Group Profiles

Introduction

GroupProfile helps the user to hide Group/SubGroup under configurator, based on specific conditions. The conditions are specified using IMCExpression.

Prerequisite

Understanding of Schema, IMCExpression and LookupTable.

Steps to configure and use GroupProfile

Here are the steps to make use of GroupProfile.

Step 1: Create Lookup table

The user needs to create a LookupTable to specify dependent factors, Group name as well as SubGroup name inside the table. Users can name the table as the need be.

As you can see, in the 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 the user wants to fetch it via imcExpression). Users 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.

Step 2: Link tables to GroupProfileInstance

Next step should be to create GroupProfile instance under Administration -> Master Data Management -> GroupProfile and link LookupTable to GroupProfile instance. User may use one (1) or more such instances. All activated profiles will be applied as a union.

Under this GroupProfile instance 3 things need to be selected: GroupProfile table, and the columns for GroupName and SubGroupName, as shown in the above image. Also, the user needs to turn the profile on by using the active button.

Step 3: Testing GroupProfile

It is advisable to relog-in once the above steps are followed, after which the user can simply test it by going under SalesItem(SI) -> Configuration and check the expected outcome. In the above image GROUP2 -> SUB_GROUP_1 is hidden.

Step 4: Check Audit logs

After opening a SI, the audit logs can be found under tab Model -> Content Management. (To see audit logs, Server should be running under DEBUG mode with the log for GroupProfile enabled)

Successful triggers on Group/SubGroup(s) will be shown in audit table.

Note: Group profile is not supported in the New Configuration UI or in Custom Layout, but you can use DA profile to hide fields. To hide group just hide all the fields within that group.