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Release: Active & Inactive Color Variants

Release Date: December 7th, 2022

Updated over a year ago

Key Benefits

Active & Inactive Product Color Variants provide a better experience for managing Colors through the development process

  • You can now mark Color Variants as Inactive (or restore them as Active) in one step, via the Product Summary

  • No information tied to Inactive Variants is ever displayed on Product Tech Packs - whether that’s BOM data, Variant level Images, or Variant-level Custom Field data

  • Inactive Variant Custom Fields may still be displayed and edited via the Product Summary or the Item View, so you can seamlessly track data related to the process of dropping/reviving Variants


What's changing?

Product Summary

A toggle at the top of each Color Variant column in the Variant Table enables users to set an Active or Inactive status

  • By default, the toggle is turned on for every Variant - the Variants are therefore Active

  • Inactive Variants are distinguished with a grey highlight color and an "INACTIVE" badge overlaid on the Variant Image

  • Table data may be edited for Active and Inactive Variants alike, including dragging-to-copy across, copy/paste, etc.

  • The Variant Number displayed at the top of each column remains consistent whether a Variant is set to Active or Inactive

Color Variants can be filtered using the drop-down list above the Variant table

  • The Status Filter can be set to Active, Inactive, or All

  • Variant Numbers at the top of columns may be used to detect that there is a collapsed column. For example, if Variant #2 is Active, but Variants #1 and #3 are Inactive, the columns will show Variant #1 followed directly by Variant #3

Product Images Section

  • When a Color Variant is marked Inactive, the associated Variant Images are not displayed in the Image Section

  • A badge at the top of the Color Variant Image Section summarizes the total number of Inactive Variants, so users know there may be "hidden" images

Product BOM Section

  • When a Color Variant is marked Inactive, the associated BOM Column is hidden

  • A badge at the top of the BOM summarizes the total number of Inactive Variants so that users know there are "hidden" columns

  • Only Active Color Variants may be edited - to view and edit BOM columns for Inactive Product Color Variants, the Variant must be set to Active via the Product Summary

Product Tech Packs

  • Product Tech Packs will not display any data which is linked to Inactive Product Color Variants. This includes:

    • Images allocated to Inactive Product Color Variants

    • BOM Column data allocated to Inactive Product Color Variants

    • Public Custom Field data allocated to Inactive Product Color Variants

  • Active Color Variants are summarized on the BOM Preferences page of the Create Tech Pack flow

Item Views

Color Variants can be filtered by Active/Inactive Status using the newly added filter at the top of the Item View

  • By default, the Color Variant Status filter is set to All, but once the Status Filter is changed, the new setting will persist for that Item View instance

  • Inactive Variants are denoted with a gray tint

Item Views now have 6 possible states based on the Item View Mode and Variant Status Filter:

  • Product Mode - (Active, Inactive, or All)

  • Variant Mode - (Active, Inactive, or All)

Product Mode - Active Filter Setting

  • Inactive Variants are excluded from the report

    • In the Product Name Field, the Variant Count will reflect the total number of Active Variants

    • In the Color Variants Column (if included), Inactive Variants are not listed (which means Variant Numbers may not be perfectly sequential)

  • If a Product has only Inactive Variants, it will not appear on the report at all

Product Mode - Inactive Filter Setting

  • Active Variants are excluded from the report

    • In the Product Name Field, the Variant Count will reflect the total number of Inactive Variants

    • In the Color Variants Column (if included), Active Variants are not listed (which means Variant Numbers may not be perfectly sequential)

      • The Inactive Variant Icon (hexagon with strikethrough) appears as part of the comma-separated listing of each Inactive Variant

  • If a Product has only Active Variants, it will not appear on the report at all

Product Mode - All Filter Setting

  • Active and Inactive Variants alike are included in the report

  • Every Product that matches the criteria of the report will appear, regardless of what status its Variants have

    • In the Product Name Field, the Variant count will reflect the total number of Variants of all statuses

