1. Tabs
2. Sections
3. Entries/Properties
4. Apply Conflict
5. Preview Product
6. Presets

Tabs

Step 1

The first step in setting up schemes will be to create a tab by clicking the "Add a Tab" button.

Step 2

The basic functionalities of a Tab are from left to right:

1. Dragging (Drag the Tabs up and down to re-arrange the order).
2. Renaming.
   
   The Key can be edited by the catalogue creator to make it possible for developers to pull a specific Tab from the current Scheme in order to make developer-level edits.
   The Description edits the labeled name of the Tab where it displays to users in Schemes.
3. Removing.

Step 3

It is entirely up to the user, but ideally, you can create tabs based on the type of products used. Here's an example:

Step 4

It's desirable to have a preview of the scheme result before applying options to symbols in the drawing. You can map a preview product to a tab by dragging a Product into the bottom left corner. Each tab can have one preview product.

Sections

Step 1

Once you have at least 1 tab created, click on the "Add a Section" button.

Step 2

Make adjustments to your Section if required. The basic functionalities for Sections are from left to right:

1. Dragging (Drag the Tabs up and down to re-arrange the order).
2. Renaming.
   
   The Key can be edited by the catalogue creator to make it possible for developers to pull a specific Section from the current Scheme in order to make developer-level edits.
   The Description edits the labeled name of the Section where it displays to users in Schemes.
3. Removing the section.

Step 3

To add features or group codes to sections, simply drag a feature/group code into the Sections area. You can drag a feature/group code onto an existing section or alternatively, you can create a new section by dragging a feature/group code onto the section placeholder.

You can drag in products and features from Navigator as well:

If a Feature is missing a Group Code a warning icon will appear. Hovering over will display a tooltip which will show that the Group Code has no value and is null and the feature code will be used instead.

Step 4

Make adjustments to the features/group codes if required.

• Edit the label by clicking on it. This is the label that will be shown to designers.
  
  
  
  
• Change its order or move it to a different/new section using the drag handle.
  
  
  
  
• Use the remove button (red cross) to delete the feature from the section.
  
  
• Add apply rules to the feature using the rules button. 
  
  
  
  
• Change the default option.
  
  

Entries/Properties

Now that we have some Tabs and Sections set-up, let's see how we can use rules via this button:

Each line item in the dialog represents a rule. A rule consists of a type, and a condition. In the screenshot below, we have a rule that specifies that the "DRAWER FRONT -TOP" feature should only be applied to products where the Product Code contains "ABC".


Let's now try to create a group of rules.

Step 1

Add a rule by clicking on the "+" button.

Step 2

Let's now string all these rules together. There are two ways to string all the rules together to form a single group of rules:

Match all: Every rule has to be met.
Match any: At least one rule has to be met.

Step 3:

Hit "Apply" to save the changes.


If you select "Product", you can actually select which Products this is applied to via checking whichever products you like. The other matching protocols allow you to enter text for matching. Here's an example of how you can select which Products:



With this logic in place, here's an example where the same feature is used in multiple sections that apply to different products. Note that hovering over the rule will show which Products it has been applied to:

When the scheme is applied, seating products will get a turquoise upholstery, whereas non-seating products will get a brown upholstery.

Apply Conflict

If there are 2 or more features with the same group code and same option code, your results might be unclear. Take into consideration this example:

Product 1
Feature A:
- Option Code: XXX
- Option Code: YYY

Product 2
Feature B:
- Option Code: XXX
- Option Code: YYY

If you have Feature A in the scheme design, clicking on "Apply" will result in option XXX being applied to both Product 1 and Product 2, although these products have different features.

Rules can be used in situations like this to target specific products. It's entirely up to the catalogue creator on how they choose to manage group, feature and option codes.

Preview Product

You can very quickly verify that an entry (alongside its rules) works as intended by monitoring the preview product. When you change the option on an entry, the option should be applied to the preview product.

The preview product can also be rendered using the rendering button , you can also choose rendering settings which you can access using the drop-down button just beside the rendering button, as well as adding the finished render to the Preset icon.

If you do not see a Preview Product, you can drag and drop a Product from the right into the Preview Product space.

If you do not require a preview for your product, you can click the icon in the Preview Product space.

Presets

Presets allow you to create pre-defined selections which will show the intended applications of a Scheme.

Clicking on the Show/Hide Presets switch will expand/collapse the Presets area respectively.

Presets are organized into Preset Groups, collections of presets that might have similar characteristics, and you must have at least one Preset Group to create a Preset.

Pressing the "Add a Preset Group" will create a group, and one Preset with it.

To give the Preset Group it's Label, hit the Edit Pencil icon. Examples of Preset groups can be "Modern" or "Classic"

Preset Labels can describe the general aesthetic of the selections.

When a preset is selected, it has a few buttons.

Pencil: Edit the Label of the Preset

Pages:  Create a copy of the Preset

X: Delete the Preset

Each Preset can have it's own Preview Preset image assigned. A Preview Preset image can be assigned in three ways; browsing for a file, rendering from the preview, or importing a render from the Photo Lab.

Once an image has been added or rendered, it will appear in the space where it previously said 'No Preview'.