Metis Smart Modeling - Masks
From Metis Documentation
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== What is a mask? == | == What is a mask? == | ||
| - | In Metis Smart Modeling, masks are one of the building blocks of the modelisation. Masks are defined in terms of layout and functionnalities in Metis Smart Modeling and are then used in Metis Smart Quote for the users to define input values which will be then be used by the models (logical part) to generate positions in an offer. | + | In Metis Smart Modeling, masks are one of the building blocks of the modelisation. Masks are defined in terms of layout and functionnalities in Metis Smart Modeling and are then used in Metis Smart Quote for the users to define input values which will be then be used by the [[Metis_Smart_Modeling_-_Models|models]] (logical part) to generate positions in an offer. |
Masks are defined in Metis Smart Modeling under the masks sub-menu. | Masks are defined in Metis Smart Modeling under the masks sub-menu. | ||
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{{Note | {{Note | ||
| - | | Throughout this section, an example will be used as a base for presenting all the function linked to the creation of a mask. Though it will be quite simple, it will cover all different type of objects and functionalities which can be used in this part of Metis Smart Modeling. As masks are used only in conjunction with models, the example will also make links to the creation of the underlying model. | + | | Throughout this section, an example will be used as a base for presenting all the function linked to the creation of a mask. Though it will be quite simple, it will cover all different type of objects and functionalities which can be used in this part of Metis Smart Modeling. As masks are used only in conjunction with [[Metis_Smart_Modeling_-_Models|models]], the example will also make links to the creation of the underlying [[Metis_Smart_Modeling_-_Models|model]]. |
}} | }} | ||
== How is it used? == | == How is it used? == | ||
| - | Masks are the building blocks of a model which allow users to input value in order to influence the result of the | + | Masks are the building blocks of a [[Metis_Smart_Modeling_-_Models|model]] which allow users to input value in order to influence the result of the [[Metis_Smart_Modeling_-_Models|model]] calculation (rules). This element can be used in the "material" and "service" [[Metis_Smart_Modeling_-_Models|model]] and will be displayed in Metis Smart Quotes under the "Design" section of an offer. They will allow the Metis Smart Quotes user to easily configure the selected [[Metis_Smart_Modeling_-_Systems|system]]. |
Link to Metis Smart Quote | Link to Metis Smart Quote | ||
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* '''Link''' : | * '''Link''' : | ||
| - | With the exception of the 'title' object, all other will return a value to the model. The Link TAB allows to define the position or variable in which that value will be set. In order to create a link between a field and a variable or position, simply click on the 'Add' button and select the appropriate target from the window which will be opened. Filtering and searches can be done inside this window in order o find easily the wished variable or position. | + | With the exception of the 'title' object, all other will return a value to the [[Metis_Smart_Modeling_-_Models|model]]. The Link TAB allows to define the position or variable in which that value will be set. In order to create a link between a field and a variable or position, simply click on the 'Add' button and select the appropriate target from the window which will be opened. Filtering and searches can be done inside this window in order o find easily the wished variable or position. |
* '''Content''' : | * '''Content''' : | ||
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{{Tip | {{Tip | ||
| - | | Use pictures in masks in order to better illustrate the data requested in order to configure a specific [[Metis_Smart_Modeling_-_Systems|system]] or model. | + | | Use pictures in masks in order to better illustrate the data requested in order to configure a specific [[Metis_Smart_Modeling_-_Systems|system]] or [[Metis_Smart_Modeling_-_Models|model]]. |
}} | }} | ||
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It can be edited just like the “text” field from above. | It can be edited just like the “text” field from above. | ||
For example, X1 is set to 130 and Y1 to 10. | For example, X1 is set to 130 and Y1 to 10. | ||
| - | Now click on the “Link” tab. A link is made to an entry in order for Metis to use the inputted field value in a model. | + | Now click on the “Link” tab. A link is made to an entry in order for Metis to use the inputted field value in a [[Metis_Smart_Modeling_-_Models|model]]. |
Click on the “Add” button. This opens a new window where the user can link the graphic to a position or a variable. | Click on the “Add” button. This opens a new window where the user can link the graphic to a position or a variable. | ||
For example, select “[[Metis_Smart_Modeling_-_Variables|variables]]”. Search for a position, for example, "$Memory" is selected from the list. Click on confirm to continue. | For example, select “[[Metis_Smart_Modeling_-_Variables|variables]]”. Search for a position, for example, "$Memory" is selected from the list. Click on confirm to continue. | ||
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The “Up” and “Down” arrows found on the “Content” tab allow the user to sort the entries as desired. | The “Up” and “Down” arrows found on the “Content” tab allow the user to sort the entries as desired. | ||
Next, a value needs to be set according to each of the entries. For example, the three entries values are set to 2, 4, and 8 respectively. | Next, a value needs to be set according to each of the entries. For example, the three entries values are set to 2, 4, and 8 respectively. | ||
