Description of the Menu Hierarchies - Revision history

PatrickG: /* Segments */

2014-01-27T09:14:06Z

Segments

← Older revision		Revision as of 09:14, 27 January 2014
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	== Segments ==		== Segments ==

		+	In Metis Smart Suite, Segments can be used to sort and classify positions in an alternate form from the catalogs represented by the Hierarchies. In addition, special functionalities are implemented in Metis Smart Quotes to use and view those segments. For example, an administrator could determine that pricing functions are only available on segments instead of the whole ensemble.

	[[File:MSM_Hierarchies_SegmentView.png\|center\|600x400px]]		[[File:MSM_Hierarchies_SegmentView.png\|center\|600x400px]]


-	The list shown in the main window displays all the ~~Segmenst~~ available in Metis Smart Modeling. It can be sorted alphabetically using the small arrows in the table headers.	+	The list shown in the main window displays all the Segments available in Metis Smart Modeling. It can be sorted alphabetically using the small arrows in the table headers.

	On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Segments based on its name. The search is triggered by selecting the appropriate version and typing a keyword or only a letter in the field above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main list.		On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Segments based on its name. The search is triggered by selecting the appropriate version and typing a keyword or only a letter in the field above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main list.
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	=== Creating a new Segment ===		=== Creating a new Segment ===

-	In the '''Segment''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Segment. When it is clicked, the '''Segment''' creation window opens, it allows to define all related information.	+	In the '''Segment View''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Segment. When it is clicked, the '''Segment''' creation window opens, it allows to define all related information.


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	=== Editing a Segment ===		=== Editing a Segment ===

-	In the '''Segment ''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Segment . Selecting a Segment and clicking on it opens the '''Segment ''' edition window where all related properties and information can be edited.	+	In the '''Segment View''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Segment . Selecting a Segment and clicking on it opens the '''Segment ''' edition window where all related properties and information can be edited.


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	=== Deleting a Segment ===		=== Deleting a Segment ===

-	In the '''Segment''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Segment. Selecting one or more Segments and clicking on it displays the following confirmation window.	+	In the '''Segment View''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Segment. Selecting one or more Segments and clicking on it displays the following confirmation window.


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	=== Previewing a Segment ===		=== Previewing a Segment ===

-	In the '''Segment''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Segment. Selecting a Segment from the list and clicking on it opens the '''Segment''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Segment.	+	In the '''Segment View''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Segment. Selecting a Segment from the list and clicking on it opens the '''Segment''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Segment.

PatrickG: /* Segments */

2014-01-27T09:10:30Z

Segments

← Older revision		Revision as of 09:10, 27 January 2014
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	[[File:MSM_Hierarchies_SegmentView.png\|center\|600x400px]]		[[File:MSM_Hierarchies_SegmentView.png\|center\|600x400px]]
		+
		+
		+	The list shown in the main window displays all the Segmenst available in Metis Smart Modeling. It can be sorted alphabetically using the small arrows in the table headers.
		+
		+	On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Segments based on its name. The search is triggered by selecting the appropriate version and typing a keyword or only a letter in the field above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main list.

PatrickG: /* Segments */

2014-01-27T09:07:52Z

Segments

← Older revision		Revision as of 09:07, 27 January 2014
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	== Segments ==		== Segments ==
		+
		+
		+	[[File:MSM_Hierarchies_SegmentView.png\|center\|600x400px]]
		+
		+

	=== Creating a new Segment ===		=== Creating a new Segment ===

	In the '''Segment''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Segment. When it is clicked, the '''Segment''' creation window opens, it allows to define all related information.		In the '''Segment''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Segment. When it is clicked, the '''Segment''' creation window opens, it allows to define all related information.
		+
		+
		+	[[File:MSM_Hierarchies_SegmentView_Add.png\|center\|600x400px]]
		+

	{{Note		{{Note
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	In the '''Segment ''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Segment . Selecting a Segment and clicking on it opens the '''Segment ''' edition window where all related properties and information can be edited.		In the '''Segment ''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Segment . Selecting a Segment and clicking on it opens the '''Segment ''' edition window where all related properties and information can be edited.
		+
		+
		+	[[File:MSM_Hierarchies_SegmentView_Edit.png\|center\|600x400px]]


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	In the '''Segment''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Segment. Selecting one or more Segments and clicking on it displays the following confirmation window.		In the '''Segment''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Segment. Selecting one or more Segments and clicking on it displays the following confirmation window.
		+
		+
		+	[[File:MSM_Attributes_Attributes_Delete.png\|center]]
		+

