Metis Smart Modeling - Linked Values
From Metis Documentation
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| - | + | The Linked Values section allows the definition of values to be linked to basic Metis elements like the types of offers, [[Metis_Smart_Modeling_-_Systems|systems]] and variants used in [[Metis_Smart_Modeling_-_Models|models]]. These values affect the masks and [[Metis_Smart_Modeling_-_Rules|rules]] used by the [[Metis_Smart_Modeling_-_Models|models]] and allow them to use for example the type of an offer as an input in a [[Metis_Smart_Modeling_-_Rules|rule]]. | |
== What is a linked value? == | == What is a linked value? == | ||
| - | + | A linked value is basically a value given to a Metis Offer element in order for it to be used as an input for [[Metis_Smart_Modeling_-_Rules|rules]] or [[Metis_Smart_Modeling_-_Masks|masks]]. The best way to describe this is trough an example. Two different [[Metis_Smart_Modeling_-_Systems#Model_Types|offer types]] have been defined in Metis Smart Modeling. "New" which is to be used for complete [[Metis_Smart_Modeling_-_Systems|system]] offering and "spare parts" which is to be used when offering individual components. By affecting value for those two different types to a [[Metis_Smart_Modeling_-_Variables|variable]], this same [[Metis_Smart_Modeling_-_Variables|variable]] can then be used in masks and/or [[Metis_Smart_Modeling_-_Models|models]] to have an influence on the execution of a [[Metis_Smart_Modeling_-_Models|model]]. In this case, it would be as simple as letting the Metis Smart Quotes user select all components to be offered instead of configuring them via the [[Metis_Smart_Modeling_-_Rules|rules]], but leaving the compatibility checking [[Metis_Smart_Modeling_-_Rules|rules]] be executed. | |
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| + | It is possible to link one [[Metis_Smart_Modeling_-_Variables|variable]] to each offer, [[Metis_Smart_Modeling_-_Systems|system]] and variant type defined in Metis Smart Modeling. Thus enabling the administrator to modify the behavior of a single [[Metis_Smart_Modeling_-_Models|model]] based on those end-user selections or presets. | ||
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| + | [[File:MetisSmartModelingSCLinked Values.PNG|center|600x400px]] | ||
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| + | List of elements to which a [[Metis_Smart_Modeling_-_Variables|variable]] can be linked : | ||
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| + | {| class="wikitable centre" width="90%" style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey;" | ||
| + | |- | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Element | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Description | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Link | ||
| + | |- | ||
| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''Offer Type''' | ||
| + | | width="65%" style="text-align:left; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | Offer type allows the Metis Smart Quote user to set the kind of offer which will be created in the application. The linked value functionality will allow the use of the select type as a [[Metis_Smart_Modeling_-_Variables|variable]] in [[Metis_Smart_Modeling_-_Models|models]] and masks. | ||
| + | | width="20%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | [[Metis_Smart_Modeling_-_Systems#Model_Types|Work with offer types]] | ||
| + | |- | ||
| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''[[Metis_Smart_Modeling_-_Systems|System]]''' | ||
| + | | width="65%" style="text-align:left; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | A [[Metis_Smart_Modeling_-_Systems|system]] is a logical entity which is the building block of an offer in Metis Smart Quote. The linked value functionality will allow the use of the select [[Metis_Smart_Modeling_-_Systems|system]] as a [[Metis_Smart_Modeling_-_Variables|variable]] in [[Metis_Smart_Modeling_-_Models|models]] and masks. | ||
| + | | width="20%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | [[Metis_Smart_Modeling_-_Systems|Work with System]] | ||
| + | |- | ||
| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | '''Variant''' | ||
| + | | width="65%" style="text-align:left; border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | Variants help users to better manage different options of products and services. The linked value functionality will allow the use of the select variant as a [[Metis_Smart_Modeling_-_Variables|variable]] in [[Metis_Smart_Modeling_-_Models|models]] and masks. | ||
| + | | width="20%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
| + | [[Description_of_the_Sub-Menu_Variants|Work with Variants]] | ||
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| + | |} | ||
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| + | {{Tip | ||
| + | | Use a linked value to modify the result of a [[Metis_Smart_Modeling_-_Models|model]] based on the type of offer. | ||
| + | }} | ||
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| + | '''Example of Use:''' | ||
| + | Based on a unique [[Metis_Smart_Modeling_-_Models|model]] to configure a desktop PC, the services required to put together the machine can be disabled when the offer type "spare parts" has been selected. Simply add a [[Metis_Smart_Modeling_-_Rules|rule]] using the linked value defined in the service [[Metis_Smart_Modeling_-_Models|model]] to disable the the "manufacturing" of the machine. | ||
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== Creating a linked value == | == Creating a linked value == | ||
