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.

 

 


    

Who can use this feature?
PLM premium and PLM professional

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: Inside any of your techpack, click on the icon Vector__Stroke___1_.png located on the top navigation bar.

Step 2: Click on this Path_2.png drop-down icon to select a library you wish to copy card from.
In case you haven't created a library yet, refer to our chapter on how to create libraries

2b. To access the card library from the Library Shortcut (1).gif

 

 

Step 3: Select card/s you wish to copy to your tech pack and drag them by selecting them from your library as shown in the gif below. Drag and drop your cards in their relevant techpack section or the library.

1.gif

 

And if you are looking to save cards in a library, simply select the card/s from your tech pack and drag them to their relevant techpack section or the library by clicking on the  drag_and_drop.png icon and drop them into your library as shown in the gif below.

gif 1.gif

 

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: 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 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.

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 folder mceclip0.png and then select the library or libraries where you want to copy them by clicking mceclip3.pngcopy 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 mceclip4.png and select to Copy cards with or without comments and attachments mceclip5.png

 

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

Screenshot 2024-04-01 at 9.02.15 PM.png

 

 


 

2. How to copy cards between the libraries

 

Step 1: Alphabet-a.png Click this menu.png icon located on the top-left of your screen to slide open the options menu.

Step 2: Alphabet-b.png Choose the LIBRARIES option. 

2a_step_2.jpeg

 

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.

1.png

 

Step 4: Select a library from which you want to copy cards from. 

2.png

 

Step 5: Select the card/s you want to copy or simply click All to select them all together. 

 

 

Step 6: Click on this mceclip4.png icon and select Copy to other Library from the drop-down menu. 

 

 

Step 7: Select the library folder mceclip0.png and then select the library or libraries where you want to copy them by clicking mceclip3.pngcopy here. You can also select all the libraries at once where you want to copy the cards.

 

Step 8: Click on Copy mceclip4.png and select to Copy cards with or without comments and attachments mceclip5.png

 

Step 9: Your cards will successfully be copied to the selected library.

Screenshot 2024-04-08 at 4.36.42 PM.png

 

 


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: 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  link.png Connect to other techpacks as shown below.

 

Step 3: Select the folder where the techpacks are located

Step 4: Click on Link Here next to the techpack that you want to connect the card(s) with.

 

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

 

 

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

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 that the card is connected to. To disconnect the link, click on this Remove link option and confirm.

 

 


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.

 

 

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. 

 

 


 

 

 

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