Product Attributes - Use Products to Collect Data

Summary

Product Attributes allow you to collect information from any product used on a drawing. Attributes are different from the automatically collected “Quantity” attribute or any defined pricing information.

There are 2 types of custom attributes

  1. Predefined – The attribute value is already defined and is collected automatically without any user interaction. An example of this type might be static info like a model number for a piece of equipment.
  2. The Value needs to be collected on site - In this case, users can respond to pre-created questions to gather the information. Examples are endless here, but some could be; wattage for a light fixture, size of object, type of configuration, etc.

These attributes can be exported to an Excel spreadsheet and used after the site visit to present a more comprehensive view of the client site.

 

Steps

1. Define the Attributes to Collect

  1. Start the Product creation process
  2. Tap on Add Attribute at bottom of the dialouge
  3. Choose either Predefined or Collected in the field
  4. If Predefined, enter the value
  5. If Collected in the field, choose the type of format presented and any necessary pre-filled options.
 
 

2. Use the Attributes in the App

Once a product has been added to the canvas:

  1. Ensure it is the actively selected object
  2. Tap on Attributes icon on the lower-left corner of the screen
  3. Fill in Attributes answers
  4. Tap Save and Close button
 
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