Manuals - eCATALOGsolutions

5.12.7. Add projects to classification (context menu command)

5.12.7.1. Manual input

The assignment takes place in two steps:

First the assignment of the classification. And then optionally the assignment of features.

	Note
	Characteristics can only be assigned if a class has been assigned beforehand!

In the context menu of a directory, execute the command Automation -> Add projects to classification (here in the example on "Cap screws").
-> The dialog window of the same name opens.

"Add projects to classification [Add projects to classification]" dialog box
Classification: Select the desired classification.
In the Extract classification number from dialog area, activate the Input option.

Note
For manual input, only the Input option is relevant. For the other options, see Section 5.12.7.2, “Automatic transfer ”.

Click on the button ....
-> The Classification dialog box opens.

Dialog window: Classification
Select the desired class (or several in succession) and double-click to assign it so that it is then displayed under Selected classes.
Confirm with OK.
-> You are now back in the Add projects to classification dialog.
Select one of the following options:
- Replace classification numbers [Replace class numbers]
- Add classification numbers [Add class number]
- Delete classification [Remove classification]
If you do not want to lose any old classification numbers, it is better to select Add classification numbers [Add class number].
Optional: Set filters in the Apply dialog area.
- Visible projects / invisible projects [Invisible projects]
- Not in assembly configurations
- Only fill projects with "this" ClassID: The use of placeholders is possible; in addition, the entry of several classes is also possible with comma separation (in the sense of an OR link).
Click Next.
-> The view switches to the Set characteristics [Set attribute] dialog area with the options Set characteristics [Set attribute], Copy characteristics from class [Take attributes from class] and Copy characteristics from file [Take attributes from file], which are explained in more detail below.

"Add projects to classification [Add projects to classification]" dialog box -> "Characteristics [Attributes]" dialog area

Note
Setting features is optional. You can also deactivate all options and click on the Start button straight away.
1. Set features [Set attribute]
  
  Note
  The Set features [Set attribute] option is only active if the Input option has previously been activated in the Extract classification number from dialog area.
  
  Clicking on the ... button opens the Class variables dialog box.
  
  Dialog box: Class variables
  
  The checkboxes at the beginning of each line are only displayed if the dialog window was opened via the directory tree.
  You can use the checkboxes to "work your way down" through the directory levels and only activate the desired features.
  
  Note
  If you activate a line and it does not contain an entry under Variable, Value or Reference, a characteristic already assigned at a higher level is deleted again.
  
  After completing the entries, confirm with OK.
  When all entries in the Add projects to classification dialog box are complete, click Start.
  
  --> You will receive a list of the operations performed.
  
  Classify projects: Log
  
  At the end of the process, you will receive a corresponding message with a message to update the display index.
2. Adopt features from class [Map variables from other class]:
  Together with Other classification on the first dialog page, this option allows you to transfer existing information from other classes. It is only active if Other classification has also been activated.
  
  Other classification
  
  Adopting features from class [Take attributes from class]
3. Transfer characteristics from file [Get class variables from file]
  If the classifications or characteristics are already available externally, you can also transfer the characteristics from a CSV file.
  The CSV file must contain the following attributes: ClassId, NN (standard number), idmm (characteristic), either variable or value (fixed value).
  
  Example file
  
  Activate the option Copy features from file [Get class variables from file] and set the path to the file using Browse ....

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5.12.7. Add projects to classification (context menu command)	Home	5.12.7.2. Automatic transfer