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How to Switch Items to another catalog

Yuri Marchesini
  • Updated

The Switch Items tool allows you to replace items in your design with equivalent items from another catalog. This can be useful when updating projects, changing catalog versions, or adjusting item availability.

To open the Switch Items tool, go to the top bar in Design and navigate to Items > Switch Items.

Switching methods overview

  • Switch Items Automatically, where Design attempts to find equivalent items automatically

  • Switch Items Manually, where the user selects the replacement item one by one

Select the method below that best fits your workflow.

 

Switch Items Automatically

Before switching items

  1. The Switch Items tool can be used to replace items using different catalogs, but it is recommended to use it mainly to update projects to newer versions of the same catalog. Switching items between different catalogs will often result in many items not being matched or replaced.
  2. Even when switching within the same catalog, some cabinets may not have a valid match in the newer version. This is expected and can occur with both modified and unmodified items.

Step 1: Select the current catalog

  1. In the Switch Items dialog box, select the catalog that contains the items you want to replace from the Currently used catalogs list.

  2. The items from the selected catalog will appear in the grid on the left, displaying the User code and Description.

Step 2: Select the replacement catalog

  1. In the Available catalogs list, select the catalog that will be used to replace the items.

  2. Enable Show all catalogs if you need access to catalogs from other industries. If this check box is cleared, only the catalogs corresponding to the industry catalog selected in the Currently used catalogs list are accessible

Step 3: Define how item matching will work

  1. Enable Search by User code first to prioritize matching by user code, followed by link code.

  2. Disable this option if you prefer the search to prioritize link code first.

Step 4: Perform the automatic switch

  1. Click Automatic to replace all listed items.

  2. To replace only specific items, select them first and then click Automatic.

  3. Review the results in the Switched items tab.

  4. Click Apply to confirm without closing the dialog box.

  5. Click OK to confirm and close the dialog box.

You can optionally delete items from your design either before or after switching them, directly within the Switch Items window:

  1. Select one item or use SHIFT or CTRL to select multiple items in the grid.

  2. Click Delete and confirm when prompted.
    Note: this process will delete the items permanently from the floorplan.

Switch Items Manually

Before switching items

  1. The Switch Items tool can be used to replace items using different catalogs, but it is recommended to use it mainly to update projects to newer versions of the same catalog. Switching items between different catalogs will often result in many items not being matched or replaced.
  2. Even when switching within the same catalog, some cabinets may not have a valid match in the newer version. This is expected and can occur with both modified and unmodified items.

Step 1: Select the current catalog

  1. In the Switch Items dialog box, select the catalog that contains the items you want to replace.

  2. The items will appear in the grid on the left.

Step 2: Select the replacement catalog

  1. In the Available catalogs list, select the catalog that contains the replacement items.

  2. Enable Show all catalogs if you need access to catalogs from other industries. If this check box is cleared, only the catalogs corresponding to the industry catalog selected in the Currently used catalogs list are accessible

  3. Enable Search by User code first to prioritize matching by user code or disable it to prioritize matching by link code instead.

Step 3: Select the item to replace and the replacement item

  1. In the grid, select one item or use SHIFT or CTRL to select multiple items.

  2. In the Categories area on the right side, select the appropriate category.

  3. Select the replacement item from the list.

Step 4: Perform the manual switch

  1. Click Manual to replace the selected item.

  2. Open the Switched items tab to review the change.

Step 5: Confirm the changes

  1. Click Apply to confirm without closing the dialog box.

  2. Click OK to confirm and close the dialog box.

 

Before confirming the changes, you can undo a replacement if necessary:

  1. Open the Switched items tab.

  2. Select the switched item.

  3. Click Undo to revert to the original item.

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