Editing Variant/Option Effectivity

You can define variant/option effectivity for a configured instance of a product using variants and option groups from multiple models. You can also edit the variant/option effectivity that was previously defined.

This task shows you how to:

Before you begin: Ensure that:
  • Variant/option and evolution effectivity are decoupled. They are decoupled by default, but your Administrator may have changed the setting. You cannot edit legacy, coupled effectivity using this method.
  • The root object has at least one model attached as a configuration context. For more information, see Editing the Configuration Context.
  • The root object's configuration context model is not in the Private state if you are not its owner. You can only edit the variant/object effectivity of an instance when the model is in the Private state if you are the model's owner.
  • You have selected the product whose variant/option effectivity you want to edit, then clicked Edit Variants and Options Effectivity. The location of this action varies based on the app that you are using.
Notes: The following conditions apply to editing variant/option effectivity:
  • When you are editing or defining variant/option effectivity and there is no evolution effectivity criteria defined, you can select only the variants and options associated with model versions that are common to the configuration context models, and that are not in a frozen lifecycle state.
  • When you are working under evolution effectivity or a change action, the work under capabilities take precedence over frozen evolution effectivity for the following actions:
    • Edit, inline edit, or mass edit variant/option effectivity
    • Copy and paste variant/option effectivity
    You can successfully complete these actions, even if they involve frozen evolution effectivity.
  • If you have defined evolution effectivity for the product, when you define its variant/option effectivity, the variants and options are automatically filtered to include only those that are available based on the product's evolution effectivity.
  • If a manufacturing plan is defined as part of the evolution effectivity, the available variants and options are further limited to those available in the model versions associated with the manufacturing plan.

Select the Variant/Option Effectivity View

You can view the current variant/option effectivity before you define or edit it.

  1. In the Edit Variants and Options dialog box, if there is more than one model defined as a configuration context for the instance's parent product, from the Configuration context list, select the model you want to use to define variant/option effectivity.
  2. From the toolbar, select the view that you want to use to edit variant/option effectivity:
    OptionDescription
    Horizontal View Displays the variants and option groups horizontally across the page. Each OR condition is added as a new row vertically down the page. See Edit Variant/Option Effectivity Using the Horizontal View.
    Vertical View Displays the variants and option groups vertically down the page. Each OR condition is added as a new column horizontally across the page. You cannot copy and paste effectivity using this view. See Edit Variant/Option Effectivity Using the Vertical View.

    Warning: If you switch views after you have started to define or edit variant/option effectivity, any changes to the criteria selections in the matrix are lost when the new view displays.

Edit Variant/Option Effectivity Using the Horizontal View

You can edit variant/option effectivity using the Horizontal View of the matrix.

  1. In the Edit Variants and Options dialog box, add the variants and options by doing one or both of the following:

    • In the text field, enter the display name of a variant, variant value, option group, or option to automatically filter the list, then select the item to add it as variant/option criteria.
    • From the toolbar, click Add Variants Options, then select the check boxes in the Selection column of the variants, variant values, option groups, and options that you want to add as variant/option criteria.

    Each selected item appears as a column in the effectivity matrix.
    • If you selected a variant, each of its variant values is added to the matrix as a column, grouped under the variant's column.
    • If you selected an option group, each of its options is added to the matrix as a column, grouped under the option group's column.
    • If you selected a single variant value or an option, only the selected variant value or the option is added to the matrix as a column, under its variant or option group column.
    The selected criteria in each row of the matrix are combined to create an AND condition in the effectivity expression.
  2. To add an OR condition to the effectivity expression, from the toolbar click Add OR conditions.
    A row is added to the matrix. The selected criteria in each added row defines an OR condition in the effectivity statement.
  3. To define the criteria combinations in the effectivity expression, do the following.
    1. In each row, right-click in the matrix cell for each variant value and option.
    2. From the list, select on of the effectivity criteria for that variant value or option:
    OptionDescription
    Reject Rejects a default criteria in the instance's variant/option effectivity expression. A red appears in the matrix cell. This criteria is included in the instance's variant/option effectivity expression as a NOT condition.
    Select Selects the criteria in the instance's variant/option effectivity expression. A green appears in the matrix cell. This criteria is included in the instance's variant/option effectivity expression as an AND condition.
    Deselect Clears the criteria in the matrix cell. The previous criteria is removed from the instance's variant/option effectivity expression.
  4. To duplicate the selected criteria, select the row's check box, then from the toolbar, click Duplicate Effectivity conditions.
    The row, with its selected criteria, is duplicated below it. The selected criteria in each duplicated row defines an OR condition in the effectivity statement.
  5. To copy the selected criteria from one row to another, do the following:
    1. Select the source row's check box.
    2. From the toolbar, click Copy selected Effectivity conditions.
    3. Select the check box for the target row where you want to paste the copied selections.
    4. From the toolbar, click Paste Effectivity conditions.
    The selected criteria in the copied row replaces any selected criteria in the row where it was pasted.
  6. To remove an OR condition from the effectivity expression, select the check box for the row, then from the toolbar, click Delete OR conditions.
  7. Click OK.

The variant/option effectivity is saved for the product.

Edit Variant/Option Effectivity Using the Vertical View

You can edit variant/option effectivity using the Vertical View of the matrix. You cannot copy and paste effectivity using this view.

  1. In the Edit Variants and Options dialog box, add the variants and options by doing one or both of the following:

    • In the text field, enter the display name of a variant, variant value, option group, or option to automatically filter the list, then select the item to add it as variant/option criteria.
    • From the toolbar, click Add Variants Options, then select the check boxes in the Selection column of the variants, variant values, option groups, and options that you want to add as variant/option criteria.

    Each selected item appears as a row in the effectivity matrix.
    • If you selected a variant, each of its variant values is added to the matrix as a row, grouped under the variant's row.
    • If you selected an option group, each of its options is added to the matrix, grouped under the option group's row.
    • If you selected a single variant value or an option, only the selected variant value or the option is added to the matrix as a row, grouped under its variant's or option group's row.
    The combined selected criteria in each column of the matrix is combined to create an AND condition in the effectivity expression.
  2. To add an OR condition to the effectivity expression, from the toolbar click Add OR conditions.
    A column is added to the matrix. The selected criteria in each added column defines an OR condition in the effectivity statement.
  3. To define the criteria combinations in the effectivity expression, do the following.
    1. In each row, right-click in the matrix cell for each variant value and option.
    2. From the list, select on of the effectivity criteria for that variant value or option:
    OptionDescription
    Reject Rejects a default criteria in the instance's variant/option effectivity expression. A red appears in the matrix cell. This criteria is included in the instance's variant/option effectivity expression as a NOT condition.
    Select Selects the criteria in the instance's variant/option effectivity expression. A green appears in the matrix cell. This criteria is included in the instance's variant/option effectivity expression as an AND condition.
    Deselect Clears the criteria in the matrix cell. The previous criteria is removed from the instance's variant/option effectivity expression.
  4. To duplicate the selected criteria in a column, select the check box in its column header, then from the toolbar, click Duplicate Effectivity conditions.
    The row, with its selected criteria, is duplicated below it. The selected criteria in each duplicated row defines an OR condition in the effectivity statement.
  5. To remove an OR condition from the effectivity expression, select the check box for the column, then from the toolbar, click Delete OR conditions.
  6. Click OK.

The variant/option effectivity is saved for the product.