Visualogyx University

6. Custom Sets: Creating Reusable Lists

7min

﻿Introduction to Custom Sets ﻿
By leveraging Custom Sets, you can quickly build out new inspection templates, ensure consistency in common areas across multiple inspection types, and save time. The feature is flexible to adapt as your item lists evolve over time. Custom Sets are a powerful tool for streamlining your inspection template creation process in Visualogyx.
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﻿Viewing Custom Sets﻿
Navigate to the Custom Sets section under "Tools" from the top right side of the main menu
﻿Creating a New Custom Set﻿
From the Custom Sets page, click the "+ New Custom Set" button in the middle. 
Enter a name for your new set
Select which team(s) the set should be available to, or choose "All" to make it available to all teams
Enter the item details in the fields provided
Click the add item button to save the item to the set
Repeat for each item you want to include in the Custom Set
Click "Create" to save the new empty Custom Set

﻿Adding Items to a Custom Set﻿
Open a Custom Set from the list on the Custom Sets page
Click "+ Add Item" 
Enter the item details in the fields provided
Click the add item button to save the item to the set
Repeat for each item you want to include in the Custom Set
﻿Using Custom Sets in Inspection Templates ﻿
When creating or editing an Inspection template, the Custom Sets option will appear in the template builder when either single, multiple choice or drop-down's are selected. Like below:
Click "Custom Sets" and select the set you want to add from the dropdown menu
The items from the selected Custom Set will be inserted into your template
You can still customize the imported items or add additional ones specific to that template
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﻿Managing Custom Sets﻿
From the Custom Sets list, click on a set to view and edit its details and items
You can change the set name, associated teams, and add/remove/modify items as needed