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Metis Smart Modeling - Masks - Metis Documentation

Metis Smart Modeling - Masks

From Metis Documentation

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(Rectangles)
(Working with Groups of masks)
 
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Description of the different functionalities and their impact on the other windows/menus of Metis.
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In Metis Smart Modeling, masks are one of the key elements of the modelisation. Masks are defined in terms of layout and functionnalities in Metis Smart Modeling and are then used in Metis Smart Quote for the users to define input values which will be then be used by the [[Metis_Smart_Modeling_-_Models|models]] (logical part) to generate positions in an offer.
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== What is a mask? ==
 
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In Metis Smart Modeling, masks are one of the building blocks of the modelisation. Masks are defined in terms of layout and functionnalities in Metis Smart Modeling and are then used in Metis Smart Quote for the users to define input values which will be then be used by the [[Metis_Smart_Modeling_-_Models|models]] (logical part) to generate positions in an offer.
 
Masks are defined in Metis Smart Modeling under the masks sub-menu.
Masks are defined in Metis Smart Modeling under the masks sub-menu.
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== How is it used? ==
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Masks are the building blocks of a [[Metis_Smart_Modeling_-_Models|model]] which allow users to input value in order to influence the result of the [[Metis_Smart_Modeling_-_Models|model]] calculation ([[Metis_Smart_Modeling_-_Rules|rules]]). This element can be used in the "material" and "service" [[Metis_Smart_Modeling_-_Models|model]] and will be displayed in Metis Smart Quotes under the "Design" section of an offer. They will allow the Metis Smart Quotes user to easily configure the selected [[Metis_Smart_Modeling_-_Systems|system]].
Masks are the building blocks of a [[Metis_Smart_Modeling_-_Models|model]] which allow users to input value in order to influence the result of the [[Metis_Smart_Modeling_-_Models|model]] calculation ([[Metis_Smart_Modeling_-_Rules|rules]]). This element can be used in the "material" and "service" [[Metis_Smart_Modeling_-_Models|model]] and will be displayed in Metis Smart Quotes under the "Design" section of an offer. They will allow the Metis Smart Quotes user to easily configure the selected [[Metis_Smart_Modeling_-_Systems|system]].
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Link to Metis Smart Quote
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== Consideration linked to using and defining masks ==
== Consideration linked to using and defining masks ==
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When planning the design of a mask, or simply creating one, it is very important to consider the equipment used in throughout the organization. The most relevant aspect is the screen size of the machine used. Each screen has its own maximum resolution. For example, the sizes most commonly found nowadays are either 1280 x 800 or 1378 x 768. This means that the average width of the screens is around 1300. This should be taken into account when defining the width of the mask. It doesn't means that the designer building the masks will have to make calculation to check whether the mask will fit on the most common screens but that he should pay attention its own screen size, so that if his is above average, he keeps in mind that his users will have smaller screens.
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When planning the design of a mask, or simply creating one, it is very important to consider the equipment used throughout the organization. The most relevant aspect is the screen size of the machines used. Each screen has its own maximum resolution. For example, the sizes most commonly found nowadays are either 1280 x 800 or 1378 x 768. This means that the average width of the screens is around 1300. This should be taken into account when defining the width of the mask. It doesn't means that the designer building the masks will have to make calculation to check whether the mask will fit on the most common screens but that he should pay attention its own screen size, so that if his is above average, he keeps in mind that his users will have smaller screens.
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Another aspect to the size of a masks is its length. Metis allows for the designer of a mask to make it about as tall as he wants. This is very useful when the information related to a set of parameter should not be split into several masks. But Metis also enable the creation of group of masks which have as a main goal to provide the designer with the possibility to created sets of masks related to a similar "subject" and structure them into tabs. Thus it is relevant to think about the size of one mask before designing it, as it could be a long one or one which is split into tabs.
Another aspect to the size of a masks is its length. Metis allows for the designer of a mask to make it about as tall as he wants. This is very useful when the information related to a set of parameter should not be split into several masks. But Metis also enable the creation of group of masks which have as a main goal to provide the designer with the possibility to created sets of masks related to a similar "subject" and structure them into tabs. Thus it is relevant to think about the size of one mask before designing it, as it could be a long one or one which is split into tabs.
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== Creating a mask ==
 
