
|---|---|
|
☑️ Checked |
This symbol type will be colored when fluid passes through, regardless of the global default |
|
☐ Unchecked |
This symbol type will not be colored, regardless of the global default |
|
◻️ Square (indeterminate) |
The global default setting applies to this symbol type |
This allows you to override the global setting for specific equipment types.
📎 CAD Entity Association
Nodes can be associated with specific CAD entities from the block geometry. This association enables:
📐 Position Tracking
When a node is associated with a CAD entity that has an affine transform (rotation, scaling, mirroring), the Symbol Editor tracks the entity's dynamic transform. This means:
-
The node position updates automatically when the CAD entity moves
-
Rotated or mirrored symbols maintain correct attachment point positions
-
Dynamic block parameters are tracked when using the Chase Dynamic CAD Parts feature
🔢 Single vs. Multiple Association
|
Node Types |
Association |
|---|---|
|
Attachment Point, Internal Hub Point, Rectangle, Relative Rectangle |
Single CAD entity association. The node tracks one entity's position/bounds. |
|
Control Module, Static Geometry Group |
Multiple CAD entity association. Hold Shift or Ctrl to select multiple entities. The node groups several entities together as a logical unit. The selected entities change color to match the node. |
|
Off-Page Connector |
No direct CAD association (connects to external references). |
⚙️ Node Properties
Each node in the Symbol Editor has configurable properties depending on its type:
🔧 Common Properties
|
Property |
Description |
|---|---|
|
Color |
A per-node color for visual identification in the editor (independent of state colors) |
|
Connects Blocks |
Whether this node can connect to nodes in adjacent blocks (for piping connections) |
|
Connects Blocks When Contact |
Whether connection requires physical contact (overlapping geometry) |
📏 Rectangle Properties (Checkbox Options)
|
Property |
Description |
|---|---|
|
Fluid entering somewhere here can also leave anywhere else here |
When enabled, fluid entering the rectangle through one connection point can exit through any other connection point within the rectangle. When disabled, fluid can only follow the defined edges/arrows. |
|
Even when the state is closed for fluid |
Same as the Bypass valve edge option — allows fluid through the rectangle even when the object's state is "Closed." |
|
Regardless of the condition |
Overrides any Groups & Rules conditions. Fluid flows through even if it was restricted by a fluid type rule. |
🎛️ Control Module Properties
|
Property |
Description |
|---|---|
|
Name |
Display name of the control module (can be used in TAG creation via |
|
Description |
Detailed description |
|
Type |
Engineering type (e.g., "Valve", "Pump") |
|
Class Name |
Engineering class (e.g., "Gate Valve", "Pneumatic Valve") |
|
Tag Pattern Override |
Custom tag generation pattern for this specific control module |
|
Tag Build Pattern |
OPC tag token pattern for sub-node identification |
|
Bind Build Pattern |
OPC bind token pattern for connectivity |
|
Effects |
Collection of trigger-condition-action chains defining behavior rules (see the Effects section above) |
🔒 Mandatory Nodes
Nodes can be marked as mandatory, meaning they cannot be deleted from the style. If you attempt to delete a mandatory node, it is moved to a No Connect Area instead of being removed. This ensures that required attachment points are always present in the symbol definition.
No Connect Area
Any node (including auto-detected attachment points) can be moved to the No Connect Area via the hover dropdown. A node in the No Connect Area:
-
Remains visible but is ignored for fluid flow purposes
-
Overrides any rectangle that covers it — even if a rectangle allows flow, a No Connect node within it blocks fluid
-
Can be restored to active status by removing it from the No Connect Area
🖱️ Editor Interactions
|
Action |
How |
|---|---|
|
Add a node |
Select the node type from the +Add Nodes dropdown and place it on the canvas. |
|
Move a node |
Drag the node to a new position. For rectangle nodes, drag edges to resize. |
|
Connect nodes (add edge) |
Hover over a node → click "Add Edge" → click the target node. Press Esc to cancel. |
|
Toggle edge direction |
Hover over an edge → click "Toggle Direction" to cycle through bidirectional / one-way modes. |
|
Set bypass on edge |
Hover over an edge → enable the "Bypass valve" checkbox. |
|
Delete a node |
Select the node and press Delete. Mandatory nodes are moved to No Connect Area instead. |
|
Delete an edge |
Select the edge and press Delete, or use the edge popup menu. |
|
Associate CAD entity |
Hover over a node → click "Associate CAD Parts" → click CAD entities in the drawing. For Control Modules and Static Geometry Groups, hold Shift/Ctrl to select multiple entities. |
|
Chase dynamic parts |
Hover over a rectangle → click "Chase Dynamic CAD Part" → click a dynamic CAD entity line. |
|
Navigate in AutoCAD |
Use the "Move in AutoCAD" feature to center the AutoCAD view on a specific node's associated geometry. |
|
No Connect Area |
Hover over a node → select "No Connect Area" from the dropdown to disable the node. |
|
Interact from Model Space |
With the editor open, click a symbol in model space to access the white dropdown with Insert/Modify/Switch commands. |
🏭 Pharmaceutical Equipment Examples
Example 1: Check Valve (One-Way Flow)
A check valve allows fluid in only one direction and operates passively. This is one of the simplest Symbol Editor configurations.
