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1.1.4. Manual assignment

The following explanations are based on the CSV catalog created in the preceding section (see Section 1.1.3, “Create catalog from CSV file”).

The easiest way to create a link between CSV catalog and PARTsolutions catalog is the manual approach via drag & drop.

Preferably work with two windows, one for the CSV catalog and one for the PARTsolutions catalog.

  1. In theView menu, click on the menu item Open catalog view.

    -> A second tabbed page Catalog view opens.

  2. There, in the context menu, click on the command Create new window.

    -> The tabbed page floats as a separate window now. Position the two windows. In the one open the datasets of the CSV file (Workspace -> CSV catalog name -> Products) and in the other open the respective project of the PARTsolutions catalog (Data sources -> PARTsolutions catalogs -> Catalog -> Structure -> Directory -> Project).

  3. Drag the desired CSV line on the fitting project.

    -> The project's characteristic attribute table opens.

  4. Select the correct line and confirm with Ok.

  5. Now you can find the link under Workspace -> CSV catalog name -> Products.

    The small arrow icon shows that for the respective CSV line an assignment has been created. Open the CSV line. The green bar with Quality 100% signalizes an unique assignment.

    The main entry shows the values of the CSV catalog, the secondary entry the values of the PARTsolutions catalog.

    Compare the information in order to check whether the assignment is correct.

    Either extend the column width in order for all values to be displayed or use the tooltip which displays when moving the mouse over a field.

  6. Now, a variant shall be assigned.

    The CSV line with the ident number 10 shows DIN 913 and the dimension M20x27.

    Proceed exactly as before and drag the CSV line over the project DIN 913 via drag & drop.

    -> The characteristic attribute table of the project opens.

  7. Select the nearest line (M20x25).

    On the right side adjust the respective value for the variant (in the example in hand 25 to 27).

    Confirm with OK.

  8. Now the variable values in the PARTsolutions catalog and in the CSV catalog are matching.

    The variant is marked with "Type: V".

    The variant is marked with "Type: V".

In the following automated assignment processes are explained. Start with the Dimension search. With the help of this little example you will receive all basic information.