    • In the Color Variants Column (if included), all Variants are listed, which means the Variant Numbers will always be sequential

  • The Inactive Variant Icon (hexagon with strikethrough) appears as part of the comma-separated listing of each Inactive Variant

  • Active Variants get no such icon

Variant Mode - Active Filter Setting

  • Inactive Variants are excluded from the report - the Inactive Variant rows just don’t show up

  • If a Product has only Inactive Variants, it will not appear on the report at all

  • Variant Counts and Variant Numbers will be separated (historically they were both grouped into the Name cell in Variant Mode reports, despite being separated in Product Mode reports)

    • In the Product Name Field, the Variant Count will reflect the total number of Active Variants

    • The Color Variants Column (if included) will display the Variant Number for each row ahead of the No Color Assigned text or the Inline Condensed swatch data

Variant Mode - Inactive Filter Setting

  • Active Variants are excluded from the report - the Active Variant rows just don’t show up

  • If a Product has only Active Variants, it will not appear on the report at all

  • Variant Counts and Variant Numbers will be separated (historically they were both grouped into the Name cell in Variant Mode reports, despite being separated in Product Mode reports)

    • In the Product Name Field, the Variant Count will reflect the total number of Inactive Variants

    • The Color Variants Column (if included) will display the Variant Number for each row ahead of the No Color Assigned text or the Inline Condensed swatch data

      • The Inactive Variant Icon (hexagon with strikethrough) appears as part of the listings in this column

  • Thumbnail images for each Variant have an X overlay on top due to Inactive status

Variant Mode - All Filter Setting

  • Active and Inactive Variants alike are included in the report - each gets its own row

  • Every Product that matches the criteria of the report will appear, regardless of what status its Variants have

  • Variant Counts and Variant Numbers will be separated (historically they were both grouped into the Name cell in Variant Mode reports, despite being separated in Product Mode reports)

    • In the Product Name Field, the Variant Count will reflect the total number of Variants of all statuses

    • The Color Variants Column (if included) will display the Variant Number for each row ahead of the No Color Assigned text or the Inline Condensed swatch data

      • The Inactive Variant Icon (hexagon with strikethrough) appears as part of the listings in this column for Inactive Variants

      • Active Variants get no such icon

  • Rows for Inactive Variant have a gray highlight color whereas rows for Active Variants have a plain white background

  • Thumbnail images for Inactive Variants have an X overlay on top whereas thumbnail images for Active Variants have no such overlay

Item View Exports

  • Item View Exports will respect the Active/Inactive/All setting of the Variant Status filter at the time of export

  • Product-Color level and Product-Color-Size level exports will have two new columns each

    • Color Variant Status

      • Displays ‘Active’ or ‘Inactive’ text as applicable

    • Color Variant Number

      • Previously the Color Variant Number was incorporated into the same column which houses the Color Variant Count in reports at this level, but we have separated them out

Line Sheets - Product Mode

  • Products with both Active and Inactive Variants:

    • If the Color Name and/or the Color Custom Code is enabled on the report, the card for a Product with mixed Active/Inactive Variants will display a lozenge for every Active Variant - it will not display a lozenge for any Inactive Variants

    • If one or more Variant level Custom Field is enabled on the report, the card for a Product with mixed Active/Inactive Variants will display

      • “Not Set” text in the event that none of the Active Variants of the Product have been assigned a value on this Variant level Custom Field

      • “See Variants” text in the event that the Active Variants of the Product have different values assigned on this Variant level Custom Field

  • Products with no Active Variants

    • These will still map to the report

    • If the Color Name and/or the Color Custom Code is enabled on the report, the card for a Product with no Active Variants will display a lozenge with “No Active Variants” text

    • If one or more Variant level Custom Field is enabled on the report, the card for a Product with no Active Variants will display the value “N/A” in any such field

