How to create selection

Created by Emily A, Modified on Thu, 17 Apr at 9:31 PM by Emily A

In IntoAEC, a Selection refers to a predefined group of clients, data, or elements that can be used for targeted actions, analysis, or filtering. Selections help users organize and manage specific sets of information efficiently within the application.

How to Create a Selection in IntoAEC:

Navigate to the Clients section.
Select a Client from the existing client
Click on Selections in the menu.
Click on the Create Selections button.
A popup will appear—enter the Selection Name.
Click Create to finalize and save the selection.
In the created selection, view the Created Date to confirm when it was added.
Check the Items in the Selection to ensure they are correctly listed.
Verify the Item Values to ensure pricing or relevant details are accurate.
Adjust the Customer Portal Visibility settings to control whether the selection is visible to customers.
Use the Search Selection name field to quickly find a specific selection by entering its name or related details.
Use the Edit option to modify selection details if needed.
Click Delete if you want to remove the selection.

By following these steps, you can create and efficiently manage selections in the IntoAEC application. Always review the data before making edits or deleting to prevent any unintended changes. If any issues arise, consult the support team for assistance.

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