GroupProfile helps user to hide Group/SubGroup under configurator, based on specific conditions. The conditions are specified using IMCExpression.
Understanding of Schema, IMCExpression and LookupTable.
Steps to configure and use GroupProfile
Here are the steps to make use of GroupProfile.
Case example: Subgroup 1 set to be hidden when Role_Admin access Quote for Product01
Step 1: Create Lookup table
User needs to create a LookupTable to specify dependent factors, Group name as well as SubGroup name inside the table. User can name the table as the need be. Below are the mandatory factors (Group,Sub-group), as well as the dependent factors (Role_Name, Product_Name)
As you can see, in image, ‘Fetch Record’ data types are useful to specify dependent factors (i.e. PRODUCT_NAME and ROLE_NAME in this example), whereas GROUP_NAME and SUBGROUP_NAME columns are mandatory columns for the table, which can be described as a ‘Data Record – String’ (or ‘Fetch Record’, if user wants to fetch it via imcExpression). User can choose the column names as needed.
Once the table is created, it needs to be activated and create records to specify which Group/SubGroups should be hidden. Creation of records can be done either by UI or by Excel import.
E.g. Above screenshot shows that Product_Name=’Product01’ and Role_Name =’Role_Admin’
Step 2: Link table to GroupProfileInstance
Next step should be to create GroupProfile instance under Administration è Master Data Management è GroupProfile and link LookupTable to GroupProfile instance. User may use one or more such instances. All activated profiles will be applied as a union.
Under this GroupProfile instance 3 things need to be selected:
-Group Profile, SubGroupProfile that should be screened.
-Turn on screening by Active button.
Re-login to allow changes to be made.
Step 3: Testing GroupProfile
It’s advisable to relog-int once above steps are followed, after which user can simply test it by going under Quote -> SalesItem -> Configurator and check expected outcome. In the below image, GROUP2 > SUB_GROUP_1 is hidden.
Step 4: Check Audit logs
After opening a SalesItem, the audit logs can be found under tab Model > Content Management. (To see audit logs, Server should be running under DEBUG mode with log for GroupProfile enabled)
Successful triggers on Group/SubGroup(s) will be shown in audit table.