Available translations

References

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Summary: A reference is a mechanism by which information in a node is related to, or accessed by, other nodes. The ability of a node to establish a reference with another node enables the first to access the information or features entailed in the second one.
Direction
References have a direction property relative to each of the nodes involved in the reference: the node establishing the reference sets an outgoing reference, while the one accepting the reference sets an incoming reference.
For example, a Backtesting Session establishes an outgoing reference with a Trading System. This allows the session to access the information within the whole trading system hierarchy, including strategies. At the trading system level, the same reference is viewed as an incoming reference.
Scope
A reference established between nodes of any particular structure within a hierarchy is said to be an internal reference relative to the said structure of nodes. Similarly, a reference established with a node outside of the said structure, that is, in a different part of the hierarchy or in another hierarchy, is said to be an external reference.
Examples of internal references may be found in the Data Mine and Crypto Ecosystem hierarchies. For example, let’s briefly look into one such case within a Plotter Module.
The capture below shows the Shapes node and several offspring nodes: on one hand, several Polygon nodes; on the other hand, the Chart Points node.
Notice that vertices under each polygon reference to points under the chart points node.
This means that the node Shapes features several internal references.
Graphical Representation
References are graphically represented with faint grey dotted lines, but they are not visible by default. References become visible when you hover the mouse pointer on a node that has a reference, or when activating the display of all references with the following key combination:
Ctrl + Shift + Key-R
How to Estabish and Remove References
How to Estabish and Remove References
Foundations->Topic->Establish and Remove References->Definition
Summary: To establish a reference, right-click on the first node and drag it close to the target node. To remove a reference, use the delink button on the menu.
Foundations->Topic->Establish and Remove References->Content
When establishing a reference, grey rings show which nodes you may establish the reference with. In case there are multiple nodes that would accept the reference, the one closer to the node where the reference originates is highlighted with a golden ring. Releasing the mouse button establishes the reference with the highlighted node.
The reference is visually represented by a faint grey dotted line.
To remove a reference or delink two nodes, use the delink button on the node where the reference originates.
What If the Nodes Are Far Away or in Different Hierarchies?
What If the Nodes Are Far Away or in Different Hierarchies?
The process is exactly the same. All you need to do is master a few tricks so that you may move one of the nodes all the way to where the second node is.
Foundations->Topic->Basic Navigation->Moving Node Shortcuts
Moving Nodes
There are two main ways to move a node:
  • Click on a node while holding Ctrl. Then use the arrow keys to drag the node to your desired location.
  • The second method copies the node you wish to move and then snaps it to the new position. In order to do this, first find the Save Node to Move menu option on the node you wish to move and click it. Then move to a different node near where you would like the current node and click the Snap Saved Node to Position button.
There are also keyboard shortcuts to accomplish node snapping. See Keyboard Shortcut Quick Guide page for more details.
  • Use the design space map as many times as required to find your way from one hierarchy to the other.
  • Remove the pin once the reference is established so that the node goes back to its place.
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Nodes and Structures of Nodes