Line Sheets - Color Variant Mode

  • Products with all Active Variants

    • There will be no change to how these Products are displayed in the report

  • Products with some Active Variants and some Inactive Variants

    • A card will appear only for each Active Variant - Inactive Variants will be excluded

    • These cards will display Color Attributes and Variant level Custom Fields just the way they did before

      • The Variant Numbers, which appear on the report only if one or more Color Attribute has been enabled on the report, may not be perfectly sequential as Inactive Variants are excluded

  • Products with no Active Variants

    • There will still be a header for each of these Products, but no Variant Cards will display below the header

    • Instead, “No Active Variants” will display under the header

Line Sheet Exports

  • Largely, line sheet exports will match the behavior described in the in-app view described above

  • No Active Variants text will display where applicable on Product-level exports

  • The N/A value will appear for Variant Level Custom Fields where applicable on Product-level exports

  • The Color Condensed export does not have headers for each Product, unlike its in-app counterpart

    • Therefore there will be no “No Active Variants” text listed anywhere on the Color Condensed export

    • Products with no Active Variants simply will not have any cards on this export.

Component Utilization Reports

  • Inactive Variant data will not be fully supported in Component Utilization reports as part of this release

  • If a Product Color Variant is Inactive, its Component Utilizations will not appear on any Utilization Reports

  • In the future, it’s possible we will offer more comprehensive support for Inactive Variants in this area of the app, but we have not made any explicit plans to do so at this time

Using the Feature

How to make a Product Color Variant Inactive:

  1. Navigate to the Color Variant Table on the Product’s Summary

  2. Ensure the filter at the top of the Color Variant Table is set to either “All” or “Active”

  3. At the top of the relevant column in the Product Color Variant table, toggle the switch to the left

  4. If the filter is set to “All” you will see the styling change for the newly Inactive Variant’s column

    • The column will be highlighted in gray

    • The Variant Image will have an overlay with an X and an “inactive” badge

  5. If the filter is set to “Active” you will see the newly Inactive Variant’s column drop off the table

    • Reset the filter to “All” or to “Inactive” if you wish to review/edit data on the newly Inactive Variant - or restore it to Active status

How to make an Inactive Product Color Variant Active:

  1. Go to the Color Variant Table on the Product’s Summary

  2. Ensure the filter at the top of the Color Variant Table is set to either “All” (the default) or to “Inactive”

    • If the filter is set to “Active” none of your Inactive Variants will be in view, so you will not be able to mark them as Active

  3. At the top of the relevant column in the Product Color Variant table, toggle the switch to the right

  4. If the filter is set to “All” you will see the styling change for the newly Inactive Variant’s column

    • The column will have no gray highlight

    • The Variant Image will have no overlay with an X and an “inactive” badge

  5. If the filter is set to “Inactive” you will see the newly Active Variant’s column drop off the table

    • Reset the filter to “All” or to “Active” if you wish to review/edit data on the newly Active Variant - or restore it to Inactive status

How to edit Custom Field data on an Active Product Color Variant:

  1. Go to the Color Variant Table on the Product’s Summary - or to an Item View which includes the relevant Product and Custom Fields

  2. Ensure the filter at the top of the Color Variant Table or the Item View Table is set to either “All” or “Active”

  3. Make changes within the table just as you would have done before

  4. Any copy/paste or drag-to-copy operations will only impact the Variants which are visible in the table at the time you execute the operation

How to edit Custom Field data on an Inactive Product Color Variant:

  1. Go to the Color Variant Table on the Product Summary - or to an Item View which includes the relevant Product and Custom Fields

  2. Ensure the filter at the top of the Color Variant Table or the Item View Table is set to either “All” or “Inactive”

  3. Make changes within the table just as you would have done before

  4. Any copy/paste or drag-to-copy operations will only impact the Variants which are visible in the table at the time you execute the operation

How to edit BOM data on an Active Product Color Variant:

  1. Go to the BOM tab and make changes just as you would have done before

  2. Any “Copy to all Variants” operations you make will only impact the Variants which are visible in the BOM table at the time you execute the operation

