Products 2.0 – CPQ Online Help

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adminhelp:productadministration:products_2.0 [2018/05/18 02:23]
atadic [Product Messages]
adminhelp:productadministration:products_2.0 [2018/08/03 06:27] (current)
atadic [Layout Tab]
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   * modified date   * modified date
   * active status   * active status
 +  * system ID (by default, the **System ID** column is not visible in the grid, so you need to add it by clicking {{:adminhelp:productadministration:gearicon.png?17}}) 
  
 Values in all columns can be sorted  in ascending/descending order by clicking the column headings.\\  Values in all columns can be sorted  in ascending/descending order by clicking the column headings.\\ 
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 {{:adminhelp:productadministration:products_displaycolumns.png?300}}\\ {{:adminhelp:productadministration:products_displaycolumns.png?300}}\\
 \\ \\
-Editing a product is done by clicking the **Edit** button next to the corresponding product name. In addition, copying or deleting a product is done by clicking {{:adminhelp:productadministration:copy-delete.png?17}} and selecting the appropriate action.\\+Editing a product is done by clicking the **Edit** button next to the corresponding product name. In addition, copying or deleting a product as well as adding a product alias is done by clicking {{:adminhelp:productadministration:copy-delete.png?17}} and selecting the appropriate action.\\
 {{:adminhelp:productadministration:products_delete.png?500}}\\ {{:adminhelp:productadministration:products_delete.png?500}}\\
 \\ \\
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 {{:adminhelp:productadministration:productpermissions.png?500}}\\ {{:adminhelp:productadministration:productpermissions.png?500}}\\
 \\ \\
-**Tip**: Clicking **Save and Go back** saves your changes and takes you back to the **Products 2.0** administration page.+**Tip**: Clicking **Save Go Back** saves your changes and takes you back to the **Products 2.0** administration page.
  
 ===== Attributes Tab ===== ===== Attributes Tab =====
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 ===== Rules and Messages Tab ===== ===== Rules and Messages Tab =====
-Formula rules, attribute triggers and product messages are displayed under the **Rules and Messages** tab.+Formula rules, attribute triggers, simple rules and product messages are displayed under the **Rules and Messages** tab.
  
-==== Rules ==== +- Formula rules can be filtered by specific and advanced criteria. To quickly filter formula rules, enter one of the following search queries in the search box:
-**Note**: Simple rules cannot be created directly in the **Rules** section.\\  +
- +
-Rules can be filtered by specific and advanced criteria. To quickly filter rules, enter one of the following search queries in the search box:+
   * name   * name
-  * attribute name 
   * condition   * condition
   * action   * action
   * description   * description
-  * type +   
-  *  +Additionally, when using the **Advanced Search**, formula rules can be filtered by:
-Additionally, when using the **Advanced Search**, rules can be filtered by:+
   * name   * name
-  * attribute name 
   * condition   * condition
   * action   * action
   * rank   * rank
   * description   * description
-  * type+  * active status
   * modified date   * modified date
   * the name of the user that modified them   * the name of the user that modified them
  
-To select the columns that will be displayed in the **Rules** section, click {{:adminhelp:productadministration:gearicon.png?17}}.\\+To quickly filter attribute triggers, enter one of the following search queries in the search box: 
 +  attribute name 
 +  description
  
-=== Rule Ranking === +Additionally, when using the **Advanced Search**, attribute triggers can be filtered by   
-To define the order of formula rule execution+  * attribute name 
-  - Click **Ranking**. +  condition 
-  - In the pop-up, drag and drop a rule to set its rank+  action 
-  - Click **Save**.+  description 
 +  * modified date 
 +  * the name of the user that modified them 
 + 
 +Simple rules can be quickly filtered by name. 
 + 
 +Additionally, when using the **Advanced Search**, simple rules can be filtered by:    
 +  * name 
 +  condition 
 +  action 
 +  rank 
 +  * description 
 +  * modified date 
 +  * the name of the user that modified them
  
-==== Product Messages ==== +To quickly filter product messages, enter one of the following search queries in the search box:
-Messages can be filtered by specific and advanced criteria. To quickly filter messages, enter one of the following search queries in the search box:+
   * name   * name
   * condition   * condition
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   * description   * description
  
-Additionally, when using the **Advanced Search**, messages can be filtered by:+Additionally, when using the **Advanced Search**, product messages can be filtered by:   
   * name   * name
   * condition   * condition
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   * whether the **Make Product Incomplete** toggle switch is enabled or disabled   * whether the **Make Product Incomplete** toggle switch is enabled or disabled
  
-To select the columns that will be displayed in the **Messages** section, click {{:adminhelp:productadministration:gearicon.png?17}}. +To select the columns that will be displayed on each sub-tab, click {{:adminhelp:productadministration:gearicon.png?17}}.\\ 
- +To define the order of execution for formula rules, simple rules and product messages:
-=== Message Ranking === +
-To define the order of message execution:+
   - Click **Ranking**.   - Click **Ranking**.
-  - In the pop-up, drag and drop a message to set its rank.+  - In the pop-up, drag and drop a rule to set its rank.
   - Click **Save**.   - Click **Save**.
 +
  
 ===== Scripts Tab ===== ===== Scripts Tab =====
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 In **Configuration** layout, attributes can also be dragged and dropped to another tab.\\ In **Configuration** layout, attributes can also be dragged and dropped to another tab.\\
 {{:adminhelp:productadministration:configuration_layout.png?500}} {{:adminhelp:productadministration:configuration_layout.png?500}}
 +
 +Additionally, you can create global tabs inline with a single click and define tab visibility directly in the **Configuration** layout.\\
 +To add a new tab:
 +  - Click **Add/Edit Tab**. \\ A pop-up displays.
 +  - Click **Add New Tab**.
 +  - In **Tab Name**, enter the name of the tab in the search field. \\ If the tab exists, it will be displayed in the drop-down list as you start typing. \\ In case the tab does not exist, the option to create it will appear in the search results next to the name you entered in the following format: name (create new). Click on the suggestion and the name you entered appears in the search field. 
 +  - In **Tag visibility**, define when the tab will be visible.
 +  - Click the check mark. \\ The name of the tab displays in the pop-up.
 +  - Click **Save**.
 +
 +To rank tabs, drag and drop them.\\
 +{{:adminhelp:productadministration:layout_tabs.png?500}}
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