Configuration:
-
Create a style called "Check Valves" → apply to check valve symbols
[CV] -
Two Attachment Points are already shown (auto-detected by AseptSoft)
-
Hover over one point → click "Add Edge" → click the other point
-
The edge shows two arrows (bidirectional) — click "Toggle Direction" until the arrow points from inlet to outlet
-
Save the style
The check valve now enforces one-way flow for all check valves matching this style.
Example 2: Standard Butterfly Valve
A standard butterfly valve has a simple topology with a controllable element.
Configuration:
-
2 Attachment Points — inlet and outlet
-
1 Control Module — represents the valve disk and actuator
-
Edges: Inlet → Control Module → Outlet
When the valve state is "Open," fluid passes through. When "Closed," the control module blocks flow.
Example 3: Block Valve (Three Internal Valves)
See the detailed Block Valve Configuration section above. Summary:
-
Relative Rectangles on each connection end
-
3 Control Modules — one per internal valve, each with CAD association, type, and class
-
Static Geometry Groups — on connecting lines for fluid coloring
-
Edges following the physical flow path through all components
-
TAG patterns configured per control module or globally
Example 4: Three-Way Divert Valve
Essential in pharma for routing product to different destinations (e.g., diverting to drain during off-spec conditions).
Configuration:
-
3 Attachment Points — one inlet, one left outlet, one right outlet
-
2 Control Modules — left path valve and right path valve
-
1 Internal Hub Point — where inlet flow splits to both paths
-
5 edges connecting inlet → hub → left/right modules → outlets
-
Effects for mutual exclusivity (opening left closes right and vice versa)
Example 5: Heat Exchanger (Multi-Geometry with Pattern Matching)
Heat exchangers are static objects (always open, no valve states) with two independent fluid circuits.
Configuration:
-
Create style "HEEX" → apply to all heat exchanger symbols (HEEX1, HEEX2, HEEX3)
-
Use Modify CAD Pattern Matching to align different geometries using the inner tube pattern
-
Add Rectangles on each connection point
-
Connect rectangles with edges for each independent circuit (shell side and tube side)
-
Use Internal Hub Points if flow needs to fork
⚠️ Shell and tube sides are fluidically isolated — no edges between the two circuits. They exchange heat but never mix fluids.
Example 6: Tank with Independent Jacket
Tanks require the most comprehensive Symbol Editor configuration, combining multiple independent circuits and fluid type rules.
Jacket Cycle:
-
Add 2 Rectangles — one on each side of the jacket
-
Add a Static Geometry Group and associate the jacket lines with it (for fluid coloring)
-
Connect: Left Rectangle → Static Geometry → Right Rectangle (bidirectional)
-
The jacket is now an independent fluid circuit — no connections to the tank body
Tank Cycle:
-
Add a Control Module named "Tank" — associate the tank body lines with it (this allows the tank to generate fluid and be controllable)
-
Add Rectangles on the top and bottom connection points
-
Connect: Top Rectangle → Bottom Rectangle (direct path for pass-through flow)
-
Connect: Top Rectangle → Control Module → Bottom Rectangle (path through the tank for fluid generation)
Gas Handling:
-
Create a Group with condition
IsGas | ToInside -
Apply this group to the top rectangle
-
Result: Gas can flow freely in and out of the top, but non-gas substances can only enter (flow inside) — they cannot exit through the top. All substances can flow through the bottom rectangle unrestricted.
