Assigning Colorways to Products or Components

Products

  • Search for and add Colorways to Products via the Product Summary tab 
  • When creating a brand new Product, the Product Summary Edit Overlay opens, where certain information must be entered (see more on creating new Products here)
    • Colorways are not required at this stage, but you can add them here if you wish to
  • Click the Edit Icon at the top right corner of the Product Summary to open the Edit Overlay on an existing Product
  • In the Colorways section of the Edit Overlay, choose to search for a Color within your Palettes or within a particular Library using the dropdown menu to the right of the search bar
  • You can search for Colors by Name, Custom Code, Internal Code or External Code
  • When searching by Palette, the results will show you each Palette that contains the Color
    • Expand any Palette to see all its Colors by clicking the Plus Icon
    • Select individual Colors using the checkboxes to add them to your Product
    • Select the checkbox next to the Palette name to add all Colors within the Palette to your Product
  • When searching by Library, the results will show you matching Colors that live in your selected Library
    • Change the Library selection to see other Color matches
    • Select individual Coors using the checkboxes to add them to your Product
  • Whether you’re searching in Palettes or Libraries, you also have the option to add a brand new Color
    • Click the Add New Custom Color text to open the Color Create/Edit Modal
    • Add a Name and any other applicable attributes to the Color, or source it from Pantone
    • Check which Library you’re saving the Color to at the top of the Modal - adjust if needed
    • See more about creating new Colors and assigning them attributes here
    • When you click Save, the Color will add to your Product and your Library simultaneously
  • Your added Colors appear as chips below the search bar
  • To remove a Color from a Product, click the Delete Icon on its chip, or deselect its checkbox on the Palette or Library list
    • Proceed with caution, removing a Color from a Product clears any BOM-level data linked to the Colorway

Components

  • Search for and add Colors to Components via the Component Variants tab
  • Open the Variant Edit Modal by clicking the Plus Icon in the bottom right corner (see more about Component Variants here)
  • At the top of the modal, choose to search for a Color within your Palettes or within a particular Library using the dropdown menu to the right of the search bar
  • You can search for Colors by Name, Custom Code, Internal Code or External Code
  • When searching by Palette, the results will show you each Palette that contains the Color
    • Expand any Palette to see all its Colors by clicking the Plus Icon
    • Select individual Colors using the checkboxes to add them to your Component
    • Select the checkbox next to the Palette name to add all Colors within the Palette to your Component
  • When searching by Library, the results will show you matching Colors that live in your selected Library
    • Change the Library selection to see other Color matches
    • Select individual Coors using the checkboxes to add them to your Component
  • Whether you’re searching in Palettes or Libraries, you also have the option to add a brand new Color
    • Click the Add New Custom Color text to open the Color Create/Edit Modal
    • Add a Name and any other applicable attributes to the Color, or source it from Pantone
    • Check which Library you’re saving the Color to at the top of the Modal - adjust if needed
    • See more about creating new Colors and assigning them attributes here
    • When you click Save, the Color will add to your Component and your Library simultaneously
  • Your added Colors appear as chips below the search bar
  • To remove a Color from a Component, click the Delete Icon on its chip, or deselect its checkbox on the Palette or Library list
    • Proceed with caution, removing a Color from a Product clears it out of any BOMs where it was selected

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