Nested Products

You can define a nested product structure. The structure determines how Services Items can be composed.

Required license roles: Services Product Manager, Services Product Developer, Services Product Contributor, Services Product Business Metrics, Review and Approve

To access this page:

  1. Open the required Services Product. For more information, see Opening a Services Product.
  2. In the navigation pane, click Product Nesting.

This topic describes:

This page discusses:

See Also
In Other Guides
Page Toolbar Icons
Structured Content in Edit Mode

Columns

Column Name Description
Display Name The display name (a text name instead of number).
Name The name of the product. You can click on the hyperlinked name to open the Properties page for the product, or right-click the hyperlinked name to access additional actions, such as adding the product to a collection or finding related files.
Product Classification The type of Services Product. For more information, see About Product Classifications.
State

Shows up to 3 lines for the previous, current, and next lifecycle states. The current state is highlighted, and you can click it to open the Lifecycle page. If you only see 2 lines, the item is in its first or last state. Hover over the state to view the available actions:

Action Description
Promote the item to the next state.
Demote the item to its previous state.
Promote the item to its final state.
Note: Hover actions are not available on mobile devices.

(Higher Revision) Shows the current revision level. If also shows, a higher revision of this product exists. You can click to view the details of the higher revision.

To replace a product with a higher revision:

Note: You must have the Services Product Manager or Services Product Developer license role.
  1. Click Edit .
  2. Select the row for the product.
  3. Click . If more than one higher revision exists, you must select which higher revision to use.
  4. Click Save. You must save this change before replacing other products with higher revisions.

You can only replace a product with a higher revision if all of these conditions are met:

  • The higher revision is not already connected to this parent product.
  • The parent product must be in the Create or Draft state.
  • The higher revision is not in the Cancelled or Obsolete state.

If these conditions are not met, you do not see .
Drop Drop a product on the to add that product as a child of the product on this row.
Note: You must have the Services Product Manager or Services Product Developer license role.
Drag To move this product to a child of another product, drag and drop it on for the other product.

If you want to copy and not move this product, press CTRL before you drag .

Note: You must have the Services Product Manager or Services Product Developer license role.
Type The object type listed on that row.
Owner The owner of the product.
Design Responsibility The organization with design responsibility for the product.

If no design responsibility is defined, the product is accessible by all Product Managers and System Engineers of the company. If you choose an organization that you do not belong to, you cannot access the new model once it is created.

The design responsibility must be assigned before the product line reaches the Released state.

Cardinality Shows how many Services Items of this product can be used within the parent product composition:

Option Description
One One (and only one) service item of this product can be added to the composition of this nested product.
Several Any number, including zero, service items of this product can be added to the composition of the nested product.
Optional One or zero service items of this product can be added to the composition of the nested product.
Mandatory Any number but at least one service items of this product can be added to the composition of the nested product.

Sequence Order The order in which documents for this Services Product will be generated. You can use the Sequence Order menu to rearrange the sequence of documents.
Effectivity The effectivity expression defined for the item. You must have the Leader access role and be assigned the Services Product Manager, Services Product Developer, or Services Product Contributor license to create and edit effectivity expressions.

You can edit the effectivity until the parent product reaches the Released state. For more information, see Building or Editing an Effectivity Expression.

Actions/Toolbar Commands

You must have the Services Product Manager or Services Product Developer license role to perform these actions.

Action Description For More Information
Add Existing Adds Services Products. You can nest other products under Services Products.

You can only add other Services Products if their product classification allows it. You can add a Services Product that does not have a product classification set. The app will check the product classification when you promote to Review or Release to verify that you did not include an invalid type of product.

After adding Services Products, edit any attribute values and then click Save.

 Predefined Queries and About Product Classifications
Create New Creates a new Services Product as a child of the selected product.

You must have a Services Product Manager or Services Product Developer license.

You must have access to the selected Services Product to create a nested product for it. The Services Product at the root node and the selected node must be in the Create or Draft state.

After creating Services Products, edit any attribute values and then click Save.

 Creating Services Products
Remove Removes the selected items from the list. –
Delete Deletes the selected items. –
Enable Edit / Disable Edit Toggles between edit and view mode. In edit mode, make any required changes and click Save. –

Change Menu

You must have the Services Product Manager license role to access this menu.

Action Description For More Information
Change Request Add To Existing Adds the selected Services Product to an existing change request. Predefined Queries
Add To New Creates a new change request and adds the selected Services Product to it. Change Management User's Guide: Creating a Change Request
Change Order Add To Existing Adds the selected Services Product to an existing change order. Predefined Queries
Add To New Creates a new change order and adds the selected Services Product to it. Change Management User's Guide: Creating a Change Order
Change Action Add To Existing Adds the selected Services Product to an existing change action. Predefined Queries
Add To New Creates a new change action and adds the selected Services Product to it. Change Management User's Guide: Creating a Standalone Change Action

Document Generation Menu

Action Description For More Information
Preview Preview report to be generated from a Report Template Design template. Previewing Documents
Generate Generates report based on a Report Template Design template. Generating Documents

Sequence Order Menu

The Sequence Order menu lets you change the sequence of the nested items. You can define a separate sequence for each level of nesting. The sequence value is not the order that the items show in the list, but it determines the order in which documents for the nested products are generated in reports and shows as the value in the Sequence Order column.

Sequence numbers are not required, and you can assign the same sequence value to any number of products at the same level. If you do, the sequence is considered as unspecified.

You can only edit the sequence order if the Services Product is in the Create or Draft state. The page must be in edit mode (click Edit ) to change the sequence of nested items.

  • Select Sequence Order > Increase to move the item higher in the sequence (such as from 2 to 1).
  • Select Sequence Order > Decrease to move the item lower in the sequence (such as from 1 to 2).