Description of the Sub-Menu Lists
From Metis Documentation
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| - | + | In order for the administrator to adapt the content of the application to the use in the organization, he can define both lists and list types to be used in Metis Smart Suite. Those lists can then be linked to specific windows in Metis Smart Quotes for example, thus displaying the content of the list to the end-user. For example, tzhe administrator can define a list "invoicing terms" to be selected by the Metis Smart Quotes user when creating an offer. List Types can also be added, filled and linked to other parts of the application in the same way with the use of the '''Customizing''' sub-menu found in the '''Data Management''' menu.. Pleae refer to the following section for details on linking the list in part of the Metis Smart Suite. | |
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| + | The "List" sub-menu window is split up into two tables, each having the same four action buttons, add, delete, edit, and preview. List types are used to oragnize lists into more specific categories, while list elements are used just as the contents of the list type. When linked, list types show up as the title for a dropdown list, while the list elements show up as the entries found in the dropdown list. | ||
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| + | [[File:MSM-Data-Management-Lists.png|center|600x400px]] | ||
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| + | '''List Types''' | ||
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| + | Located on the left-hand side of the screen, the list types table contains all the list types that are available for the version logged-in to. List types are organized by name under the designation field. List types with a white lock icon before them indicate that they are part of a list of Metis Smart Suite default list types, they cannot be edited or deleted. List types which are visible to child versions are denoted by a globe icon with a green downwards arrow, while list types that are not visible to child versions have a regular globe icon. | ||
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| + | List types contain lists. Once a list type has been created, lists can then be created and added to the list type by selecting the desired list type and using the add button above the list table. | ||
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| + | '''List Elements''' | ||
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| + | The lists elements table is organized into the four following columns: | ||
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| + | * '''Designation''' : Name of the list element in all available languages | ||
| + | * '''Code''' : short name or code which can be added to the list element description. The filed is limited to a maximum of 10 characters. | ||
| + | * '''Quantity''' : value which can be added to the list element in order to be used by the application. The field is limited to a maximum value of 9,999 | ||
| + | * '''Default''' : the current list element will be set as default and pre-selected in the list when used. | ||
| + | * '''Old''' : mark a list element as "old" in order for it not to be displayed in the list anymore, but be still available for old offer where it was used. | ||
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| + | List elements with a lock icon in front of them represent lists that were created in another version. | ||
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== Creating a List == | == Creating a List == | ||
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| + | The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the List Types table allows the user to add a new list type to Metis Smart Suite. When the it is clicked, the '''List Type''' window opens. The user must enter a name for the list type in the text field given and has two options : | ||
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| + | * '''Note visible for children versions''' : make the list type invisible to children versions | ||
| + | * '''Display only the content of the logged version''' : hide list elements which were inherited form parent versions. | ||
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| + | [[File:MSM-Data-Management-Lists-Add1.png|center]] | ||
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| + | Once the window validated, the new List Type is saved in the Metis Smart Suite Database. | ||
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== Adding content to a list == | == Adding content to a list == | ||
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| + | The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the List Elements table allows the user to add a new list Element to the selected List Type. When it is clicked, the '''List''' window opens where the user must enter at least a name in one of languages listed for the new list element in the designation table, the other fields are optional. | ||
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| + | [[File:MSM_Data_Management_Lists_Add2.png|center|600x400px]] | ||
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| + | Once all required information defined, validating the window saves the new List Elements in the select List Type. | ||
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| + | {{Note | ||
| + | | There is no limit to the number of elements a List Type can contain. | ||
| + | }} | ||
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== Modifying a List and its content == | == Modifying a List and its content == | ||
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| + | Both List Types and List Elements which don't show a lock can be modified by the administrator. For either of them the use of the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to modify the name of the list type along with its option and the List Element also with its option. | ||
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| + | [[File:MSM-Data-Management-Lists-Edit1.png|center]] | ||
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| + | Selecting a List Type and clicking on the button opens the '''List Type''' window; and the the '''List''' window when using the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]]. | ||
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| + | [[File:MSM-Data-Management-Lists-Edit2.png|center]] | ||
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| + | {{Note | ||
| + | | When trying to modify a locked List Type or Element, the following message is displayed. | ||
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| + | [[File:MSM-Data-Management-Lists-Edit1-No.png|center]] | ||
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| + | }} | ||
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== Deleting a List and/or its content == | == Deleting a List and/or its content == | ||
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| + | Both List Types and List Elements which don't show a lock can be deletd by the administrator. For either of them the use of the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] allows the user to remove the select object from the database. | ||
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| + | [[File:MSM_Data_Management_Lists_Delete1.png|center]] | ||
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| + | Selecting a List Type and clicking on the button opens confirmation window which needs to be validate in order for the object to be completely remove from the database. | ||
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| + | [[File:MSM_Data_Management_Lists_Delete2.png|center]] | ||
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| + | == Previewing a List and/or its content == | ||
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| + | All List Types and List Elements can be previewed by the administrator. For either of them the use of the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] allows the user to visualize the select object along with all its properties. | ||
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| + | [[File:MSM_Data_Management_Lists_Preview1.png|center]] | ||
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| + | Selecting a List Type and clicking on the button opens confirmation window which needs to be validate in order for the object to be completely remove from the database. | ||
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| + | [[File:MSM_Data_Management_Lists_Preview2.png|center]] | ||
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| + | {{Note | ||
| + | | It is not possible to edit the properties of the list type in the '''Preview''' list type window. This must be done with the '''Edit''' button. | ||
| + | }} | ||