Standard Options
Edit Standard Options
This will bring up the Standard Options table for to view where options are assigned, and to delete an option from the table. If the user selects the entire row, an option can be deleted by using the R-Click Menu.
Editing
Edit Options
This brings up the added options to the selected link item. The user can then manually edit the options, or add additional options.
Remove Options
Remove Options, will remove options from the selected Criteria. Enter the Criteria for removing Options and click OK.
Optioning
Auto Options
Auto Option allows Spec to reapply your choice automatically on a single part. For example, if you select a certain color fabric, Auto Option will automatically make sure all other fabric color selections for the same part are identical. This only applies to the option selections on a single record, it is not universal for the entire project.
Auto Option can be turned on/off by selecting the icon on the Options Tab. As well in Catalog Reader by clicking on the Auto Option word at the bottom of the window.
If you need two different fabrics or trims on the same part, remember that Auto Option must be turned OFF.
Standard Options
Standard Options allows the user to build a table of frequently used options from which Spec can automatically option parts. This can help the user to option an entire SIF file quickly and accurately by automatically using the same options on records that contain the same Part Number, Mfg code, or Tag(s).
Standard Options has a new set of buttons in plain sight directly below the Selected Options table.
New projects will load with a blank StandardOption table. Previous projects will load with the standards previously used for that project. You can still save and load if you want to share standards between projects, computers, or users.
You can now add rules to the options before they are added to the table, so the user does not need to edit the data after it has been entered.
For each entry, the Standard Option table has fields for Part Number, Mfg code, and user-defined Tags. The information in these fields defines the circumstances under which Standard Option applies options to a record. Standard Option gives priority to more specific entries (i.e. the entries with more fields filled in). For example, if no fields are filled, Standard Option will apply the option to every record in the SIF file that can support the option. However, if a different entry in the table has a Mfg code filled in, all records in the SIF with that Mfg code will receive the option from that entry instead of the first. Likewise, if an entry has a Part Number, Tag, or a combination of fields filled in, Standard Option will give priority to the option in this entry when it finds a record that matches the criteria.
Creating a Standard Option Table
- Select available options in the catalog reader.
- Choose which options you want to add:
- "Add All" Selected Options
- CTRL+Left-Click desired options and choose "Add Selected"
- Choose how you want the selected option(s) to be added to the table.
- "Add to General Standards" - This means if the option code and description are available on another item, regardless of the part or catalog, it will apply the options.
- "Add with Criteria" - This means that the option will ONLY be added if it matches the rules you have specified in the table by placing a check in the corresponding rule type. NOTE: A wildcard * may be used when editing the rules.
Option All
This will apply the Standard Options Table to the selection set Option All automatically applies the options in your Standard Options table to your active Project.
To option a file using Option All you will first need to create Standard Options. Once a Standard Options table is created and current, you can then run Option All.
- Click the Option All Icon, or press F10.
- Fill in criteria for the records to which you want Option All to apply.
- Press the “OK” button. Spec will begin to option your selection. If Option All can not option a particular record completely, it will pause and allow you to select an option.
- When a new Option is selected, Spec will let you add the option to the Standard Options Table with or without Criteria.
Attribute Notes Panel
Edit Attribute Notes
Edit Attribute Notes allows the user to add additional information to a specific line item. These can be added similar to Option Codes and Option Descriptions and can be printed on a report if needed.
Edit Attribute Notes allows the user to add additional information to a specific line item. These can be added similar to Option Codes and Option Descriptions and can be printed on a report if needed.
Many users will use the Attribute Notes for:
- COM Shipping Addresses
- Important info for the Manufacturer related to the PO
- Install Notes
- Dimensions
- Reference Numbers for quotes
To add an attribute line click the Plus Sign. Enter your information into the Notes and Description fields Click the Plus Sign to add another line. Select a line and click the red X to delete a line.
When you are finished adding your attribute lines click OK to enter those. These are included in the SIF export and can be added to a print report.
Clipboard Viewer Panel
Options Clipboard
Options Clipboard allows the user to save options to be applied quickly to other lines or to other projects.
- Select the options you want to add to the clipboard.
- These can often be frequently used options, or common COMs.
- Click on the Options Clipboard Icon.
Current Option will show the selected options.
- Click Copy To Clipboard.
- This will bring up a window to Name the Options and give them a description
- Close the Option Clipboard View.
- Select the line you want to add options too.
- Click Options Clipboard Icon again.
Copied Items will show ALL of the Options that have been added to the Option Clipboard.
- Select the Radial Button to select which Option to apply.
- Click Paste Notice the Options have been applied.
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