Portfolio Tip: Custom Catalog Templates - Extensis.com

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Portfolio Tip: Custom Catalog Templates

Thursday May 15th, 2008 by Kelly Guimont

If you’re using the latest version of Portfolio, there is a bit of magic in there that you might not know about. It is the Save Catalog Type feature, and here’s how and why this is awesome:

Suppose you have a catalog you’re using as part of your workflow. This catalog has some custom fields, a few things you’ve set up in a particular fashion that work well for you, and it all works just how you like. Now you can save that particular catalog’s setup as a custom catalog type and use that template to create new catalogs going forward. It’s super easy, too. Just set up your catalog how you want it-or if you have done this already, just make sure your version of Portfolio is 8.5.2-and with that catalog open, just hit file and behold the Save Catalog Type… option there in the middle:

file-save-catalog-type.jpg

And there you have it! Once you hit save you will have to choose a name for it, and from then on when you create a new catalog and go to select what type of catalog you are creating, your template will be one of the options available to you.

Part of why I’m writing about this is because a lot of people have no idea this is an option, and the old way to preserve a custom catalog was a huge bunch of steps that were sort of a hack, so anyone who was interested in it didn’t even try since it was not easy and ended up being a ton of work. My other reason is because we have lots of customers who upgraded from previous versions of Portfolio instead of starting fresh with 8.5, so instead of the option of what catalog type to build, they are usually seeing this:

portfolio-convert.png

Which is not a bad thing, but when you are converting instead of starting from scratch you don’t see some things that could be very useful to you.

Tomorrow I will be covering for Lucien and posting more about Portfolio. If there’s something you want to see, feel free to leave a comment so I can investigate it for tomorrow or for a post in the future.