Favorites Administration

Favorite folders can only be shared with user groups. Perform the following steps to create a company folder:

1. Navigate to Favorites.
2. Click on the Manage Folders icon.

3. Click the Add Folder icon to create a new folder, or click the Edit icon for an existing folder.

   

4. Enter a Folder Label.

5. Enable the Company Folder option.

   Only Full Access administrators with Favorite List privileges will see the Company Folder option, so only these administrators can create shared favorite folders.

6. Select the appropriate groups for View Access and Add Access.
   • View Access only allows users assigned to selected user groups to view the favorite folder.
   • Add Access allows user assigned to selected user groups to add favorites to the favorite folder.
7. Click the Save icon.
8. Click Close.

To view a specific shared folder, select Company Favorites and then select the applicable shared folder from the Folder Selection drop-down.

The Update Favorites List page is used to update the product data displayed on the Commerce Favorites list. You can tag items for reconfiguration or change the status icons the system uses to indicate changes to the Commerce Favorites list before performing an update.

These updates ensure that products on the Favorites List display current catalog information. The update engine verifies product attributes, pricing, and availability. The update engine can only calculate pricing information on products with still-supported configurations. When products have new or modified configuration attributes, you can set the engine to skip over them during the update process. This speeds up Favorite List updates, but it also forces users to reconfigure those products before purchase.

1. Navigate to the Admin Home page.
2. Click Favorites List in the General section.
3. Schedule a Favorites List Update:
   • Enter the time for starting the update in the Scheduled field.
     Example: 11/11/2009 11:11 AM.
   • Enter the email address of the person who wishes to receive notification of completion of the update in the Send Email To field.
   • Click Schedule Favorites List Update to synchronize all the existing Commerce list entries.
4. Sort the Scheduled Tasks list alphabetically by column.
   • To sort products: choose the column you want to sort by and click the header.
   • To reverse-sort: click the header twice.

5. To delete a Scheduled Task, select the checkbox in the Delete column, and click Delete.

   You can delete the scheduled task to cancel the process before a Favorites List update begins. While an update is happening, it is not possible to stop the process.

   

6. Select the items that should not be updated in the Flag Equipment and Parts for Reconfiguration section.

   To do this, navigate to the items that have different supported configurations by clicking a Link and marking all parts for reconfiguration. Or, navigate through the products hierarchy and mark select products.

7. Click Update Flags on each page with selected items to save your selection.
8. Click Back to return to the previous page without saving changes.

You can verify Favorites List updates by viewing the email notification generated when an update process finishes. The system sends a confirmation email to the email address specified for the update. Confirmation emails contain the number of products processed, the number of items that no longer exist in the catalog, and the number of items that now need to be reconfigured before purchase.

Sample Email Contents

1. Navigate to the Admin Home page.
2. Click Process Definition in the Commerce and Documents section.
3. Select Documents from the applicable process Navigation menu, and then click List.
4. Select Actions from the main document Navigation menu, and then click List.

5. For the Main Document/Quote, select Actions in the Navigation column.

   The Copy to Favorites action is only available on the main document.

6. Click Add, at the bottom of the Action List page.

7. Enter the title in the Label field.

   The entry in the Label field will appear to the end user. Be brief, but descriptive.

   The Variable Name field populates automatically. Variable names can only contain alpha-numeric characters and underscores. The entry can be changed before saving, but after saving the value is read-only.

   

8. Select Copy to Favorites as the Action Type.

9. Click Add to save your changes and return to the previous page.

10. Click Save and Edit Desktop Layout.

    The Commerce Layout Editor appears.

11. Click on Actions in the right side panel

12. Drag and drop the Copy to Favorites action into the top action toolbar.

    

13. Click Save.

14. Deploy the Commerce process.

1. Navigate to the Admin Home page.

2. Click Process Invocation in the Commerce and Documents section.

3. Click on the Model Configuration page.

   

4. Click Add to add an item.

   

   The Create/Edit Action page opens.

5. Enter the Name and Description. The entry in the Name field will appear to the end user. Be brief, but descriptive.

   

6. For the Action Type, select the Favorites List option.
7. Click Add to save your changes and return to the previous page.

8. Select User Access Rights from the Favorites List Navigation menu, and the click List.

   The Access Rights Editor page opens.

   From within this page you can manage which users have access to the Add to Favorites button. Users will see the Add to Favorites button once they reach the End Node of the Configuration Flow.

9. Add at least one item to the Access Rights field.

   1. Select a Company Type.
   2. Select a User Type.
   3. Click the right toggle button to add the user type to the Access Rights section.

   

10. Click Update to save your changes and return to the previous page.
11. On the Action List page, click Back.
12. Choose Select box next to the Model Configuration page.

13. Click Deploy.

    Users will see the Add to Favorites button once they reach the End Node of the Configuration Flow.

1. Navigate to the Navigation Menus page.
   1. Click Admin to go to the Admin Home Page.

   2. Click Navigation Menus in the General section.

      The Navigation Menus page opens.

      

2. Click List Links next to the Subheader navigation menu.

   The Navigation Items List - Subheader page opens.

   

3. Click Customize Menus.

   The Customize Links for Subheader page opens.

   

4. Select which level of Access Rights will have visibility to these buttons once they are added.

5. To select for which user type you want to add the link, select the link from the Hidden Links list and click Add.
6. Click Apply to save your changes and remain on the page.
7. Click Back twice to return to the Navigation Menus page.
8. Click Deploy.