Manage Attribute Groups - Precisely_EnterWorks - EnterWorks - 11.0

When attributes are displayed in the detail editor, they are grouped into Attribute Groups. Attribute Groups are grouped into Attribute Tabs. The assignment of attributes to Attribute Groups and of Attribute Groups to Attribute tabs is defined in a repository's profile. To change these assignments or to change the display order Attribute Groups or Tabs, the profile must be modified. Any changes you make to a profile will affect all the repositories that are based on that profile.

The management tasks for Attribute Groups are:

• View a repository's Attribute Groups in the Attribute Groups list
• Create or edit an Attribute Group
• Arrange attributes into columns in the New UI's Detail Editor
• Delete an Attribute Group
• Change the order in which Attribute Groups are displayed in an Attribute Tab

To assign attributes to an Attribute Group or to change the display order of attributes in an Attribute Group, edit the repository's profile.

From the repository's Attribute Groups list, you can also change the display order of a repository's Attribute Tabs.

Open the Attribute Groups list

To view a repository's Attribute Groups, open the Attribute Groups list:

1. Log into EnterWorks Classic as a user with Administrative privileges.
2. Open the repository's Attribute Groups list by opening the Feature bar, opening Content, opening the repository's folder, clicking the arrow to the right of the repository's name, selecting Manage Model, then selecting Attribute Groups.
3. The Attribute Groups list will appear. All the repository's Attribute Groups will be listed.

Create or Edit an Attribute Group

To create or edit an Attribute Group:

1. Open the Attribute Groups list:
2. To create a Group, open the Action dropdown and select New.
3. Or to edit an existing Group, select the Group, then open the Action dropdown and select Edit.
4. The Attribute Group – Details window will appear. Edit the configuration options as desired:
   • Name: The name of the Group. Do not include HTML or special characters in the name, such as & < >, ".
   • Description: There are two ways you can use the description field:
     • Enter a text description of the Group. Do not include HTML.
     • Enter text that defines how many columns will be used to display the Group's attributes in the New UI's Detail Editor.
   • Attribute Tab: Which Attribute Tab the Group will be shown in. If you click the Manage button you will be able to edit the Tab's name and description.
   • Collapsed:  Whether the Group will be initially displayed collapsed or expanded.
   • Group Type:

     • <not specified>: If this field is left empty, it is assumed that the Group will be used to display attributes.
     • Link Relationship: The Group will be used to display link relationships.
     • Variant: The Group will be used to generate variant records.
5. When you are finished, click OK to save your changes and exit back to the Attribute Groups list, or click Cancel to exit without saving your changes.
6. If you created a new Group, it will be added to the end of the Attribute Groups list.

Arrange attributes into columns in the New UI's Detail Editor

To arrange a Group's attributes into columns in when a record is opened in the New UI's Detail Editor:

1. Open the Attribute Groups list.
2. Select the desired Group, open the Actions dropdown menu and select Edit. The Details editor will appear.
3. Enter text into the Description field to define the columns. The format for the text is:

   (<number-of-columns-the-group-uses>,<number-of-columns-for-each-attribute>)

   Note that there is no space between the comma and the second value.

   • <number-of-columns-the-group-uses>: The width of the display area is 12 columns. This setting indicates the number of columns the Group will span.
   • <number-of-columns-for-each-attribute>: The area the Group will use is also divided into 12 columns. This setting indicates how many columns in the Group's area each attribute will use. If this number is set to 0 (zero) or 12, all 12 columns will be used.

   For example:

   • (12,3): The Group would use all twelve columns of the display area, (the entire width). The attributes would be displayed in four columns.
   • (12,6): The Group would use all twelve columns of the display area. The attributes would be displayed in two columns.
   • (6, 3): The Group would use six of the twelve display columns. The attributes would be displayed in 4 columns. Each column would use three of the Group's display columns.
   • (3,0): The Group would use three of the twelve display columns. The attributes would be displayed in one column, (the full width of the Group's display area).

     The image below shows the Summary Group configured in a (12,4) format, which results in the attributes being displayed in three columns.

     

   If an attribute Group does not use the full width of the display area, if the next attribute Group can fit in the remaining columns, EnterWorks will place the next attribute Group alongside the first attribute Group.

Delete an Attribute Group

1. Open the Attribute Groups list.
2. Select the Group, open the Action dropdown menu, and select Delete.

Change the order of Attribute Groups in an Attribute Tab

To change the order in which the Groups are displayed in an Attribute Tab

1. Open the Attribute Groups list.
2. Open the Action dropdown menu and select Set Group Display Order.
3. Each tab is listed and the Groups are arranged in the tab as they will be displayed. To change the display order of a Group, select it and use the Up and Down buttons to move it to the desired position.
4. When you are finished arranging the Groups, click OK to save your change.

Change the display order of a repository's Attribute Tabs

From the Attribute Groups list, you can also define the display order of the existing Attribute Tabs. To do so:

1. Open the Attribute Groups list.
2. Open the Action dropdown and select Set Tab Display Order. The Set Display Order screen will open.
3. To change the display order of a Tab, select it and use the Up and Down buttons to change its position in the list.
4. When you are finished arranging the tabs, click OK to save your changes and exit back to the Attribute Groups list.