Description of the Sub-Menu Profile Groups
From Metis Documentation
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| - | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Profile Groups 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 Profile Group table consist of a list of all defined Profile Groups. The contents of this list is sorted in alphabetical order. The order cannot be modified. | The Profile Group table consist of a list of all defined Profile Groups. The contents of this list is sorted in alphabetical order. The order cannot be modified. | ||
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=== Adding a Profile Group === | === Adding a Profile Group === | ||
| - | + | In the '''Profile Groups''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Profile Group. When it is clicked, the '''Profile Group''' creation window opens, it allows to define all related information. | |
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| - | 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 service model profile table contains the service models that have been imported and made available for the version. | + | The properties of a profile consist of the profile name and the main and additional profiles. 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 service model profile table contains the service models that have been imported and made available for the version. |
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Within the displayed table the administrator can select profiles from each type to set as part of the group. Those settings are separated into two categories: | Within the displayed table the administrator can select profiles from each type to set as part of the group. Those settings are separated into two categories: | ||
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* '''Additional Profiles''' : The profiles linked here represent the values for the group based on the set of positions, hierarchies, models, price categories and variants imported within the version. | * '''Additional Profiles''' : The profiles linked here represent the values for the group based on the set of positions, hierarchies, models, price categories and variants imported within the version. | ||
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| + | Selecting a Profile for each type is done by clicking on the edit button in the fourth column of the table. Based on the Profile type being selected, the corresponding list of defined Profiles is displayed and the administrator can select the appropriate one. Once all Profiles have been provided, validating the window saves the new Profile Group. | ||
| - | [[File:MSM-Profiles-Profile-Groups-Edit-Select.png|center | + | |
| + | [[File:MSM-Profiles-Profile-Groups-Edit-Select.png|center]] | ||
{{Note | {{Note | ||
| Only one Profile can be selected for each Profile type within a group's main and additional profiles list. | | Only one Profile can be selected for each Profile type within a group's main and additional profiles list. | ||
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| + | {{Video | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f3/VID_CreatingAProfileGroup.png'>File:Creating_a_Profile_Group_OK.mp4</mediaplayer> | ||
| + | | Creating a Profile Group. | ||
}} | }} | ||
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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 Profile Group can be saved by validating the '''Profile Group''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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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. | 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. | ||
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| - | Once all | + | Once all related mandatory and optional information have been set, the new Profile Group can be saved by validating the '''Profile Group''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. |
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=== Editing a Profile Group === | === Editing a Profile Group === | ||
| - | + | In the '''Profile Groups''' 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 Profile Group. Selecting a Profile Group and clicking on it opens the '''Profile Group''' edition window where all related properties and information can be edited. | |
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| - | + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Profile Group. Modifications applied to the selected Profile Group will only be saved once the Profile Group 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. | |
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| - | + | 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. | |
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=== Deleting a Profile Group === | === Deleting a Profile Group === | ||
| - | + | In the '''Profile Groups''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Profile Group. Selecting a Profile Group and clicking on it displays the following confirmation window. | |
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| - | + | Once the warning is confirmed, the selected Profile Group is removed from Metis Smart Suite and deleted from the Metis Database. | |
{{Note | {{Note | ||
| Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | ||
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=== Previewing a Profile Group === | === Previewing a Profile Group === | ||
| - | + | In the '''Profile Groups''' 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 Profile Group. Selecting a Profile Group from the list and clicking on it opens the '''Profile Group''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Profile Group. | |
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| - | + | {{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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