If you work with incomplete equipment lists, there’s a way DocBoss helps you handle them.
If a DocBoss user is working with an order that does not include a sub-unit of each type for each main unit, they can leave the cells where the units would have been added blank. If no information is entered for a sub-unit in any line, DocBoss will not try to add a sub-unit from those cells.
For example, in the image below, not all sub-units are included on the order. However, for each unit and sub-unit that is included, the file will upload correctly as long as the columns are set up properly and the required fields, highlighted here in yellow, are complete (or can be inherited) for each piece of equipment that is on the list.
When splitting the line numbers, DocBoss will leave gaps in sub-line sequencing for missing units. This is done so that if these units are later added to the order, there is a line number available for them that is consistent with the rest of the numbering in the equipment list.
For example, the file above imports into DocBoss as follows:
Note the effects of the missing units on the imported data:
- For line 1, because the import file had data for units in all of the included column sets, the line numbering is consistent: 1a, 1,b, 1c.
- For line 2, because no sub-units were included, the line number is 2. If sub-units are added later, the user will need to manually update line 2 to 2.a if required.
- For line 3, because the actuator, which is in the second column set, is not included, DocBoss skips over line 3.b so that it is available in the future if this piece of equipment is added to the order.