Escolar Documentos
Profissional Documentos
Cultura Documentos
Workbook
PARTS 1, 2, 3 and 4
GEN.
ADMIN
CONTENTS
CONTENTS
GENERAL ADMINISTRATION
EXERCISE 1:
FILE MANAGER
EXERCISE 2:
USER MAINTENANCE
EXERCISE 3:
EXERCISE 4:
EXERCISE 5:
DATA TABLES
10
CONFIGURATION 12
EXERCISE 1:
PRODUCT FAMILY
13
EXERCISE 2:
14
EXERCISE 3:
16
EXERCISE 4:
ADDING ARRAYS
18
EXERCISE 5:
20
EXERCISE 6:
21
EXERCISE 7:
CONFIGURATION RULES
24
EXERCISE 8:
27
EXERCISE 9:
28
EXERCISE 10:
30
COMMERCE
33
EXERCISE 1:
ADD ATTRIBUTES
34
EXERCISE 2:
35
EXERCISE 3:
CREATE AN ACTION
37
EXERCISE 4:
FORMULA MANAGEMENT
38
EXERCISE 5:
40
EXERCISE 6:
41
EXERCISE 7:
43
EXERCISE 8:
44
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DOCUMENT VIEWS
GEN.
ADMIN
45
DOCUMENT ENGINE
47
EXERCISE 1:
48
EXERCISE 2:
COMPLEX CONDITIONALS
50
EXERCISE 3:
PAGE CONDITIONS
52
EXERCISE 4:
53
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GEN.
ADMIN
Admin Essentials
Workbook 1
General Administration
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GEN.
ADMIN
GENERAL ADMINISTRATION
GENERAL ADMINISTRATION
EXERCISE 1:
FILE MANAGER
EXERCISE 2:
USER MAINTENANCE
EXERCISE 3:
EXERCISE 4:
EXERCISE 5:
DATA TABLES
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GEN.
ADMIN
FILE MANAGER
Help Article:
Task:
Create a folder (name the folder test) and load an image to the folder. If you dont have an
image, use Google to find one and save it to your desktop. Then upload the image into the test
folder. Call up the image from the file manager in a new browser window using the Full URL.
Use right click - copy/paste to get the FULL URL into the window
Step 2:
Step 3:
Enter a Folder Name and click Create. To delete a folder, select the folder for deletion from
the drop-down menu and click Remove.
Step 4:
Click Back to Navigate to the Folder list. Select your new folder.
Step 5:
Click the Browse button under Add Files to search and locate the file(s) you would like to
upload. You can add files individually or add multiple files through .ZIP. File names must be
alpha-numeric or contain underscores. Spaces are not allowed.
Step 6:
Click Add File or Add/Update Files to upload your files to the File Manager. Your uploaded file
will now appear in the File Manager List.
***
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GEN.
ADMIN
USER MAINTENANCE
Help Article:
Task:
Create a User for use during Training Class. Use your name and an email address you can
access while at this training class. For User Type, select: Full Access. Check the box for
Permission to create/modify users. Add the user. Check your email and log into your training
site with your new user id and the temporary password. Change your password! Use this new
user account for the rest of class.
From the Admin Home Page, go the section Users> Internal Users.
Step 1:
Step 2:
Complete required information (marked with an *) and as many other fields as you deem
necessary. Optionally, enter pass123 as the password.
Step 3:
Select the FullAccessUser user type and check the Permission to Add/Modify Users box to give
the new user additional modification rights.
Step 4:
Make sure to select the language and currency preference for each user.
Optional:
Step 5:
Step 6:
Associate the user with Approval Group 1 by using the < and > arrows.
Step 7:
Click Apply to stay on the page or Update to return to the User Administration List Page.
Step 8:
Click Add. This will take you back to the User Administration List page.
***
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GEN.
ADMIN
Downloading in CSV
Home General Administration Utilities Bulk Data Services Downloads
Task:
Using the following steps to complete a Bulk Data Download, downloading the current users
data.
Step 2:
Step 3:
Step 4:
Identify and choose any or all filters you wish to use in refining your download.
Step 5:
Once you are at the Download Status page, refresh until the download is complete
Step 6:
Click on the completed file, open the .CSV and view the file
***
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GEN.
