Differentiation between global and local materials
In Operations1, a distinction is made between global materials and local ones.
Global materials are available for all documents centrally via the menu item Material.
Local materials are only stored in a single document and are therefore only available for this document. If a material is only used in a specific document, it is sufficient and useful to include it as local material.
Create global materials
In the Material section you have an overview of all global materials.
You can add a new material by clicking on the new material button in the upper right corner. Enter a description for the new material. Optionally, you can select a category, enter a material number or further information and add an image using the upload function. A material created at this point is always a global material.
Material within a document
Add material as interaction
Within a document, you can add a material by selecting the material button from the interactions menu. A window will open, where you can select materials and add them to an interaction. Using the button attached to this document, you filter for materials that already belong to your document.
Add a new material and choose a material from the global storage
In the header data of the document, under material, you will find an overview of all materials used in the document. From there, you can create a material via actions. This material will be added as a local material.
If you want to select a material from global storage that was not previously added to the material list, click from global storage. The material list will now show you the available global materials. Clicking add selection adds the desired material to the document's material list.
This way you can create new materials and add materials from global storage. You add the materials as already described above, again using the material interaction in a process step.
Convert a local material to global or vise versa
In the Status column you can see directly whether the material used is local or global.
If you want to convert a local material into a global one, select the material and click convert to global via the actions. Now your material is in the global list and can be used in other documents.
If you want to separate a material from the global list and convert it to a local one, select it and click separate from global via the actions button. This way you create a local copy of the material and allow editing it without changing the global material.
