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Release: New Line Sheet Creation Workflow

Released: 6/7/2021

Updated over a year ago


We've updated the workflow to create your Line Sheets! This should save you some time, when quickly building out these visual reports.

Creating a new Line Sheet:

  1. Click the “+” (add icon) within the Line Sheet Library

  2. Add a report Name (required)

  3. Add a Cover Image (not required)

  4. Choose the products you'd like to include in your report, by adding a Product Taxonomy / Custom Field filter

    1. Narrow the results of your report to display Products for a particular Taxonomy field (Category, Season or Year)

    2. Refine the results further by adding a Custom Field, to display Products from a certain Factory or Launch Date

  5. Optionally, you have the option to "Switch to manual add mode". This will allow you to manually select Products you wish to include in your report, rather than using the filters.

  6. Click the Create button and the report will be generated, opened, and saved to your Library

  7. To display Custom Fields, click the gear icon in the upper right-hand corner of your report and select the fields you'd like displayed (maximum of 10 fields)

Tips and Tricks:

  • You must choose at least one Taxonomy or Custom Field to generate the report

  • You can create a report one of two ways, either by the Filter Configuration or manually select Products

  • To download a Line Sheet, click the 3 dot ellipse and choose the format you'd like your Products displayed in.

If you have any further questions or feedback on this enhancement, please reach out to backbonesupport@bamboorose.com.

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