Description of the Menu Hierarchies
From Metis Documentation
(→Segments) |
(→Segments) |
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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]] | ||
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| + | 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. | ||
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| + | 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. |