Description of the Sub-Menu Attributes
From Metis Documentation
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| - | In Metis Smart Modeling, | + | In Metis Smart Modeling, [[Metis_Smart_Modeling_-_Attributes#Attributes|Attributes]] are additional position related information which can be defined as being basically anything which should describe this position. In Metis Smart Quotes not all attributes are relevant for the End-user either because they should not be used or because they should not be modified. In the Attributes profile menu, the administrator can define and manage the attributes defined in the [[Metis_Smart_Modeling_-_Attributes | Attributes section]], as shown in the following example: |
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The attribute profiles defined in this menu can then be associated at a version level to Metis Smart Quotes users. | The attribute profiles defined in this menu can then be associated at a version level to Metis Smart Quotes users. | ||
| - | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Attributes profiles 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. Selecting a line from the result list will automatically select the corresponding entry in the main list. | |
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| The contents of the Profiles table is sorted in alphabetical order, thus it cannot be sorted. | | The contents of the Profiles table is sorted in alphabetical order, thus it cannot be sorted. | ||
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=== Adding an Attribute Profile === | === Adding an Attribute Profile === | ||
| - | + | In the '''Attribute Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Attribute Profile. When it is clicked, the '''Attribute Profile''' creation window opens, it allows to define all related information. | |
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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. | 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 two tabs: | The attribute profile window consists of two tabs: | ||
* Attribute tab: | * Attribute tab: | ||
| + | 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. The table contains the attributes available in the [[Description of the Menu Attributes | Attributes menu]]. If no attribute is selected, no attribute will be available to the Smart Quotes user. | ||
| - | + | A padlock icon might appear to indicate that the attribute has been inherited from a parent profile or version. 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. 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. | |
| - | + | Below the attribute table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | |
| - | + | * Attributes Sum tab: | |
| - | + | In this tab, all Attribute Sets defined in Metis Smart Modeling are listed and can be authorized for the Attribute Profile. The principle is the same as for basic attributes. Disabling attributes will result in them not being available in Metis Smart Quotes for model calculation and manual edition by the End-users. | |
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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 | + | Once all related mandatory and optional information have been set, the new Attribute Profile can be saved by validating the '''Attribute Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. |
| - | + | {{Note | |
| + | | As described in the [[Metis_Smart_Modeling_-_Attributes#Attributes|Attributes]] section, Attributes can also be disabled for End-user edition by setting it as "not editable" or "invisible". This still allows them to be used by the model calculation. be careful disabling Attributes in Attributes Profiles. It is preferable to use this functionality to enable or disable Attributes which only describe positions and are not used in models. For example, a specific group of users may require to have access to specific [[Metis_Smart_Modeling_-_Attributes#Attributes_Sum|Attribute Sums]], which are unuseful to another group. | ||
| + | }} | ||
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| - | To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The Attribute Profile window appears as shown in the following example: | + | |
| + | === Duplicating an 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. To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The Attribute Profile window appears as shown in the following example: | ||
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The administrator can then define the properties of the new profile (i.e. the authorized attributes an attribute sums). | The administrator can then define the properties of the new profile (i.e. the authorized attributes an attribute sums). | ||
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| + | Once all related mandatory and optional information have been set, the new Attribute Profile can be saved by validating the '''Attribute Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Editing an Attribute Profile === | === Editing an Attribute Profile === | ||
| - | + | In the '''Attribute Profiles''' 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 Attribute Profile. Selecting a Attribute Profile and clicking on it opens the '''Attribute Profile''' edition window where all related properties and information can be edited. | |
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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 Attribute Profile. Modifications applied to the selected Attribute Profile will only be saved once the Attribute Profile edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the 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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| - | + | {{Note | |
| + | | 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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=== Deleting an Attribute Profile === | === Deleting an Attribute Profile === | ||
| - | + | In the '''Attribute Profiles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Attribute Profile. Selecting a Attribute Profile and clicking on it displays the following confirmation window. | |
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If the profile has been assigned to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile. | If the profile has been assigned to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile. | ||
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| + | Once the warning is confirmed, the selected Attribute Profile is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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=== Previewing a Functionality Profile === | === Previewing a Functionality Profile === | ||
| - | + | In the '''Functionality Profiles''' 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 Functionality Profile. Selecting a Functionality Profile from the list and clicking on it opens the '''Functionality Profile''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Functionality Profile. | |
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| - | + | {{Note | |
| + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
| + | }} | ||