Setting Up Configurations
A Configuration enables users to only display a specific set of Steps from an entire Template, during Planning and Execution. This acts as a filter of Steps, based on a combination of Steps and Part numbers.
You can create any number of Configurations, and each can have any number of Part Numbers and Steps.
You can also define the combination logic that would be applicable if two or more Configurations pertaining to a Part Number are selected while assigning the Task.
Setting up a Configuration involves the following steps:
Adding a Configuration.
Selecting Part Numbers for the Configuration.
Selecting Steps for the configuration.
The Configurations that you add are displayed against Part Numbers and Steps in a matrix format that allows you to make various combinations easily.
To add a Configuration:
On the main menu, go to > .
The section is displayed.
Select a Template, to use for the Configuration for.
Note
The Template may also contain a Component Step, which can be used for adding Configurations.
Hover over the
icon to view the list of tabs.
Select Configurations
.
The section Configurations opens.
Click .
The Create Configuration window is displayed.
Add details in the following fields as shown below.
Field
Description
Name
Enter a name for the Configuration. This is a required field.
Description
If needed, enter a description for the Configuration.
Status
From the drop-down list, select , or An Inactive Configuration will not be available for selection while Assigning a Task.
Click .
The Configuration is added.
Click
to maximize the Configuration panel.
The Configuration panel is displayed.
Drag the corner to resize the Configuration panel as shown below.
A Part Number can be included in multiple Configurations and a Configuration can include multiple Part Numbers.
Important
Part Numbers are available for selection in the Configuration section only if they have been added in the PTC section of the Templates Information Editor. For more information, see Defining PTC Details.
To select Part Numbers:
Select the Matrix type as shown below.
Select the cells corresponding to the Part Number.
Click .
The Part number has been associated with the Configuration.
In the above example, Part Number J1221G17 CLAMP LOOP and MS9321-10 WASHER FLAT are now associated with Configuration_A1.
Click the cell to dissociate the Part Number from the Configuration.
You can select Steps for the Configuration after adding them to the matrix.
A Step can be included in multiple Configurations and a Configuration can include multiple Steps.
To add and select Steps:
To add a specific Step, select the Step in the workspace pane, and click .
To Add All parent Steps, click
Clicking will not remove any child Steps that were already added.
A confirmation message is displayed.
To add all the Steps of the Template.
Click .
A confirmation message is displayed.
Click .
All the Steps are added to the Template.
Select the Matrix type .
Click the cells corresponding to the Steps to be associated with the Configuration.
The Configuration is now set up. You can add and set up as many Configurations as needed.
Note
Clicking removes all the Steps from the matrix.
To remove a specific Step, select
next to a Step in the matrix and then select .
In the matrix arrangement of Configurations, you can sort Part numbers, Steps, and Configurations in alphabetical ascending/descending order.
Sorting
To sort Part Numbers, click next to and then select the option.
To sort Configurations, click 
and then select the option.
Deactivate all Configurations discusses how the Configurations can be deactivated in a Template.
To sort Steps, click and then select the option.
Selecting/Deselecting
To select/deselect a Part Number across all Configurations.
Click next to a Part Number and then select the option from the list.
To select/deselect all the Steps and Part Numbers for a Configuration.
Click next to a Configuration and select the option from the list.
To select/deselect/remove a Step across all Configurations.
Click next to a Step and then select the option from the list.
Additionally, in the Configuration section, you can:
Define the settings to be applicable, if multiple Configurations corresponding to a Part Number are selected while assigning a Task.
From the drop-down list, select one of the following:
 |
- Displays all the Steps selected in each Configuration. When a Step is tagged to more than one configuration and the type is selected as “Union”, in the Execution Preview, that particular Step appears only once.
- Displays only the Steps common to all the Configurations.
Filter by Steps, Configurations, and Parts Number.
Expand and enter keyword(s) in the , , and/or fields.
 |
The filtered results are displayed in the matrix.
Using the Execution Preview 
, you can test the execution of the Configurations while working on them. You can preview the execution any number of times and make changes to the Configuration settings to suit your requirements.
Note
The Execution Preview provides only a simulation of the actual execution. For real-time execution of the Configuration(s), the Template must be published. To know more about Template publishing, see Publishing a Template.
To preview the execution of the Configuration(s):
Select the tab Execution Preview
.
The section is displayed.
Select a Part Number- Configurator from the dropdown list as shown below.
Select one of more Configurations from the dropdown list.
The Configurations associated with the selected Part Number will appear in the drop down list.
Select one or more roles from the Execute as dropdown list.
Click .
The Steps based on the selected Configuration(s) are displayed.
The following example shows how the Configuration settings are applied during execution.
In the above example, Configuration A2 and Configuration A3 are Active Configurations. Configuration A1 is Inactive and indicated by red color.
The Type Union is selected.
For Configuration A2 Step 2 is selected. For Configuration A3 Step 1 and Child of Step 1 are selected.
In the , when Configuration A3 is selected, the relevant Steps based on the Configuration settings are displayed.
The Steps selected in Configuration A3 are displayed, due to the type settings.
Note
After Setting up the Configuration, you can also modify an existing Configuration.