Metis Smart Modeling - Attributes
From Metis Documentation
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== Attributes Sets == | == Attributes Sets == | ||
| - | As described above for | + | As described above for Attributes, each position can hold a single value for each attribute. In some cases, it might be relevant for one position to have different attribute values depending on the system in which it is used. Attribute Sets can also be used to set identical values to attributes in sets. If no values have been set specifically to the position, it will take the value defined in the attributes set. |
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| - | Attribute Sets can also be used to set identical values to attributes in sets. If no values have been set specifically to the position, it will take the value defined in the attributes set. | + | |
In the Attributes Set sub-menu, the user can define groups of positions which will inherit the same attribute values and can be made specific to systems. | In the Attributes Set sub-menu, the user can define groups of positions which will inherit the same attribute values and can be made specific to systems. | ||
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| - | On the left-hand side of the window, a '''Search''' feature is found. | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Attribute Sets 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 table. |
| - | === Creating an | + | === Creating an Attribute Set === |
| - | + | In the '''Attribute Sets''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Attribute Set. When it is clicked, the '''Attribute Set''' creation window opens, it allows to define all related information. | |
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| - | * '''Description''': This table allows to enter the name of the Attribute Set in any of the | + | * '''Description''': This table allows to enter the name of the Attribute Set in any of the available languages. |
* ''' Values''': This table displays the list of all active Attributes in the current version (name and unit). The Value column allow to enter the value which should be linked to the specific Attribute for this Set. | * ''' Values''': This table displays the list of all active Attributes in the current version (name and unit). The Value column allow to enter the value which should be linked to the specific Attribute for this Set. | ||
| - | In the next tab, the '''Material table''' | + | In the next tab, the '''Material table''' shows and allows to define the [[Description_of_the_Menu_Positions|Positions]] which have to be included in the Set. As described above, once the positions listed here will be used in an offer in Metis Smart Quotes, the values stored in this Set will be used as the values for the attributes. |
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| - | In order to add positions to the list, click on the "Add" button [[File:MetisSmartModelingPLUSButton.PNG|link=]] on the right of the table. This brings up a new window where | + | In order to add positions to the list, click on the "Add" button [[File:MetisSmartModelingPLUSButton.PNG|link=]] on the right of the table. This brings up a new window where positions can be filtered and marked as having to be added to the list of linked positions. The selection is defined in the Attribute Set once the position selection window is validated. |
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| - | Here | + | Here available Systems in which the Attribute Set should be active can be marked. Simply tick the check-box on the far left of the table to enable the Attribute Set for the system in the list. Untick to disable. |
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
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| + | Once all related mandatory and optional information have been set, the new Attribute Set can be saved by validating the '''Attribute Set''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
=== Modifying an attribute set === | === Modifying an attribute set === | ||
| - | + | In the '''Attribute Sets''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Attribute Set. Selecting a Attribute Set and clicking on it opens the '''Attribute Set''' edition window where all related properties and information can be edited. | |
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| - | For | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Attribute Set. Modifications applied to the selected Attribute Set will only be saved once the Attribute Set edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. |
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=== Deleting an Attribute Set === | === Deleting an Attribute Set === | ||
| - | + | In the '''Attribute Sets''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Attribute Set. Selecting one or more Attribute Sets and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Attribute Set is removed from Metis Smart Suite and deleted from the Metis Database. | |
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=== Previewing an Attribute Set === | === Previewing an Attribute Set === | ||
| - | + | In the '''Attribute Set''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected Attribute Set. Selecting a Attribute Set from the table and clicking on it opens the '''Attribute Set''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Attribute Set. | |
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{{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. |
}} | }} | ||
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| - | In Metis Smart Quotes the End-User will be able to select the Attribute Sum to be displayed in the application. Selecting one will display the various list as columns and | + | In Metis Smart Quotes the End-User will be able to select the Attribute Sum to be displayed in the application. Selecting one will display the various list as columns and place the define sum inside on the line corresponding to the position. |
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| - | On the left-hand side of the window, a '''Search''' feature is found. | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Attribute Sums 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 in the main list. |
=== Creating an Attributes Sum === | === Creating an Attributes Sum === | ||
