Tutorial: Add a Custom Prompt

Tutorial: Add a Custom Prompt

This tutorial will give a step-by-step procedure for adding a custom prompt to the existing prompts. For a description of the various prompt properties, please see the information at:


For this tutorial, we will add a product-level prompt named “Product_Assembly_Comments” to a 1 Door Base that can later be added to a report or used in other library data formulas.

  1. Add a 1 Door Base to a project.
  2. Open the spreadsheet editor with one of the following methods.
    1. Open a room and click Modify (bar) > Modify Products > Edit Design Data > Select the 1 Door Base.
    2. Open a project and click Project (bar) > Product List.
  3. Click the bar Product List, select the product from the list, and click the tab Parts List.
  4. Click the Prompts tab for access to the product level prompts.
  5. To add a prompt to a subassembly, click Subassemblies > right-click one of the subassemblies > click Show Subassembly File > click Prompts on the subassembly parts list that is displayed.
  6. Right-click row number #11 and select Insert Prompt. This row will most likely already contain prompt data. That’s okay as the existing row, and its data will be moved downward when the new prompt row is inserted.

  7. Fig. 01


  8. This will insert a blank row at the selected location. Add a name in the Defined Name column that represents the new prompt. In this case, enter the text string “Product Assembly Comments” (without the double quotes).

  9. Fig. 02



    Fig. 03


  10. Right-click in the blank cell in the Value column, immediately to the right of the cell containing the name you just added. Select Define Name from the context menu. You should get a confirmation message that the defined name has been added. Click OK.

  11. Fig. 04



    Fig. 05


  12. Add a value in the Value column that is either a text value or numeric value depending on the data type of the prompt. In this case, add the text “Assembly line #2.”
  13. Add a control type of 1 to define the prompt as a text box that will allow entry of text by the User.
  14. Enter text in the Help Text column to present the User with information about the purpose of the custom prompt. In this case, enter the text string “Enter the assembly line designation to run this product.”
  15. Leave the cell blank or add a zero in the column Tab Index for the row of the prompt you just added. This will display the new prompt on the “Main” tab in the prompts screen. If you put a 1 in the cell, it will display the new prompt in the first tab named in the list contained in the column “Tab List” - in our example, this would be “Finishing Options.”
  16. Click the Save button and exit the parts list.

  17. Fig. 06


  18. Right-click on the product just modified in the product list and select “Show Product Prompts.” Notice that the new prompt is displayed between the Fixed Shelf Qty prompt, and the Left Side Wall Filler prompt, the same location as on the parts list Prompts tab.

  19. Fig. 07



    Fig. 08


Once you complete the configuration of the custom prompt, you will need to decide how to use the new prompt. One option is to use it in library data formulas. Another is to configure a report to use this new prompt. Both of those subjects are covered elsewhere in the Knowledge Base.


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