Screen components
The Global Options screen is divided into 3 areas:
Line Item Information
The Line Item Information area tells you which line items are going to receive the finishes that you are selecting in the Option groups area. By clicking on any one of the option groups the line items affected will appear in this window.
Global options will apply finishes to all items unless grouping is used in the Option Groups area.
Click the Filtered items button in the Option Groups area to find out if items were filtered from the Global Options tab. This button is enabled only if there are filtered items.
Option Groups
Option groups are the different types of finishes that need to be applied in a specification. By default, options are grouped by manufacturer code.
To group options by different criteria:
To set global options, click here:
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Click the Group By button in the Option Group area.
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Check the columns of information that you would like to group by. For example, you may want to group by category so that panels, worksurfaces, accessories, etc. are grouped together.
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Change the sort priority by dragging the column.
In the above example, options will be sorted first by manufacturer, then by category. -
Check Use these settings as the default groupings if you wish to set these columns as your default groupings.
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Click OK.
The results help you to better understand the options that are being selected. For example, you can see easily that you have different paint colors for pedestals than for overheads.
Available Options
This window lists all of the available options for each option group as it is selected. Options are selected by clicking on the desired option.
You can skip over an option group by clicking on the Next Group button at the top of this area. Skipping options is useful if, for instance, the customer has not decided on a panel fabric color but has selected a grade of fabric.
Some catalogs allow you to preview options. For a list of catalogs that support option previews see the What's New file.