Colors are now set up directly in the Materials section of your product, instead of in Product settings. Each Materials section keeps its own colors, its own sample color and its own columns, so you can set everything up in one place while you build your material table.
1. Things to know before you start
☑ A new Materials section asks you to configure your colors before you add your first material card. Add Material stays inactive until the table has been set up.
☑ Each color becomes its own column in the material table, next to your regular columns (for example Placement, Supplier and Status).
☑ If your organization has saved color-combo templates in Org settings, they are shown as suggestions while you add colors. You can also type any color name of your own.
2. How to configure your colors
Step 1: Open your product and scroll to the Materials section. You will see the Configure your colors panel. Click Configure colors.
If you already have your material table in Excel, click Import from CSV instead. To change the color templates your team sees, click Manage product defaults in Org settings.
Step 2: The Columns & Colors window opens. It lists the columns already in your table. Click + Add Column and choose Color column.
Choose Regular column instead if you want a column for free text or numbers, such as Supplier or Price.
Step 3: Click into the new row. A list of your organization's color-combo templates opens. Click a single color to add it, or click Add All to add the whole combo at once.
Step 4: To add a color that is not in the list, type its name and press Enter. Repeat + Add Column › Color column for each color you need.
Step 5: Click Save. Your colors now appear as columns in the material table, and Add Material is active.
3. How the sample color works
The sample color is the colorway your sample is made in. You no longer pick it in Product settings; it is set inside the Columns & Colors window.
When you add colors, a sample color is picked for you automatically and marked with a Sample tag. To change it, open the Sample color dropdown at the top right and choose another color. Choose None if you don't want a sample color.
In the table, color columns are shaded. The sample color column is a little darker and its name is shown in green, so you can spot it at a glance.
4. How to manage your columns
You can come back and change your columns at any time. Click the columns icon in the Materials section header to open the Columns & Colors window.
Every row has the same controls:
- Drag handle (=): drag a row up or down to change the column order.
- Column name: click the name to rename the column.
- Palette icon: turns a regular column into a color column, or a color column back into a regular (text) column.
- Eye icon: hides the column from the table. Nothing is deleted, and you can show it again later.
- Trash icon: deletes the column. You will be asked to confirm, because the column and its data are deleted permanently.
Click Save to apply your changes. If you close the window with the X instead, your changes are not saved.
5. Import and export
Import from CSV and Export as CSV are in the table options menu (the three dots in the Materials section header).
☑ Import from CSV is only available while the section is empty.
☑ Export as CSV becomes available once the table has data, and downloads the table as a file.