Custom Columns

  • Custom Columns

    Posted by Nic Bitting on March 23, 2023 at 9:27 am

    I’ve begun building out Custom Columns for my team, super useful tool but I’m having some hiccups.

    One thing I don’t understand is why I have to Import the Custom Columns so often. My custom columns are often not showing up on new PDFs, so my current workflow involves importing my custom columns and reordering the columns to the appropriate spot.

    I recall Troy shared that if a document already has custom columns then you may have to import your own. But do I have to import and reorder my columns every single time?

    I’ve created the custom columns, ordered them how I like, then clicked the Save to Profile button, so I would expect that every time I open a new PDF it should have all the same custom columns in the correct order, but that isn’t happening.

    What am I missing here?

    Troy DeGroot replied 11 months ago 5 Members · 10 Replies
  • 10 Replies
  • David Cutler

    Member
    March 23, 2023 at 10:20 am
    Points: 22,418
    Rank: UC2 Brainery Brown Belt II UC2 Brainery Brown Belt II

    This post by @troy-degroot might give you the answer that you’re looking for @Nic_Bitting

    https://uchapter2.com/managing-custom-columns/

    I also have had this issue from time to time. I posted a similar question at one point:

    https://uchapter2.com/brainery/general-questions/forum/topic/conflicting-custom-columns/

    Hope this helps!

    • Nic Bitting

      Member
      March 24, 2023 at 8:07 am
      Points: 933
      Rank: UC2 Brainery White Belt IIII UC2 Brainery White Belt IIII

      Thanks @David Cutler I’ll dig into those resources.

  • Don Walke

    Member
    March 23, 2023 at 10:22 am
    Points: 4,481
    Rank: UC2 Brainery Orange Belt III UC2 Brainery Orange Belt III

    Join the club. I may be off base, but my understanding is that “save to profile” in this instance saves the columns to that particular PDF. Try going to profile/save profile, them profile/manage profiles and export the profile o a directory for safe keeping. I’ve had profiles get corrupted and had to delete them and import a copy.

  • Doug McLean

    Member
    March 23, 2023 at 11:57 am
    Points: 11,790
    Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

    Chances are, someone else has opened it previously and their custom columns are already with the PDF.

    To save yourself some effort, you can set up a quick macro to import your custom columns. (If you have Extreme/ Complete)

    • Don Walke

      Member
      March 23, 2023 at 1:28 pm
      Points: 4,481
      Rank: UC2 Brainery Orange Belt III UC2 Brainery Orange Belt III

      That sounds great. Got any clues on how to set up a macro? Last time I did anything like that was using Lotus 123.

      • Doug McLean

        Member
        March 23, 2023 at 3:46 pm
        Points: 11,790
        Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

        Firstly, you have to have Extreme/ Complete

        Then you need to have this document https://support.bluebeam.com/wp-content/uploads/2019/08/Bluebeam-Script-Reference-2018.pdf

        Now go to the Help menu for Using Scripts in Revu… it will walk you through everything you’ll need to know (there’s even a link the Script Reference I posted above)

        Good luck

        • Don Walke

          Member
          March 24, 2023 at 7:40 am
          Points: 4,481
          Rank: UC2 Brainery Orange Belt III UC2 Brainery Orange Belt III

          Thanks, will give it a go.

    • Nic Bitting

      Member
      March 24, 2023 at 8:14 am
      Points: 933
      Rank: UC2 Brainery White Belt IIII UC2 Brainery White Belt IIII

      Great feedback @Doug McLean . I’ve done macros for Excel before, and this will definitely be a handy one to set-up for Bluebeam. My workflow will hinge on these custom columns.

      This seems like a odd blind spot for Bluebeam – surely it can’t be that hard to have a pop-up when opening a new PDF that asks if you want to:
      1) Use your own custom columns
      2) Use the existing columns within the document
      3) Use the Bluebeam default columns

      On that note, how do you power users go about providing feedback to Bluebeam? Have you ever made feature suggestions that you’ve seen incorporated into the program? I had some success previously lobbying Planswift for a few updated features, wondering what the feedback loop is like for Bluebeam?

      • Doug McLean

        Member
        March 24, 2023 at 9:21 am
        Points: 11,790
        Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

        its pretty easy to send feedback… Help> Make a Suggestion, it will do the rest.

        Several of us have made suggestions, on various things. One of the few I’ve suggested actually came to fruition, which was the ability to set scales to multiple pages at the same time. We’ve only been able to do this since Revu19.

        You’ll find macro’s in Revu MUCH easier to do than than Excel. You don’t need to learn VBA for one. They’re much simpler.

        I wholeheartedly agree that something as simple as your custom columns could be a quick popup box, but setting up a quick macro and making it part of your workflow is actually quite simple. Bluebeam likes to say that they support Estimators, but honestly, they focus more of their support towards field ops and collaboration with Architects, Engineers and GC’s IMO.

  • Troy DeGroot

    Organizer
    March 24, 2023 at 6:14 pm
    Points: 20,343
    Rank: UC2 Brainery Brown Belt UC2 Brainery Advanced Brown Belt Rank

    I’ll add my 2-cents to the conversation, which matches what several others are saying. Custom columns live in the document. You definitely want to save them to the profile, but that only applies the columns to newly opened PDFs. Anything previously opened in a different profile will have those custom columns. As you can imagine, as more of your users open with the correct profile every time, the problem will fix itself. With that said, creating a quick javascript button is so easy even I did it. The hardest part is designing the image for the button.

    As for making suggestions to Bluebeam, they are definitely focused on improving the Cloud workflow tools which are not estimators top of mind. Back in the day, I had several suggestions implemented, but that was when things were much smaller and I had a reseller badge for influence. 🤣

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