	Once the warning is confirmed, the selected Segment is removed from Metis Smart Suite and deleted from the Metis Database.		Once the warning is confirmed, the selected Segment is removed from Metis Smart Suite and deleted from the Metis Database.
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	In the '''Segment''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Segment. Selecting a Segment from the list and clicking on it opens the '''Segment''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Segment.		In the '''Segment''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Segment. Selecting a Segment from the list and clicking on it opens the '''Segment''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Segment.
		+
		+
		+	[[File:MSM_Hierarchies_SegmentView_Preview.png\|center\|600x400px]]

PatrickG at 14:46, 13 January 2014

2014-01-13T14:46:33Z

← Older revision		Revision as of 14:46, 13 January 2014
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	[[File:MSM_Hierarchies_Sections_Preview.png\|center\|600x400px]]		[[File:MSM_Hierarchies_Sections_Preview.png\|center\|600x400px]]
		+
		+
		+	{{Note
		+	\| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
		+	}}
		+
		+
		+	== Segments ==
		+
		+	=== Creating a new Segment ===
		+
		+	In the '''Segment''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Segment. When it is clicked, the '''Segment''' creation window opens, it allows to define all related information.
		+
		+	{{Note
		+	\| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
		+	}}
		+
		+	Once all related mandatory and optional information have been set, the new Segment can be saved by validating the '''Segment''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.
		+
		+
		+	=== Editing a Segment ===
		+
		+	In the '''Segment ''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Segment . Selecting a Segment and clicking on it opens the '''Segment ''' edition window where all related properties and information can be edited.
		+
		+
		+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Segment. Modifications applied to the selected Segment will only be saved once the Segment edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.
		+
		+
		+	=== Deleting a Segment ===
		+
		+	In the '''Segment''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Segment. Selecting one or more Segments and clicking on it displays the following confirmation window.
		+
		+	Once the warning is confirmed, the selected Segment is removed from Metis Smart Suite and deleted from the Metis Database.
		+
		+
		+	=== Previewing a Segment ===
		+
		+	In the '''Segment''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Segment. Selecting a Segment from the list and clicking on it opens the '''Segment''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Segment.

Patrick: /* Sections */

2013-10-02T06:46:38Z

Sections

← Older revision		Revision as of 06:46, 2 October 2013
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	== Sections ==		== Sections ==

-	~~In this sub-menu, the user can add, delete, edit and preview sections which~~ are the building parts of hierarchies. Sections are used as an organizational tool in Metis; they can contain both positions and sub-sections. Sub-~~subsections~~ are an optional organizational level found below sections and can also contain positions. Therefore, a section can have both free potions and positions found under a sub-section. While it is optional to include sub-sections in a section, a position must be part of a section. Sections, together with sub-sections and positions serve to make up hierarchies.	+	Sections are the building parts of hierarchies. Sections are used as an organizational tool in Metis; they can contain both positions and sub-sections. Sub-sections are an optional organizational level found below sections and can also contain positions. Therefore, a section can have both free potions and positions found under a sub-section. While it is optional to include sub-sections in a section, a position must be part of a section for it to be classified. Sections, together with sub-sections and positions serve to make up hierarchies.

	Sections are found throughout both Metis Smart Modeling and Metis Smart Quotes. In Metis Smart Modeling we find sections by going to the Hierarchies menu, then in the Hierarchies sub-menu. Once in the sub-menu, adding or editing an existing hierarchy opens a window where the contents of the hierarchy can be changed. Sections can be added using the '''Add Section''' button, as well as adding sub-sections to sections and positions to both sections and sub-sections. In the window that opens when clicking on '''Add Section''', all the available sections will be listed, some having a lock icon in front of them meaning that they were created in the parent version.		Sections are found throughout both Metis Smart Modeling and Metis Smart Quotes. In Metis Smart Modeling we find sections by going to the Hierarchies menu, then in the Hierarchies sub-menu. Once in the sub-menu, adding or editing an existing hierarchy opens a window where the contents of the hierarchy can be changed. Sections can be added using the '''Add Section''' button, as well as adding sub-sections to sections and positions to both sections and sub-sections. In the window that opens when clicking on '''Add Section''', all the available sections will be listed, some having a lock icon in front of them meaning that they were created in the parent version.
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-	In Smart Quotes, sections can be found through the ~~Prices~~ menu by selecting a system and clicking on the Edit Material List button. A window opens where the system is listed at the top with all the sections and positions belonging to it found below.	+	In Smart Quotes, sections can be found through the '''[[Description_of_the_Menu_Prices\|Price]]''' menu by selecting a system and clicking on the Edit Material List button. A window opens where the system is listed at the top with all the sections and positions belonging to it found below.
	Here the user may alter the material list by adding sections, sub-sections and positions to the system. The sections and positions shown in the bottom right corner are directly related to which hierarchy group and hierarchy is selected.		Here the user may alter the material list by adding sections, sub-sections and positions to the system. The sections and positions shown in the bottom right corner are directly related to which hierarchy group and hierarchy is selected.