ADMIN
Upload Procedure
Home General Administration Utilities Bulk Data Services Uploads
Task:
Using the following steps to complete a Bulk Data Upload, uploading new Parts into the Parts
Master. Prior to this we will add a Part manually to the Part Master and complete a filtered Bulk
Data download to demonstrate that the Part has been added.
Navigation Path: Admin Home Page > Products > Parts > Add New Part
Step 1:
Enter a Part Number for your part. Add a part from your part master (File Manager > Class
Documents > part_spreadsheet.xls )
Step 2:
Enter part data, such as buy type, descriptions, units, and lead time.
Step 3:
Click Add. This adds the new part with the details provided, and displays the Part Search
Results page that lists the part numbers matching your search.
Download out the existing parts data (filter by todays date) to get the proper CSV format
Admin > Bulk Download
Step 2:
Using the part master provided, enter the part information into the CSV format downloaded
(Dont forget Action tags!) - (File Manager > Class Documents > part_spreadsheet.xls )
Step 3:
Upload your CSV (via .zip through the Bulk Upload section)
Step 4:
Confirm your parts data is now in the parts database by downloading using the Part Search or
Bulk Download with a filter utilizing todays date, or check the log.
***
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GEN.
ADMIN
DATA TABLES
Help Article:
Task:
Using the following steps, create a new Data Table Folder and import a .csv as a Data Table to
BigMachines.
Navigation Path: Admin Home Page > File Manager > Class Documents
Step 1:
Step 2:
Step 3:
Note:
Navigation Path: Admin Homepage > Developer Tools > Data Tables
Step 4:
Create a new Data Table folder: From the Admin Toolbar, click Add and select Add Folder
from the drop-down menu.
Step 5:
Enter the name test for your New Folder and click OK. The new folder will now be displayed
in the Folder List.
Step 6:
From the Admin Toolbar, click File and select Import from the drop-down menu.
Step 7:
Step 8:
Select your Column Delimiter. The Default and most used will be Comma.
Step 9:
Select Newline as the Row Delimiter or enter a value and select the Other radio button.
Step 10:
Step 11:
Select the Destination Folder where you would like to store the data table and click Import.
Step 12:
DEPLOY the table by right clicking on the data table name and clicking Deploy.
***
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Configuration Workbook
Admin Essentials
Workbook 2
Configuration
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Configuration Workbook
CONFIGURATION
EXERCISE 1: PRODUCT FAMILY
13
13
15
17
19
20
23
26
27
29
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Configuration Workbook
EXERCISE 1:
PRODUCT FAMILY
Help Article:
Task:
Using the following steps, define your sites Product Family and add it to the Home Page.
Click Product Definition under the Products section of the Admin Home Page
Step 2:
Step 3:
Step 4:
Enter the Variable Name, of the Product Family using the following:
amoLaPizzaDiChicago
Step 5:
Click Add. This will return you to the Product Family List page
Step 6:
Step 7:
Select Deployment Center and click List. You should now be in the Deployment Center
Step 8:
Step 9:
Click Catalog Definition under the Products section of the Admin Home Page
Step 10:
From the Supported Products List, select Product Families and click List
Step 11:
On the Supported Product Families list page, scroll to the bottom and click Add
Step 12:
Select the Amo la Pizza di Chicago family from the menu and click Add. You should now see
your new Product Family in the Supported Product Families List
Step 13:
Click Home Page under the Style and Templates section of the Admin Home Page
Step 14:
Step 15:
Click on Deployment Center. You should now be in the Home Page Deployment Center
Step 16:
Step 17:
Test that Amo la Pizza di Chicago is present on the Home Page by clicking Product List
***
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Configuration Workbook
EXERCISE 2:
Task:
Using the following steps, add the Product Line and Model to the product family. Also edit the
home page to display the Product Lines image.