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In the “Modeling” menu, make sure to select the “Masks” sub-menu.
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Click on “Add" [[File:MetisSmartModelingAddButton.PNG|link=]].
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== Creating a Mask ==
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This opens a window asking which type of mask to create, a selection can done between a "simple" mask and a Group of masks. Select “Mask,” and confirm.
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A mask designer window opens and the first settings can be provided.
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In the '''Masks''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Mask. When it is clicked, a window opens asking which type of mask to create, a selection can done between a "simple" mask and a Group of masks. Select “Mask,” and confirm.
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A pop-up window also opens in which the name of the mask must be defined.
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A mask designer window opens and the first settings can be provided. A pop-up window also opens in which the name of the mask must be defined. Enter in a name for the new mask; for example, name it “S-Basic Properties.”
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Enter in a name for the new mask; for example, name it “S-Basic Properties.”  
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Note: The mask is purposely left empty. Designing a mask is shown in other videos.
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Confirm to save the new mask.
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Once all design elements, fields and properties have been set, the new Mask can be saved by validating the mask designer window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button. The new mask is then shown in the list.
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The new mask is shown in the list.
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=== Editor presentation ===
=== Editor presentation ===
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Metis Smart Modeling includes a complete WYSIWYG editor in order to create and design the masks which are going to be used in Metis Smart Quote. This editor includes all commonly used tools and formatting option which can be found in user interface design tools. It is structured as described in the picture on the right. It includes the following parts :
Metis Smart Modeling includes a complete WYSIWYG editor in order to create and design the masks which are going to be used in Metis Smart Quote. This editor includes all commonly used tools and formatting option which can be found in user interface design tools. It is structured as described in the picture on the right. It includes the following parts :
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[[File:MetisSmartModelingSCMasksDesign.PNG‎|center|850x860px]]
[[File:MetisSmartModelingSCMasksDesign.PNG‎|center|850x860px]]
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==== List of objects ====
==== List of objects ====
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The list of object displayed in the mask design window enable the user to easily find a specific object part of the opened mask. When inserting any type of object in a mask, it is possible to name this field. In the list of objects a new line is created for the new object. By clicking in the "description" column of the table, a name can be given to the object. By doing this for all objects, the user will by able to easily select overlapping objects.
 
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The selection of an object from the list is done by enabling the check-box on the left hand side of the line describing the object. This will also highlight he object on the design board. This ensure the user that the proper object is selected in order to apply modifications or to delete it.
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The list of object displayed in the mask design window enable the user to easily find a specific object part of the opened mask. When inserting any type of object in a mask, it is possible to name this field. In the list of objects a new line is created for the new object. By clicking in the "description" column of the table, a name can be given to the object. By doing this for all objects, the user will be able to easily select overlapping objects.
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For mask with many input fields, it is possible to define the order in which the users will go through them using the order shown in the list of objects. This will not only set the navigation order when using the keyboard TAB key, but also the display order of for overlaying the object. If not set, the object reversed insertion order will be applied (last one first). In order to move an object in the list, select it and use the up and down pointing arrows on the right of the object list.
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The selection of an object from the list is done by enabling the check-box on the left hand side of the line describing the object. This will also highlight he object on the design board. This ensures the user that the proper object is selected in order to apply modifications or to delete it.
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For mask with many input fields, it is possible to define the order in which the users will go through them using the order shown in the list of objects. This will not only set the navigation order when using the keyboard TAB key, but also the display order of overlaying the object. If not set, the object reversed insertion order will be applied (last one first). In order to move an object in the list, select it and use the up and down pointing arrows on the right of the object list.
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| Naming all objects in a mask will ease sorting them and applying conditional display.
| Naming all objects in a mask will ease sorting them and applying conditional display.
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==== Object properties ====
==== Object properties ====
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* '''Properties''' :  
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* '''Properties''' : Common TAB to all objects which can be used in masks created in Metis Smart Modeling. Please refer to the various object type sections for detailed information on the properties which can be configured.
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Common TAB to all objects which can be used in masks created in Metis Smart Modeling. Please refer to the various object type sections for detailed information on the properties which can be configured.
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* '''Activation''' : For all objects an activation rule can be defined in order for the object to be enabled or disabled based on the setting of another object. This functionality is simply used by selecting "Like object" and selecting the correct object from the drop-down list. For example if an input field is disabled based on a specific setting, the accompanying title field should also be disabled. Thus the latest can inherit the disabled setting from the first one.
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* '''Activation''' :  
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* '''Caption''' : For objects like 'titles' and 'check-boxes', this TAB allows to set the caption (text) to be displayed in the object. In order to set this text, click on the text button next to the field and a new windows will open. It allows to provide a text in all available languages and will display it in the mask in Metis Smart Quotes.
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For all objects an activation rule can be defined in order for the object to enabled or disabled based on the setting of another object. This functionality is simply used by selecting "Like object" and selecting the correct object from the drop-down list. For example if an input field is disabled based on a specific setting, the accompanying title field should also be disabled. Thus the latest can inherit the disabled setting from the first one.
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* '''Link''' : With the exception of the 'title' object, all other will return a value to the [[Metis_Smart_Modeling_-_Models|model]]. The Link TAB allows to define the position or variable in which that value will be set. In order to create a link between a field and a variable or position, simply click on the 'Add' button and select the appropriate target from the window which will be opened. Filtering and searches can be done inside this window in order o find easily the wished variable or position.
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* '''Caption''' :
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* '''Content''' : This allows to specify the content (list of elements) for 'drop-down list' and 'radio buttons'. When inserted, those objects have by default 2 options defined. Additional options can be added to the list by using the 'Add' button [[File:MetisSmartModelingAddButton.PNG|link=]] and defining the text to be displayed. Once the option is added, simply click on the text button in the rightmost column of the table in the appropriate line. A window opens which allows to provide a text in all available languages and will display it in the mask in Metis Smart Quotes. On the other hand, options can be removed using the minus button (beware, no confirmation is required).
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For objects like 'titles' and 'check-boxes', this TAB allows to set the caption (text) to be displayed in the object. In order to set this text, click on the text button next to the field and a new windows will open. It allows to provide a text in all available languages and will display it in the mask in Metis Smart Quotes.
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* '''Link''' :
 
