Conflicting custom columns

  • Conflicting custom columns

    Posted by David Cutler on April 22, 2022 at 9:12 am

    I received a site plan package for a project from a client that has custom markup columns already in the file. Some of their columns use the same column names as my tools, but they are in different orders.

    Any best practices for this? I’m just getting started in my takeoff now, so I’m glad that I saw it at the beginning, not when I’m trying to export my data.

    Dave

    Troy DeGroot replied 3 months, 3 weeks ago 3 Members · 9 Replies
  • 9 Replies
  • Troy DeGroot

    Organizer
    April 22, 2022 at 9:43 am
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    What do you mean they are in the wrong order? You can drag the columns in the markups list to reorder them however you need. If you would rather import your custom columns, you can do that through the Manage Columns window. You might need to open a drawing with our custom columns and export them before so you know where the file is to import. This will override the existing columns so you can use yours.

    • David Cutler

      Member
      April 22, 2022 at 1:44 pm
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      Rank: UC2 Brainery Purple Belt IIII UC2 Brainery Purple Belt IIII

      Thank you @troy-degroot that did the trick, and wasn’t too painful.

      I guess that I will have to add “check for other custom columns/import custom columns if needed” into my workflow.

  • Vince

    Member
    April 22, 2022 at 9:44 am
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    Hi @David Cutler – can you save a new version, flatten the drawing and just import your columns?

    • Troy DeGroot

      Organizer
      April 22, 2022 at 1:27 pm
      Points: 11,697
      Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

      good point @Vince if you want to remove the markup data from the previous person. Thanks for adding!

    • David Cutler

      Member
      April 22, 2022 at 1:46 pm
      Points: 9,678
      Rank: UC2 Brainery Purple Belt IIII UC2 Brainery Purple Belt IIII

      Thank you for the suggestion @Vince – in this case they only have a few “Cloud+” markups that I need to maintain. Then again if I flatten them I would have the information, but not have to work around them…

      • Vince

        Member
        April 22, 2022 at 1:50 pm
        Points: 4,907
        Rank: UC2 Brainery Orange Belt IIII UC2 Brainery Orange Belt IIII

        @David Cutler if you want to keep their mark-ups as they are then why not save them into a new layer and then turn that off whilst doing your measuring?

        • David Cutler

          Member
          April 22, 2022 at 1:51 pm
          Points: 9,678
          Rank: UC2 Brainery Purple Belt IIII UC2 Brainery Purple Belt IIII

          That’s a great suggestion @Vince

          Thank you,

          Dave

  • David Cutler

    Member
    April 22, 2022 at 1:26 pm
    Points: 9,678
    Rank: UC2 Brainery Purple Belt IIII UC2 Brainery Purple Belt IIII

    I was running out to a meeting when I discovered this issue and made a quick post to start getting the community engaged. Here is a better explanation.

    I have a number of custom tools built with 5 custom columns that I need to export as a .CSV for my workflow shown in the first screenshot below. These tools work great and are the foundation of my workflow.

    When I started my takeoff in the customer supplied file I noticed that they also have custom columns setup (kudos to the customer to be using custom columns). The challenge is that while the data from my custom tool is being captured, it is being displayed in other columns as shown in the second screenshot below (Item number “80” shows as Phase, Description of “18” Silt Fence” shows as Floor, Unit of Measure of “LF” shows as Area).

    What makes it even more interesting is that my “standard” markups that I apply when I insert my cover sheet populate correctly, but the “Phase” item is not in the standard order as shown in the 3rd screenshot below.

    I’m thinking that I can go back to the original file, delete their custom columns and then import mine. Just seems to be an additional step to have to “scrub” someone else’s custom columns to use mine.

    • Troy DeGroot

      Organizer
      April 25, 2022 at 7:09 pm
      Points: 11,697
      Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

      If you import the custom column file, it should replace all the custom columns that come from the customer’s file. In other words, you should have to delete them before you import them… 🤞🤞