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Products Families List, select Product Lines for Amo la Pizza di Chicago
and click List
Step 4:
Step 5:
Step 6:
Step 7:
Click Add. The product line now exists, however it is not yet visible on the Home Page
To Add a Model:
Step 1:
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Products Families List, select Product Lines for Amo la Pizza di Chicago
and click List
Step 4:
From the Product Line Administration List, select Models and click List
Step 5:
Step 6:
Step 7:
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Configuration Workbook
pizzaOrder
Step 8:
Click Edit HTML which opens an HTML Editor where you can customize the description, add
images, hyperlinks and much more
Step 9:
Edit the HTML of the Product Line to display the following text and image:
Welcome to Amo la Pizza di Chicago
chicago_pizza.jpg ($BASE_PATH$/Pizza/chicago_pizza.jpg)
Step 10:
Step 11:
Click Add. The model now exists, however it is not yet visible on the Home Page
Click Home Page under the Style and Templates section of the Admin Home Page
Step 2:
Step 3:
Click on Deployment Center. You should now be in the Home Page Deployment Center
Step 4:
Step 5:
Test that Pizza Menu and Pizza Order are present on the Home Page by clicking Product List
***
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Configuration Workbook
EXERCISE 3:
Task:
Using the following steps, add the first 5 attributes at the Product Family Level, using the design
spreadsheet stored in File Manager to define their properties. If certain properties are not
defined by the spreadsheet, use your judgment based on what we have just learned.
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Configurable Attribute for Amo la Pizza di
Chicago and click List
Step 4:
Step 5:
Step 6:
Step 7:
Select the appropriate Data Type of the attribute. Leave Text selected for Size
Step 8:
Select the appropriate Attribute Type of the attribute. Select Single Select Menu for Size
Step 9:
Enter the Displayed Text field for the menu entry by using the following:
Small
Step 10:
Enter a unique Variable Name for the menu entry by using the following:
Small
Step 11:
Step 12:
Step 13:
Click Add. You should now be in the Menu Attribute Editor page
Step 14:
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Configuration Workbook
Step 15:
Step 16:
Step 17:
Step 18:
Click OK in the warning message prompt. This will bring you to the Menu Items List
Step 19:
Click Browse for the Small menu entry to open the File Manager Browser window
Step 20:
Step 21:
Step 22:
Repeat Steps 19-21 for the Medium and Large menu entry options
Step 23:
Click Update. You should now be back at the Menu Attribute Editor page
Step 24:
Click Update. You should now be back at the Configurable Attribute Administration List
Step 25:
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Configuration Workbook
EXERCISE 4:
ADDING ARRAYS
Help Article:
Task:
Using the following steps, add the remaining attributes to the system, using the Integer as the
Array Control Attribute. Create the Array Set and associate Array Type Attributes to the set.
Add the following attributes as per Exercise 3, however immediately after Step 6, also check
the Array Type box:
Dessert Size
Dessert Type
Add the Number of Desserts attribute as per Exercise 3, however immediately after Step 15, also
check the Array Control Attribute box. A warning message will appear
Step 2:
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Configurable Attribute for Amo la Pizza di
Chicago and click List
Step 4:
From the Configurable Attributes List page, click List Array Sets at the bottom of the page
Step 5:
Step 6:
Step 7:
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Configuration Workbook
dessertArray
Step 8:
Use the drop-down menu to select Number of Desserts as the Size Attribute
Step 9:
Step 10:
Click Add to create the array set. The page will now display Set Association Information
Step 11:
Highlight both Dessert Size and Dessert Type from the Unassociated Attributes list
Step 12:
Click the > button to move the two attributes into the Associated Attributes list
Step 13:
Click Update to save the new array set. A warning message will appear
Step 14:
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Configuration Workbook
EXERCISE 5:
Task:
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Configuration Flows for Amo la Pizza di
Chicago and click List
Step 4:
Step 5:
Step 6:
Step 7:
Step 8:
Click Add to save the configuration flow and view additional options, including a button for the
configuration layout
***
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Configuration Workbook
EXERCISE 6:
Task:
Using the following steps, add layout elements (tabs and grids) to the configuration flow and
add attributes to the grids, saving once finished.
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Configuration Flows for Amo la Pizza di
Chicago and click List
Step 4:
From the Configuration Flow Rules List, click the Layout link at the right of the page
Click Add from the Admin Action Bar and select Layout Elements. The Layout Elements menu
should appear floating over the page
Step 2:
Drag Add Tab from the Layout Elements menu and drop it to the right of the Default Tab.
