Description of the Sub-Menu Attributes
From Metis Documentation
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| - | + | In this menu, the administrator can define and manage the attributes, as shown in the following example: | |
| - | + | [Screenshot of the Profiles / Attributes screen] | |
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| - | === Deleting a Attribute | + | Attributes are additional settings which apply to a position (e.g. weight, power consumption, installation time etc.). |
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| + | The attribute profiles defined in this menu can then be associated at a version level to Metis Smart Quotes users, as shown in the following examples: | ||
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| + | [Screenshot of the Versions + Edit a Version + Profiles + Focus on Attribute field] | ||
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| + | [Screenshot of the Profiles + Profile Group + Focus on the 2 Attribute fields] | ||
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| + | [Screenshot of the Smart Quotes + Price + Edit Material List + Edit upon selection of a position + Focus on the Attributes] | ||
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| + | The left hand part of the Attributes window allows the administrator to search for an attribute profile by its profile name; the full profile name is not necessary. The administrator can enter some characters and the search function returns all the entries that contain the entered characters. The search results are listed under the '''Search''' button, as shown in the following example: | ||
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| + | [Screenshot of the Profiles / Attributes screen + screenshot with some search results (ex. profile) & button greyed] | ||
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| + | After a search, the search button is greyed out until the search criterion is modified. | ||
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| + | If the administrator selects an entry in the search result, the profile is automatically selected in the Profiles table. | ||
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| + | The attributes profiles table consist of two columns: | ||
| + | * the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted nor its properties edited. Only an administrator of the parent version can delete the profile or edit its properties. | ||
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| + | * the second column contains the designation of the profile. | ||
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| + | The contents of the Profiles table is sorted in alphabetical order. | ||
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| + | === Adding an Attribute Profile === | ||
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| + | To create a new profile, the administrator clicks on the '''Add''' button. The attribute profile window appears as shown in the following example: | ||
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| + | [Screenshot of the empty Attribute Profile window] | ||
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| + | The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. | ||
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| + | The attribute profile window consists of the Attribute tab: | ||
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| + | In this tab, at least one attribute must be selected for the Metis Smart Quotes user to have attributes. Selecting attributes for positions and not mandatory; a position can have zero attributes associated to it. | ||
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| + | The table contains the attributes available in the [[Description of the Menu Attributes | Attributes menu]]. | ||
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| + | If no attribute is selected, no attribute will be available to the Smart Quotes user. | ||
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| + | A padlock icon might appear to indicate that the attribute has been inherited. | ||
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| + | By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized attributes first, then the unauthorized ones. The reverse order is also possible. | ||
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| + | By clicking on the header of the '''Attribute''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for an attribute by clicking on the magnifying glass icon. | ||
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| + | Below the attribute table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | ||
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| + | === Deleting an Attribute Profile === | ||
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| + | The administrator can delete an attribute profile by selecting it and then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example: | ||
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| + | [Screenshot of the confirmation pop-up window] | ||
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| + | If the profile has been attributed to some versions and some profile groups, the confirmation window indicates the number of versions and profile groups using this profile. | ||
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| + | To delete the profile, click on the ''Yes'' button. | ||
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| + | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | ||
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| + | '''Note:''' The administrator cannot select several profiles at the same time. | ||
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| + | === Editing an Attribute Profile === | ||
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| + | Selecting a profile and clicking on the ''Edit'' button displays the properties of the profile, as shown in the following example: | ||
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| + | [Screenshot of an attribute profile] | ||
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| + | If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears. | ||
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| + | The administrator can edit the profile name and the authorized attributes. | ||
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| + | === Previewing a Functionality Profile === | ||
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| + | Selecting a profile and clicking on the ''Preview'' button displays the properties of the profile, as shown in the following example: | ||
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| + | [Same screenshot as in the Edit] | ||
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| + | The properties of a profile consist of: | ||
| + | * the profile name | ||
| + | * the authorized attributes | ||
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| + | The properties are not editable. | ||
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| + | === Creating a Duplicate Attribute Profile === | ||
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| + | To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. | ||
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| + | To do so, the administrator must select a profile and then click on the '''Duplicate''' button. The Attribute Profile window appears as shown in the following example: | ||
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| + | [Same screenshot as in the Edit] | ||
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| + | By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile. | ||
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| + | The administrator can then define the properties of the new profile (i.e. the authorized attributes). | ||