Suggestions

Suggestions are a collection of authored options. The customer can choose from the suggestions, or add their own text. Suggestions are part of an insert. 

How to add and edit text suggestions

1. Select the insert you want to edit. The Edit suggestions dialog box will open, displaying any existing suggestions:
   
2. To edit the text of a suggestion, select it and type:
   The suggestion row expands as you type.
3. To add a new suggestion, from the toolbar at the bottom of the dialog box, select the Insert a new suggestion above button or Insert a new suggestion below button:
   
4. To save your changes, press Close on the dialog box and then press Save to the right of the clause title.
5. In the clause editor, the suggestions are marked in turquoise, with a T icon:
   

How to add clause link suggestions

Note: This feature is only available for UK and Australia Uniclass work sections. 

1. Select the insert you want to edit. The Edit suggestions dialog box will open, displaying any existing suggestions:
   
    
2. To add a new clause link suggestion, from the toolbar at the bottom of the dialog box, select the Add a new clause link below button:
   
    
3. The All content dialog box will open:
   
    
4. To find any published clause from this content set, select the Content set tab and search by code or title.  
5. To find any clause from this bundle set, including new unpublished clauses, select the In this specification tab and pick from the list.
   Known limitation: There are currently no checks for broken clause links. If you park or delete a linked clause, when the bundle is published to the customers, any links to that  clause will be broken.  
6. For more on how to find the clauses you need using the All content dialog box, see the customer-facing 'All content' support article. 
7. To preview a clause, select the clause row in the list. The preview is shown in the right hand side:
   
    Known limitation: The clause guidance and notes are not shown in the preview. 
8. To select a clause, tick the box to the left of the clause title:
   
9. You can link to more than one clause in a single action. As you tick the boxes, you will see a count, both on the current tab (top left) and next to the Add button (bottom right):
   
    
10. To add your selected clauses, press Close on the All content dialog box. Your new clause links are added to the bottom of the suggestions list:
    
     
    Known limitation: Clause links may be off-screen when they are added. You might need to scroll in the Edit suggestions dialog box to see them. 
11. To save your changes, press Close on the Edit suggestions dialog box, and then press Save to the right of the clause title. 
12. In the clause editor, the suggestions are marked in turquoise, with a signpost icon:
    
     

Note: You cannot edit an existing clause link. If you want to change and existing clause link, please delete it and add a new link to the correct clause.

What do the suggestions toolbars do?

The Edit suggestions dialog box has 2 different toolbars.

Text suggestion format toolbar

When you select a text suggestion to edit, a toolbar is shown immediately below the suggestion text. This toolbar covers the text format options:

• Bold
• Italic
• Underline
• Strikethrough
• Subscript
• Superscript
• Bulleted list
• Numbered list
• Table
• Clear formatting
• Link

Edit suggestions toolbar

The toolbar at the bottom of the Edit suggestions dialog box has actions that manage all the suggestions in this collection:

• Add a new clause link below – Uniclass work sections only
• Insert a suggestion above
• Insert a suggestion below
• Move this suggestion up
• Move this suggestion down 
• Sort suggestions from A to Z
• Clear default
• Delete this suggestion 

How to change the order of suggestions

1. Select the insert you want to edit. The Edit suggestions dialog box will open.
2. The suggestions are displayed in the same order that the customers will see. 
3. In the toolbar at the bottom of the Edit suggestions dialog box, there are 3 buttons you can use to reorder the suggestions:
   1. Move this suggestion up
   2. Move this suggestion down
   3. Sort suggestions from A to Z
4. To save your changes, press Close on the dialog box and then press Save to the right of the clause title.

Default suggestions

Note: Default suggestions are not used in all content sets. Please consult the technical team guidelines for the latest recommendations.

Any suggestion marked as default will be chosen for the customer as soon as they add the clause to their project. The customer can choose to change this choice if they wish.

There can only be 1 default for each collection of suggestions.

The default suggestion is marked in purple, with a ribbon icon:

1. Select the insert you want to edit. The Edit suggestions dialog box will open.
2. For the suggestion you want to make the default, select the radio button to the right of that suggestion:
   
3.  To clear the default, In the toolbar at the bottom of the Edit suggestions dialog box, select the Clear default button:
   
4.  To save your changes, press Close on the dialog box and then press Save to the right of the clause title.

How to delete a suggestion

1. Select the insert you want to edit. The Edit suggestions dialog box will open.
2. Select the suggestion you want to delete as if you were going to edit the text.
3. In the toolbar at the bottom of the Edit suggestions dialog box, select the Delete this suggestion trash can button:
   
4. To save your changes, press Close on the dialog box and then press Save to the right of the clause title.

Note: Delete each suggestion individually. Deleting the insert will not fully delete the suggestions behind the scenes and they will still be released to customers. This is a known limitation. 

How to save suggestions

Suggestions are saved with the whole clause, not within the Edit suggestions dialog box itself. To save changes to your suggestions, close the Edit suggestions dialog box and then select the Save button to the right of the clause title.

 Related articles

• Contractor’s choice and submit proposals
• Inserts

Known limitations 

• In Uniclass worksections, there is some uncertainty around the behaviour of suggestions added against the Description row. However, we haven’t fully researched this as, historically, the Technical Team have not put suggestions against the Description row. For now, it is safest to continue that approach. 
• Don’t delete the whole insert as a way to quickly delete all the suggestions in a row. Chorus does not yet understand that deleting the insert means deleting all the suggestions. If you delete the insert, when the bundle is released, the suggestions will still be released too. Instead, please delete each suggestion individually and leave the insert in place. 
• You cannot edit an existing clause link. If you want to change and existing clause link, please delete it and add a new link to the correct clause. 
• Known bug: In the All content dialog box, the second tab says ‘In this specification’. It should say ‘In this bundle’. 
• When adding clause links, guidance and notes are not available for preview in the All content dialog box. 
• There are currently no checks for broken clause links. If you park or delete a linked clause, when the bundle is published to the customers, any links to that clause will be broken.