| - | + | In the '''Attributes Sums''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Attributes Sum. When it is clicked, the '''Attributes Sum''' creation window opens, it allows to define all related information. In the top third of the window the designation and the description field allow to qualify the Attribute Sum. | |
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| - | The lower part of the window is made of 6 tabs named "Col 1" to "6" which represent the 6 possible columns which can be displayed in Metis Smart Quotes. Each of the tab allows to define the list of Attributes which will be used to create the addition and a name given to the column. In the Description fields, a name can be given to the column in all available languages. It will be displayed in Metis Smart Quotes as a column header in the | + | The lower part of the window is made of 6 tabs named "Col 1" to "6" which represent the 6 possible columns which can be displayed in Metis Smart Quotes. Each of the tab allows to define the list of Attributes which will be used to create the addition and a name given to the column. In the Description fields, a name can be given to the column in all available languages. It will be displayed in Metis Smart Quotes as a column header in the table displaying the Attribute Sum. Adding Attributes to the column is done by using the "Add" [[File:MetisSmartModelingPLUSButton.PNG|link=]] button on the top of the lower table, which opens a new window allowing the user to select the Attributes to be used. |
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| - | + | An Attribute can be removed from a column of an Attribute Sum simply by selecting it and using the "Delete" [[File:MetisSmartModelingMINUSButton.PNG|link=]] button on top of the lower table. | |
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
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| + | Once all related mandatory and optional information have been set, the new Attributes Sum can be saved by validating the '''Attributes Sum''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying an Attributes Sum === | === Modifying an Attributes Sum === | ||
| - | + | In the '''Attributes Sums''' 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 Attributes Sum. Selecting a Attributes Sum and clicking on it opens the '''Attributes Sum''' edition window where all related properties and information can be edited. | |
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| - | For | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Attributes Sum. Modifications applied to the selected Attributes Sum will only be saved once the Attributes Sum edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. |
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{{Warning | {{Warning | ||
| - | | No confirmation is required before deleting an | + | | No confirmation is required before deleting an Attribute from the list. If a mistake occurs when editing an Attribute Sum, either replace the deleted Attribute or cancel the edition of the Attribute Sum. |
}} | }} | ||
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=== Deleting an Attributes Sum === | === Deleting an Attributes Sum === | ||
| - | + | In the '''Attributes Sum''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Attributes Sum. Selecting one or more Attributes Sum and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Attributes Sum is removed from Metis Smart Suite and deleted from the Metis Database. | |
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=== Previewing an Attributes Sum === | === Previewing an Attributes Sum === | ||
| - | + | In the '''Attributes Sums''' 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 Attributes Sum. Selecting a Attributes Sum from the table/list and clicking on it opens the '''Attributes Sum''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Attributes Sum. | |
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{{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. |
}} | }} | ||
== Difficulty Values == | == Difficulty Values == | ||
| - | Based on the Difficulty Levels, the Difficulty Values are the effective "factors" to be applied to attributes. When creating such Values, the User can define on what the Value should be applied. Basically he can define if this "factor" should be applied to all available systems or to specific one; for all models or a specific one; for all attributes or a specific one. In the Difficulty Values sub-menu, Metis Smart Modeling displays a table listing all defined Difficulty Values. The table shows for each entry the System, Model Type and attribute on which the value is applied. It also show the Difficulty Level which holds the listed Value and the percentage to be applied. | + | Based on the Difficulty Levels, the Difficulty Values are the effective "factors" to be applied to attributes. When creating such Values, the User can define on what the Value should be applied. Basically he can define if this "factor" should be applied to all available systems or to a specific one; for all models or a specific one; for all attributes or a specific one. In the Difficulty Values sub-menu, Metis Smart Modeling displays a table listing all defined Difficulty Values. The table shows for each entry the System, Model Type and attribute on which the value is applied. It also show the Difficulty Level which holds the listed Value and the percentage to be applied. |
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=== Creating a Difficulty Values === | === Creating a Difficulty Values === | ||
| - | + | In the '''Difficulty Values''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table/list allows the user/administrator to create a new Difficulty Value. When it is clicked, the '''Difficulty Value''' creation window opens, it allows to define all related information. | |
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| - | Once all | + | {{Note |
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
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| + | Once all related mandatory and optional information have been set, the new ... can be saved by validating the '''Difficulty Value''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| Please define a difficulty Level before creating any Difficulty Value, as the field is mandatory in the definition of a difficulty Value. | | Please define a difficulty Level before creating any Difficulty Value, as the field is mandatory in the definition of a difficulty Value. | ||
}} | }} | ||
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=== Modifying a Difficulty Values === | === Modifying a Difficulty Values === | ||