| - | Now click on the “Link” tab. A link is made to an entry in order for Metis to use the inputted field value in a model. | + | Now click on the “Link” tab. A link is made to an entry in order for Metis to use the inputted field value in a [[Metis_Smart_Modeling_-_Models|model]]. |
Click on the “Add” button. This opens a new window where the user can link the graphic to a position or a variable. | Click on the “Add” button. This opens a new window where the user can link the graphic to a position or a variable. | ||
Search for a position. | Search for a position. | ||
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For example, rename it “Available size,” then click on confirm to continue. | For example, rename it “Available size,” then click on confirm to continue. | ||
The text is now updated. | The text is now updated. | ||
| - | Now click on the “Link” tab. A link is made to an entry in order for Metis to use the inputted field value in a model. | + | Now click on the “Link” tab. A link is made to an entry in order for Metis to use the inputted field value in a [[Metis_Smart_Modeling_-_Models|model]]. |
Click on the “Add” button. This opens a new window where the user can link the graphic to a position or a variable. | Click on the “Add” button. This opens a new window where the user can link the graphic to a position or a variable. | ||
For example, select “[[Metis_Smart_Modeling_-_Variables|variables]]”. Search for a position, for example, “$SelectChoice.” | For example, select “[[Metis_Smart_Modeling_-_Variables|variables]]”. Search for a position, for example, “$SelectChoice.” | ||
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The “Up” and “Down” arrows found on the “Content” tab allow the user to sort the entries as desired. | The “Up” and “Down” arrows found on the “Content” tab allow the user to sort the entries as desired. | ||
Next, a value needs to be set according to each of the entries. For example, the three entries values are set to 2, 4, and 8 respectively. | Next, a value needs to be set according to each of the entries. For example, the three entries values are set to 2, 4, and 8 respectively. | ||
| - | Now click on the “Link” tab. A link is made to an entry in order for Metis to use the inputted field value in a model. | + | Now click on the “Link” tab. A link is made to an entry in order for Metis to use the inputted field value in a [[Metis_Smart_Modeling_-_Models|model]]. |
Click on the “Add” button. This opens a new window where the user can link the graphic to a position or a variable. | Click on the “Add” button. This opens a new window where the user can link the graphic to a position or a variable. | ||
Search for a position. | Search for a position. | ||
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{{Note | {{Note | ||
| - | | All display rules defined within a mask should be taken into account when defining the calculation rules to be executed within the model link to the mask. For example, if a check-box hides a list of options, the rules which will use the value selected in the list should first test if the check-box has been validated. | + | | All display rules defined within a mask should be taken into account when defining the calculation rules to be executed within the [[Metis_Smart_Modeling_-_Models|model]] link to the mask. For example, if a check-box hides a list of options, the rules which will use the value selected in the list should first test if the check-box has been validated. |
}} | }} | ||
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== Deleting a mask == | == Deleting a mask == | ||
| - | In the “Modeling” menu, make sure to select the “Masks” sub-menu. Select the Mask. Click on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]]. This opens a small window requesting to confirm the deletion of the selected mask. Once confirmed it will be definitively deleted and a model might not have any mask anymore. If this is the case, the model may not work anymore. | + | In the “Modeling” menu, make sure to select the “Masks” sub-menu. Select the Mask. Click on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]]. This opens a small window requesting to confirm the deletion of the selected mask. Once confirmed it will be definitively deleted and a [[Metis_Smart_Modeling_-_Models|model]] might not have any mask anymore. If this is the case, the [[Metis_Smart_Modeling_-_Models|model]] may not work anymore. |
{{Warning | {{Warning | ||
| - | | Extra care should be taken when deleting masks from Metis Smart Modeling, as entire models may be depending on it. Please verify the use of a mask before deleting it. | + | | Extra care should be taken when deleting masks from Metis Smart Modeling, as entire [[Metis_Smart_Modeling_-_Models|models]] may be depending on it. Please verify the use of a mask before deleting it. |
}} | }} | ||
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A description for the group of masks, usually a name, can be added in all of the active languages. | A description for the group of masks, usually a name, can be added in all of the active languages. | ||
* '''Help file''' | * '''Help file''' | ||
| - | A file with information about the masks contained in the group and the model can be linked to the group of masks. An icon will be displayed in Metis Smart Quotes in order for the user to view the file within the application. | + | A file with information about the masks contained in the group and the [[Metis_Smart_Modeling_-_Models|model]]can be linked to the group of masks. An icon will be displayed in Metis Smart Quotes in order for the user to view the file within the application. |
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== Linking masks to models == | == Linking masks to models == | ||
| - | A mask cannot live without being part of a model, refer to the [[ | + | A mask cannot live without being part of a model, refer to the [[Metis_Smart_Modeling_-_Models#Creating_a_new_model|section about creating and defining models]]. |