At any time you can move cards between your libraries and techpacks/products. With each card, you can also save or import its associated description, image, annotations, comments, attachments, and keywords or map selected columns.
This will save you a ton of time, especially on the cards that are used repeatedly in different techpacks/products.
Who can use this feature?
PLM premium and PLM professional
1. How to copy cards between libraries and techpacks/products
There are two ways you can copy your cards to a library -
1a. Copy cards using library shortcut icon
Step 1: Inside any of your techpack/product workspace, click on the icon located on the top navigation bar.
Step 2: Click on this drop-down icon to select a library you wish to copy card from.
In case you haven't added a library yet, refer to our chapter on how to add libraries.
Step 3: Select card/s you wish to copy to your techpack/product and drag them by selecting them from your library as shown in the gif below. Drag and drop your cards in their relevant techpack/product section or the library.
And if you are looking to save cards in a library, simply select the card/s from your techpack/product and drag them to their relevant techpack/product section or the library by clicking on the icon and drop them into your library as shown in the gif below.
You can only add cards to their corresponding library type. For eg. You can only add Sketch cards into Sketch libraries and material cards to material libraries etc.
Step 4: As soon you drop your cards, this window called Column Mapping will pop up. This helps you map and organize your card's data before moving them between techpacks/products and libraries.
Learn how this works in the chapter below. Once done click on Copy Cards.
1b. Copy cards using the options menu
Who can use this feature?
PLM premium and PLM professional
Step 1: Select a card or multiple cards from the section that you wish to copy to a library.
Step 2: From the Option
menu located on the top navigation bar, select this Copy To Library
option as shown below.
Step 3: Select the library folder and then select the library or libraries where you want to copy them by clicking
copy here. You can also select all the libraries at once where you want to copy the cards.
Cards can be ONLY copied to their corresponding library type. For example, sketch cards can be copied only to sketch libraries, Material cards to material libraries, and so forth. Learn more about libraries here.
Step 4: Click on Copy and select to Copy cards with or without comments and attachments
.
Step 5: Your cards will successfully be copied to the selected library.
2. How to copy cards between the libraries
Step 1: Click this
icon located on the top-left of your screen to slide open the options menu.
Step 2: Choose the LIBRARIES option.
Step 3: This is your library page. Here you can see the library folders you have access to along with the team members in your organization.
Click on any folder to view the list of libraries inside them.
Step 4: Select a library from which you want to copy cards from.
Step 5: Select the card/s you want to copy or simply click All to select them all together.
Step 6: Click on this icon and select Copy to other Library from the drop-down menu.
Step 7: Select the library folder and then select the library or libraries where you want to copy them by clicking
copy here. You can also select all the libraries at once where you want to copy the cards.
Step 8: Click on Copy and select to Copy cards with or without comments and attachments
Step 9: Your cards will successfully be copied to the selected library.
3. How to connect or disconnect library cards with techpacks/products
- How to connect cards using legacy feature (soon to be deprecated)
- How to source card from the library
- How to disconnect cards
3a. How to connect cards using legacy feature
This is a legacy feature and will be depreciated soon. The feature will be replaced with Sourcing Cards from the library. Click here to learn more.
If you want to use any library card in different techpacks/products, and would like to keep the card details synchronized across all techpacks/products where it's being used, you should use our connect card feature. Here's how it works :
Step 1: Inside a library select the card/s you want to copy or simply click All to select them all together.
Step 2: From the Option located in the top navigation bar select
Connect to other techpacks/products as shown below.
Step 3: Select the folder where the techpacks/products are located
Step 4: Click on Link Here next to the techpack/product that you want to connect the card(s) with.
You can identify a "connected" card through this icon next to them, as shown below.
When you connect a library card to any techpack/product, the cards get connected to the respective sections only. For example, the sketch cards will get connected only to the sketch cards of the techpack/product.
3b. How to source card from the library
You can now source your cards directly from the library. Learn how to add a library here.
Currently this feature is introduced just for the material.
Step 1: Click on this icon and select Add materials from library from the drop down.
Step 2: Select the library folder and then select the library from where you want to source the cards. You can also change the library later.
You can identify the selected library as shown in the image below.
Step 3: Click on + Select material from library to add cards to the section.
Step 4: Select the cards(s) to add them to the material.
Once selected, all the selected cards will be visible in the section.
These cards can only be edited from the sourced library.
3c. How to disconnect cards
Open the card by clicking on the image that you wish to disconnect.
Inside the Card cover tab > card links, you will be able to view all the techpacks/products that the card is connected to. To disconnect the link, click on this Delete links option and confirm.
4. How to edit cards sourced from the library
The cards sourced from the library are only editable from the library itself.
Below are the steps on how this works:
Step 1: Inside the Material, click on this icon to go to the source library.
Step 2: Once you are inside the source library, you can make all your desired changes here.
The changes you've made in the source library card(s) will be reflected across all your sourced cards.
5. What is column mapping
Column mapping helps in manually choosing the relevant data columns associated with the cards when moving them between libraries and destination techpacks/products. By matching the pre-existing table columns or creating new ones before performing the import action, this feature helps filter down the techpack/product and library data and keep them organized. This is especially helpful when moving measurements and materials cards.
6. How to map card columns
Once this Choose column view pops-up, you have the option to import all or selected information between your techpack/product and the library. By default, PLMBR maps and selects all columns when importing cards, however, you have these options to customize the import as per your requirements.
Hide/Unhide column: In case you wish to hide a certain column while importing the card, you can click on this
icon to hide a column as shown above. Your data will be imported, but just won't be visible. You can always unhide that column later through your column manager.
Size or Material column: To change a certain column of a card into a size column (or color-column in case of a material card), click on this
icon. You column data will be displayed as size column in the techpack/product or library table.
Labeling your column as a size column is required if you wish to utilize the grading function correctly in the measurements table.
Manual selection check: If you do not wish to import certain columns, simply uncheck these boxes
adjacent to the particular column/s. By default, all columns are selected for import.
Edit text/ name of column: You can also rename the columns as shown below.
Map to columns: By default, PLMBR automatically maps the columns with exact match naming between the source and destination. However, you can manually reselect the column mapping from this drop-down
icon.
Table preview: You can see a visual summary of what columns are being imported to the destination techpack/product and their order in the table at the bottom of the page.
7. How to disable and enable column mapping
Enable column mapping:
Column mapping is enabled by default for all users however there are some cases where column mapping is not necessary especially if you have standardized the columns across your libraries and techpacks/products. In such cases, you can choose to disable the column mapping.
When you disable the column mapping, the changes will only update to your preferences and NOT for your team. Each individual team member has to disable it themselves. Also, your preferences are stored in your cache therefore when you clear your cache, it will be enabled again.
Disable column mapping:
You can disable column mapping by following these simple steps:
Step 1: Click on this icon inside your library shortcut panel as shown below.
Step 2: A drop-down menu will appear. Click on this disable column mapping option.
A prompt will confirm that your column mapping has been successfully disabled.
To re-enable column mapping, click on the same drop-down menu and choose the option Enable column mapping.