How to copy or connect library cards

Lily
Lily
  • Updated

At any time you can move cards between your libraries and techpacks. 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.

 

 


    

1. How to copy cards between libraries and techpacks

There are two ways you can copy your cards to a library - 

 

1a. Copy cards using library shortcut icon

 

Step 1: Open your Library shortcut panel by clicking on this  Vector__Stroke___1_.png icon located on the top navigation bar on your techpack board page.

drop-down-library_1.jpg

 

 

Step 2: Select the library from which you wish to import or store the card(s). Click on this Path_2.png drop-down icon to select a library.

In case you haven't created a library yet, refer to our chapter on how to create libraries

select-library.jpg

 

 

Step 3: Select the card(s) you wish to import to your techpack. If you are importing cards to a techpack, simply quick-select your cards from your library as shown below.

select-library-card-1.jpg

 

And if you are looking to save cards in a library, simply select your techpack card(s) as shown below.

export-tecpack-cards.jpg

 

You can only add cards to their corresponding library type. For eg. You can only add Sketch cards into Sketch libraries and material section cards to material libraries etc.

 

 

Step 4: Drag and drop your cards in their relevant techpack section or the library.

drag-and-drop-bothway.jpg

 

 

Step 5:  As soon you drop your cards, this window called Choose column view will pop up. This helps you map and organize your card's data before moving them between techpacks and libraries. 

Learn how this works in the chapter below.

card-mapping.jpeg

 

You can also copy cards from one library to multiple techpacks at a time. 

 

 

 

1b. Copy cards using the options menu

 

Copy to library is available only for PLM Professional and PLM Premium users.

 

Step 1: Select a card or multiple cards from the section that you wish to copy to a library.

 

Screenshot_2023-11-13_at_1_55_58 PM.png

 

Step 2: From the  Option mceclip4.png menu located on the top navigation bar, select this Copy To Library mceclip5.pngoption as shown below.

 

 

 

Step 3: Select the library 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.

 

Screenshot_2023-11-13_at_2_07_24 PM.png

 

 

Step 4: Click on Copy mceclip4.png and select to Copy cards with or without comments and attachments mceclip5.png

copy cards with or without comments.png

 

Step 5: Your cards will successfully be copied to the selected library.

Screenshot 2023-11-13 at 2.23.57 PM.png

 

 


 

2. How to copy cards between the libraries

 

Step 1: mceclip0.png Click on this mceclip1.png icon located on the top-left of your screen to open the drop-down menu and mceclip2.png choose the Libraries option.

1.jpeg

 

 

Step 2:  Select themceclip0.png library from the drop-down menu from which you want to move cards. 

2.jpeg

 

 

Step 3: Select the card/s you want to move or simply click All to select them all together. 

3.jpeg

 

 

Step 4: Click on this mceclip4.png icon and select Copy to other Techpacks or Libraries from the drop-down menu. 

007.gif

 

 

Step 5: Select the lib folder mceclip0.png and then select the library or libraries where you want to copy them by clicking mceclip3.pngcopy here. You can select all the libraries at once where you want to copy the cards.

5a.jpeg

 

Step 6: Click on copy.

Screenshot_2022-05-18_at_6_05_31_PM.png

 

Step 7: Select copy with/without comments and attachments from the options as shown below.

6a.jpeg

 

 

Step 8: A message toast with a highlighted link will appear at the bottom left corner of your screen. Click on this link, it will take you to the destination library where your selected library cards have been copied.

7a.jpeg

 

 


3. How to connect or disconnect library cards with techpacks

 

3a. How to connect cards

If you want to use any library card in different techpacks, and would like to keep the card details synchronized across all tech packs where it's being used, you should use our connect card feature. Here's how it works : 

 

Step 1: Select the cards(s) that you wish to connect.

Step 2: From the  Option located in the top navigation bar select  link.png Connect to other techpack as shown below.

Step 3: Select the folder where the techpacks are located

Step 4: Select the techpack(s) that you want to connect the card(s) with.

001.gif

 

You can identify a "connected" card through this icon link.png next to them, as shown below.

02.jpg

 

 

When you connect a library card to any techpack, 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.

 

 

3b. How to disconnect cards

Click open the card that you wish to disconnect.

Inside the Card cover tab > card links, you will be able to view all the techpacks that the card is connected to. To disconnect the link, click on this Remove link option and confirm.

03.jpg

 

 


4. 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. By matching the pre-existing table columns or creating new ones before performing the import action, this feature helps filter down the techpack and library data and keep them organized. This is especially helpful when moving measurements and materials section cards. 

Column_Mapping.gif

 

 


 

5. How to map card columns 

 

Once this Choose column view pops-upyou have the option to import all or selected information between your techpack and the library. By default, Techpacker maps and selects all columns when importing cards, however, you have these options to customize the import as per your requirements. 

manual_library_card-mapping.jpg

 

 

mceclip4.png Hide/Unhide column: In case you wish to hide a certain column while importing the card, you can click on this images.png 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.

hide-unhide.jpg

 

 

mceclip5.png 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 measure.png icon. You column data will be displayed as size column in the techpack 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.

make-size-.jpg

 

 

mceclip6.png Manual selection check: If you do not wish to import certain columns, simply uncheck these boxes Group.png  adjacent to the particular column/s. By default, all columns are selected for import. 

uncheck-box_1.jpg

 

 

Alphabet-d.png Edit text/ name of column: You can also rename the columns as shown below.

RENAME-COLUMN.gif

 

 

Alphabet-e.png Map to columns: By default, Techpacker 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 Path_2.png icon.

rearrange_size.gif

 

 

mceclip6-01.png Table preview: You can see a visual summary of what columns are being imported to the destination techpack and their order in the table at the bottom of the page. 

table-preview.jpg

 

 


 

6. 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. 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 download__1_.pngicon inside your library shortcut panel as shown below.

options-library-panel.jpg

 

 

Step 2: A drop-down menu will appear. Click on this disable column mapping option.  

disable-mapping.jpg

 

 

A prompt will confirm that your column mapping has been successfully disabled. 

disable-column-mapping.gif

 

 

To re-enable column mapping, click on the same drop-down menu and choose the option Enable column mapping. 

enable-mapping.jpg

 

 


 

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