Defining the Pool of Items

The pool of items you define will be available to add to any form in the workspace.

Click to expand the Define Pool panel.

Click Item Search. The Pool Item search window appears. It closely resembles the Item Search page described in Searching for an Item or Stimulus.
Follow the instructions in Searching for an Item or Stimulus, steps 2–5.
To close the Pool Item search window and load the search results in the Pool table, click Add Results to Pool.
Optional: To narrow down the pool results to a specific item ID list:
1. Select Filter item pool by a fixed list of items.
2. Click Upload Item List.
3. In the window that appears, click Browse… and select your saved text file from your computer.
4. If the Items Not In Pool window appears, read the message to learn which items are omitted from the pool. Close the Items Not In Pool window.
In the Define Pool panel, the Items that will appear in the pool field displays the item ID list. This list includes all items included in the upload, even if omitted from the pool.

Once you’ve defined a pool, you can use the preview button beside each item ID to preview the item in a new browser tab or window. This button will also be available on items you add to forms.

There are two ways to filter the Pool table, apart from the Search field:

Click the Filter button. Select the item attributes you want to filter for, then click outside the pop-up.

In the filter pop-up, you can sort attributes within a category using the two sort buttons, one alphabetical and one by item count . To search for attributes within a category, click in the category header and start typing. To select more than one attribute from a category, use the ctrl or shift keys. To clear filters, click the x button at the top of a category or click Clear All in the upper-right corner.

Use the Standard drop-down list. You may choose to view only those standards that fall below the blueprint minimum, only those that fall above the blueprint maximum, or all standards.