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With the exception of the 'title' object, all other will return a value to the [[Metis_Smart_Modeling_-_Models|model]]. The Link TAB allows to define the position or variable in which that value will be set. In order to create a link between a field and a variable or position, simply click on the 'Add' button and select the appropriate target from the window which will be opened. Filtering and searches can be done inside this window in order o find easily the wished variable or position.
 
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* '''Content''' :
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The various options can also be sorted manually according to any criteria required by the type of data to be displayed in the "list". This is very easily done by selecting the option to be moved and by using the two green arrows.
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This allows to specify the content (list of elements) for 'drop-down list' and 'radio buttons'. When inserted, those objects have by default 2 options defined. Additional options can be added to the list by using the 'Add' button [[File:MetisSmartModelingAddButton.PNG|link=]] and defining the text to be displayed. Once the option is added, simply click on the text button in the rightmost column of the table in the appropriate line. A windows opens which allows to provide a text in all available languages and will display it in the mask in Metis Smart Quotes. On the other hand, options can be removed using the minus button (beware, no confirmation will be required).
 
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The various options can also be sorted manually according to any criteria required by the type of data to be displayed in the "list". This is very easily done by selecting the option to be moved and by using the tow green arrows.
 
==== Toolbar ====
==== Toolbar ====
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The following table describes the buttons are to be used in order to work with a mask, manage events and format, add new objects and align them:
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The following table describes the buttons to be used in order to work with a mask, manage events and format, add new objects and align them:
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|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" |  
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" |  
[[File:MetisSmartModelingOKButton.PNG|link=]]
[[File:MetisSmartModelingOKButton.PNG|link=]]
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|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To save the edits that may have been made and exit
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|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To save the edits that may have been made and exit the mask editor
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|-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingCancelButton.PNG|link=]]
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingCancelButton.PNG|link=]]
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|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To cancel the edits that may have been made and exit
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|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To cancel the edits that may have been made and exit the mask editor
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|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingBinButton.PNG|link=]]
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingBinButton.PNG|link=]]
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|-
|-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatTectangleButton.PNG|link=]]
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatTectangleButton.PNG|link=]]
-
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To insert a [[#Rectangles|Rectangle]] object
+
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To insert a [[#Rectangles|Rectangle]] drawing object
|-
|-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatCircleButton.PNG|link=]]
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatCircleButton.PNG|link=]]
-
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To insert a [[#Circles|Circle]] object
+
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To insert a [[#Circles|Circle]] drawing object
|-
|-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatLineButton.PNG|link=]]
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatLineButton.PNG|link=]]
-
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To insert a [[#Lines|Line]] object
+
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To insert a [[#Lines|Line]] drawing object
|-
|-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatAlignTopButton.PNG|link=]]
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatAlignTopButton.PNG|link=]]
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|-
|-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatSetWidthButton.PNG|link=]]
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatSetWidthButton.PNG|link=]]
-
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To set an identical width to the selected objects as the first one.
+
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To set an identical width to all selected objects based on the first one.
|-
|-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatSetHeightButton.PNG|link=]]
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatSetHeightButton.PNG|link=]]
-
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To set an identical height to the selected objects as the first one.
+
|style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | To set an identical height to all selected objects based on the first one.
|-
|-
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatSpaceHorizButton.PNG|link=]]
|style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | [[File:MetisSmartModelingFromatSpaceHorizButton.PNG|link=]]
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|-
|-
|}
|}
 +
==== Design frame ====
==== Design frame ====
 +
Each object placed on the drawing-board can be moved by selecting it and moving the mouse while holding the left mouse button pressed, as show in the various videos. When selected, each object can also be re-sized and transformed by using the 8 handles which surround it. The ones in the corners can be used to change the size of the object in two directions at the same time, while the ones on the sides only modify one dimension.
Each object placed on the drawing-board can be moved by selecting it and moving the mouse while holding the left mouse button pressed, as show in the various videos. When selected, each object can also be re-sized and transformed by using the 8 handles which surround it. The ones in the corners can be used to change the size of the object in two directions at the same time, while the ones on the sides only modify one dimension.
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|-
|-
|style="width:100px; border-style: solid; border-color: grey; border-width: 0 1px 0 0" | Source
|style="width:100px; border-style: solid; border-color: grey; border-width: 0 1px 0 0" | Source
-
|style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | This property allows to set the image to be inserted in the field. The list of available images in definable through the functionality available in the "Data Management" section of QSM. Refer to this section in order to import new images in QSM.
+
|style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | This property allows to set the image to be inserted in the field. The list of available images in definable through the [[Description_of_the_Sub-Menu_Cliparts | Cliparts]] functionality available in the "Data Management" section of Metis Smart Modeling. Refer to this section in order to import new images in Metis Smart Modeling.
|-
|-
|}
|}
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{{Tip
{{Tip
-
| Use pictures in masks in order to better illustrate the data requested in order to configure a specific [[Metis_Smart_Modeling_-_Systems|system]] or [[Metis_Smart_Modeling_-_Models|model]].
+
| Use pictures in masks in order to better illustrate the data required in order to configure a specific [[Metis_Smart_Modeling_-_Systems|system]] or [[Metis_Smart_Modeling_-_Models|model]].
}}
}}
 +
 +
==== Rectangles ====
==== Rectangles ====
 +
In the mask editor window, click on the blue rectangle icon [[File:MetisSmartModelingFromatTectangleButton.PNG|link=]] in the toolbar.
In the mask editor window, click on the blue rectangle icon [[File:MetisSmartModelingFromatTectangleButton.PNG|link=]] in the toolbar.
A rectangle graphic appears on the screen.
A rectangle graphic appears on the screen.
-
The graphic can be resized by clicking and holding on the sides or corners.
+
The graphic can be re-sized by clicking and holding on the sides or corners.
It can be moved anywhere on the design board.
It can be moved anywhere on the design board.
The graphic can also be edited using the properties section at the lower left-hand side.
The graphic can also be edited using the properties section at the lower left-hand side.
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| Rectangles can be use in masks design in order to visually group related input fields together.
| Rectangles can be use in masks design in order to visually group related input fields together.
}}
}}
 +
 +
==== Circles ====
==== Circles ====
 +
In the mask editor window, click on the blue circle icon [[File:MetisSmartModelingFromatCircleButton.PNG|link=]] in the toolbar.
In the mask editor window, click on the blue circle icon [[File:MetisSmartModelingFromatCircleButton.PNG|link=]] in the toolbar.
A circle graphic appears on the screen.
A circle graphic appears on the screen.
-
The graphic can be resized by clicking and holding on the sides or corners.
+
The graphic can be re-sized by clicking and holding on the sides or corners.
It can be moved anywhere on the design board.
It can be moved anywhere on the design board.
The graphic can also be edited using the properties section at the lower left-hand side.
The graphic can also be edited using the properties section at the lower left-hand side.
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Now the properties can once again be modified.
Now the properties can once again be modified.
Set the width and the height to “100” for example.
Set the width and the height to “100” for example.
-
The graphic is resized as specified.
+
The graphic is re-sized as specified.
The other properties are just as easily modified. For example, the radius is set to “0,” the background is changed to “yellow,” the border brush is changed to “orange” and the border thickness is changed to 10.
The other properties are just as easily modified. For example, the radius is set to “0,” the background is changed to “yellow,” the border brush is changed to “orange” and the border thickness is changed to 10.
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|-
|-
|}
|}
 +
 +
==== Lines ====
==== Lines ====
-
In the mask editor window, click on the "line" icon [[File:MetisSmartModelingFromatLineButton.PNG|link=]] in the toolbar. A line graphic appears on the screen. The graphic can be resized by clicking and holding on the sides. It can be moved anywhere on the design board. The graphic can also be edited using the properties section at the lower left-hand side. For example, set “X1” and “Y1” to 10 to modify its position. The graphic moves to the position specified. To deselect the graphic, click on the design board around it. Another way to deselect the graphic is to find it under the shape menu on the left and untick the box. Note: The properties section is no longer available once the graphic has been deselected. The graphic can be reselected simply by clicking on it or by ticking the corresponding box under shape. Now the properties can once again be modified. Set "X2" and "Y2" to “100” for example. The line has now a 45 degree angle. The other properties are just as easily modified. For example, the border brush is changed to “pink” and the border thickness is changed to 10.  
+
 
