Custom Columns
-
Custom Columns
Posted by Doug McLean on March 30, 2022 at 11:29 amI feel like I should know this but…
Can you can more than one Subject to an item in a Custom Column? What would the separator be?
Troy DeGroot replied 2 years, 8 months ago 5 Members · 14 Replies -
14 Replies
-
Points: 1,440Rank: UC2 Brainery Yellow Belt I
I think it can only be a single choice not two, but you can have it work for all subjects by leaving it blank.
-
Points: 26,616Rank: UC2 Brainery Advanced Brown Belt
I’m not sure I’m understanding your question @Doug McLean
Are you writing a formula in this custom column?
If you are just talking column headers I didn’t have any problems creating one named “Unit of Measure”.
Please provide some more info on what you are trying to accomplish.
-
Points: 1,440Rank: UC2 Brainery Yellow Belt I
I jumped to the conclusion he was looking at the choice based custom column.
-
Points: 23,637Rank: UC2 Brainery Brown Belt III
I would be interested to learn what you’re doing as well @Doug McLean
If you simply what 2 separate names to lable a numerical value for a choice, you could try the vertical line.. “Material | Cost” -
Points: 15,067Rank: UC2 Brainery Advanced Blue Belt
I’d like a Choice item to be available to multiple subjects, but not necessarily all. (i.e. Casework and Wall Panels). Revu won’t let you have the same Item name even if it has a different subject.
Michael had it correct. -
Points: 15,067Rank: UC2 Brainery Advanced Blue Belt
Vince gave me the idea to put our options into their own Custom Columns, which seems to be working. (My team loves the initial changes because it easier to set up rather than editing one small multiline text box.)
We have options like a few options that are common across multiple tools, and for those I’m just leaving the subject blank.
It would be nice to not be able to choose the option for adding a Door Lock to a Diewall though. Our Estimating software will reject it regardless, because a lock isn’t an option for that product, but I’d rather not give the option to even select it.-
Points: 13,660Rank: UC2 Brainery Blue Belt III
Any chance of sharing a picture of your mark-up list to help give a bit better idea of what you are trying to achieve?
-
Points: 15,067Rank: UC2 Brainery Advanced Blue Belt
-
Points: 13,660Rank: UC2 Brainery Blue Belt III
I can see how this is going to get extremely complicated if you have a lot of options!
How do you identify the main item to which the option applies e.g. the door with an optional lock? Do you use a reference number for each door or is there just a total count for each type?
-
Points: 15,067Rank: UC2 Brainery Advanced Blue Belt
it lives with the Markup.
I actually JUST finished up the Power Query to combine them all and its pretty tricky, but it works the way I want it tooI just have to add in a couple of filter tables and do a full test to see if its working.
-
Points: 13,660Rank: UC2 Brainery Blue Belt III
I was just about to suggest that if the main item has a reference then you can add a text box with all of the details in. That can then be merged in PQ.
But sounds like you are already there!
-
Points: 15,067Rank: UC2 Brainery Advanced Blue Belt
I used an Index column in Power Query instead
-
Points: 23,637Rank: UC2 Brainery Brown Belt III
Now you can add the correct selection to each custom tool so it’s filled in correctly each time you place it and doesn’t need to be updated. When I build door tools, I have a column for “Door Material” that correlates with the estimating software. Then in all my wood doors, I set it to wood, and all the aluminum to aluminum. That way I never have to update the value, but it’s ready for export. A blank is always my default when I want the user to make a decision, but on each specific tool I fill in as many correct values as possible.
-
-
-
-
-
Log in to reply.