Remove profile associated with PDF file

  • Remove profile associated with PDF file

    Posted by Don Walke on August 8, 2022 at 8:46 am

    I do quantity take-off services for a few different subcontractors from different disciplines. I have profiles set up for each, as they vary quite a bit in their requirements. Workspace layout remains the same across profiles, but tools used and custom columns are very different. It doesn’t happen often, but if I open a drawing under one profile and then open the same file under a different profile, the custom columns of the original profile persist. Looking for a way to detach the original profile from the file. Have tried deleting all the original markups and saving the file, but no luck. Thanks in advance.

    Don Walke replied 1 year, 6 months ago 4 Members · 6 Replies
  • 6 Replies
  • Vince French

    Member
    August 8, 2022 at 9:37 am
    Points: 11,498
    Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

    @dhwalkellc just import the correct custom column set and everything should work.

  • Doug McLean

    Member
    August 8, 2022 at 10:06 am
    Points: 11,790
    Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

    I’m going to agree with Vince.
    Make sure you have full backups of you Custom Columns saved somewhere and then import them into the drawing when necessary.

  • Don Walke

    Member
    August 8, 2022 at 10:07 am
    Points: 4,481
    Rank: UC2 Brainery Orange Belt III UC2 Brainery Orange Belt III

    Where are custom column sets other than associated with a particular profile?

    • Vince French

      Member
      August 8, 2022 at 10:16 am
      Points: 11,498
      Rank: UC2 Brainery Blue Belt I UC2 Brainery Blue Belt I

      I export the custom columns from each of my profiles to a folder in Dropbox so there is always a copy to hand should I need them.

      It’s actually best to save backups of the whole profile but I think @troy-degroot might be the person to explain best practices for that type of thing.

      • Troy DeGroot

        Organizer
        August 8, 2022 at 10:38 am
        Points: 20,343
        Rank: UC2 Brainery Brown Belt UC2 Brainery Advanced Brown Belt Rank

        If you go into the Custom Column window, you can export the configuration file. Like @Vince and @Doug McLean, I save this in a folder I can reference quickly. Having old columns in drawings is hopefully a problem that will go away as every new document is opened with the correct columns the first time it’s opened. I started using the basic Java tools to create an import button. this way it pulls in as quickly as one click.

        Once in a while I like to go to Revu > Preverences > Admin and save a back up of all my settings.

        Hope this helps guys, thanks for being in the group!

        • Don Walke

          Member
          August 8, 2022 at 10:58 am
          Points: 4,481
          Rank: UC2 Brainery Orange Belt III UC2 Brainery Orange Belt III

          Thanks, works like a charm. Another 20 second process in the work flow that will save many headaches later.

Log in to reply.