Create a Matrix Rule
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Select the Rules tab.
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From the page toolbar, select .
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Enter a title for the new matrix rule.
- Optional:
Enter a description and select an image for the new matrix rule.
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To create the matrix rule, do one of the following:
Option |
Actions |
Create a Single Matrix Rule |
Click Create. |
Create Multiple Matrix Rules |
Click Create another. Your
matrix rule is created. The dialog box remains open
so that you can create another matrix rule by
changing the information. |
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To open the matrix rule, do one of the following:
- Double-click the matrix rule.
- From the matrix rule's context menu or Action
column, select.
- To view the content of the matrix rule, do the following:
- From the page toolbar, click
View Content to view the matrix rule in the
preview pane.
- Click
in the preview pane to expand the matrix rule editor to the
full page.
The matrix rule's Driving Criteria tab opens.
Open an Existing Matrix Rule
-
Select the Rules tab.
-
To open the matrix rule, do one of the following:
- Double-click the matrix rule.
- From the matrix rule's context menu or Action
menu, select.
The matrix rule's Content tab opens, showing the matrix rule definition.
Skip to Define the Matrix.
Define the Driving Criteria
-
Select the
Driving Criteria tab.
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To define the driving criteria, click
Add Variants/Options.
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In the Model Version Variability pane, select the
in the Actions column of the variant or variant
values that you want to specify as the driving criteria for the matrix rule.
Only the variants and variant values that you can use as driving criteria
are active and available for selection. A variant must be in the Private or
Available lifecycle states to be available for selection.
- Optional:
To remove variants or variant values, do one of the following:
Object to Remove |
Actions |
Single variant value |
In the variant value's row, click Remove. |
Single variant and all of its variant values
Note:
If you remove a variant, all of
its variant values are also removed.
|
In the variant's row, click Remove. |
Multiple variants and variant values |
Select all of the variants and single variant values,
then in the page toolbar, click Remove. |
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Click Save.
Define the Constrained Criteria
-
Select the
Constrained Criteria tab.
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To define the constrained criteria, click
Add Variants/Options.
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In the Model Version Variability pane, select the
in the Actions column of the variants, variant
values, option groups, and options that you want to specify as the
constrained criteria for the matrix rule.
Only the variants, variant values, option groups, and options that you can
use as constrained criteria are active and available for selection. Variants
and option groups must be in the Preliminary or Active lifecycle states to
be available for selection.
- Optional:
To remove variants, variant values, option groups, or options, do one of
the following:
Object to Remove |
Actions |
Single variant value or option |
In the variant value' or option's row, click
Remove. |
Variant and all of its variant values or option group
and all of its options
Note:
If you remove a variant or option
group, all of its variant values or options are
also removed.
|
In the variant's or option group's row, click
Remove. |
Multiple variants, variant values, option groups, or
options |
Select all of the variants, option groups, single
variant values, and single options, then in the page
toolbar, click Remove. |
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Click Save.
Define the Matrix
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Select the
Content tab.
The matrix rule loads progressively to allow quicker display of the
matrix. The status bar shows the number of rows, columns, and cells with
conflicts in the matrix. After the matrix displays, conflicts are
calculated per column then displayed. Finally, suggestions are
calculated per column then displayed. The calculation completion
percentage for each updates in the status bar in real time.
You can begin editing the matrix rule at any time, but each saved change
causes the matrix rule to reload using the same progressive display
process.
Any combinations of driving and constrained criteria that are not allowed
or are required based on other rules are indicated by gray shading and a
white icon in the matrix cell's corner:
Icon |
Meaning |
|
This combination of driving and
constrained criteria is incompatible with another
rule defined for the model version. It is not a
valid selection in the product configuration. Click
the icon to view the tooltip that explains which
existing rule makes this combination of criteria an
invalid selection. |
|
This combination of driving and
constrained criteria is required by another rule
defined for the model version. It is a required
selection in the product configuration. Click the
icon to view the tooltip that explains which
existing rule makes the combination a required
selection. |
For example, if an external rule dictates the status of a cell, a white
icon in gray shading appears in the cell's upper right corner indicating
its required status. If a user selection in one cell of the matrix
dictates the status of another cell in the matrix, for example, if you
specify a default value for a variant and other values cannot be
selected, a dark white in gray shading appears in the other cells' upper
right corners.
All criteria columns are displayed in the matrix, even if there are no
valid combinations of criteria available to select in a column.
Note:
Invalid columns are indicated by a dark gray background,
the word (Invalid) in the column title, and all
inactive cells. The total number of invalid columns is displayed in the
rule's status bar.
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To filter the matrix to show only columns with valid combinations of
criteria (that is, to hide columns where none of the suggested values or
valid values for the driving criteria are available), select .
