-
To create a
matrix rule, from the page toolbar, select
Create
.
The matrix rule is added to the table.
-
In the new rule row, click
.
The matrix rule table opens.
-
If the feature list is not displayed by default, click
to show the list of features that can be used to define the
matrix rule.
-
Define the driving features for the matrix rule:
-
In the features list, select a driving feature that you want
to guide the rule. To ensure that only valid combinations are created, only
variants, which can only have a single configuration, can be used as a driving
feature in a matrix rule. Option groups, which can have multiple
configurations, are not allowed.
-
Drag the feature into the
Driving Criteria section of the matrix
panel.
-
Drop the feature in the dotted area of the
Driving Criteria section of the matrix
panel.
-
Repeat this process for each driving feature that you want to
use in the matrix rule.
When viewing the matrix rule in the edit view, if you have added
more than four driving features, there is a scroll bar that scrolls through the
driving features.
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Define the constrained features for the matrix rule:
-
In the features list, select a constrained feature whose
options will be limited.
-
Drag the feature into the
Constrained Criteria section of the matrix
panel.
-
Drop the feature in the dotted area of the
Constrained Criteria section of the matrix
panel.
-
Repeat this process for each constrained feature that you want
to use in the matrix rule.
Once you drop at least one driving criteria and one
constrained criteria into the matrix, any existing
configuration rules that affect the combination of
the driving and constrained features are immediately reflected in the matrix.
They are shown using folded corners and conflict icons:
-
To define the default selection for a combination of driving and
constrained feature options, right-click in a cell, then select
Default.
A
appears in the cell indicating that the feature/option
combination is the default configuration. If another feature/option combination
was previously selected as the default, the blue star is removed from that
cell.
-
To define an invalid selection for a combination of driving and
constrained feature options, right-click in a cell, then select
Non-Available.
The cell turns gray indicating that the feature/option
combination is not valid and is not available for configuration.
-
To define a valid selection for a combination of driving and
constrained feature options, right-click in a cell, then select
Available.
The cell turns white indicating that the feature/option
combination is valid and available for configuration.
- To define all cells in a row or column as the same value, click the title of the driving or constrained criteria in the matrix, then select one of the following:
Option | Description |
---|
Available |
All cells in the row or column will be set to Available, regardless of their current value. The cells turn white indicating that the feature/option combination is valid and available for configuration. |
Non-Available |
All cells in the row or column will be set to Non-Available, regardless of their current value. The cells turn gray indicating that the feature/option combination is not valid and is not available for configuration. |
-
Hover over the identified cells to view any internal conflicts in
the matrix rule that are automatically identified. The conflicts are displayed
unless you have cleared the
Check Internal Conflicts option in the matrix
settings.
An orange conflict icon
appears in all cells where there is an internal conflict
among the selections for that feature/option combination. For example, an
internal conflict exists if no valid feature/option combinations can be
configured because they have all been made invalid.
-
In the editable view, use
and
in the right corner of the page to navigate through the
cells that contain conflicts. The selected cell is highlighted in red. You can
remove the local validity or change the external configuration rule to resolve
the conflict. A conflict will not prevent the successful creation of a matrix
rule.
Note:
You can only use
and
when the matrix is in edit view.
The colored conflict icon no longer appears in a cell after
the conflict is resolved.
-
Click
Save after you have configured all of the
required options for the matrix rule.
The matrix rule is saved. You can edit its title and description on its
Properties page. For more information, see Editing Matrix Rule Properties. The new matrix
rule is listed in the Matrix Rules Page. Note:
The Matrix Rules Page page lists matrix rules created in Variant Management, but not those created in Model Definition. You can only view matrix rules created in the Model Definition app in Model Definition.
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