Creating Client Selections
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      1. ConstructionOnline Knowledge Base
      2. Client Selections
      3. Creating Client Selections

      Set the Order of Selections Choices

      Customize the order of selection sheet options to support seamless client communication through ConstructionOnline's Client Selections

      BACKGROUND

      ConstructionOnline's Client Selections makes it easy for construction pros to build, organize, and present detailed option new home selection sheets for their clients. The construction client loves the ability to customize their projects, and by giving Company Employees intuitive options for customizing project information - like setting the order of Selection Choices - ConstructionOnline™ empowers streamlined project organization, efficient team communication, and the highest quality construction experience. 

      STEPS TO SET THE ORDER OF SELECTION CHOICES

      1. Navigate to the desired Project via the Left Sidebar.
      2. Click the Financials tab and choose the Client Selections category.
      3. Scroll to the Selections Details pane and find your desired Selection category. Right-click next to the desired Selection and select Set Choice Order.

        setchoiceorderbutton
      4. Within the Set Order window, ensure that you are in the Choices tab.

        setchoiceorderwindow
      5. From the Select Selection dropdown menu, choose the Category > Selection containing the Choices you wish to re-order. 
      6. Using the Drag & Drop function, arrange the Choices as desired within the Selection.
      7. To finalize the Choices Order and update the project's Selections, click the blue "Save" button.

      ALTERNATIVE ACCESS POINT

      • You can also access the Set Choice Order window from the Selections and/or Selections Details panes.
        • Hover over the Selection that contains the Choices you wish to reorder until the gray three-dot Actions Menu appears on the right-hand side of the row.
          threedotactionmenu-3
        • Click Set Choice Order from the options presented on the dropdown menu.
        • Then, follow Steps 4-6 above.

      ADDITIONAL INFORMATION

      • Permissions: Only ConstructionOnline™ Company Users with “Can Create, Edit, & Delete” permissions for Client Selections can set the order of Selection Choices.
        • ClientLink™ and TeamLink™ Users cannot set the order of Selection Choices, however they may have permission to view, approve, or even create Selection Choices. 
          • Depending upon the Company’s ClientLink™ Settings, ClientLink™ Users may be able to:
            • View Selections and choose from those displayed
            • Create Selection Choices
          • Depending upon the Company’s TeamLink™ Settings, TeamLink™ Users may be able to:
            • Access Selections where they are listed as a Recommended Vendor and/or additional available Selections
            • Receive Selection email notifications
      • Mobile App: The order of a project's Selection Choices can be modified by Company Users via the ConstructionOnline™ Mobile App.

      HAVE MORE QUESTIONS?

      We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.