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Update: POM Library as Templates

Released: 10/5/2022

Updated over a year ago

What's Changing?

POMs in the POM Library now work as templates rather than as linked objects. This means that once a POM is added to a Spec or Block, it may subsequently be edited without impacting the record in the POM Library, or any other Specs or Blocks.

Before:

Editing a Linked POM would route you to the POM Library, and editing the POM in the Library would affect all linked Product Records.

After:

All POMs can easily be edited directly from the Size Spec. Editing a Saved POM does not affect any existing Product Records.

Key Benefits

  • Editing a POM once it’s added to a Spec or a Block is simplified

  • When you update a POM on a given Spec, there’s no risk of impacting other Specs or Blocks

  • The utilizations listed for each POM, which have always been unreliable and often incorrect, are no longer there to create confusion

  • There is a quick new path to add POMs to the POM Library in bulk, from within a Size Spec

How to bulk add POMs to the Library:

With this update, POMs can be added to the Library from the Bulk Action Toolbar within the Size Spec.

  1. Check the boxes on the left-hand side of the Size Spec to select the POMs you would like to add

  2. Click the [+] icon to export the selected POMs to your Library

How does this affect my existing data and workflow?

Overall, your workflow will stay the same. As always, the POM Library is designed to organize your commonly used POMs and simplify the process to create Size Specs. All POMs currently saved in the Library and Size Specs will remain unchanged.

Best practices for managing POMs:

  • If you have a POM that applies to a lot of different Specs and Blocks, the best practice is to add it to your POM Library

  • Be sure to save the POM with all its relevant attributes: Name, Code, How to Measure, Critical / Not Critical designation, Full / Half designation, and starting Tolerance

  • The next time you build a Spec or Block that needs this POM, query the Library (by POM Name or Code) via the search bar at the top of the screen, and see all the matches populate

  • Click to add the relevant POM from your search results, and it will go to the bottom of the Spec or Block

  • If you wish to customize the attributes of this POM to better suit the unique Spec or Block you’re working on, click its name, and change as needed in the Edit POM dialog

    • If you think the revised POM will be used in the future, you may wish to add it back to the POM Library as a new template

How do I bulk edit POMs?

At this time, we no longer offer this functionality. In the event you wish to update the same POM across multiple size specs, you will need to open up each size spec and make the changes one by one.

Why did you change the POMs to work like templates instead of linked objects?

Historically, POMs housed in the POM Library were dynamically linked to every spec and block utilizing them. Therefore, changes made to the POM would flow out to every connected spec. This presented challenges as users often needed to customize the POM’s attributes in one product’s spec, but not in any other products’ specs. We provided some tools to exclude certain utilizations of a POM from these rolling changes, but our solution was incomplete. Exclusions like these were creating various “versions” of the POM, but the versions were not trackable as separate entities. The most recent version of any POM would retain its dynamic link to every spec and block, including specs and blocks which actually displayed a historic version of the POM.

We decided to sever the dynamic link between POMs and their utilizations to resolve the confusion that was created by our faulty implementation. This creates a simpler, more flexible way to manage POMs across different size specs.

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