Maintaining Detail Items for a Transition Profile

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Adding Multiple Detail Items to a Transition Profile

The Detail Items tab on the Transition Profile Summary contains a list of detail items that are mapped to the parametric item. The upper portion of the tab displays the following read-only information about the parametric item mapped in the profile:

The lower portion of the tab lists rows of detail items that are mapped to the parametric item. Each row represents one detail item and contains an Actions button. You can view or change values in these fields:

Click in a field and add, change, or delete information as needed.

The Quantity Calculation field contains the value or formula used to derive the quantity of the detail item from the parametric item. Enter a value or click the Formula button (Σ) in the Quantity Calculation field to display the expression builder (see Using the Expression Builder).

To add a new detail item to the list, click the New button. The system adds a new blank row to the list. To save a new row, you must enter a value in the Detail Item field. You can only select detail items with the same spec book and unit system as the parametric item. When you enter a value in the Detail Item field, the system displays the appropriate value for that reference item in the Unit field.

To delete a detail item, select Delete from the Actions menu on the item row. To reverse the delete action, click the Undo button.

When you are finished, click the Save button. The system displays a message to confirm that your changes were saved in the database. The system updates the value in the Detail Items field for the parametric item to reflect the current number of detail items included in the profile.

Adding Multiple Detail Items to a Transition Profile

If you want to add more than one detail item to a transition profile at a time, perform these steps:

On the Detail Items tab on the Transition Profile Summary, click the Select Reference Items button.

The system displays a modal window that lists active reference items that are marked as detail items and have the same spec book and unit system as the parametric item.
Click one or more rows to select the reference items you want to add to the profile.

A check mark appears at the beginning of the row to indicate it is selected. Continue selecting reference items as needed. You can click a row again to clear the selection.
When you are finished, click the Add to Profile button.

The system closes the modal window and adds the reference items you selected to the list on the Detail Items tab.
Click the Save button.

The system displays a message to confirm that your changes were saved in the database. The system updates the value in the Detail Items field for the parametric item to reflect the current number of detail items included in the profile.