	Adding a section or position is done simply by double clicking on it. Once added, sections and positions can then be moved using the up and down arrows found in the middle of the window.		Adding a section or position is done simply by double clicking on it. Once added, sections and positions can then be moved using the up and down arrows found in the middle of the window.

-	On the left-hand side of the window, a '''Search''' feature is found. ~~The '''Search''' feature for sections contains~~ the ~~following search criteria:~~	+	On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Sections based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main list.
-		+
-	* '''Version''': Define which version the search should be done.	+
-		+
-	* '''Hierarchy''': Enter search ~~criteria of~~ the ~~section to be found.~~	+
-		+
-	~~When ready,~~ the ~~'''~~Search~~''' can be launched by clicking of the corresponding~~ button and the ~~results~~ will ~~be displayed~~ in the list ~~below~~.	+


	=== Creating a Section ===		=== Creating a Section ===

-	~~The~~ "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the user to ~~add~~ a new ~~section~~. When clicked, the '''Section''' window opens.	+	In the '''Sections''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Section. When it is clicked, the '''Section''' creation window opens, it allows to define all related information.


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-	~~=== Modifying~~ a ~~Section ===~~	+	{{Note
		+	\| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
		+	}}

-	~~The "Edit" button~~ [[File:~~MetisSmartModelingEditButton~~.PNG\|link=]] ~~allows~~ the ~~user to modify~~ the ~~selected section~~.	+	Once all related mandatory and optional information have been set, the new Section can be saved by validating the '''Section''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.

-	Selecting a ~~section~~ and clicking on ~~the button~~ opens the '''Section''' window. The name of the section can be edited here in the '''Description''' field for each of the available languages.	+
		+
		+	=== Modifying a Section ===
		+
		+	In the '''Section''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Section. Selecting a Section and clicking on it opens the '''Section''' edition window where all related properties and information can be edited. The name of the section can be edited here in the '''Description''' field for each of the available languages.


	[[File:MSM_Hierarchies_Sections_Edit.png\|center\|600x400px]]		[[File:MSM_Hierarchies_Sections_Edit.png\|center\|600x400px]]
		+
		+
		+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Section. Modifications applied to the selected Section will only be saved once the Section edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.


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	\| All modification applied to a section will be show everywhere this section is used (i.e. all hierarchies where the section appears either as a section or as a sub-section).		\| All modification applied to a section will be show everywhere this section is used (i.e. all hierarchies where the section appears either as a section or as a sub-section).
	}}		}}
		+


	=== Deleting a Section ===		=== Deleting a Section ===

-		+	In the '''Sections''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Section. Selecting one or more Section and clicking on it displays the following confirmation window.
-		+
-	~~The~~ "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete ~~an existing section(s)~~. ~~When deleting a section,~~ the following ~~pop-up~~ window ~~appears:~~	+


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-	~~The user must confirm~~ the ~~message before~~ the ~~section can be deleted.~~	+	Once the warning is confirmed, the selected Section is removed from Metis Smart Suite and deleted from the Metis Database.
-		+
-		+
-	~~{{Note~~	+
-	~~\| Multiple sections may be~~ selected and deleted ~~together~~.	+
-	}}	+


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	\| A deleted section will be removed everywhere this section is used (i.e. all hierarchies where the section appears either as a section or as a sub-section). This may induce issues when removing a section containing positions and/or sub-sections.		\| A deleted section will be removed everywhere this section is used (i.e. all hierarchies where the section appears either as a section or as a sub-section). This may induce issues when removing a section containing positions and/or sub-sections.
	}}		}}
		+


