Description of the Menu Hierarchies
From Metis Documentation
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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 | + | 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. | ||
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=== Creating a Hierarchy Group === | === Creating a Hierarchy Group === | ||
| - | + | 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. | ||
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
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| + | 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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| - | + | 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. | ||
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| + | 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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| - | + | 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. | |
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| - | + | Once the warning is confirmed, the selected Hierarchy Group is removed from Metis Smart Suite and deleted from the Metis Database. | |
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| + | === 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. | |
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[[File:MSM_Hierarchies_Hierarchy_Groups_Peview.png|center|600x400px]] | [[File:MSM_Hierarchies_Hierarchy_Groups_Peview.png|center|600x400px]] | ||
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{{Note | {{Note | ||
| - | | | + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. |
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