 +
In the mask editor window, click on the "line" icon [[File:MetisSmartModelingFromatLineButton.PNG|link=]] in the toolbar. A line graphic appears on the screen. The graphic can be re-sized by clicking and holding on the sides. It can be moved anywhere on the design board. The graphic can also be edited using the properties section at the lower left-hand side. For example, set “X1” and “Y1” to 10 to modify its position. The graphic moves to the position specified. To deselect the graphic, click on the design board around it. Another way to deselect the graphic is to find it under the shape menu on the left and un-tick the box. Note: The properties section is no longer available once the graphic has been deselected. The graphic can be reselected simply by clicking on it or by ticking the corresponding box under shape. Now the properties can once again be modified. Set "X2" and "Y2" to “100” for example. The line has now a 45 degree angle. The other properties are just as easily modified. For example, the border brush is changed to “pink” and the border thickness is changed to 10.  
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{{Note
{{Note
-
| From the properties table, when selecting a background or a border color, a pop window is displayed which shows a set of basic colors which can be applied. In the lower part of this window to buttons allow to browse through additional colors. The first ones shows the full color spectrum and allows to pinpoint the one required. The second one lists colors which are commonly used with their name.
+
| From the properties table, when selecting a background or a border color, a pop-up window is displayed which shows a set of basic colors which can be applied. In the lower part of this window to buttons allow to browse through additional colors. The first ones shows the full color spectrum and allows to pinpoint the one required. The second one lists colors which are commonly used with their name.
}}
}}
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To insert a text field in the mask editor, click on the “text” icon [[File:MetisSmartModelingFromatTitleButton.PNG|link=]] found in the toolbar.
To insert a text field in the mask editor, click on the “text” icon [[File:MetisSmartModelingFromatTitleButton.PNG|link=]] found in the toolbar.
A graphic with the word “title” appears on the design board.
A graphic with the word “title” appears on the design board.
-
This graphic can be resized by clicking and holding on the sides or corners.
+
This graphic can be re-sized by clicking and holding on the sides or corners.
It can be moved anywhere on the design board.
It can be moved anywhere on the design board.
The graphic can also be edited using the properties section at the lower left-hand side.
The graphic can also be edited using the properties section at the lower left-hand side.
For example, set “X1” and “Y1” to 10 to modify its position.
For example, set “X1” and “Y1” to 10 to modify its position.
The graphic moves to the position specified.
The graphic moves to the position specified.
-
To resize the width and the height, use the width and height fields. For example, set the width to 120 and the height to 50.
+
To re-size the width and the height, use the width and height fields. For example, set the width to 120 and the height to 50.
To change the font type, use the family field. For example, set the font to Arial.
To change the font type, use the family field. For example, set the font to Arial.
One can also change the size, the style and the weight of the text. For example, the size is set to “16”, the style to “Italic”, and the weight to “bold”.
One can also change the size, the style and the weight of the text. For example, the size is set to “16”, the style to “Italic”, and the weight to “bold”.
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{{Video
{{Video
-
| <mediaplayer width='400' height='300'>File:Inserting a text and input field OK.mp4</mediaplayer>
+
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/0/08/VID_Inserting_a_titles_%26_input.PNG'>File:Inserting a text and input field OK.mp4</mediaplayer>
| Inserting and setting up a text field in a mask.
| Inserting and setting up a text field in a mask.
}}
}}
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|-
|-
|}
|}
 +
=== Setting up input fields ===
=== Setting up input fields ===
 +
===== Input fields =====
===== Input fields =====
 +
To insert a text field in the mask editor, click on the “input field” icon [[File:MetisSmartModelingFromatInputFieldButton.PNG|link=]] found in the toolbar. An "input field" appears on the design board.
To insert a text field in the mask editor, click on the “input field” icon [[File:MetisSmartModelingFromatInputFieldButton.PNG|link=]] found in the toolbar. An "input field" appears on the design board.
It can be edited just like the “text” field from above.
It can be edited just like the “text” field from above.
