Understanding the Product List Interface

Understanding the Product List Interface

Product List

The Product List is a module that allows users to make modifications to their products without working directly in the drawing. The following article, detailing the different aspects of the Product List, applies to build 20.1.0826.641 and greater. 

To access the Product List in Toolbox, select the Project Tab, and then click on the Product List icon. 


Fig. 01 – Product List Interface

Notice in Figure 01, some of the products are printed in blue font, and some are printed in the standard black font. The products in blue text are in the actual drawing. The products in black text are not in the actual drawing. 

The ribbon across the top of the interface allows you to access the Project and Library Specification Groups, and create and edit work orders

On the left side of the interface is the Control Panel. The Control Panel contains two tabs located at the bottom of the window: Project and Product List. 

  1. The Project tab displays the project information, which includes the Current Configuration, Current Project, Current Room, and Current Library. 
  2. The Product List tab displays the project tree and the library product list. 

The large center section of the interface is the primary work area. Upon the initial launch of the Product List, all the products in the project are displayed in alphabetic order based on the product description. By default, all the available data fields are loaded: Item #, Description, Quantity, Width, Height, Depth, Comments, Specification Group, and Work Order. 

The Product List can be sorted in ascending or descending order by clicking on the column header. Dragging column headers into the grey bar, at the top of the spreadsheet, groups the products in the spreadsheet by that header. There can be multiple groups simultaneously. Multiple groups are nested together. See Figure 2 for an example. 


Fig. 02 – Grouping by Column Headers


Fig. 03 - Column Header Checkboxes

Checking and unchecking the Column Header checkboxes, Figure 03, will maximize and minimize the appropriate group within the grid. 

A conditional filter can be applied using the arrow on the right of the column header. In Figure 04, I demonstrate this feature by setting the condition to only show products with a Description that contains the word "tall." This is a particularly useful feature for projects with a lot of products to sift through. 
 
Fig. 04 - Conditional Filter Applied to "Description" Column (If Description contains "tall" the item will be displayed)

When a conditional filter has been applied to a column header, a checkmark will appear next to the name. 
The work area can also be filtered to display the products that are contained within a category or room by selecting the category or room from the project tree in the Control Panel. When a category or room has been chosen, the products are organized by their item number. 

At the top of the work area, there are two tabs: Product List and Parts List. The Product List tab displays the products. The Parts List opens the spreadsheet file for the selected Product. 

Product List Context Menu

Many helpful tools can be used when working in the Product List. To access the Product List Context Menu, right-click in the primary work area. 


Fig. 05 – Product List Context Menu

  1. Print Grid – Allows you to physically print the grid. 
  2. Export Grid – Allows you to export the grid to a .csv file, which can be opened with Excel. 
  3. Any column groups that have been created are not exported with the grid by default. The option has to be selected in Grid View Settings, see below. 
  4. Grid View Settings – Allows you to make modifications to the Grid Settings, and save views for quick implementation later. 

  5. Fig. 06 – Grid View Settings

    1. Saved Views – This dropdown contains any saved views of the grid (preferred groups, settings, and filters applied) that have been previously created. 
    2. Set as Default – Sets the currently selected view as the default, so that when you return to the Product List, you are returning to this view. 
    3. Reset View – Resets all view changes that have been made. 
    4. Rename – Allows for the name of the selected view to be changed. 
    5. Delete – Deletes the currently selected view. 
    6. All Columns – Selecting this checkbox automatically selects all of the columns in the box below it and displays them in the grid. 
    7. Columns – A list of all of the available columns for individual selection. Highlight a column, and you are given the option to move it right, into the Column Groups section, or up and down, which changes the order of the listed columns in the grid. 
    8. Column Groups – The Column Headers by which groups are formed. 
    9. Reset Columns – This resets the column sizes back to the original sizes. Column sizes are edited in the grid. Back in Grid View Settings, after column sizes have been modified, select "Save" to preserve the sizes created in that view. 
    10. Clear Sorting – This clears any sorting that has been applied in the grid. Descending order reverts back to Ascending order. 
    11. Grid Decimal Places – The number of decimal places preferred for numbers in the grid. A setting of -1 is the default and does not round off numbers. 
    12. Grid Font Size – The font size within the cells of the grid.
    13. The font size can also be modified in grid view with the following buttons. 

      Fig. 07 – Modify Font Size

    14. Frozen Columns – Use this parameter to determine the number of frozen columns. Frozen columns stay locked to the left side of the grid when you horizontally scroll. Choose the order you would like the columns in before you set the number of columns on the left to freeze. See Figure 06. 