Motor (Optional):
Add another Control Module and associate the motor CAD parts with it. This allows independent activation/deactivation of the motor on the P&ID.
💡 Key concept: The jacket and tank body are fluidically isolated — no edges between them. The jacket has its own fluid loop (e.g., glycol cooling, steam heating), completely independent from the product in the tank.
Example 7: Tank with Independent Jacket (Alternative View)
The same isolation principle applies to any jacketed vessel. The Static Geometry Area (rectangle) acts as a "fluid commons" — any fluid entering through any attachment point within a rectangle can exit through any other attachment point in the same rectangle.
📋 How To: Configure a Symbol for New Equipment
Step 1 — Open the Symbol Editor
Navigate to the Module Ribbon → Simulations panel → Symbols Editor.
Step 2 — Select or create a Symbol Geometry
Click on the object on the P&ID, or select it from the Create Style dropdown.
Step 3 — Create and name a Symbol Style
Give it a descriptive name that identifies the equipment type.
Step 4 — Define the scope
Choose which symbol names and/or class groups this style applies to.
Step 5 — Add Attachment Points
Review the auto-detected attachment points (grey dots). Add additional points where needed. Move unwanted points to the No Connect Area.
Step 6 — Add rectangles and internal nodes
-
Use Relative Rectangles for connection zones that should scale across geometries
-
Use Rectangles when dimensions are consistent
-
Add Internal Hub Points where flow splits or merges
-
Add Control Modules for actuated sub-components
-
Add Static Geometry Groups for visual fluid coloring of internal lines
Step 7 — Build the Internal Fluid Map
Connect nodes with edges. Toggle direction for one-way flow. Mark bypass edges where needed.
Step 8 — Configure Groups & Rules
Add fluid type filtering if needed (e.g., gas-only zones, one-way entry points).
Step 9 — Configure effects (if needed)
Add trigger-condition-action chains for automation rules (e.g., mutual exclusivity).
Step 10 — Set CAD Pattern Matching (if needed)
If the style applies to varying geometries, define a key pattern for alignment.
Step 11 — Block unmapped points
Enable "Block fluid through unmapped points" to prevent accidental connections.
Step 12 — Configure CAD Shapes Behaviour (if needed)
Apply Sticky, Disconnecting, Half Clamp, or Very Reactive to specific entity lines.
Step 13 — Set fluid coloring preference
Choose whether this symbol type should be colored when fluid passes through.
Step 14 — Test with fluid flow
Open a process with your equipment placed in a piping circuit. Run the fluid stream simulation to verify that fluid paths are calculated correctly.
💡 Save frequently using the save button. For block valve changes, reopen AseptSoft after saving.
🔌 Public API
The Symbol Editor exposes a programmatic API for integration with other AseptSoft components:
|
Method / Event |
Description |
|---|---|
|
SelectStyle(args) |
Programmatically selects a symbol style in the editor and rebuilds the UI |
|
SelectGeometry(geo) |
Programmatically selects a geometry from the grouped list and loads it |
|
ActiveContextChanged |
Event raised when the active style or geometry selection changes. Provides the current style, selected geometry, candidate symbol names, and flags indicating whether it was a style or geometry change. |
This API allows other windows (like the P&ID Components Classification properties) to coordinate with the Symbol Editor.
📚 Related Pages
-
Module Ribbon — Access the Symbol Editor from the Simulations panel
-
P&ID Components Classification — Classification system and first-time setup
-
Block Valve — Block valve configuration and behavior
-
Engineering Item — Engineering item data model
-
Fluidstream Simulations — How AseptSoft uses symbol definitions for fluid flow calculations
-
Fluidstream Mapping Strategies — Fluid mapper configuration
-
Equipment Module — Equipment Module data and management
-
Parameter — Parameter configuration
-
State — State definitions used in effects and valve control
-
Fluid — Fluid definitions and properties
-
SFC Editor (GRAFCET) — Sequential Function Chart editor
-
Valve Phase Matrix — Matrix view of valve states across process phases
-
First Time Setup — Overall first-time setup workflow including classification, fluid settings, and Symbol Editor