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{{Video
{{Video
-
| <mediaplayer width='400' height='300'>File:Inserting a text and input field OK.mp4</mediaplayer>
+
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/0/08/VID_Inserting_a_titles_%26_input.PNG'>File:Inserting a text and input field OK.mp4</mediaplayer>
| Inserting and setting up an input field in a mask.
| Inserting and setting up an input field in a mask.
}}
}}
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| Input fields can only be used to display enter input numerical values, as text cannot be used as input or output for [[Metis_Smart_Modeling_-_Rules|rules]].
| Input fields can only be used to display enter input numerical values, as text cannot be used as input or output for [[Metis_Smart_Modeling_-_Rules|rules]].
}}
}}
 +
===== Drop-down lists =====
===== Drop-down lists =====
 +
To insert a text field in the mask editor, click on the “drop-down list” icon [[File:MetisSmartModelingFromatDropdownButton.PNG|link=]] found in the toolbar.
To insert a text field in the mask editor, click on the “drop-down list” icon [[File:MetisSmartModelingFromatDropdownButton.PNG|link=]] found in the toolbar.
This adds a “drop down list” object on the design board.
This adds a “drop down list” object on the design board.
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{{Video
{{Video
-
| <mediaplayer width='400' height='300'>File:Inserting_a_dropdown_list_OK.mp4‎</mediaplayer>
+
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/8/8f/VID_Inserting_a_dropdown.PNG'>File:Inserting_a_dropdown_list_OK.mp4‎</mediaplayer>
| Inserting and setting-up a drop-down list in a mask.
| Inserting and setting-up a drop-down list in a mask.
}}
}}
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|-
|-
|}
|}
 +
===== Check-boxes =====
===== Check-boxes =====
 +
To insert a text field in the mask editor, click on the “check-box” icon [[File:MetisSmartModelingFromatCheckboxButton.PNG|link=]] found in the toolbar.
To insert a text field in the mask editor, click on the “check-box” icon [[File:MetisSmartModelingFromatCheckboxButton.PNG|link=]] found in the toolbar.
A “check-box” object appears on the design board.
A “check-box” object appears on the design board.
-
The object can be resized by clicking and holding on the sides or corners.
+
The object can be re-sized by clicking and holding on the sides or corners.
It can be moved anywhere on the design board.
It can be moved anywhere on the design board.
To deselect the object, click on the design board around it.  
To deselect the object, click on the design board around it.  
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{{Video
{{Video
-
| <mediaplayer width='400' height='300'>File:Inserting_a_checkbox_in_a_mask_OK.mp4</mediaplayer>
+
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d7/VID_Inserting_a_checkbox.PNG'>File:Inserting_a_checkbox_in_a_mask_OK.mp4</mediaplayer>
| Inserting and setting-up a check-box in a mask.
| Inserting and setting-up a check-box in a mask.
}}
}}
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{{Note
{{Note
-
| Values returned by a checkbox field can only be "0" and "1", as the checkbox is a boolean field.
+
| Values returned by a check-box field can only be "0" and "1", as the check-box is a Boolean field.
}}
}}
 +
 +
===== Radio Buttons =====
===== Radio Buttons =====
 +
In the mask editor window, click on the “radio button” icon [[File:MetisSmartModelingFromatRadioButton.PNG|link=]] in the toolbar.
In the mask editor window, click on the “radio button” icon [[File:MetisSmartModelingFromatRadioButton.PNG|link=]] in the toolbar.
This adds a “radio button” object on the design board.
This adds a “radio button” object on the design board.
-
This object can be resized by clicking and holding on the sides or corners.
+
This object can be re-sized by clicking and holding on the sides or corners.
It can be moved anywhere on the design board.
It can be moved anywhere on the design board.
The object can also be edited using the properties section at the lower left-hand side.
The object can also be edited using the properties section at the lower left-hand side.
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{{Video
{{Video
-
| <mediaplayer width='400' height='300'>File:Inserting_a_radio_button_OK.mp4</mediaplayer>
+
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/3/32/VID_Inserting_a_radiobutton.PNG'>File:Inserting_a_radio_button_OK.mp4</mediaplayer>
| Limits and default configurations of all the [[Metis_Smart_Modeling_-_Systems|systems]] included in the group will be used when executing the group in Metis Smart Quote.
| Limits and default configurations of all the [[Metis_Smart_Modeling_-_Systems|systems]] included in the group will be used when executing the group in Metis Smart Quote.
}}
}}
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-
===== Sliders =====
 
