How to create, edit, and delete a catalog in the Supervisor

To create a new catalog, take the following steps:

1. Enter the Supervisor with administrator's rights (in the correct environment).
   
   

2. Click on Catalogs, in the Administration area of the dashboard. The Catalog list opens.
   
   

3. Click on Create Catalog in the top bar.
   
   

4. In the form that opens, fill in the appropriate fields. The form is made of 3 main sections:

   • Catalogue,
   • Extra data,
   • Versions

   and the fields that need to be compiled are the following.
   
   

   Catalogue section

   
   
   

   • Code: the catalog's name (mandatory field)
     Note: The Supervisor catalog and the LayEdit catalog must be named identically (see article The Catalogs section of the Supervisor for more information).
     
     

   • Description: Catalog's short description (optional field)
     Note: Both code and description can be searched for from the search bar when selecting a catalog in 3CAD Next. It is therefore advisable to fill these fields meaningfully.
     
     

   • Def. version: Indicate the catalog's default version. If not filled, the default value is 0.
     To learn more about catalog versioning, see article Catalog versioning
     
     

   • Local: Not to be activated.
     
     

   • Owners: This field is currently used only to set the Administrators' group (code 999) as a group owner. To fill it properly, click on Groups, then select group 999 in the field Add new owners. Finally, click on the + button on the right-hand side of the field.
     

     
     
     

   • Date: Optionally, it is possible to set a catalog's availability date in the fields From date, To date. When set, the catalog will be accessible only within the dates set in the fields.
     
     

   Extra data section

   
   
   This section is used for front-end customizations only, and it is not to be filled otherwise.
   
   

   Versions section
   

   

   This section is used to define users' access to catalog versions.
   To learn more about catalog versioning, see article Catalog versioning
   
   

5. Click on Save Catalog in the top bar. The new catalog is now created and will appear in the Catalog list.
   Note: The just created Supervisor's catalog will be visible in 3CAD Next only when content will be published in it, that is when the LayEdit catalog will be published. Empty Supervisor catalogs are not visible in 3CAD Next.

To edit a catalog, do the following:

1. Enter the Supervisor with administrator's rights (in the correct environment).
   
   

2. Click on Catalogs, in the Administration section of the dashboard. The Catalog list opens.
   
   

3. Select the catalog you want to edit and click on Edit Catalog in the top menu bar. Alternatively, double-click on the catalog's name. The catalog's form opens.
   
   

4. Edit the catalog as needed.
   
   

5. Click on Save Catalog. The changes are now saved.

To delete a catalog, take the following steps:

1. Enter the Supervisor with administrator's rights (in the correct environment).
   
   

2. Click on Catalogs, in the Administration section of the dashboard. The Catalog list opens.
   
   

3. Identify the catalog you want to delete and press the related paper basket button on the right-hand side of the screen.
   
   

4. Confirm your choice in the pop-up window that appears. The Supervisor's catalog is now deleted.

Note: By deleting the catalog, this will not be accessible in 3CAD Next anymore, including its related elements (items, templates, and projects). Deleting the catalog in the Supervisor does not imply deleting the catalog's content in LayEdit.