Description of the Sub-Menu Variants
From Metis Documentation
(Creation of the page) |
|||
| Line 1: | Line 1: | ||
| - | + | In Metis Smart Suite, [[Description_of_the_Menu_Positions#Variants_2|Variants]] can be defined to automatically replace a specific position with another one when the first is used in a an offer based market aspects. In the Variants Profile menu, the administrator can define and manage the variants, as shown in the following example: | |
| + | |||
| + | |||
| + | [[File:MSM_Profiles_Variant.png|center|600x400px]] | ||
| + | |||
| + | |||
| + | The variant profiles defined in this menu can then be attributed at a version level and to the 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 variant 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. | ||
| + | |||
| + | |||
| + | The variants profiles table consist of two columns: | ||
| + | * the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted nor its properties edited. Only an administrator of the parent version can delete the profile or edit its properties. | ||
| + | |||
| + | * the second column contains the designation of the profile. | ||
| + | |||
| + | |||
| + | The contents of the Profiles table is sorted alphabetically. It cannot be modified. | ||
| + | |||
| + | |||
| + | |||
| + | === Adding a Variant Profile === | ||
| + | |||
| + | In the '''Variant Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Variant Profile. When it is clicked, the '''Variant Profile''' creation window opens, it allows to define all related information. | ||
| + | |||
| + | |||
| + | [[File:MSM_Profiles_Variant_Add.png|center|600x400px]] | ||
| + | |||
| + | |||
| + | The properties of a Variant Profile consist of the profile name and the authorized variants. 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 variant profile table contains the variants that have been '''imported''' and made available for the version. | ||
| + | |||
| + | |||
| + | {{Note | ||
| + | | If no variant is selected, no variant is available to the Smart Quotes user. | ||
| + | }} | ||
| + | |||
| + | |||
| + | A padlock icon might appear to indicate that the variant has been inherited. By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized variants first, then the unauthorized ones. The reverse order is also possible. By clicking on the header of the '''Variants''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a variant by clicking on the magnifying glass icon. | ||
| + | |||
| + | |||
| + | Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | ||
| + | |||
| + | |||
| + | {{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 Variant Profile can be saved by validating the '''Variant Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
| + | |||
| + | |||
| + | |||
| + | === Creating a Duplicate Variant Profile === | ||
| + | |||
| + | 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 Variant Profile window appears as shown in the following example: | ||
| + | |||
| + | |||
| + | [[File:MSM_Profiles_Variant_Edit.png|center|600x400px]] | ||
| + | |||
| + | |||
| + | By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile. | ||
| + | |||
| + | Once all related mandatory and optional information have been set, the new Variant Profile can be saved by validating the '''Variant Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
| + | |||
| + | |||
| + | === Editing a Variant Profile === | ||
| + | |||
| + | In the '''Variant 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 Variant Profile. Selecting a Variant Profile and clicking on it opens the '''Variant Profile''' edition window where all related properties and information can be edited. | ||
| + | |||
| + | |||
| + | [[File:MSM_Profiles_Variant_Edit.png|center|600x400px]] | ||
| + | |||
| + | |||
| + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Variant Profile. Modifications applied to the selected Variant Profile will only be saved once the Variant 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. | ||
| + | |||
| + | |||
| + | 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. | ||
| + | |||
| + | |||
| + | |||
| + | === Deleting a Variant Profile === | ||
| + | |||
| + | In the '''Variant Profiles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Variant Profile. Selecting a Variant Profile and clicking on it displays the following confirmation window. | ||
| + | |||
| + | |||
| + | [[File:MSM_Profiles_Variant_Delete.png|center]] | ||
| + | |||
| + | |||
| + | 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. | ||
| + | |||
| + | |||
| + | Once the warning is confirmed, the selected Variant Profile is removed from Metis Smart Suite and deleted from the Metis Database. | ||
| + | |||
| + | |||
| + | {{Note | ||
| + | | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | ||
| + | }} | ||
| + | |||
| + | |||
| + | |||
| + | === Previewing a Variant Profile === | ||
| + | |||
| + | In the '''Variant 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 Variant Profile. Selecting a Variant Profile from the list and clicking on it opens the '''Variant 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 Variant Profile. | ||
| + | |||
| + | |||
| + | [[File:MSM_Profiles_Variant_Preview.png|center|600x400px]] | ||
| + | |||
| + | |||
| + | {{Note | ||
| + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
| + | }} | ||