	=== Previewing a Section ===		=== Previewing a Section ===

-	~~The~~ "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] allows the user to see ~~the~~ properties of the selected ~~section~~. Selecting a ~~section~~ and clicking on ~~the button~~ opens the '''Section''' window. ~~The name~~ of the section ~~is presented in~~ the ~~'''Description''' field for each~~ of ~~the available languages~~.	+	In the '''Section''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Section.
		+
		+	Selecting a Section from the list and clicking on it opens the '''Section''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Section.
		+
		+
		+	[[File:MSM_Hierarchies_Sections_Preview.png\|center\|600x400px]]


	{{Note		{{Note
-	\| It is not possible ~~to edit~~ the ~~properties of a section in the '''Preview''' section window. This must~~ be ~~done with the '''Edit''' button~~.	+	\| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
	}}		}}

Patrick: /* Hierarchies */

2013-10-01T08:29:40Z

Hierarchies

Show changes

Patrick: /* Hierarchy Groups */

2013-10-01T08:17:12Z

Hierarchy Groups

← Older revision		Revision as of 08:17, 1 October 2013
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	When creating a new hierarchy group or editing an existing hierarchy group, the user can arrange which hierarchies are part of that hierarchy group, as well as arrange the order in which they appear in Metis Smart Modelling and Metis Smart Quotes.		When creating a new hierarchy group or editing an existing hierarchy group, the user can arrange which hierarchies are part of that hierarchy group, as well as arrange the order in which they appear in Metis Smart Modelling and Metis Smart Quotes.

-	Hierarchy groups are found in Smart Modeling under the Hierarchies menu. Here the user can either add or edit an existing hierarchy group. In order to define access right to the created hierarchy groups, the Profile menu include a hierarchy sub-menu. See the corresponding section of this manual for additional information.	+	Hierarchy groups are found in Smart Modeling under the Hierarchies menu. Here the user can either add or edit an existing hierarchy group. In order to define access right to the created hierarchy groups, the Profile menu include a hierarchy sub-menu. See the corresponding [[Description_of_the_Sub-Menu_Hierarchies\|section]] of this manual for additional information.


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-	On the left-hand side of the main ~~hierarchy groups~~ window, a '''Search''' feature is found. ~~This feature for hierarchy groups contains~~ the ~~following~~ search ~~criteria:~~	+	On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Hierarchies Groups based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below/in the main table/list. Selecting a line from the result list will automatically select the corresponding entry in the main table/list.

	* '''Version''': Define which version the search should be done.		* '''Version''': Define which version the search should be done.

	* '''Hierarchy Group''': Enter search criteria of the hierarchy to be found.		* '''Hierarchy Group''': Enter search criteria of the hierarchy to be found.
-
-	~~When ready, the '''Search''' can be launched by clicking of the corresponding button and the results will be displayed in the list below.~~


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	=== Creating a Hierarchy Group ===		=== Creating a Hierarchy Group ===

-	~~The~~ "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the user to ~~add~~ a new ~~hierarchy group~~. When clicked, the '''Hierarchy Group''' window opens.	+	In the '''Hierarchy Group''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Hierarchy Group. When it is clicked, the '''Hierarchy Group''' creation window opens, it allows to define all related information.


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	\| Multiple hierarchies can be selected and added from one side to another by selecting them all and using the appropriate arrow.		\| Multiple hierarchies can be selected and added from one side to another by selecting them all and using the appropriate arrow.
	}}		}}
		+
		+
		+	{{Note
		+	\| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
		+	}}
		+
		+	Once all related mandatory and optional information have been set, the new Hierarchy Group can be saved by validating the '''Hierarchy Group''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.
		+


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-	~~The~~ "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] allows the user to ~~see and modify the~~ properties ~~of a hierarchy group~~. Selecting a ~~hierarchy group from the list~~ and clicking on it opens the '''Hierarchy Group''' window.	+	In the '''Hierarchy Groups''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Hierarchy Group. Selecting a Hierarchy Group and clicking on it opens the '''Hierarchy Group''' edition window where all related properties and information can be edited.


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	The name of the hierarchy group can be modified in the '''Description''' field for any of the available languages. The user can also remove or add hierarchies in this group by using the two table in the lower part of the window and moving them between them by using the left and right arrows just like when adding a new hierarchy group.		The name of the hierarchy group can be modified in the '''Description''' field for any of the available languages. The user can also remove or add hierarchies in this group by using the two table in the lower part of the window and moving them between them by using the left and right arrows just like when adding a new hierarchy group.
		+
		+
		+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Hierarchy Group. Modifications applied to the selected Hierarchy Group will only be saved once the Hierarchy Group edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.