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To change the size of the matrix to make it easier to view and edit, click
Resize-Column, then select one of the following display
size options:
Option | Description |
---|
Large |
The matrix cells are displayed in their largest format. |
Medium |
The matrix cells are displayed in a more compact
format. |
Small |
The matrix cells are displayed in their most compact
format. |
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To define which selections are available during product configuration, for
each combination of driving and constrained criteria do the following:
-
Click in the matrix cell.
-
From the list, select the status for this combination of criteria
during product configuration:
Option | Description |
---|
Selected |
This combination of criteria is automatically selected in the
product configuration. You cannot clear it if rules are enabled for
product configurations. All other cells in the constrained criteria
are unavailable for selection, as indicated by the in their upper right corners. All other cells for options in the
constrained criteria are available for additional selection, if
any. |
Default |
This combination of criteria is selected by default in the
product configuration. You can clear the criteria combination to
reject it. |
Not Available |
This combination of criteria is not available for selection in
the product configuration. You cannot clear it if rules are enabled
for product configurations. |
Available |
This combination of criteria is available for selection in the
product configuration. You cannot select it if rules are enabled for
product configurations. |
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To filter the matrix to see only selected driving criteria, do the
following:
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Right-click the driving criteria's title at the upper left side of
the matrix.
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Select Filter.
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Select the driving criteria that you want to hide in the
matrix.
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To sort the driving criteria by sequence number, do the following:
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Right-click the driving criteria's title at the upper left side of
the matrix.
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Select .
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Select either Ascending or
Descending as the order to sort the
driving criteria by sequence numbers.
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To sort the driving criteria by title, do the following:
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Right-click the driving criteria's title at the upper left side of
the matrix.
-
Select .
-
Select either Ascending or
Descending as the order to sort the
driving criteria alphabetically.
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To specify the values of all cells in a column to the same value, do the
following:
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Right-click one of the driving criteria's values at the top of the
matrix.
-
To make all of the cells in the column unavailable for selection
during product configuration, select .
-
To make all of the cells in the column available for selection
during product configuration, select .
Note:
You cannot use the Set Column
commands to set all of the values in an invalid column.
-
To apply the same value to more than one cell at a time, do the
following:
-
Click
Painter.
-
From the list, select the value that you want to paint to multiple
cells.
-
Click each of the cells in the matrix that you want to paint with
the selected value.
Option | Description |
---|
Not Available |
The selected criteria combinations are not available for
selection in the product configuration. |
Available |
The selected criteria combinations are available for selection
in the product configuration. |
Default |
The selected criteria combinations are selected by default in
the product configuration. |
Selected |
The selected criteria combinations are selected in the product
configuration. |
None |
The painter capability is reset. |
-
Click Save.
Resolve Conflicts with Other Rules
Any conflict between a cell's specified status and any other rules is
immediately indicated by in the
right side of the cell. This means that the current cell definition conflicts with
this matrix rule or another rule defined for the model version.
-
Click in a matrix
cell.
The List Conflict Rules panel
opens.
-
To navigate to the conflicting rule, do one of the following:
Cntext |
Actions |
List Conflict
Rules pane |
Double-click the tile of the conflicting
rule. |
From the context menu of the conflicting rule, select
Open. |
Browser toolbar |
Click Back in the browser to
return to the Rules tab, then
select the conflicting rule. |
Page breadcrumbs |
Click a link in the breadcrumbs at the top of the
page. |
Note:
If you have unsaved changes in the current matrix rule,
you are prompted to save them before navigating to the conflicting
rule.
-
Update the rule to remove the conflict with the rule you navigated
from.
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Save the changes you made to resolve the conflict.
-
Navigate back to the rule that you were defining using either your
browser's Back button or the app's breadcrumbs at the
top of the page.
-
Click Save.
Resolve Invalid Columns
You can resolve the issues that are causing invalid columns in the rule
matrix.
Invalid columns are indicated by a dark gray background, the
word (invalid) and in the column header, and all inactive cells. The number of
invalid columns in the rule matrix is specified in the status bar. If you have hidden
some invalid columns, the number of visible invalid columns out of the total number of
invalid columns is displayed in the status bar.
-
Click in the column
header.
The Invalid Column panel opens.
-
To navigate to the rule causing the invalid column, do one of the
following:
Context |
Actions |
Invalid Column
pane |
Double-click the tile of the rule. |
From the context menu of the conflicting rule, select
Open. |
Browser toolbar |
Click Back in the browser to
return to the Rules tab, then
select the invalid rule. |
Page breadcrumbs |
Click a link in the breadcrumbs at the top of the
page. |
Note:
If you have unsaved changes in the current matrix rule,
you are prompted to save them before navigating to the conflicting
rule.
-
Update the rule to ensure that you have resolved the issue that caused the
invalid column that you navigated from.
-
Save the changes you made to resolve the invalid column.
-
Navigate back to the rule that you were defining using either your
browser's Back button or the app's breadcrumbs at the
top of the page.
-
Click Save.
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