Description of the Sub-Menu Customizing
From Metis Documentation
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| - | + | The customizing sub-menu enables administrators to customize both Smart Quotes and Smart Modeling by creating new fields for default windows. The purpose of these fields are subjective to the user which may choose from a variety of different functionalities. For example, the user could add a field in Smart Quotes titled "Offer Deadline" which would appear in the position specified by the user. The end user would click on an icon in the field opening a calendar where the "Offer Deadline" date could be chosen. | |
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| + | == Adding a Customized Field == | ||
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| + | To begin creating a new customization, the user must select where in Smart Quotes or Smart Modeling they would like to create a new field. The table on the left-hand side lists the different categories that can be customized with a new field. | ||
| + | Once a category has been selected and is currently highlighted, the user may then click on the '''Add''' button to start the process. | ||
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| + | Selecting a category from the left-hand table changes what is shown in the table to the right. This table displays existing customizations organized by sections. | ||
| + | These sections listed in this table are all the possible section choices the user has when deciding where to place a new customization. | ||
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| + | When adding new customizations to both Smart Quotes and Smart Modeling, the user will have to restart the application for the changes to take effect. | ||
The '''Add''' button allows the user to add a new customization. When the '''Add''' button is clicked, a window opens where the user must choose the type of customization between either '''Standard Custom Item''' and '''Searchable Custom Item'''. | The '''Add''' button allows the user to add a new customization. When the '''Add''' button is clicked, a window opens where the user must choose the type of customization between either '''Standard Custom Item''' and '''Searchable Custom Item'''. | ||
| - | The difference between the two is that a searchable custom is just like a | + | The difference between the two is that a searchable custom is just like a standard custom item except for the fact that once created, in addition to creating a field for the customization, a search criteria field is also added to the search section found on the left of window in Smart Quotes. |
After choosing the desired item and confirming, the window '''Custom Item - (designation)''' window will open with the word designation being replaced with whichever designation was previously chosen. | After choosing the desired item and confirming, the window '''Custom Item - (designation)''' window will open with the word designation being replaced with whichever designation was previously chosen. | ||
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| + | == Modifying a Customized Field == | ||
| + | [screenshot of the edit customization window] | ||
| + | The '''Edit''' button allows the user to modify the properties of a customization. | ||
| + | Selecting a customization and clicking on the '''Edit''' button opens the '''Customization''' window. Every field that was available when creating a new customization can now be edited in this window, such as the item name, type, and option. | ||
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| - | + | ==Sorting Customized Field== | |
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[screenshot of how the sort button works with customizations and sections] | [screenshot of how the sort button works with customizations and sections] | ||
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This order presented in the table below is important because it reflects absolutely the order of how the customizations are later presented in either Smart Quotes or Smart Modeling. | This order presented in the table below is important because it reflects absolutely the order of how the customizations are later presented in either Smart Quotes or Smart Modeling. | ||
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