Description of the Sub-Menu Customizing - Revision history

Patrick at 06:12, 16 October 2013

2013-10-16T06:12:01Z

Patrick: /* Adding a Customized Field */

2013-08-06T13:14:09Z

Adding a Customized Field

← Older revision		Revision as of 13:14, 6 August 2013
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	* '''Option''' : option linked to the selected type for the field. Please refer to the list above for reference.		* '''Option''' : option linked to the selected type for the field. Please refer to the list above for reference.

-	~~Once all necessary information provided, the new field will be saved when the window is validated. It will then be placed in the appropriate part of the selected designation.~~

		+	{{Video
		+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/7c/VID_AddingFieldOfferLevel.PNG'>File:Adding_a_Field_at_the_Project_Level_OK.mp4</mediaplayer>
		+	\| Setting up a new field in the Project level.
		+	}}

		+
		+	{{Video
		+	\| <mediaplayer width='400' height='300' image='http://http://www.xpert-technologies.ch/mediawikidev/images/4/4b/VID_AddingFieldProjectLevel.PNG'>File:Adding_a_Field_at_the_Offer_Level_OK.mp4</mediaplayer>
		+	\| Setting up a new field in the Offer level.
		+	}}
		+
		+
		+
		+	Once all necessary information provided, the new field will be saved when the window is validated. It will then be placed in the appropriate part of the selected designation.

	== Modifying a Customized Field ==		== Modifying a Customized Field ==

Patrick at 07:37, 31 July 2013

2013-07-31T07:37:53Z

← Older revision		Revision as of 07:37, 31 July 2013
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	== Deleting a Customized Field ==		== Deleting a Customized Field ==

-	The ~~'''~~Delete~~'''~~ button allows the user to delete an existing customization. Multiple customizations may be selected and deleted together.	+	The "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete an existing customization. Multiple customizations may be selected and deleted together. When deleting a customization, the following pop-up window appears:

-	~~When deleting a customization, the following pop-up window appears:~~

-	[~~Screen shot of the delete customization window~~]	+	[[File:MSM_Data_Management_Customizing_Delete.png\|center]]
		+

	The user must confirm the message before the customization can be deleted.		The user must confirm the message before the customization can be deleted.


-	== Previewing a Customized Field ===	+	== Previewing a Customized Field ==
		+
		+	The "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] allows the user to see the properties of the selected customization. Selecting a customization and clicking on it opens the '''Custom Item - (Designation)''' window. All the properties of the customization are shown in this window.
		+

-	~~The '''Preview''' button allows the user to see the properties of the selected customization~~.	+	[[File:MSM_Data_Management_Customizing_Preview.png\|center\|600x400px]]

-	~~Selecting a customization and clicking on the '''Preview''' button opens the '''Custom Item - (Designation)''' window. All the properties of the customization are shown here in this window.~~

	{{Note		{{Note
	\| It is not possible to edit the properties of the customization in the '''Preview''' customization window. This must be done with the '''Edit''' button.		\| It is not possible to edit the properties of the customization in the '''Preview''' customization window. This must be done with the '''Edit''' button.
	}}		}}

Patrick: /* Sorting Customized Field */

2013-07-31T07:35:14Z

Sorting Customized Field

← Older revision		Revision as of 07:35, 31 July 2013
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	==Sorting Customized Field==		==Sorting Customized Field==

-	The "Sort" button [[File:~~MetisSmartModelingDuplicateButton~~.PNG\|link=]] allows the user to change the order of how the different customizations are shown in the table below. This order is important because it reflects exactly the order of how the customizations are later presented in either Smart Quotes or Smart Modeling.	+	The "Sort" button [[File:MetisSmartModelingSortButton.PNG\|link=]] allows the user to change the order of how the different customizations are shown in the table below. This order is important because it reflects exactly the order of how the customizations are later presented in either Smart Quotes or Smart Modeling.

	When clicking the button, the sorting window opens. It allows the administrator to define the order in which the custom Field are displayed both in the table and in the applications they are intended. Sorting is by selecting an item and moving it up and down with the green arrows on the right of the table.		When clicking the button, the sorting window opens. It allows the administrator to define the order in which the custom Field are displayed both in the table and in the applications they are intended. Sorting is by selecting an item and moving it up and down with the green arrows on the right of the table.
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	\| When modifying the order of Customized Fields for either Smart Quotes or Smart Modeling, the user will have to restart the application for the changes to take effect.		\| When modifying the order of Customized Fields for either Smart Quotes or Smart Modeling, the user will have to restart the application for the changes to take effect.
	}}		}}
-