-
Coming soon.
 
=== Applying conditional display to objects ===
=== Applying conditional display to objects ===
-
Metis Smart Modeling, through its mask definition functionnalities, allows to define dynamic layout changes inside those masks. In specific cases, not all fields defined in a mask should be displayed at once. a drop-down list could be conditional to the selection of an option. This allows to base the display or activation of fields on user input.
 
 +
Metis Smart Modeling, through its mask definition functionnalities, allows to define dynamic layout changes inside those masks. In specific cases, not all fields defined in a mask should be displayed at once. A drop-down list could be conditional to the selection of an option. This allows to base the display or activation of fields on user input.
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1. '''Basic information'''
1. '''Basic information'''
-
* '''Comment''' (mandatory)
+
 
-
A description for the display rule, usually a name to identify the rule within the list.
+
* '''Comment''' (mandatory) : A description for the display rule, usually a name to identify the rule within the list.
-
* '''ID''' (automatic)
+
* '''ID''' (automatic) : Internal identification number for the current rule (set by the application).
-
Internal identification number for the current rule.
+
* '''State''' : State to be set for the selected fields if the condition defined within the rule is valid.
-
* '''State'''  
+
-
State to be set for the selected fields if the condition defined within the rule is valid.
+
2. '''Condition table'''
2. '''Condition table'''
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-
To applied conditions on object proceed as follows:
+
To applied conditions on object proceed as follows. Click on the conditional display button. A window opens with a list of rules which apply to current fields in the mask. To create a new rule, click on the “Add” button.
-
 