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| + | In the “Modeling” menu, make sure to select the “Linked Values” sub-menu. Here the application displays a list of all Metis elements to which a [[Metis_Smart_Modeling_-_Variables|variable]] can be linked. Select the element to which a linked value needs to be created, for example “Offer Type”. Click on “Edit" [[File:MetisSmartModelingEditButton.PNG|link=]]. The “Linked Values” window opens. Select the [[Metis_Smart_Modeling_-_Variables|variable]] to which the element needs to be linked, for example “$Offer_Type”. If the required [[Metis_Smart_Modeling_-_Variables|variable]] doesn't appears in the list use the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] on the right of the drop-down list to create a new one. Please refer to the [[Metis_Smart_Modeling_-_Variables|variable]] section of this manual for additional details. | ||
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| + | Based on the selected Metis element (in this case "Offer Type"), below the drop-down list to select the [[Metis_Smart_Modeling_-_Variables|variable]] Metis will display a list of defined values for the this element. Refer to the corresponding section linked above to define the content of those lists. | ||
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| + | [[File:MetisSmartModelingSCLinked Values2.PNG|center|850x860px]] | ||
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| + | The concept of linked values in Metis Smart Modeling and Smart Quotes is to set values to [[Metis_Smart_Modeling_-_Variables|variables]] for standard offer settings. In this case the offer type. As pictured above, here Metis includes 2 types of offers which can be created (new and spare parts). When the wished [[Metis_Smart_Modeling_-_Variables|variable]] is set in the drop-dwon list, it is possible to assign a value to each offer type. For example 1 and 2. Click on confirm to save the changes. The Linked value has been updated and now appears with its link to a [[Metis_Smart_Modeling_-_Variables|variable]] in the list of the main screen. | ||
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| + | {{Video | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_LinkedValues.PNG'>File:Defining linked values OK.mp4</mediaplayer> | ||
| + | | Definition and setup of a Linked Value. | ||
| + | }} | ||
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| + | {{Note | ||
| + | | The number and the entries themselves which are displayed in the list showing the content of the various Metis elements can vary based on the data defined and activated throughout the application. | ||
| + | }} | ||
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== Modifying a linked value == | == Modifying a linked value == | ||
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| + | In the “Modeling” menu, make sure to select the “Linked Values” sub-menu. Here the application displays a list of all Metis elements to which a [[Metis_Smart_Modeling_-_Variables|variable]] can be linked. Select the element to which a linked value needs to be modified, for example “Offer Type”. Click on “Edit" [[File:MetisSmartModelingEditButton.PNG|link=]]. The “Linked Values” window opens. For changing the [[Metis_Smart_Modeling_-_Variables|variable]] linked to the Metis element, select it from the drop-down list, for example “$Offer_Type”. If the required [[Metis_Smart_Modeling_-_Variables|variable]] doesn't appears in the list use the ADD button [[File:MetisSmartModelingAddButton.PNG|link=]] on the right of the drop-down list to create a new one. Please refer to the [[Metis_Smart_Modeling_-_Variables|variable]] section of this manual for additional details. | ||
| + | When the wished [[Metis_Smart_Modeling_-_Variables|variable]] is set in the drop-dwon list, it is possible to modify the values for each offer type. For example 3 and 4. Click on confirm to save the changes. The Linked value has been updated and now appears with its link to a [[Metis_Smart_Modeling_-_Variables|variable]] in the list of the main screen. | ||
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| + | {{Note | ||
| + | | Changing the [[Metis_Smart_Modeling_-_Variables|variable]] linked to a Metis element will not affect the values previously entered in the current window. | ||
| + | }} | ||
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| + | {{Warning | ||
| + | | Changing the [[Metis_Smart_Modeling_-_Variables|variable]] linked to a Metis element will on the other hand affect the [[Metis_Smart_Modeling_-_Models|model(s)]] in which this variable is used. | ||
| + | }} | ||
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| + | == Deleting a linked value == | ||
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| + | In the “Modeling” menu, make sure to select the “Linked Values” sub-menu. Here the application displays a list of all Metis elements to which a [[Metis_Smart_Modeling_-_Variables|variable]] can be linked. Select the element for which the link needs to be deleted, for example “Offer Type”. Click on “Edit" [[File:MetisSmartModelingEditButton.PNG|link=]]. The “Linked Values” window opens. In order to remove the link to the current [[Metis_Smart_Modeling_-_Variables|variable]] select "<none>" in the drop-down list. In order to remove the values set for each values of the element, select the value in the right-hand column and delete it. Click on confirm to save the changes. The Linked value has been updated and now appears with its link to a [[Metis_Smart_Modeling_-_Variables|variable]] in the list of the main screen. | ||