	== Deleting a Customized Field ==		== Deleting a Customized Field ==

Patrick at 07:34, 31 July 2013

2013-07-31T07:34:33Z

Show changes

Patrick at 06:54, 31 July 2013

2013-07-31T06:54:01Z

← Older revision		Revision as of 06:54, 31 July 2013
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-	~~Description of the Customizing~~ sub-menu	+	The customizing sub-menu enables administrators to customize both Smart Quotes and Smart Modeling by creating new fields for default windows. The purpose of these fields are subjective to the user which may choose from a variety of different functionalities. For example, the user could add a field in Smart Quotes titled "Offer Deadline" which would appear in the position specified by the user. The end user would click on an icon in the field opening a calendar where the "Offer Deadline" date could be chosen.

-	The customizing sub-menu enables users to customize both Smart Quotes and Smart Modeling by creating new fields. The purpose of these fields are subjective to the user which may choose from a variety of different functionalities.	+
-	For example, the user could add a field in Smart Quotes titled "Offer Deadline" which would appear in the position specified by the user. The end user would click on an icon in the field opening a calendar where the "Offer Deadline" date could be chosen.	+
-	~~[screenshot of the customizing sub-menu]~~	+
-		+
-	To begin creating a new customization, the user must select where in Smart Quotes or Smart Modeling they would like to create a new field. The table on the left-hand side lists the different categories that can be customized with a new field.	+
-	~~Once a category has been selected and is currently highlighted, the user may then click on the '''Add''' button to start the process.~~	+
-		+
-	~~Selecting a category from the left-hand table changes what is shown in the table to the right. This table displays existing customizations organized by sections.~~	+
-	~~These sections listed in this table are all the possible section choices the user has when deciding where to place a new customization.~~	+
-		+
-	~~When adding new customizations to both Smart Quotes and Smart Modeling, the user will have to restart the application for the changes to take effect.~~	+


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	\|}		\|}

-	~~==Add==~~

-	~~[screenshot of~~ the ~~add~~ customization ~~window]~~	+
		+	== Adding a Customized Field ==
		+
		+	To begin creating a new customization, the user must select where in Smart Quotes or Smart Modeling they would like to create a new field. The table on the left-hand side lists the different categories that can be customized with a new field.
		+	Once a category has been selected and is currently highlighted, the user may then click on the '''Add''' button to start the process.
		+
		+	Selecting a category from the left-hand table changes what is shown in the table to the right. This table displays existing customizations organized by sections.
		+	These sections listed in this table are all the possible section choices the user has when deciding where to place a new customization.
		+
		+	When adding new customizations to both Smart Quotes and Smart Modeling, the user will have to restart the application for the changes to take effect.

	The '''Add''' button allows the user to add a new customization. When the '''Add''' button is clicked, a window opens where the user must choose the type of customization between either '''Standard Custom Item''' and '''Searchable Custom Item'''.		The '''Add''' button allows the user to add a new customization. When the '''Add''' button is clicked, a window opens where the user must choose the type of customization between either '''Standard Custom Item''' and '''Searchable Custom Item'''.
-	The difference between the two is that a searchable custom is just like a ~~standward~~ custom item except for the fact that once created, in addition to creating a field for the customization, a search criteria field is also added to the search section found on the left of window in Smart Quotes.	+	The difference between the two is that a searchable custom is just like a standard custom item except for the fact that once created, in addition to creating a field for the customization, a search criteria field is also added to the search section found on the left of window in Smart Quotes.
	After choosing the desired item and confirming, the window '''Custom Item - (designation)''' window will open with the word designation being replaced with whichever designation was previously chosen.		After choosing the desired item and confirming, the window '''Custom Item - (designation)''' window will open with the word designation being replaced with whichever designation was previously chosen.

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		+	== Modifying a Customized Field ==

		+	[screenshot of the edit customization window]

		+	The '''Edit''' button allows the user to modify the properties of a customization.

		+	Selecting a customization and clicking on the '''Edit''' button opens the '''Customization''' window. Every field that was available when creating a new customization can now be edited in this window, such as the item name, type, and option.

-	~~==Delete==~~

-		+	==Sorting Customized Field==
-		+
-		+
-		+
-	==~~Edit==~~	+
-		+
-		+
-		+
-		+
-	~~==Preview==~~	+
-		+
-		+
-		+
-		+
-		+
-	~~==Sort~~==	+

	[screenshot of how the sort button works with customizations and sections]		[screenshot of how the sort button works with customizations and sections]
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	This order presented in the table below is important because it reflects absolutely the order of how the customizations are later presented in either Smart Quotes or Smart Modeling.		This order presented in the table below is important because it reflects absolutely the order of how the customizations are later presented in either Smart Quotes or Smart Modeling.