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-	~~The~~ "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete ~~an exisiting hierarchy group~~.	+	In the '''Hierarchy Groups''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Hierarchy Group. Selecting one or more Hierarchy Groups and clicking on it displays the following confirmation window.
-		+
-	~~When deleting a hiearchy group,~~ the following ~~pop-up~~ window ~~appears:~~	+


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-	~~The user must confirm~~ the ~~message before~~ the ~~hierarchy group can be~~ deleted.	+	Once the warning is confirmed, the selected Hierarchy Group is removed from Metis Smart Suite and deleted from the Metis Database.


-	~~{{Note~~
-	~~\| Multiple hierarchy groups may be selected and deleted at the same time.~~
-	}}

		+	=== Previewing a Hierarchy Group ===

-	~~=== Previewing a~~ Hierarchy ~~group ===~~	+	In the '''Hierarchy Groups''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Hierarchy Group. Selecting a Hierarchy Group from the list and clicking on it opens the '''Hierarchy Group''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Hierarchy Group.
-		+
-	~~The~~ "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] allows the user to see ~~the~~ properties of the selected ~~hierarchy group~~. Selecting a ~~hierarchy group~~ and clicking on it opens the '''Hierarchy Group''' window.	+


	[[File:MSM_Hierarchies_Hierarchy_Groups_Peview.png\|center\|600x400px]]		[[File:MSM_Hierarchies_Hierarchy_Groups_Peview.png\|center\|600x400px]]
-
-
-	The name of the hierarchy group is presented in the '''Description''' field for each of the available languages. In the table titled '''Hierarchy Group Members''', all the hierarchies listed are part of the currently previewed hierarchy group.


	{{Note		{{Note
-	\| It is not possible ~~to edit~~ the ~~properties of a hierarchy group in the '''Preview''' section window. This must~~ be ~~done with the '''Edit''' button~~.	+	\| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
	}}		}}

Patrick at 08:10, 1 October 2013

2013-10-01T08:10:48Z

← Older revision		Revision as of 08:10, 1 October 2013
Line 1:		Line 1:
-	~~Hierarchies and their related components are also found in~~ Smart ~~Quotes by going~~ to ~~the Price menu, selecting a system~~ and ~~clicking on the Edit Material List button~~. On the top ~~right of~~ the ~~window will be a section with a list of hierarchies. Above this list~~ is ~~a drop-down list for hierarchy~~ groups~~. Selecting~~ a ~~hierarchy group will display~~ the ~~hierarchies found in that hierarchy group~~ in the ~~list below~~, and ~~show the list of sections belonging~~ to ~~the selected hierarchy~~.	+	Metis Smart Suite uses different catalog building blocks to sort and classify Positions. From the top to the later, the structure is the following :
		+
		+	* '''Hierarchy Groups''' : groups hierarchies together
		+	* '''Hierarchies''' : defines the starting point of a Section structure and the first element to hold positions
		+	* '''Sections''' : sorts positions
		+	* '''Sub-Sections''' (optional) : sort positions in detail
		+	* ''' Positions''' : system building block
		+
		+	This scheme and the listed positions will be used to structure offers, to sort positions when browsing the catalogs in Metis Smart Quotes and also to set portfolios to users in Metis Smart Modeling.

Patrick: /* Hierarchy Groups */

2013-01-31T05:42:02Z

Hierarchy Groups

← Older revision		Revision as of 05:42, 31 January 2013
Line 24:		Line 24:

	{{Video		{{Video
-	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/~~index.php~~/~~File:~~VID_Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.png'>File:Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.mp4</mediaplayer>	+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d7/VID_Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.png'>File:Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.mp4</mediaplayer>
	\| Creating a Hierarchy Group, Hierarchies and Sections.		\| Creating a Hierarchy Group, Hierarchies and Sections.
	}}		}}

Patrick at 05:41, 31 January 2013

2013-01-31T05:41:18Z

← Older revision		Revision as of 05:41, 31 January 2013
Line 21:		Line 21:

	When ready, the '''Search''' can be launched by clicking of the corresponding button and the results will be displayed in the list below.		When ready, the '''Search''' can be launched by clicking of the corresponding button and the results will be displayed in the list below.
		+
		+
		+	{{Video
		+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/index.php/File:VID_Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.png'>File:Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.mp4</mediaplayer>
		+	\| Creating a Hierarchy Group, Hierarchies and Sections.
		+	}}