Dialog Part selection

In this dialog, you select a part based on its sales data. The simultaneous assignment of several parts is possible by using the multiple selection of parts. In the process the data of the first part contained in the selection are assigned to the function / component.

Overview of the main dialog elements:

Field-based filter:

You can use the field-based filter to specify filter criteria for specific record fields.

This drop-down list displays all the available filters. A chosen filter is activated automatically. The "- Not activated -" entry deactivates the filter and causes an unfiltered display of the data. Click [...] to open the Filter dialog. Here you can create, edit, delete, copy, export, import, and manage filters.

The popup menu of the Filter drop-down list contains the following entries:

Deactivate: This popup menu item is available if a filter has been set: Resets the filter setting to the "- Not activated -" entry.
Activate <filter name>: This popup menu item is available if the filter setting is "- Not activated -": Reactivates the last active filter.

This allows you to toggle rapidly between the unfiltered representation and a representation filtered in accordance with your requirements.

Full-text filter:

Enter the text to be found in this box, and click (Find). The text is then searched for in all data records; in tree view, this search also includes the main nodes "Accessory list", "Accessory placement", "Drilling pattern", and "Connection point pattern".
If you are using this search for the first time, you must click [OK] to generate the search index. Otherwise the search index can be updated at any time by using [Extras] > Update search index.
Click (Delete) to delete the search term and return to the full parts display.

Rules for the syntax of the search item can be found here.

Automatic filter:

Click [...] to open the Automatic filter dialog. There you can select particular properties of the marked component as filter criteria.

Select the Active check box to activate the filter settings.

In the tree or list, the parts in parts management matching the filter settings will be displayed. If the Graphical preview dialog is open, and a product photo has been assigned to the part, it is displayed.

Depending on what is marked in the tree or list, the right side of the dialog shows the corresponding tabs from parts management, in which you can see the properties of the marked elements.

Tree:

Under these filter fields, the part types and the customers and manufacturers / suppliers can be displayed in a hierarchical tree structure, where the individual part numbers or, if present, part variants can be entered as last hierarchy levels.

The display can be configured as required for parts via [Extras] > Settings.

List:

As an alternative to the tree, you can also display the data in a list, where the scope of the display is set using the Popup menu > Configure representation. Here, the list shows all parts, but no manufacturers, suppliers, or customers, and only those properties are shown which all parts have (such as for example, part number, product group, and so on).

Combination:

This tab contains a combined view of the parts tree and list: You can preselect parts in the tree view in the top part of the tab. When you select a node such as the "Cables" product group in the tree, the associated parts are displayed in the list below.

The tabs displayed in the dialog on the right-hand side relate to the selection made in the tree, list or combined view. When selecting a customer, the detailed view for this customer is displayed, while for cables the cable-specific tabs are shown.

Info:

In this tab information such as the name and type of the currently used parts database, the number of contained parts, the number of manufacturers / suppliers, drilling patterns, accessory lists, etc. is displayed. The content of the tab is automatically updated during opening. However, it can be updated at any time manually by using [F5].

Popup menu:

Command	Meaning
List with preselection (tree only)	Reduces the number of elements displayed in order to allow for a faster orientation in the list view. If this option is activated, the list view is called up with an automatic filter (preselection) containing the elements that are currently selected.
Select all (list only)	Selects all of the entries in the list.
Adjust column width (list only)	Adjusts the width of all table columns so that both the headings and column contents are fully legible.
Configure representation	Opens the Configure representation dialog, where you define which properties are to be displayed in the list and tree view.
Open hyperlink	Allows opening of external documents or an image file, as long as this is assigned to the part in the parts management.

[Extras]:

The [Extras] menu provides the following menu item:

Menu item	Meaning
Settings	Opens the Settings: Parts (user) dialog, where you can configure the tree view without interrupting your workflow, for example.