Shared Elements are variables that can be recognized by both Parent and Child Assemblies within your system. They eliminate the need to create separate Elements in both the Parent and Child Assemblies, along with the extra step of mapping values between them. Examples of frequently used Shared Elements include inputs for Height, Width, and Sides. This article will guide you through the process of creating your own Shared Elements.
Table of Contents
- Creating a Number Element
- Creating a Checkbox Element
- Creating a Dropdown Element
- Creating a Single-Line Element
- Creating a Multi-Line Element
- Creating a Web Link Element
Navigate to Settings / Components / Shared Elements.
Creating a Number Element
1. Use the Green Plus dropdown to select Number.
Note: This will open a pop-up for inputting more information.
2. Enter a Label for the Element. This is the display name.
3. The Variable Name is used in pricing formulas. It will automatically populate, but can be edited.
Note: The Variable Name must be unique and can not include spaces.
4. Filling in this field will create a Help Tip for this particular Shared Element.
5. Checking this box makes this element a required field.
6. Click Next Step.
7. Use the dropdown to select Type of Number. This is the default unit of measurement used throughout the data.
Example: Length would be the Type of Number for a banner.
8. The Display Format allows you to choose between General, which shows the full value of the number, and Fixed Decimal Place which rounds the number to a set number of decimal places.
Note: When Fixed Decimal Place is chosen, another field will appear allowing you to input the number of decimal places you would like to round to.
9. Click Next Step.
10. Input a Default Value, if desired. This is the number that will automatically be populated in the Element.
11. Check this Preview to confirm what the Shared Element field will look like with the information provided.
12. Click Save.
Creating a Checkbox Element
1. Use the Green Plus dropdown to select Checkbox.
Note: This will open a pop-up for inputting more information.
2. Enter a Label for the Element. This is the display name.
3. The Variable Name is used in pricing formulas. It will automatically populate, but can be edited.
Note: The Variable Name must be unique and can not include spaces.
4. Filling in this field will create a Help Tip for this particular Shared Element
5. Click Next Step.
6. Check here if you would like the element to be checked by default.
7. Check the Preview to confirm what the Shared Element field will look like with the information provided.
8. Click Save.
Creating a Dropdown Element
1. Use the Green Plus dropdown to select Dropdown.
Note: This will open a pop-up for inputting more information.
2. Enter a Label for the Element. This is the display name.
3. The Variable Name is used in pricing formulas. It will automatically populate, but can be edited.
Note: The Variable Name must be unique and can not include spaces.
4. Filling in this field will create a Help Tip for this particular Shared Element.
5. Checking this box makes this element a required field.
6. Click Next Step.
7. Select an Option Type. The choices are Label or Label and Integer.
Note: This selection can be changed later.
8. Click the +Option and type in the field to populate your dropdown options.
9. Click Next Step.
10. Input a Default, if desired. This is the label that will automatically be populated in the Element.
11. Check that the Element displays the information correctly.
12. Click Save.
Creating a Single-Line Element
1. Use the Green Plus dropdown to select Single-Line.
Note: This will open a pop-up for inputting more information.
2. Enter a Label for the Element. This is the display name.
3. Choose a Label Type. This indicates the design for the chosen Label.
4. Type in the configuration of desired formula for the Element.
5. For help building your formula, click on Functions, Variables, Operators, or Comment to open dropdown menus with available options for each.
6. Check this box to confirm your formula looks correct.
7. Click Save.
Creating a Multi-Line Element
1. Use the Green Plus dropdown to select Multi-Line.
Note: This will open a pop-up for inputting more information.
2. Enter a Label for the Element. This is the display name.
3. Type in the configuration of the desired formula for the Element.
4. For help building your formula, click on Functions, Variables, Operators, or Comment to open dropdown menus with available options for each.
5. Check this box to confirm your formula looks correct.
6. Click Save.
Creating a Web Link Element
1. Use the Green Plus dropdown to select Web Link.
Note: This will open a pop-up for inputting more information.
2. Enter a Label for the Element. This is the display name.
3. Type the Display Text. This will be the text that shows as the link.
4. Type the web URL. This is the URL that you will be directed to when the link is clicked.
5. Check the Preview box to confirm that the link appears the way you would like.
6. Click Save.