Note: while dragging, a green check mark will appear to indicate a valid location for the Tab
Step 3:
Step 4:
Step 5:
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Configuration Workbook
Step 1:
Click Add from the Admin Action Bar and select Layout Elements. The Layout Elements menu
should appear floating over the page
Step 2:
Drag Add Grid from the Layout Elements menu and drop it above the existing Grid in the
Default Tab. Note: while dragging, a red line will appear to indicate a valid location for the Grid
Step 3:
Step 4:
Click Add from the Admin Action Bar and select Attributes. The Attributes menu should
appear floating over the page
Step 2:
Click the small triangle next to Configurable Attributes in the Attributes menu to expand the
Configurable Attributes branch
Step 3:
Click the small triangle next to Product Family in the Attributes menu to expand the Product
Family branch
Step 4:
Drag and drop Number of Desserts into the first Cell of the first Grid in the Dessert Options
Tab. Note: while dragging, a green check mark will appear to indicate a valid location for the
attribute
Step 5:
Place all other attributes into the Default Tab where desired
Step 6:
Click the small triangle next to Configurable Array Sets in the Attributes menu to expand the
Configurable Array Sets branch
Step 7:
Click the small triangle next to Product Family in the Attributes menu to expand the Product
Family branch
Step 8:
Drag and drop Dessert Array directly beneath the Number of Desserts attribute
Click the Spreadsheet icon on the Default Tab. The Attribute Properties pop-up should appear
Step 2:
On the Behavior Properties tab, Change the default value of attributes Size and Crust Type to:
Size = default to Large
Crust Type = default to Deep Dish
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Configuration Workbook
Step 3: Click OK to apply the changes. The attribute Properties pop-up should close
Click the *Save button from the Admin Action Bar. The asterisk should disappear once the save
completes
Step 2:
Re-deploy the homepage (remember to refresh the Product Family) in order to see the link to
your configuration flow on the Homepage. You will now be able to punch-in to the
configurator.
***
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Configuration Workbook
EXERCISE 7:
CONFIGURATION RULES
Help Article:
Task:
Using the following steps, add the appropriate rules to define your business conditions.
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Constraints for Amo la Pizza di Chicago and
click List
Step 4:
Step 5:
Step 6:
Step 7:
Step 8:
Click Add Row in the Condition section, then populate the row with the following logic:
If size = Small
Step 9:
Type the number 1 into the Row Grouping (Order of Operations) field
Step 10:
Click Add Attributes in the Action section. The Attributes pop-up window will appear
Step 11:
Step 12:
Step 13:
Select Deep Dish from the Selected Values drop-down menu, and unselect the blank value
Step 14:
Enter Deep Dish Not Available in Size Small into the Message to Display on User Side field
Step 15:
Click the Add and Back button at the bottom of the window to save the rule
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Configuration Workbook
Step 1:
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Recommendations for Amo la Pizza di
Chicago and click List
Step 4:
Step 5:
Step 6:
Step 7:
Step 8:
Click Add Row in the Condition section, then populate the row with the following logic:
If Specialty = Meat Eaters
Step 9:
Type the number 1 into the Row Grouping (Order of Operations) field
Step 10:
Click Add Attributes in the Action section. The Attributes pop-up window will appear
Step 11:
Step 12:
Step 13:
Select Pepperoni and Sausage from the Selected Values drop-down, and unselect the blank
value
Step 14:
Step 15:
Click the Add and Back button at the bottom of the window to save the rule
Step 16:
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Hiding Attributes for Amo la Pizza di
Chicago and click List
Step 4:
Step 5:
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Configuration Workbook
Step 6:
Step 7:
Step 8:
Click Add Row in the Condition section, then populate the row with the following logic:
If Would you like to add desserts to your order? = False
Step 9:
Type the number 1 into the Row Grouping (Order of Operations) field
Step 10:
Click Add Attributes in the Action section. The Attributes pop-up window will appear
Step 11:
Check the Number of Desserts, Dessert Size, and Dessert Type attributes
Step 12:
Step 13:
Click the Add and Back button at the bottom of the window to save the rule
***
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Configuration Workbook
EXERCISE 8:
Task:
Using the following steps, add a Recommended Items rule to your configurator.
