Custom Columns

  • Custom Columns

    Posted by Doug McLean on March 30, 2022 at 11:29 am

    I 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 8 months, 1 week ago 5 Members · 14 Replies
  • 14 Replies
  • Michael Echave

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    March 30, 2022 at 12:01 pm
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    I think it can only be a single choice not two, but you can have it work for all subjects by leaving it blank.

  • David Cutler

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    March 30, 2022 at 12:08 pm
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    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.

  • Vince

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    March 30, 2022 at 12:11 pm
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    Hi @Doug McLean – I’m not sure I follow what you are trying to do?

  • Michael Echave

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    March 30, 2022 at 12:45 pm
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    I jumped to the conclusion he was looking at the choice based custom column.

  • Troy DeGroot

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    March 30, 2022 at 1:41 pm
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    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”

  • Doug McLean

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    March 30, 2022 at 3:19 pm
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    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.

  • Doug McLean

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    March 30, 2022 at 3:26 pm
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    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.

    • Vince

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      March 30, 2022 at 5:04 pm
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      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?

      • Doug McLean

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        March 31, 2022 at 10:16 am
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        • Vince

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          March 31, 2022 at 2:41 pm
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          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?

          • Doug McLean

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            March 31, 2022 at 2:46 pm
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            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 too

            I just have to add in a couple of filter tables and do a full test to see if its working.

            • Vince

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              March 31, 2022 at 2:49 pm
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              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!

            • Doug McLean

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              March 31, 2022 at 3:31 pm
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              I used an Index column in Power Query instead

            • Troy DeGroot

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              March 31, 2022 at 8:13 pm
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              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.