    15. Fig. 08 – Frozen Columns

    16. Max Sort Columns – The maximum number of columns that can be sorted in the grid. 
    17. Include Group Nodes in Export – Selecting this option allows the group nodes to be exported with the grid. When this is not selected, the groups (and the headers that formed them) are left out of the export. 
    18. Word Wrap – The text within the cells is wrapped. 
    19. Show Number Column – Select to display the number column on the left of the grid.
    20. Disable Prompt to Save when Sorting Column Data – With this option selected, there is no prompt to save when sorting column data. 
    21. Disable Prompt to Save when Changing Column Widths – With this option selected, there is no prompt to save when changing column widths. 
    22. Disable Prompt to Save when Changing Font Size – With this option selected, there is no prompt to save when changing the font size. 
    23. Save – This option quick-saves an existing view that has been modified. 
    24. Save As – Allows a new name to be chosen for the view when it is saved. 
    25. Close – Closes the Grid View Settings. 
  6. Show Product Prompts – Allows you to access the Product Prompts for the selected Product. 
  7. Show Part Properties – Allows you to access the Part Properties for the selected Product. 
  8. Save Product to Library – Allows you to save a product to the library – requires you to select a category and subcategory. 
  9. Edit Product List – Allows you to access a sub-menu for product editing. 

  10. Fig. 09 – Edit Product List Sub-Menu

    1. Item Number – Modifies the selected Product's item number in the grid. 
    2. Description – Modifies the selected Product's description in the grid. 
    3. Quantity – Modifies the selected Product's description in the grid. 
    4. Width – Modifies the selected Product's width in the grid. 
    5. Height – Modifies the selected Product's height in the grid. 
    6. Depth – Modifies the selected Product's depth in the grid. 
    7. Specification Group – Modifies the selected Product's specification group in the grid. 
    8. Edit Additional Prompts – Opens the Edit Additional Prompts interface. 
    9. Rebuild Product List – This option updates the Product's width, height, and depth values in the product list if they were changed from the Globals or Project Wizard. 
    10. Editable cells can be modified by double-clicking within the cell. 
  11. Move Selection to Another Room – Allows you to move a selection of products to another room. 
  12. Copy Selection to Another Room – Allows you to copy a selection of products to another room.
  13. Parts List Review  Opens a list of parts for the selected product. 
  14. Delete Selected Product(s) – Allows you to delete the selected Product (s). 
  15. Add New Empty Product – Allows you to add a product with an empty spreadsheet – used for creating custom products or quickly cut listing parts. 
  16. Copy Selected Product(s) – Allows you to copy the selected Product (s) inside the current room. 
  17. ReNumber – Allows you to renumber the selected Product (s). Selecting multiple products renumbers the products sequentially. 
  18. Add Comment – Allows you to add comments to the selected Product (s). The interface does not separate the comments. Up to three comments can be added. Each comment needs to be separated using the pipe "|" symbol. 
  19. Rebuild Selected Products from Library – Allows you to rebuild the spreadsheet of a product from the library. 
  20. Prompt values are not changed. 
  21. Rebuild Subassemblies from Library – Allows you to rebuild projects and unique subassemblies from the library. Subassemblies have the option to replace the values in the Prompts. 
  22. Clear Work Order Column – Clears out any work order names from the product list. 
  23. Make Product Group from Selection – Allows you to select multiple products to be grouped. Product Groups can be drawn in a single operation instead of drawing the products individually. 
  24. Creating a Product Group from selected products deletes the selected products from the current project. 

    Fig. 10 – Delete Products from the Current Project

Modifications made to products in the Product List are reflected in the drawing. A redraw of the products that were modified would be required. 

Work Order Preparation

The Product List is the best way to ensure that the products for a room or project are correct before creating a work order. The Product List shows more information about the products than the work order interface displays. 

Before creating a work order, it is recommended to verify that the information for the products is accurate. 

  1. First, rebuild the product list. Rebuilding is recommended to help catch any discrepancies that may exist with the sizes of the products. If the width, height, and depth values of a product were not hard-coded (manually entered) when drawn, those values are still referencing the Project Wizard values. If the Project Wizard default sizes have been changed, there is a good chance that the manufacturing data does not match the drawing. After rebuilding the product list, you should compare the data against the drawings. 
  2. Next, you should verify that the products have the correct specification group assigned. 
  3. Next, you should verify that the product quantities are correct. 
  4. Lastly, you should verify that the item numbers are correct and that they match the drawings. 

Once the information has been verified, you can create a work order. Work orders are covered in another section. 

Working with the Control Panel


Fig. 11 – Control Panel (Product List tab and Project tab)

  1. The Control Panel allows you to continue to organize your project. You can edit, add, and delete categories and rooms. You can also add products from the library to a room. 
  2. To edit the project tree, you need to select the category or room you wish to edit and right-click to access the edit menu. Refer to the section Project Organization for editing the project tree. 
  3. By selecting a category, all the products from all of the rooms contained in that category are displayed. 
  4. By selecting a room, all of the products within that room are displayed. 
  5. When a room has been selected, you can continue to add products to the room by choosing the Product from the library list. When adding a product through the Product List, the Product appears in black text. Black text is a visual indicator that the Product has not been drawn. Blue text means the Product is in the drawing. 

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