-
-
-	~~== Which fields can be customized? ==~~
-
-	~~== Adding a Customized Field ==~~
-
-	~~== Modifying a Customized Field ==~~
-
-	~~[screenshot of the edit customization window]~~
-
-	~~The '''Edit''' button allows the user to modify the properties of a customization.~~
-
-	Selecting a customization and clicking on the '''Edit''' button opens the '''Customization''' window. Every field that was available when creating a new customization can now be edited in this window, such as the item name, type, and option.

Patrick: /* Field Types and Options */

2013-07-31T06:50:32Z

Field Types and Options

← Older revision		Revision as of 06:50, 31 July 2013
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-	{\| class="wikitable centre" width="90%" style="border-collapse: separate; border-spacing: 0; border-width: 1px;	+	{\| class="wikitable centre" width="90%" style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey;"
-		+
-	border-style: solid; border-color: grey;"	+
	\|-		\|-
	! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \| Type of field		! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \| Type of field

Patrick: /* Field Types and Options */

2013-07-31T06:49:23Z

Field Types and Options

Show changes

Patrick: /* Field Types and Options */

2013-07-31T06:36:43Z

Field Types and Options

← Older revision		Revision as of 06:36, 31 July 2013
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	border-style: solid; border-color: grey;"		border-style: solid; border-color: grey;"
	\|-		\|-
-	! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \| Type of ~~rule~~	+	! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \| Type of field
-	! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \| ~~Icons~~	+	! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" \| Description and options
-	~~! scope~~=~~col~~ style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" \| ~~Description~~	+	\|-
		+	\| width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \|
		+	'''Boolean'''
		+	\| width="85%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" \|
		+	Creates a basic type of customization having only two possible outcomes, such as '''True''' or '''False'''. The following are all the available boolean type options available:
		+	*0 / 1
		+	*Yes / No
		+	*True / False
		+	*Enable / Disable
		+	*Optional / Mandatory
		+	*Editable / Read Only
		+	*Checkbox: The checkbox option equates to being true when ticked and false when left unticked.
	\|-		\|-
	\| width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \|		\| width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \|
	'''Single selection'''		'''Single selection'''
-	\| width="5%" style="~~text~~-~~align~~:~~center~~; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \|	+	\| width="85%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" \|
-	[[~~File:MetisSmartModelingRuleSIngle.PNG~~\|~~link=~~]]	+	The [[#Single_Selection\|Single Selection]] rule tests an input and calculates the defined output based on a simple
-	\| width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" \|	+	logical relation.
		+	\|-
		+	\| width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \|
		+	'''Single selection'''
		+	\| width="85%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" \|
		+	The [[#Single_Selection\|Single Selection]] rule tests an input and calculates the defined output based on a simple
		+	logical relation.
		+	\|-
		+	\| width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" \|
		+	'''Single selection'''
		+	\| width="85%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" \|
	The [[#Single_Selection\|Single Selection]] rule tests an input and calculates the defined output based on a simple		The [[#Single_Selection\|Single Selection]] rule tests an input and calculates the defined output based on a simple
-
	logical relation.		logical relation.
	\|-		\|-
	\| width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" \|		\| width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" \|
-	'''~~External selection~~'''	+	'''Label'''
-	\| width="5%" style="~~text-align:center;~~ border-style: solid; border-color: grey; border-width: 0 ~~1px~~ 0 0" \|	+	\| width="85%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" \|
-	~~[[File:MetisSmartModelingRuleExternal~~.~~PNG‎\|link=]]~~	+	Simple label field which doesn't allow for any input. Used to place information in the customizable windows.
-	~~\| width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" \|~~	+
-	~~The goal of an [[#External_Selection\|external rule]] is~~ to ~~use a third party application (software) to calculate~~	+
-		+
-	the ~~output of a rule~~.	+
	\|-		\|-
	\|}		\|}
-
-
-	*Boolean: Creates a basic type of customization having only two possible outcomes, such as '''True''' or '''False'''. The following are all the available boolean type options available:
-	**0 / 1
-	**Yes / No
-	**True / False
-	**Enable / Disable
-	**Optional / Mandatory
-	**Editable / Read Only
-	**Checkbox: The checkbox option equates to being true when ticked and false when left unticked.


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	*Label:		*Label:
	Creates a blank field where the user may then enter in a label of their choosing.		Creates a blank field where the user may then enter in a label of their choosing.
-
-

	==Add==		==Add==

Patrick at 06:31, 31 July 2013

2013-07-31T06:31:36Z

Show changes