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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:

Toolbar:

You can specify the display of the data by means of the following buttons:

Button

Meaning

(Tree view)

Shows the data in a hierarchical tree structure. Individual part numbers or, if available, the designation of the part variants is displayed as the last hierarchy level.

(List view)

Shows the parts arranged one below the other in a list.

Toggles between the last selected filter scheme and the unfiltered view.

You can influence the nodes / hierarchy levels which are shown for a specific record type in the tree view in the tree configuration under [Extras] > Settings.

Filter:

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.

By means of the filter criteria Function template in the part it is now possible to filter the parts according to function definitions and other data of the function templates (e.g. technical characteristics). As the result of such a filter only those parts are then displayed at which the property values or the function definitions of the function templates stored there match the set criteria.

Find:

Enter the text that is to be found into this field and confirm with [Enter].

Note:

If you selected the Modification allowed during selection check box in the Settings: Part selection dialog (via File > Settings > User > Management > Part selection, for example), existing parts in the parts management module may be modified and new parts created during part selection.
If the check box is not selected, parts can only be selected. They cannot be created or edited.

Popup menu:

The popup menu provides - depending on the field type (e.g. date, integer, multilingual) - the following menu items that are, depending on the situation, available for influencing the table or editing the values in the fields. You can find an overview of these popup menu items in the section Popup menu items.

In addition, the following dialog-specific popup menu items are available:

Menu item

Meaning

New

Creates a new part / record below the selected part / node.

New variant

Only available for parts. Opens the New variant dialog for the creation of a part variant.

Paste data

Only available for parts in the tree. Opens the Paste data dialog with which you can specify which data of a copied part is to be transferred to the selected parts / variants.

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 with an automatic filter (selection) containing the elements that are currently selected.

Select in tree (list only)

Displays the marked object in the tree view.

Configure representation

Opens the Configure representation dialog, where you define which properties are to be displayed in the list and tree view.

Export

Opens the Export records dialog for the selected records, where you can determine the name and type of export file. If the current selection in the tree view contains nodes, all the records under those nodes are taken into account.

Assign function templates

Allows you to generate still missing function templates automatically from the stored macros for the highlighted records. Note that the Undo command is not available for this functionality! Before bigger modifications it is therefore advisable to back up the parts data beforehand.

Overview:

This tab shows the most important properties such as - if available - a preview of the part. An editing of properties is not possible here. In the other tabs you are informed in more detail about the properties of the selected part.

[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.

See also