+
The rule window opens. In the comment field, name the rule. For example: “Router List.”
-
Click on the conditional display button.
+
-
A window opens with a list of rules which apply to current fields in the mask.
+
-
To create a new rule, click on the “Add” button.
+
-
The rule window opens.
+
-
In the comment field, name the rule. For example: “Router List.”
+
Under the State section for the rule, select “Grayed.”
Under the State section for the rule, select “Grayed.”
For the condition table, click on the “add” button.
For the condition table, click on the “add” button.
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{{Video
{{Video
-
| <mediaplayer width='400' height='300'>File:Activation Rule OK.mp4</mediaplayer>
+
| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/0/02/VID_ActivationRule.PNG'>File:Activation Rule OK.mp4</mediaplayer>
| Defining conditional display rules and applying them to an existing mask.
| Defining conditional display rules and applying them to an existing mask.
}}
}}
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| Special care should be taken when defining several display rules working on the same fields, as incoherent results may be shown in the mask when previewed or used in Metis Smart Quotes. It is recommended to thoroughly test all display rules.
| Special care should be taken when defining several display rules working on the same fields, as incoherent results may be shown in the mask when previewed or used in Metis Smart Quotes. It is recommended to thoroughly test all display rules.
}}
}}
 +
 +
=== Deleting objects ===
=== Deleting objects ===
 +
All objects which have been created and inserted into a mask can be easily deleted using the "Delete" key on the keyboard. First select the object, either on the drawing-board or form the object list, then hit the key on the computer. No confirmation will be inquired by the application. As all editing is only saved when the design has been confirmed, using the cancel button [[File:MetisSmartModelingCancelButton.PNG|link=]] from the toolbar will delete all changes done since the mask was opened in the editor. In order to prevent any misuse of the button, Metis Smart Modeling will ask the user to confirm the cancellation.
All objects which have been created and inserted into a mask can be easily deleted using the "Delete" key on the keyboard. First select the object, either on the drawing-board or form the object list, then hit the key on the computer. No confirmation will be inquired by the application. As all editing is only saved when the design has been confirmed, using the cancel button [[File:MetisSmartModelingCancelButton.PNG|link=]] from the toolbar will delete all changes done since the mask was opened in the editor. In order to prevent any misuse of the button, Metis Smart Modeling will ask the user to confirm the cancellation.
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| If objects have been deleted and the changes validated, the "undo" function will not restore the objects. The scope of the function is limited to the time spent inside the mask editor; every validation or cancellation will result in losing the action log enabling the function.
| If objects have been deleted and the changes validated, the "undo" function will not restore the objects. The scope of the function is limited to the time spent inside the mask editor; every validation or cancellation will result in losing the action log enabling the function.
}}
}}
 +
 +
=== Validating changes ===
=== Validating changes ===
 +
Masks created using the design tool, or the ones being changed are not saved automatically. In order store all changes in the Metis database, the design has to validate either the mask created or the changes done to an existing mask. This is done simply by using the validation button [[File:MetisSmartModelingOKButton.PNG|link=]] from the toolbar. In order to cancel all changes or cancel the creation of a new mask, the designer can click on the cancel button [[File:MetisSmartModelingCancelButton.PNG|link=]] from the toolbar.
Masks created using the design tool, or the ones being changed are not saved automatically. In order store all changes in the Metis database, the design has to validate either the mask created or the changes done to an existing mask. This is done simply by using the validation button [[File:MetisSmartModelingOKButton.PNG|link=]] from the toolbar. In order to cancel all changes or cancel the creation of a new mask, the designer can click on the cancel button [[File:MetisSmartModelingCancelButton.PNG|link=]] from the toolbar.
 +
 +
=== Undo /Redo ===
=== Undo /Redo ===
 +
History and normal use of the function
History and normal use of the function
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| Consider deactivating a mask instead of deleting it in the first time, as information it contains could be used elsewhere.
| Consider deactivating a mask instead of deleting it in the first time, as information it contains could be used elsewhere.
}}
}}
 +
 +
== Modifying a mask ==
== Modifying a mask ==
-
In the “Modeling” menu, make sure to select the “Mask” sub-menu. Select the mask to be modified from the list. Click on the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]]. The mask editor window opens up with the selected mask displayed in the design board. Please refer to the section above for information about editing a mask and using the available opbjects. Changes will be stored only when the window is validated. To do this, click on the confirmation button [[File:MetisSmartModelingOKButton.PNG|link=]].
+
 