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Recommended Items for Amo la Pizza di
Chicago and click List
Step 4:
Step 5:
Step 6:
Step 7:
Step 8:
Click Add Row in the Condition section, then populate the row with the following logic:
If Toppings Contains Pepperoni
Step 9:
Type the number 1 into the Row Grouping (Order of Operations) field
Step 10:
Step 11:
Step 12:
Step 13:
Step 14:
Click the Add and Back button at the bottom of the window to save the rule
Step 15:
Repeat Steps 4-14 for the remaining toppings as per the spreadsheet
***
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Configuration Workbook
EXERCISE 9:
Task:
Using the following steps, add a Table Base Recommended Items Rule to add Parts and their
associated Prices for Pizza Selection: Size and Crust Type.
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Recommended Items for Amo la Pizza di
Chicago and click List
Step 4:
Step 5:
Step 6:
Step 7:
Step 8:
Step 9:
Step 10:
Step 11:
Click the Add Row button, then populate the row with the following selections:
Evaluate Row With: Attribute
Table Column: size
Operator: =
Value: Size [size]
Step 12:
Click the Add Row button a second time, then populate the second row with the following
selections
Evaluate Row With: Attribute
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Configuration Workbook
Table Column: crust_type
Operator: =
Value: Crust Type [crustType]
Step 13:
Step 14:
Step 15:
For the Item row, choose partNumber from the Property Value drop-down
Step 16:
For the Quantity row, choose Static Entry from the Property Source drop-down, then enter 1
into the Property Value field
Step 17:
For the Comment row, choose comment from the Property Value drop-down
Step 18:
For the Price row, choose price from the Property Value drop-down
Step 19:
Click the Add and Back button at the bottom of the window to save the rule
***
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Configuration Workbook
EXERCISE 10:
Task:
Using the following steps, add a Table Based Recommended Items Rule to add Parts and their
associated Prices based on attribute value selection in the Desserts Array.
Click Catalog Definition under the Products section of the Admin Home Page
Step 2:
From the Supported Products List, select Product Families and click List
Step 3:
From the Supported Product Families page, select Recommended Items for Amo la Pizza di
Chicago and click List
Step 4:
Step 5:
Step 6:
Step 7:
Step 8:
Click Add Row in the Condition section, then populate the row with the following logic:
If Would you like to add desserts to your order? = True
Step 9:
Step 10:
Step 11:
Step 12:
Step 13:
Click the Add Row button, then populate the row with the following selections:
Evaluate Row With: Attribute
Table Column: Size
Operator: =
Value: Dessert Size [dessertSize]
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Configuration Workbook
Step 14:
Click the Add Row button a second time, then populate the second row with the following
selections:
Evaluate Row With: Attribute
Table Column: Type
Operator: =
Value: Dessert Type [dessertType]
Step 15:
Step 16:
Step 17:
For the Item row, choose PartNumber from the Property Value drop-down
Step 18:
For the Quantity row, choose Static Entry from the Property Source drop-down, then enter 1
into the Property Value field
Step 19:
For the Comment row, choose Description from the Property Value drop-down
Step 20:
For the Price row, choose Item Master from the Property Source drop-down
Step 21:
Click the Add and Back button at the bottom of the window to save the rule
***
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Commerce Workbook
Admin Essentials
Workbook 3
Commerce
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Commerce Workbook
COMMERCE
EXERCISE 1:
DOCUMENT ATTRIBUTES
34
EXERCISE 2:
LAYOUT EDITOR
35
EXERCISE 3:
DOCUMENT ACTIONS
37
EXERCISE 4:
FORMULA MANAGEMENT
38
EXERCISE 5:
APPROVAL SEQUENCES
40
EXERCISE 6:
41
EXERCISE 7:
44
EXERCISE 8:
45
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Commerce Workbook
EXERCISE 1:
ADD ATTRIBUTES
Help Article:
Task:
Using the following steps, add the following six attributes to your Quote Level attributes list.
