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Product Tree

Details

 

In the D-Tools SIX 2013 window within Visio there is a Products tab that displays the Product Tree.

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Product_Tree/product_tree_window.jpg

 

The Product Tree lists all of the Products in your Catalog.

View

 

You can change the view from the default "Manufacturer" to "Category" if you prefer. You can also choose whether or not to display Subcategories:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Product_Tree/view_menu.jpg

 

Manage Products

 

The Manage Products button allows you to add a new Product to your Catalog, edit an existing Product, or change the Price Type of the selected Product:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Product_Tree/new_edit_price_type.jpg

Filters/Queries

 

You can use the Quick Filter, Search box, or apply Queries to find Products quickly and easily:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Product_Tree/filters_and_search.jpg

Manage Shapes

 

The Manage Shapes button allows you to manage a variety of Shape assignments/settings:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Product_Tree/manage_shapes.jpg

 

For more information, see: Manage Category Assignments, Manage Shape Assignments, Selection Settings for Shapes, and Shape Display Settings.

 

You can also assign Shapes by selecting any node in the Product Tree, right-clicking and selecting Shape->Assign. Click here for details.

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Product_Tree/assigning_shapes.jpg

 

In the screen shot above, the Category node is selected but you can also assign Shapes to specific Products.

Adding Products to a Project

 

Any node from the Product Tree can be dragged to a Visio page. They can also be dragged to the Drop Zone or directly into the Project Grid within the Project Editor. For example, you could drag over the Manufacture name, or the Category, or you could drag the exact Product you want:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Product_Tree/dragging_products.jpg

 

If you drag over the Manufacturer or the Category to the page, the Add Products form will open filtered to either the Manufacturer or Category:

 

File:SIX_Guide/007_Projects/003_Visio_Interface/Product_Tree/add_product_form.jpg

 

If you drag over the exact Product it will simply be added to the Project/Drawing Page.

 

Note: when you drag a Product directly you will not be prompted to choose a Location or System so it will go into the Project as "Unassigned".

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Last modified
13:41, 6 Jun 2014

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