Adding Objects Manually to Baskets

Products, assets, and classifications can be added to Flatplanner baskets through both manual and automated methods. The following instructions outline how to add objects to Flatplanner baskets manually: from the Tree, from search results, and from collections.

For all of the following methods, the relevant basket must be open (unhidden) and the Plan editor must be pinned to the window by clicking the push pin icon in the upper left corner .

Add Objects From the Tree

Product, asset, and classification objects can be dragged from the Tree and dropped into baskets.

  1. In the Tree, locate the relevant publication, and then navigate to the level of the publication that contains the basket to which you would like to add objects. This is typically a section or spread, but could also be at the top publication level.
  2. Click the Plan tab.
  3. Click Show basket to make the basket available.
  4. Ensure that the editor is locked by clicking the push pin icon in the upper right corner of the Plan window.
  5. In the Tree, navigate to the object(s) that you want in your basket.
  6. Select one or more objects, then hold down the left mouse key and drag the object(s) into the basket. To select multiple objects, press Ctrl or Shift while making selections.

Add Objects from a Search Result

  1. Follow steps 1-4 from the previous section to locate, open, and pin the relevant basket.
  2. Click on the Advanced Search tab, configure your search criteria, and then click Search.
  1. Select one or more objects, then hold down the left mouse key and drag the object(s) into the basket. To select multiple objects, press Ctrl or Shift while making selections.

For more information on how to conduct searches in the STEP Workbench, refer to the Advanced Search section of the Getting Started documentation here.

Add Objects from a Collection

  1. Follow steps 1-4 from the 'To Add Objects From the Tree' section above to locate, open, and pin the relevant basket.
  2. In the Tree, navigate to the relevant collection and expand it to view its contents.
  3. Select one or more objects, then hold down the left mouse key and drag the object(s) into the basket. To select multiple objects, press Ctrl or Shift while making selections.

For more information on how to create and work with collections, refer to the Collections section of the Getting Started documentation here.

Removing Objects from Baskets

  1. Select the row(s) containing the products that you would like to remove by clicking the cells in the ID column. Rows may be multi-selected by holding Shift or Ctrl while making selections.

Note: Note: Cells in any column may be clicked to select rows, though using the ID column is the most logical, since it is the first column and also contains no hyperlinks.

  1. Right-click and select Remove.