Label
Type
Menu Options
Organization
Menu
School - Boy Scout Troop - Girl Scout Troop Study Abroad - Business - None
School/Business/Troop Number
Text attribute
Email address
Text attribute
Delivery Required?
Boolean
Delivery Date
Date
Delivery Message
Rich Text
Navigate to: Commerce and Documents > Process Definition > Documents > Quote or Line >
Attributes
Step 1:
Click the Add button the bottom of the Attributes List page. This will open the Attribute
Editor.
Step 2:
Step 3:
Step 4:
Step 5:
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Commerce Workbook
EXERCISE 2:
Task:
Using the following steps add a new panel named Fundraiser Info to the template below the
General Information Panel. Add a second column to the default column layout on the Default
tab. Add your attributes to the 2 columns. Deploy Commerce.
Navigate to: Commerce and Documents > Process Definition > Select a Process > Documents
> Quote > Layout > List
Step 1:
Step 2:
Step 3:
Selecting Add a New Panel from the floating panel, Drag & Drop the panel onto the Layout
Editor. A red dotted line represents where the panel will be placed. The green check mark
indicates that its can be dropped in that space.
Step 4:
Step 5:
Step 2:
Step 3:
Step 2:
Step 3:
Locate the six attributes added in Exercise 1 and Drag and Drop them onto the column layout.
Step 4:
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Commerce Workbook
***
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Commerce Workbook
EXERCISE 3:
CREATE AN ACTION
Help Article:
Task:
Using the following steps, create an action labeled Default Business Info of the type: Modify.
Add the action to a new Column Layout in the Fundraiser Info panel, and then add a spacer
below it. Deploy Commerce and test action!
Navigation Path: Admin Home Page > Commerce and Documents > Process Definition >
Select a Process > Documents > List > Select a Document > Action >List
Step 1:
Step 2:
Enter a Name. This field will be used to link back to edit the action.
Step 3:
Enter a unique Variable Name. Do not use any special characters on this field.
Step 4:
Select the action type you want to create. The action type for this action is:
Modify
Step 5:
Click Add to save changes and open Admin Action editor, or click Cancel to return to Action
List without saving changes.
Step 6:
Edit the available tabs. Have this action Modify the Attribute fields we created.
Set Organization Attribute to Business
Set School/Business/Troop attribute to BigMachines
Set Email Address attribute to default@bigmachines.com
Step 7:
Click Apply to save changes. Click Update to save changes and return to the Document List
page.
Note: After you have completed these steps, the new action will appear in alphabetical order
on the Actions List page.
Step 8:
Add the action to the Panel created in Exercise 2. Dont forget to DEPLOY!
***
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Commerce Workbook
EXERCISE 4:
FORMULA MANAGEMENT
Help Article:
Task:
Navigation Path: Admin Home Page > Process Definition > Formulas (from the Navigation
drop-down).
Step 1:
In the Attributes filter, locate the attribute you wish to use to hold your calculated value. In this
case it is:
bottomLineDiscount_quote
Step 2:
Drag & Drop the attribute into the green Add Attribute bar under the Attribute Name.
Note: The attributes variable name displays.
Step 3:
Next, populate the Formula Bar. Main Doc and Sub Doc attributes may be used here. Start
with the following attribute:
Subtotal 1
Step 4:
You will also need Operators: ( ) + - / *. Type them directly into the Formula Bar. Be careful to
select the Operator from the pop-up menu, and not the Literal. Now add the appropriate
operator.
Step 5:
Drag & Drop the remaining attributes to complete the formula. Use the following:
Subtotal 1
Total Cost
Target Margin
Step 6:
When the formula is complete click the Green Plus to add the formula to the list.
Step 7:
Formulas run on a Simple Modify Action. Using the Calculate BL Discount action, edit its
Modify Tab, locating the bottomLineDiscount_quote attribute and setting its modify to Formula.
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Commerce Workbook
Step 8:
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Commerce Workbook
EXERCISE 5:
Approval Tabs
Home Commerce Process Documents Actions
Approval Sequences - An Overview
Home Commerce Workflow Approval Sequences
Task:
Using the following steps, create a new approval reason for every Organization type other than
Business. Create an Approver and set the Approver condition to Always True. Test by
creating a quote and making sure the approval process only fires if something other than
Business is selected. Submit the quote using an attribute selection that requires approval.
