Manage BOM Views

Edit, clone and delete views; select the workspace's Default view.

Important: To save your changes, you must click Save Layout before closing the BOM Layout page. If you close the page before you click Save Layout, you will lose all your changes.

Select the Default View

If a workspace has more than one BOM view, you can select the view you want displayed by default on the Bill of Materials tab.

  1. On the BOM Layout page, scroll down the BOM Views panel to the view you want to select.

  2. On the view layout's header, select the Default check box. The new default view floats to the top of the panel.

  3. Click Save Layout before closing the page.

Edit a View

  1. On the BOM Layout page, scroll down the BOM Views panel to the view you want to edit.
  2. If necessary, edit View Name.
  3. Add, delete, edit, and reposition fields as you would for a new view. You can switch one field for another using the Field Source chooser.
  4. Click Save Layout before closing the page.

Clone a View

You can clone or duplicate an existing view to use as a starting point for a new view.

  1. On the BOM Layout page, scroll down the BOM Views panel to the view you want to clone.
  2. On the view layout's header, click Clone Clone icon. A duplicate view is added below the source view.
  3. Change the View Name of the new view.
  4. Add, delete, edit, and reposition fields as you would for a new view. You can switch one field for another using the Field Source chooser.
  5. Click Save Layout before closing the page.

Delete a View

If the view you want to delete is selected as the Default, first select a different view as the Default and then delete the view.

  1. On the BOM Layout page, scroll down the BOM Views panel to the view you want to delete.
  2. On the view layout's header, click Delete Delete icon
Important: Views are deleted without asking for confirmation. Once you delete a view, you cannot recover it.