[Doug McLean]

Thanks to a tip from Vince, I just updated this entire workflow.
I took a bunch of the common Options and broke them down into individual Custom Columns. So now I essentially have a dropdown list for all of my common options.

Of course I have to completely re-write the Power Query to stich everything back together, but that’s the fun part.

Along the way I’ve learned how to do a couple of really cool things with PQ, like Find/ Replace from an existing table (which is pretty cool btw).

The whole process took about 3 days, and I’m now testing it out in the world.
I’ll keep you posted

[Doug McLean]

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.

[Doug McLean]

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]

We can do a lot of that within O365, its just a bit trickier. We capture a lot with Dynamics

[Doug McLean]

I get this the odd time with Sets.
Even if I make no changes to the Set, it wants me to save it. Not overly sure why though.

I’m thinking its a SharePoint thing though.

[Doug McLean]

You’ll have to set up the tool with an Imperial measurement, and then click Set as Default.
Might have to do it with a few tools as well

[Doug McLean]

I used an Index column in Power Query instead

[Doug McLean]

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.

[Doug McLean]

Options.jpg 42 KB Image File - Click to view

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[Doug McLean]

I think Bluebeam tells you you can do that with images. Good to know that you can also do it with a Word Doc.

[Doug McLean]

I knew it was in there somewhere. I just couldn’t find it.

Thanks for sharing

[Doug McLean]

we do this all the time Vince with our Ceiling and Wall panel division.

[Doug McLean]

that’s why I changed the height of one to match the angle. so one is actually 2500 x 621 (or something)

[Doug McLean]

Slope-Test-1.pdf 40 KB PDF - Click to view

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[Doug McLean]

well that’s odd, it came with a black background, so you can’t see the text