Feature Enhancement: Item Views - Released: 12/2/2021

On Thursday, December 2nd, Item Master will become Item Views! An upgraded version of your data dynamic reporting tool. Note the following:  

  • All existing Item Master reports will automatically be pushed to your Item Views Library (there's
    • New reports and report configuration changes made in the Item Views Library will affect paired reports in the Item Master Library, and vice versa
    • Taxonomy or Custom Field data you update in an Item View will flow out to the associated Product or Component Record, and anywhere else that field lives

Key Benefits: 

  • A streamlined report creation process
  • A quick path to edit the included columns from within a report
  • Intuitive sorting of the report table via column headers
  • Improved legibility of the table
  • Cleaner UI and a snappier experience overall

What's changing? 

  • Item Master is now Item View Library
  • New View Library 
    • New tabs for product and component Views
    • New icon to create a new View
  • Updated workflow to create and edit a View  
  • Improved View layout and new features 
    • Column manager to choose which fields you want to be displayed
    • Simplified sorting within a column 
    • Display options drawer, replacing the ability to Hide Fields
    • You will no longer be able to create a new product within the report
      • This will be done from the Product Library only
    • New filter options 
      • You can now display additional built-in fields: created date, last modified date, and creator 
      • You can now filter checkbox fields to display items with no values assigned by selecting the "Not Set" value

How to create a new View: 

  1. Click the + View icon  
  2. Add View Title (required)
  3. Add an optional Cover Image
  4. Choose the products/components you would like to include in your report by setting configurations or selecting products manually. 
    1. Setting configuration 
    2. Selecting products/components manually 
  5. Click generate view

How to use the Product View: 

  1. Search for products by Name or Style Number
  2. Click the Filter icon to narrow the results of items displayed in the report 
  3. Click the columns icon to choose which built-in, taxonomy, and custom fields you’d like to display as columns on your report 
    1. The order in which you add fields will affect the order in which they appear in your report
    2. You can adjust the order of the columns by clicking and dragging the column header
  4. Click the density icon to choose a comfortable or condensed row width
  5. Click a column header to sort the report based on that column. 
    1. Clicking it again will switch from A-Z to Z-A sort order 
    2. Default sort rule for a new report is by Product/Component Name, A-Z
  6. Click the gear icon to edit your report configuration
  7. Click the share icon to share the report with other users 
  8. Click the Export to CSV button 
  9. Select one or more products within the View by using the checkboxes at the far left of the table and a bulk action toolbar will appear at the top of the page with the following options: 
    1. Email Tech Pack
    2. Remove
    3. Copy

How to use the Component View: 

  1. Search for components by name or code
  2. Click the Filter icon to narrow the results of the report 
  3. Click the Columns icon to choose which taxonomy and custom fields you’d like to display as columns on your report 
    1. The order in which you select fields will affect the order in which they appear in your report
    2. You can adjust the order of the columns by clicking and dragging the column header
  4. Click the Density icon to choose a comfortable or condensed row width
  5. Click a column header to sort the report based on that column. 
    1. Clicking it again will switch from A-Z to Z-A sort order 
    2. Default sort rule for a new report is by component name, A-Z
  6. Click the Gear icon to edit your report configuration
  7. Select one or more components within the View by using the checkboxes at the far left of the table and a bulk action toolbar will appear at the top of the page with the following options: 
    1. Remove
    2. Copy
  8. Click the Share icon to share the report with other users 
  9. Click the Export to CSV button 

If you have any questions or feedback, please contact support@backboneplm.com

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