Limit Inventory Separately from the visibility filter.

[craig_hanus]

Hello,

I'm looking for way to show the buildings' occupants. For instance, I've associated a text value to the Chair family. I'd love to be able to see a list of the occupants, with the context of walls, doors, furniture, etc. The goal is to direct someone to where an occupant is in the building. 

The issue is the Inventory at the bottom can't be customized by view. Both parameter columns and values can't be customized. It would be helpful to limit the columns in each saved view so I don't have to see things I don't want to. Same for values.

Can this be a functionality you can build in?

[jessica_smith]

Hi @craig_hanus ,

Could you clarify what you mean by occupant? I'm unsure if you mean physically where in a building a person is or if you are referring to a building's assets and directing a user to the asset. Could you also elaborate more on the conditional formatting you hope to do? What would that ideally look like?

That aside, based on what you have described, I want to highlight a few workflows and features that might resolve some of what you hope to do.

• Working with Saved Views - This talks about the workflow to save a view, and saved views do remember how your inventory panel was configured.
• Editing Columns in the Inventory Panel - You can hide and unhide columns in the inventory panel.
• Inventory Excel Export/Import - This functionality provides a familiar view of assets in Excel. We also have an Excel Plugin currently in beta. If you want to test this out, click here and follow the prompts to join.

[craig_hanus]

Hi @jessica_smith 

Absolutely. By Occupant, I mean the person. Jane Doe, for example.

For the conditional filtering; I want to show some columns in some Saved Views (SV), but not in others. I don't need to see Mechanical, Plumbing info, when I'm trying to locate where Jane is. Does that make sense? So the person who I'm sharing this facility with can access the SV's and not get tied down with all of the other stuff.

Thanks for passing along those links. I am familiar with them.

[jessica_smith · Accepted solution]

Hi @craig_hanus ,

Thanks for clarifying. I think I understand now.

Saved views will remember what columns were visible or hidden when the view was created or last updated—the picture below of where to add and hide columns from view.

For our user Jane, one possible solution is you can create as many Saved Views as they need with only the columns required and then, to make things easier, group the Saved Views for Jane. That would give them a central spot to look for the Saved Views containing only the relevant information.

If you right-click on one of the headers in the Inventory Panel, you can single-select a value for that column, and the Inventory Panel will refresh only to show the value the user selected. While this value is not captured in the saved views, this may help Jane avoid some of the noise you have mentioned.

I hope this helps, and if this workflow isn't working for you, how could we improve it? Customer feedback is always appreciated, and it can be submitted directly to the team here and by clicking + Submit Idea.

[craig_hanus · Accepted solution]

Thank you @jessica_smith 

That works. I tried that column filtering before, and it changed it for other views. I guess I did it wrong.

I also tried the column filtering, which is great. Thanks for that.

One thing, I can filter by a specific value, or by Blank. But I can't filter by 'Has Value' or 'Not Blank'. Which would be my preference.

Thank you again.

[jessica_smith · Accepted solution]

Thanks, @craig_hanus! I have logged that feedback. That type of filtering, while not currently supported in Tandem, you can use the Export/Import feature to view the asset data in Excel, make changes to Tandem properties (not Revit), and import the .xlsx back into Tandem with the updated info.