Check the approval process approving the quote via proxy login.
Adding a Reason
Note:
Navigation Path: Admin Home Page > Process Definition > Documents > Quote Actions >
Submit > Edit Approvals on the General Tab
Step 1:
Step 2:
Enter a Label and Variable Name for your reason and click OK.
Step 3:
Step 4:
Click on the Pencil icon to edit the reason. Set the following Simple Condition:
Organization not equal to Business
Step 5:
Step 6:
Step 7:
Step 8:
Step 9:
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Commerce Workbook
EXERCISE 6:
Task:
Create an Email Template that displays specific quote level details. Attach the email template to
the Approval Reason Created in Exercise 5. Test by submitting a quote with your user as the
approver for this reason to test the email output.
Step 1:
Step 2:
Enter a Name / Variable Name for the Email Template (Email Template Example), Click Add
Step 3:
Select the Email Template you just created from the Email Template Editor List
Step 4:
Click in the gray box for the Subject to edit the Subject line of the email.
In the subject area, add the static text and attributes [ ] below:
Approval Requested by [current user First Name] [current user Last Name] for [Quote
Number]
Click Save
Step 5:
Drag a Text Block from the left side navigation bar to the Body of the email. Click on the pencil
on the right hand side of the text block to edit it.
Step 6:
In the Edit Text box, add the static text and attributes [ ] below:
Pending Approval Notification for [current user First Name] [current user Last Name]
Quote Number: [Quote Number]
Quote Description: [Quote Description]
Submit Comment: [Submit Comment]
Reason Name: [Reason Name]
Quote Total: [Total]
Total Discount: [Total Discount]
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Commerce Workbook
Total Margin: [Total Margin $]
Step 7:
Click the Back button after finishing text edits to return to the Email Template Editor List
Step 8:
Deploy the email template by clicking the green Deploy checkmark on the right side of the list
Step 9:
Navigate via Admin to the Submit action, open the approval sequence manager.
Step 10:
Associate the Email template with the reason/approver created in the previous exercise. If you
are not currently the approver, make sure to select your user from the Approver drop down.
Step 11:
Save the approver, Save the approval sequence, click on the Back to Submit Action button
Step 12:
Update the Submit Action, Deploy commerce from the quick links
Step 13:
Test the email template by submitting a quote that requires approval for the reason you
created in the previous exercise.
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Commerce Workbook
EXERCISE 7:
Task:
Using the following steps, create a constraint rule to constrain Organizations blank value all the
time. The Condition is always true. Deploy commerce after your rule is created
Step 1:
Step 2:
Enter the basic properties for the rule: Name, Variable Name and Description.
Step 3:
Create your Condition. The rule is AJAX enabled and will auto run. Set the condition in this
instance to:
Always true
Step 4:
Step 5:
Click Add to add a new row and locate your required attribute.
Step 6:
Step 7:
Click the Save button. The rule will now appear in the left panel under Constraints. Dont
forget to DEPLOY!
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Commerce Workbook
EXERCISE 8:
Task:
Using the following steps, create a hiding rule to hide the Quote Level Attributes Delivery
Message and Delivery Date when Delivery? = false. Then, hide the Line Level Attribute Max
Discount % (maxDiscountPercent_line) from the line item grid when Organization = Business
Deploy commerce after your rules are created.
Step 1:
Step 2:
Enter the basic properties for the rule: Name, Variable Name and Description.
Step 3:
Step 4:
Set the Action to hide the following attributes (click Add to include more than one):
Delivery Message
Delivery Date
Step 5:
Click the Save button. The rule will now appear in the left panel under Hiding.
Step 6:
Repeat Steps 1-5 to create a second rule at the line level using the following options:
Condition: Organization = Business
Action: maxDiscountPercent_line
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Commerce Workbook
EXERCISE 9:
DOCUMENT VIEWS
Help Article:
Task:
Using the following steps, adjust the document views for the Admin Participant Profile at the
Submitted for Approval step. Set the View to Read Only for the attributes you created.
