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. | 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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| + | [[File:MSM_Data_Management_Customizing.png|center|600x400px]] | ||
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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 customized field. | ||
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===Field Types and Options=== | ===Field Types and Options=== | ||
| - | The different types of customizations are listed table below. Most types have several different input options, such as the Boolean type customization having inputs of being either "0 or 1", "Yes or No" or "True or False" for example. Types with no options visible have only one type of input permitted for the customization which is most often unique to that customization. The option input may differ between customization types from being a choice from a | + | The different types of customizations are listed table below. Most types have several different input options, such as the Boolean type customization having inputs of being either "0 or 1", "Yes or No" or "True or False" for example. Types with no options visible have only one type of input permitted for the customization which is most often unique to that customization. The option input may differ between customization types from being a choice from a drop-down list to the selection of a certain file or folder from the windows explorer. |
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'''Boolean''' | '''Boolean''' | ||
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| - | Creates a basic type of customization having only two possible outcomes, such as '''True''' or '''False'''. The following are all the available | + | Creates a basic type of customization having only two possible outcomes, such as '''True''' or '''False'''. The following are all the available Boolean type options available for displaying the value of the customized field: |
*0 / 1 | *0 / 1 | ||
*Yes / No | *Yes / No | ||
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== Adding a Customized Field == | == Adding a Customized Field == | ||
| - | 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 | + | 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 parts 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 [[File:MetisSmartModelingAddButton.PNG|link=]] to start the process. |
| - | Once a category has been selected and is currently highlighted, the user may then click on the | + | |
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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. | + | {{Note |
| + | | 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. | ||
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| - | The | + | The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] allows the user to add a new customization. When the it is clicked, a window opens where the user must choose the type of customization between either '''Standard Custom Item''' and '''Searchable Custom Item'''. |
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| - | + | [[File:MSM_Data_Management_Customizing_Add.png|center]] | |
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| - | + | 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 where designation is replaced with whichever designation (application part) was previously chosen. | |
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| - | + | [[File:MSM_Data_Management_Customizing_Add_Standar_cust_item.png|center|600x400px]] | |
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| - | + | The window contains the following fields, checkboxes and radio buttons to define the new field: | |
| - | * Type | + | * '''Item Name''' : name given to the new field. |
| + | * '''Code''' : additional reference to the field. | ||
| + | * '''Section''' : certain windows have multiple sections each with different fields. This dropdown list presents the available sections which the user may select. If nothing is listed, the window has only one section. | ||
| + | * '''Public''' : allows child versions to see the new field. | ||
| + | * '''Statistics''' : the data from this customization is saved and can be later used and viewed statically in excel for example. | ||
| + | * '''Keep the value if duplicated''' : only applicable when duplicating items. For example, the user has added several customizations to an offer. He wants that when duplicating the offer, the values associated with these customizations are also duplicated. | ||
| + | * '''Mandatory field''' : field is set as mandatory, and will be represented in bold text and/or with a red arrow before it. | ||
| + | * '''Description''' : simple description of the field that the user may choose to add. This is the text which will be displayed in the application if entered, otherwise the Item Name will be used. | ||
| + | * '''Type''' : field type can be selected. Please refer to the list above for reference. | ||
| + | * '''Option''' : option linked to the selected type for the field. Please refer to the list above for reference. | ||
| - | + | Once all necessary information provided, the new field will be saved when the window is validated. It will then be placed in the appropriate part of the selected designation. | |
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== Modifying a Customized Field == | == Modifying a Customized Field == | ||
| - | [ | + | The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to modify the properties of a Customized Field. Selecting a customization and clicking on it opens the '''Customization''' window. Every setting which was available when creating a new customization can now be edited in this window, such as the item name, type, and options. |
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| - | + | [[File:MSM_Data_Management_Customizing_Edit.png|center|600x400px]] | |
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| + | When all modifications are edited, the changes will be saved once the window is validated. | ||
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| + | {{Note | ||
| + | | When modifying a Customized Field for either Smart Quotes or Smart Modeling, the user will have to restart the application for the changes to take effect. | ||
| + | }} | ||
==Sorting Customized Field== | ==Sorting Customized Field== | ||
| - | [ | + | The "Sort" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]] allows the user to change the order of how the different customizations are shown in the table below. This order is important because it reflects exactly the order of how the customizations are later presented in either Smart Quotes or Smart Modeling. |
| - | + | When clicking the button, the sorting window opens. It allows the administrator to define the order in which the custom Field are displayed both in the table and in the applications they are intended. Sorting is by selecting an item and moving it up and down with the green arrows on the right of the table. | |
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| + | [[File:MSM-Data-Management-Customizing-Sort.png|center]] | ||
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| - | + | Once the order is set, it can be saved by validating the window. | |
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| + | {{Note | ||
| + | | When modifying the order of Customized Fields for either Smart Quotes or Smart Modeling, the user will have to restart the application for the changes to take effect. | ||
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| + | == Deleting a Customized Field == | ||
| - | Multiple customizations may be selected and deleted together. | + | The '''Delete''' button allows the user to delete an existing customization. Multiple customizations may be selected and deleted together. |
When deleting a customization, the following pop-up window appears: | When deleting a customization, the following pop-up window appears: | ||