...
To ungroup, right click a column header and select ‘Ungroup’ from the pop-up context menu, or simply drag the column back to the grid where you would like it.
...
...
Drawing Properties (Attributes/Metadata)
Whether referred to as properties, attributes, or metadata, there are 23 standard fields that provide a place to store granular detail about your drawings. Whether, attributes, or meta
User-Defined Pick Lists
Pick List | Required/ | Explanation |
|---|---|---|
Type | Required | Select Drawing Type from Pick List. Types are created to align with your organization’s needs.
|
Status | Required | Statuses represent the current state of the drawing along its lifecycle, such as “To Do”, “In Progress”, or “Done” and are represented visually on the Kanban board as “Swimlanes”. Statuses are created by your organization to align with desired workflow. New records inherit the status that is set to ‘Default’.  |
Drawing Date Fields (Built-in)
Dates | Explanation |
|---|---|
Users can enter dates manually or allow the system to update them automatically, based on formulas. Additionally, each of these system dates for tracking drawings can be aliased (e.g., “Target Date” can be labeled “Client Deadline”, or just “Target”, to shorten the width of the header.) | |
Target Date | The date you are intending to get the drawing to your customer/client. As with the other dates, this date can be set to compute automatically based on a formula. |
‘15 Working Days after Executed Contract |
date’) | |
Date Started | The date the Engineer/Drafter begins work on the drawing. This date can be set manually or set to automatically update when the status of the drawing gets changed (e.g., from Not Started to In Progress). |
Date Submitted | The date the drawing is submitted to the customer/client. This date can be set manually or set to automatically update when the status of the drawing gets changed (e.g., from In Progress to In Submitted). |
Date Required | The date you want the drawing back from the customer/client, in order to have enough time to make necessary revisions and re-submit the drawings for client approval. This date can be set manually or set to automatically by formula.  |
Date Returned | The date the customer/client returns the drawing regardless of whether the drawing was returned as “Approved” or “Revise & Resubmit”. This date can be set manually or set to automatically update when the status of the drawing gets changed (e.g., from Submitted to Approved or Revision). |
...
Configuring Your Drawing Dates For Automation
There are two ways that Drawing dates can be configured to