Overview of Attributes
Product Attributes are information that you want to collect for any product used on a drawing. These are separate from the automatically collected "Quantity" attribute or any defined pricing information.
There are 2 types of custom attributes
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.
The attribute value needs to be collected on-site. In this case, users can answer one too many pre-created questions to gather the information. Examples are endless here, but some could be; wattage for light fixtures, size for many things, configurations, etc.
These attributes can be exported to an Excel spreadsheet and used the post-site visits to present a more comprehensive view of the client site.
Define the Attributes to Collect
Tap on Add Attribute at bottom of the dialog
Choose the answer to be one that is Predefined or that will be Collected in the field
If Predefined, enter the value
If Collected in the field, choose the type of field presented and any necessary pre-filled options.
Note - You can use the Photo-Image option to take and associate a specific site photo with a specific instance of a product.
Use Custom Attributes in the App
Once a product has been added to the canvas:
Ensure it is the actively selected object
Tap on the Attributes icon in the lower-left corner of the screen
Fill in Attributes answers
Tap the Save and Close button