In the Extra section, there are six options: Scheme Explorer, Picklist, Finish Legend, System Validation, Elevation, and Project Information.
Scheme Explorer
Opens the Scheme Explorer dialog where you can apply finishes.
Picklist
The Picklist tool lets you add a picklist to your drawing. Picklists will add information for products to your Calculations without showing the symbols in your drawing. Place the picklist in the 2D drawing view as you would place any other item. Then follow the steps below to add items to the list.
- Type a name for the Picklist in the Quick Properties box.
- Double-click the Picklist to open the Catalogue Explorer window with the Picklist editor.
- Use the Catalogue View tab to browse products in your catalogues.
- Once the item is found and selected from the parts listed, click the green plus button to add the item to the Articles, which then adds the item to your Picklist.
- Once the item has been added to the Articles section, select the line to complete its available options.
Changes apply immediately and this window can simply be closed when the additions are complete.
You can use the drop-down list in the center of the dialog box to switch between multiple Picklists in a drawing. Additional buttons are provided for the following:
- Rename the Picklist.
- Select and focus on the current Picklist in the drawing view.
- Create a new Picklist.
- Freeform Import Settings. See below for further steps to import Picklist items from an existing spreadsheet.
Buttons are also provided along the bottom of this window for the following:
- Merge article rows with the same part number and options.
- Copy selected article row item and insert on a new row.
- Increase quantity for an article line item.
- Decrease quantity for an article line item.
- Remove the selected article row item from the active Picklist.
Freeform Import
Picklist items can also be imported from an existing spreadsheet. The spreadsheet must have properly coded headers for the data to import to the fields accurately. Line-item quantities can be added from the Picklist editor once the items have been imported.
Part Number: partNumber
Description: description_en-US
Price: price_USD
Once the spreadsheet has been saved, click the Freeform Import Settings button in the Catalogue Explorer Picklist Editor as seen above. You can click and drag the spreadsheet file directly into the settings dialog or you can click Add to browse your files. Click Remove to remove a file from the list.
Once you've modified any other settings needed, click Import at the bottom of the dialog.
Freeform Section
You can manually enter parts that don't exist in your catalogues on the Freeform Section tab. From this tab, double click in a field to type the Part Number, Description, and Price. Buttons are provided for the follow:
- Start a new freeform list.
- Load freeform items from a spreadsheet, as seen above.
- Save the current list of items to a spreadsheet.
- Remove the selected line item.
- Modify the columns shown.
- Select the language and currency for the list.
- Show or hide the information panel.
Once the freeform items have been added, click the green plus in the middle of the dialog box to add the items to the Picklist Articles below as usual.
Finish Legend
The Finish Legend shows an overview of all the material being used in the drawing, including Custom Materials. Simply click the Finish Legend tool in the Extra section and then click the legend in place in the drawing. When adding symbols to the drawing, the Finish legend is instantly updated. Note that this will only work after the material files have been downloaded.
In the Quick Properties of the Finish Legend, checkboxes are provided to show or hide each column.
The last row of the Quick Properties provides a Filter. The drop-down list provides options to show All materials, Catalog Materials, or Custom Materials.
Upon right-clicking a finish summary, you also have the following options in the context menu:
- Arrange grouped Legends: When multiple legends are Grouped (found in the right-click menu), aligns the left side of the legends and snaps them on top of one another.
- Update Finish Summary: Update the finish summary when there are any changes made in the symbols' properties.
- Reset Finish Summary: The same function as Update Finish Summary.
- Generate Material Swatches: Generates and displays the material swatches in 2D drawing area. The appearance of each swatch can be modified in the Quick Properties individually.
Generated material swatches
System Validation
The System Validation dialog will highlight if there are any errors in the system.
Clicking a row in the System Validation dialog will move the 3D view to show the component in question with a colored box highlight around it; according to the validation color:
There are four different types of validations that you could come across:
| Error | Software error, need developer help! |
| Invalid | Invalid configuration. |
| Warning | You may proceed, but be careful! |
| Note | Helpful note. |
Clicking the icon will pop a dialog with more information.
Use the arrows at the bottom of the dialog to locate multiple instances of the same error.
Elevation
The main purpose of the Side Elevation tool is that you can add elevations for use in presentation and installation drawings. To create an elevation, follow these steps:
- In the Extra section, select the Side elevation view area tool.
- Place the Elevation window in the drawing. Place the rectangle with three clicks around the symbol(s) you wish to see.
- The label will default to A, but you can change it to a different letter or give it another name entirely from the quick properties once it is placed.
- Use the snap points to reposition the box and the elevation symbol. Drag the elevation symbol around by the yellow snap point to show the desired view.
- To update an elevation, right click the elevation and select Update elevation.
Project Information
In the Extra section, you find the Project information dialog. This dialog allows all the Data Fields to be edited in one location. Data fields are used in Paper View when creating templates, reports and installation plans.
Update Resources
Since this is a System Validation section under Catalog Browser, only two validations could be shown in the images below. (no need to explain all 4 types here)
- Clear descriptions of these 2 validations.
- The Info button each bringing up this:
- Incomplete Options dialog
Which shows the list of products that have incomplete Options.
- Catalogue Version dialog
Shows the products that have an old catalogue version, and shows the new version number.
Also shows a "Convert" button to convert individual products, or the "Convert all" button which updates all the products in the list to their updated catalogue versions.
- Incomplete Options dialog
- The next and previous buttons to cycle through components of the same validation. A validation have to be selected first.
Current image actually is somewhat outdated, as the validations are auto sorted from top to bottom as Error, Invalid, Warning, and Note.
I've triggered the outdated catalog warning through code, so can't really give instructions on reproducing it as a normal user.
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