| - | + | In the '''Difficulty Values''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Difficulty Value. Selecting a Difficulty Value and clicking on it opens the '''Difficulty Value''' edition window where all related properties and information can be edited. | |
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| - | For | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Difficulty Value. Modifications applied to the selected Difficulty Value will only be saved once the Difficulty Value edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. |
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=== Deleting a Difficulty Values === | === Deleting a Difficulty Values === | ||
| - | + | In the '''Difficulty Value''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Difficulty Value. Selecting one or more Difficulty Value and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Difficulty Value is removed from Metis Smart Suite and deleted from the Metis Database. | |
== Difficulty Levels == | == Difficulty Levels == | ||
| - | In Metis Smart Suite, Difficulty Levels are objects which allows to pack Difficulty Values. These levels allow to User to define "factors" which will be applied on Attributes to raise its value when in an offer. For example, creating a Difficulty Level for "Installation" will allow the end-User to raise to complexity of installing the offered system or product on the customer's site. | + | In Metis Smart Suite, Difficulty Levels are objects which allows to pack Difficulty Values. These levels allow to User to define "factors" which will be applied on Attributes to raise its value when in an offer. For example, creating a Difficulty Level for "Installation" will allow the end-User to raise to complexity of installing the offered system or product on the customer's site by defining corresponding Difficulty Values. |
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| - | On the left-hand side of the window, a '''Search''' feature is found. | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Difficulty Levels 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. |
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=== Creating a Difficulty Level === | === Creating a Difficulty Level === | ||
| - | + | In the '''Difficulty Levels''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Difficulty Level. When it is clicked, the '''Difficulty Level''' creation window opens, it allows to define all related information. | |
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| - | In the top part of the window the User has to provide a name for the new Difficulty Level. This name can be provided in all languages available for the current version. The lower part is | + | In the top part of the window the User has to provide a name for the new Difficulty Level. This name can be provided in all languages available for the current version. The lower part is a large picture preview field. By clicking on it, an image selection window opens and allows to select the [[Description_of_the_Sub-Menu_Cliparts | Clipart]] to be linked to the Difficulty Level. |
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This window lists and shows all the clip-arts imported and defined as being available for statuses. If no proper image is available, the User can add a new picture to Metis Smart Suite simply by using the "Add" button [[File:MetisSmartModelingPLUSButton.PNG|link=]]. This will bring up a MS Windows Explorer window which enable the User to select a pictures form his computer. In order to set the picture for the new Difficulty Level, the User has to double-click on the image. It will then appear in the '''Difficulty Level''' window. Validating this last window will save the new Difficulty Level in Metis Smart Modeling. It can then be used as a container for Difficulty Values. | This window lists and shows all the clip-arts imported and defined as being available for statuses. If no proper image is available, the User can add a new picture to Metis Smart Suite simply by using the "Add" button [[File:MetisSmartModelingPLUSButton.PNG|link=]]. This will bring up a MS Windows Explorer window which enable the User to select a pictures form his computer. In order to set the picture for the new Difficulty Level, the User has to double-click on the image. It will then appear in the '''Difficulty Level''' window. Validating this last window will save the new Difficulty Level in Metis Smart Modeling. It can then be used as a container for Difficulty Values. | ||
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| + | {{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 Difficulty Level can be saved by validating the '''Difficulty Level''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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=== Modifying a Difficulty Level === | === Modifying a Difficulty Level === | ||
| - | + | In the '''Difficulty Levels''' 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 Difficulty Level. Selecting a Difficulty Level and clicking on it opens the '''Difficulty Level''' edition window where all related properties and information can be edited. | |
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| - | For | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Difficulty Level. Modifications applied to the selected Difficulty Level will only be saved once the Difficulty Level edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window. |
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=== Deleting a Difficulty Level === | === Deleting a Difficulty Level === | ||
| - | + | In the '''Difficulty Levels''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Difficulty Level. Selecting a Difficulty Level and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Difficulty Level is removed from Metis Smart Suite and deleted from the Metis Database. | |
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=== Previewing an Difficulty Level === | === Previewing an Difficulty Level === | ||
| - | + | In the '''Difficulty Levels''' 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 Difficulty Level. Selecting a Difficulty Level from the table/list and clicking on it opens the '''Difficulty Level''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Difficulty Level. | |
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{{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. |
}} | }} | ||