Navigation Path: Admin Home Page > Commerce and Documents> Process Definition >
Select a Process > Steps
Step 1:
From the list of Steps, select the Submitted for Approval Step. This will expand the list of
Participant Profiles associated with the Step in question.
Step 2:
Double Click the Admin Participant Profile. This will give you access to the Document Views
and User Access Rights tabs.
Step 3:
On the Document Views Tab and under the Quote: Main Document Section, click on the
Attributes Tab and locate the six attributes added in Exercise 1.
Step 4:
Step 5:
Step 6:
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Admin Essentials
Workbook 4
Document Engine
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EXERCISE 1:
48
EXERCISE 2:
COMPLEX CONDITIONALS
50
EXERCISE 3:
PAGE CONDITIONS
52
EXERCISE 4:
53
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Task:
To Insert a Table:
Step 1:
Move your cursor to a location where you want to insert the new table.
Step 2:
Step 3:
Step 4:
Step 5:
Within the table you just created, label the columns with the following text:
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Apply borders to all edges of all cells. Do so by selecting all cells, then clicking All Borders from
the Borders menu on the Table tab
Place the cursor inside of any table cell within the row that you want to repeat. The table row
must not already be a repeating row or have an existing condition on it.
Step 2:
Within the Table tab, you should now see the + Repeat Row button enabled in the Table
toolbar; click on it.
Step 3:
The Loop Expression Editor should appear, and you can define the loop to display on the
output.
Step 4:
From the Loop Expression Editor, under the Loop Over dropdown, select All Line Items
Step 5:
Click on the Save button at the bottom of the Loop Expression Editor. You can choose to
make selections for Sort By, Sort Type and Add Filters, but they are unnecessary for this
exercise. The Table row that your curser was in should now appear green (green is the visual
identifier for looping table rows).
Step 6:
Use the Dynamic Data pop up window to insert the correct dynamic data into the
corresponding table cell.
1st Column: Part Number (part folder) and the Model Name (model folder)
2nd Column: Quantity (price folder)
3rd Column: Part Description (part folder)
4th Column: List Price (variable name is listPrice_line).
Step 7:
Double click on the pencil icon next to List Price dynamic data
Step 8:
Step 9:
Step 10:
Click the Save button. This will save the dynamic data as formatted.
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COMPLEX CONDITIONALS
Help Article:
Task:
Step 2:
Step 3:
Step 4:
Step 5:
Step 6:
Check the box next to Always True. Doing so will hide the filters section. NOTE: Once it is
saved as Always True, it cannot be changed.
Step 7:
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Click Create.
Step 9:
Click Save.
Place your cursor on the page, where you want to insert the complex conditional.
Step 2:
Navigate to the Complex Conditionals library and insert a complex conditional into your page
by clicking the blue Insert arrow. You will notice that the complex conditional is shown in
green. You can edit this by clicking the pencil or delete it from your page by clicking the red x.
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PAGE CONDITIONS
Help Article:
Task:
Open the Page for editing and click Conditions from the Home toolbar.
Step 2:
From the Condition Expression Editor, select the attribute Delivery? for the Data Field and set
the Attribute Value equal to true (make sure this text is all lowercase).
Step 3:
Step 4:
Test the page condition using two Transaction IDs, one with the Delivery? set to true another
with this attribute set to false
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Task:
Step 1:
Save the page and document list from within the Doc Engine window.
Step 2:
From the Document Editor List window, the name of the document you have been working on
will be displayed in Red. Deploy the Document. The name of the document will no longer be
displayed in Red once the deploy is complete.
Step 3:
Navigate from the Admin homepage to: Process Definition > Printer Friendly / History XSL
Views. Add a Printer Friendly XSL View
Step 4:
From the Process Output Through: drop down menu, select FO to PDF Converter
Step 5:
From the Select Document dropdown, select the document you wish to convert. Note: Only
Deployed Document Engines will show up in the list.
Step 6:
Step 7:
Step 8:
Step 9:
From the XSL Views tab on the Print Action, select the name of the XSL view you just created.
Step 10:
Step 11:
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Step 13:
Deploy Commerce utilizing the Deploy button at the bottom of the commerce Quick Links.
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