  3. If you Add/Delete/Move a Component on the BOM table it will also be Added/Deleted/Moved on any Inactive Variants, despite the fact they will not be visible at the time you execute the operation

How to edit BOM Data on an Inactive Product Color Variant:

  1. You can neither view nor edit Inactive Product Color Variant data on the BOM

    • A badge appears at the top of the BOM table alerting you to the presence of Inactive Product Color Variants

  2. You must first make the Product Color Variant Active in order to view or make changes to its Component Variant Selections on the BOM

  3. Component Variant selections for a Product Color Variant will be preserved when the Product Color Variant is marked Inactive, so that all its data is restored clearly if the Product Color Variant is marked Active at a later time

  4. When you Add/Delete/Move a Component on the BOM table it will also be Added/Deleted/Moved on any Inactive Product Color Variants, despite the fact they will not be visible at the time you execute the operation

How to edit Image data on an Inactive Product Color Variant

  1. You can neither view nor edit Images allocated to Inactive Product Color Variants

    • A badge appears at the top of the Product Color Variant Images Section alerting you to the presence of Inactive Product Color Variants

  2. You must first make the Product Color Variant Active in order to view or edit its images (ex. annotate its images, access the Version History for its images, reassign or delete its images, or assign it new images)

  3. When you sync a new version of a multi-artboard file that has one or more artboards assigned to an Inactive Variant, the Inactive Variant will be impacted despite the fact that it is not visible

FAQs:

Why can’t I access my Inactive Product Color Variants in Line Sheets?

  • For this feature, the top priority was enabling users to quickly exclude Inactive Product Color Variants from Tech Packs while preserving the ability to manipulate Product Color Variant Custom Fields for such Variants within the Product Summary and in Item Views

  • We deploy new features with an incremental approach, and will be enabling the display of Inactive Color Variants on Line Sheets as time allows

Why can’t I access my Inactive Product Color Variants in Component Utilization Reports?

  • For this feature, the top priority was enabling users to quickly exclude Inactive Product Color Variants from Tech Packs while preserving the ability to manipulate Product Color Variant Custom Fields for such Variants within the Product Summary and in Item Views

  • Component Utilization Reports have relatively low adoption rates across our user base, and we are not sure how much demand there will be to display Inactive Product Color Variants on these reports

  • We will track all requests to display Inactive Color Variants on Component Utilization Reports and incorporate this ability if and when it becomes a high priority

Why doesn’t the in-app BOM display data related to my Inactive Color Variants?

Historically, excluding a Product Color Variant from a Tech Pack required that users hide its column in the BOM section, hide its images in the Image section, and hide any other references to it in other areas of the Product Record - all as separate actions. There were a lot of steps and it was easy to overlook one of them, leading to an inaccurate Tech Pack and factory confusion.

Our new model streamlines the process - mark the Product Color Variant Inactive on the Summary, and it covers the Custom Fields, BOM and Images all at once. We don’t show data for the Inactive Variants at the BOM level to reinforce the status set at the Summary level, to provide a focused view of only the most relevant data, and to prevent any confusion on whether Inactive Variant BOM data will appear on the Tech Pack (it will not).

Why doesn’t the in-app Product Images tab display images assigned to Inactive Color Variants?

Historically, excluding a Product Color Variant from a Tech Pack required that users hide its column in the BOM section, hide its images in the Image section, and hide any other references to it in other areas of the Product Record - all as separate actions. There were a lot of steps and it was easy to overlook one of them, leading to an inaccurate Tech Pack and factory confusion.

Our new model streamlines the process - mark the Product Color Variant Inactive on the Summary, and it covers the Custom Fields, BOM, and Images all at once. We don’t show data for the Inactive Variants in the Images section to reinforce the status set at the Summary level, to provide a focused view of only the most relevant data, and to prevent any confusion on whether Inactive Variant images will appear on the Tech Pack (they will not).

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