 +
In the “Modeling” menu, make sure to select the “Mask” sub-menu. Select the mask to be modified from the list. Click on the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]]. The mask editor window opens up with the selected mask displayed in the design board. Please refer to the section above for information about editing a mask and using the available objects. Changes will be stored only when the window is validated. To do this, click on the confirmation button [[File:MetisSmartModelingOKButton.PNG|link=]].
-
TO ADD : working in a team
 
== Working with Groups of masks ==
== Working with Groups of masks ==
-
A group of masks is a set of masks which could be related to the same subject, but which are presented in Metis Smart Quote under tabs which can be defined in Metis Smart Quote. The whole principle of group of masks is to setup this layout. Metis Smart Modelling allows to define the name and the content of the group, basically a group is an entity which then links to different masks, which will then make up the group. Each masks linked to the group is then named in order to setup the tabs. And define the definitive layout in Metis Smart Quote.
+
 
 +
A group of masks is a set of masks which could be related to the same subject, but which are presented in Metis Smart Quote under tabs which can be defined in Metis Smart Modeling. The whole principle of group of masks is to setup this layout. Metis Smart Modelling allows to define the name and the content of the group, basically a group is an entity which then links to different masks, which will then make up the group. Each masks linked to the group is then named in order to setup the tabs. And define the definitive layout in Metis Smart Quote. Defining the tabs displayed in Metis Smart Quotes is done by linking masks to the group. For each tab displayed at the bottom of the window, a mask can be selected. Each tab can also hold a description which will be displayed in the tab title in Metis Smart Quotes.
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In the “Modeling” menu, make sure to select the “Masks” sub-menu. Click on “Add" . This opens a window asking which type of mask to create, a selection can done between a "simple" mask and a Group of masks. Select “Group of Masks,” and confirm. A window opens which allows to define the new group of masks and its properties. Enter a name for the new group of masks; for example, name it “Desktop (Group)”. In the bottom table, all the masks to be included in the group can be selected and a display name can be given to all of them. Confirm to save the new mask. The new mask is shown in the list.  
In the “Modeling” menu, make sure to select the “Masks” sub-menu. Click on “Add" . This opens a window asking which type of mask to create, a selection can done between a "simple" mask and a Group of masks. Select “Group of Masks,” and confirm. A window opens which allows to define the new group of masks and its properties. Enter a name for the new group of masks; for example, name it “Desktop (Group)”. In the bottom table, all the masks to be included in the group can be selected and a display name can be given to all of them. Confirm to save the new mask. The new mask is shown in the list.  
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* '''Name''' (mandatory)
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* '''Name''' (mandatory) : name defining the group of masks
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A name for the group of masks must be given.
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* '''Comment''' : Remarks are intended for internal use only and will not be visible in Metis Smart Quotes.
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* '''Comment'''
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* '''Description''' : description for the group of masks, usually a name, can be added in all of the active languages.
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Remarks are intended for internal use only and will not be accessible in Metis Smart Quotes.
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* '''Help file''' : file with information about the masks contained in the group and the [[Metis_Smart_Modeling_-_Models|model]] can be linked to the group of masks. An icon will be displayed in Metis Smart Quotes in order for the user to view the file within the application.
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* '''Description'''
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A description for the group of masks, usually a name, can be added in all of the active languages.
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* '''Help file'''
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A file with information about the masks contained in the group and the [[Metis_Smart_Modeling_-_Models|model]]can be linked to the group of masks. An icon will be displayed in Metis Smart Quotes in order for the user to view the file within the application.
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Defining the tabs displayed in Metis Smart Quotes is done by linking masks to the group. For each tab displayed at the bottom of the window, a mask can be selected. Each tab can also hold a description which will be displayed in the tab title in Metis Smart Quotes.
 
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{{Note
 
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| Groups of masks can be edited and modified using the EDIT button. It will open the group of masks definition window and the user make any required changes. Modification will be stored once validated.
 
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}}
 
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To create a group of masks, first make sure to be in the Modeling menu then in the Masks sub-menu.
 
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Click on the add button.
 
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A window opens with a choice between “Mask” and “Group of Masks.” Select “Group of Masks” and confirm.
 
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The “Mask Group” window opens.
 
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Enter a name for the mask group, for example “Desktop (Group).”
 
The two tables below the “Name” and “Comment” fields allow the user to definite the description of the group and of the different masks to be included in the group.
The two tables below the “Name” and “Comment” fields allow the user to definite the description of the group and of the different masks to be included in the group.
In the first table, enter in the description for the groups of masks, for example: “Complete Desktop configuration.”
In the first table, enter in the description for the groups of masks, for example: “Complete Desktop configuration.”
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The tabs 1 and 2 have been configured accordingly.
The tabs 1 and 2 have been configured accordingly.
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{{Note
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| Groups of masks can be edited and modified using the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]]. It will open the group of masks definition window and the user make any required changes. Modification will be stored once validated.
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}}

Latest revision as of 13:57, 3 October 2013

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