Description of the Sub-Menu Lists
From Metis Documentation
(→Adding content to a list) |
|||
| Line 1: | Line 1: | ||
| - | 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, the 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 | + | Metis Smart Suite enables throughout the various applications dorp-down lists displaying business or organization specific information. For example, the End-users can select an appropriate payment method in Metis Smart Quotes for all theirs offers. 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, the 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. Please refer to the [[Description_of_the_Sub-Menu_Customizing|following section]] for details on linking the list in part of the Metis Smart Suite. |
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 organize 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 drop-down list, while the list elements show up as the entries found in the drop-down list. | 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 organize 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 drop-down list, while the list elements show up as the entries found in the drop-down list. | ||
| Line 9: | Line 9: | ||
'''List Types''' | '''List Types''' | ||
| - | 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. | + | 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, only their content can be enhanced with new elements. 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. |
| - | 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. | + | List types contain lists elements. Once a list type has been created, lists elements 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. |
| Line 18: | Line 18: | ||
The lists elements table is organized into the four following columns: | The lists elements table is organized into the four following columns: | ||
| - | * '''Designation''' : Name of the list element | + | * '''Designation''' : Name of the list element |
| - | * '''Code''' : short name or code which can be added to the list element description | + | * '''Code''' : short name or code which can be added to the list element description. |
| - | * '''Quantity''' : value | + | * '''Quantity''' : value given to the list element. |
| - | * '''Default''' : | + | * '''Default''' : default list element for the selected list |
| - | * '''Old''' : mark | + | * '''Old''' : mark as not to be displayed in the list anymore |
List elements with a lock icon in front of them represent lists that were created in another version. | List elements with a lock icon in front of them represent lists that were created in another version. | ||
| + | |||
== Creating a List == | == Creating a List == | ||
| - | + | In the '''Lists''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the left-hand table allows the user/administrator to create a new List. When it is clicked, the '''List''' creation window opens, it allows to define all related information. | |
| + | |||
* '''Note visible for children versions''' : make the list type invisible to children versions | * '''Note visible for children versions''' : make the list type invisible to children versions | ||
| Line 39: | Line 41: | ||
| - | + | {{Note | |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
| + | |||
| + | Once all related mandatory and optional information have been set, the new List can be saved by validating the '''List''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
| Line 45: | Line 51: | ||
== Adding content to a list == | == Adding content to a list == | ||
| - | + | In the '''Lists''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table/list allows the user/administrator to create a new List elements. When it is clicked, the '''List Element''' creation window opens, it allows to define all related information. | |
| Line 51: | Line 57: | ||
| - | Once all | + | {{Note |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
| + | |||
| + | |||
| + | Once all related mandatory and optional information have been set, the new List can be saved by validating the '''List''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. The new List element is then listed in the selected List. | ||
| Line 64: | Line 75: | ||
| There is no limit to the number of elements a List Type can contain. | | There is no limit to the number of elements a List Type can contain. | ||
}} | }} | ||
| + | |||
| + | |||
== Modifying a List and its content == | == Modifying a List and its content == | ||
| Line 77: | Line 90: | ||
[[File:MSM-Data-Management-Lists-Edit2.png|center]] | [[File:MSM-Data-Management-Lists-Edit2.png|center]] | ||
| + | |||
| + | |||
| + | Modifications applied to the selected List or List elements will only be saved once the edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the tables displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. | ||
| Line 91: | Line 107: | ||
== Sorting the content of a List == | == Sorting the content of a List == | ||
| - | Once a couple of List Elements have been defined for a List Type, those entries can be sorted using the "Sort" button [[File: | + | Once a couple of List Elements have been defined for a List Type, those entries can be sorted using the "Sort" button [[File:MetisSmartModelingSortButton.PNG|link=]]. When a List Type is select and by click the button, a window opens allowing the administrator to define in order in which the elements should be listed when displayed in Metis Smart Suite. |
| Line 119: | Line 135: | ||
[[File:MSM_Data_Management_Lists_Delete2.png|center]] | [[File:MSM_Data_Management_Lists_Delete2.png|center]] | ||
| + | |||
| + | Once the warning is confirmed, the selected List or List element is removed from Metis Smart Suite and deleted from the Metis Database. | ||
| Line 139: | Line 157: | ||
{{Note | {{Note | ||
| - | | | + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. |
}} | }} | ||