Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Updated the panel macro with the following parameter(s): [bgColor]
Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue
#72B0DE#72B0DE#F0F0F0#F0F0F0General


Concepts

true

AdministratorsBasicUsers

Infrastructure
Theme Configuration

SSO Configuration

Form Builder

Common Masters

Widgets

Export/Import

Currency

Workflow

Customers

Vendors

Advanced
Discovery and Monitoring

Documents

Notifications

Compliance

Productivity

Shift Management

Escalations

License

GDPR

Password Management

Reports and Dashboards

Others

Scroll export button
scopecurrent
template-id4fda9400-a7df-4ede-a95f-e4ae5fcf4796
captionDownload this Page
add-onScroll PDF Exporter

The Common Master is a unique feature in the SummitAI application that allows the Administrators to set most commonly used label names and drop-down values across all the modules. If there is a change or addition required in the label names or drop-down values, this feature saves the efforts of the Administrator to make the same changes in all the pages separately. In other words, it simplifies the customization process required to be done by the Administrators for most commonly used labels names and drop-down values. For example, a Tenant should be displayed in all the Service Catalogs. Instead of modifying the Tenant for all the Service Catalogs separately, the Administrators can modify the same in the COMMON MASTERS page and map accordingly. It makes the change available across all the Service Catalogs.

To configure common master values:

  1. Select Admin > Basic > Infrastructure > Common Masters > Common Master Configuration.
  2. On the COMMON MASTERS page, click ADD NEW on the ACTIONS panel.
  3. Select the Master Type, type in a Value, provide the Sort Order, and select the Active check box to make it an active master value.
  4. Click SUBMIT. A new Common Master value is configured.
    Image Removed
    COMMON MASTERS pageImage Added
    Figure: COMMON MASTERS page

Field Description

The following table describes the fields on the COMMON MASTERS page:

Field

Description

Master Type

Select the Master Type from the drop-down list that is added in the COMMON MASTER TYPES page.

Value

Type in the value for the selected Master Type.

Sort Order

Specify an order to view the value in the drop-down lists on the mapped pages.

Active

If selected, the configuration becomes active.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the COMMON MASTERS page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the values configured for Common Master Type in the SummitAI application.

Image RemovedImage Added 
Figure:  COMMON MASTERS page: List of common master type values

  • To edit a common master value, click the configured Value. Make appropriate changes and click SUBMIT.
  • To display the inactive common master values, click the Include Inactive check box.

Note
titleNote:

When the common master values are displayed under the LIST table, the ADD NEW and IMPORT COMMON MASTERS actions are displayed on the ACTIONS panel.

  • Click ADD NEW to add a new Common Master Value.
  • Click IMPORT COMMON MASTERS to import Common Master values. For more information about importing the Common Master values, See Screen Shot.
    The EXCEL IMPORT COMMON MASTERS page is displayed. Select the Master Type, upload the Microsoft Excel sheet with the Common Master values in the Source field, and then click SUBMIT.
    Image Removed
    EXCEL IMPORT COMMON MASTERS page - GENERAL tabImage Added
    Figure: EXCEL IMPORT COMMON MASTERS page - GENERAL tab

    The Microsoft Excel sheet with the Common Master values is uploaded. Select the appropriate sheet in the Source column and click NEXT.
    Image RemovedEXCEL IMPORT COMMON MASTERS page - GENERAL tab - Selecting the sheet to upload Common Master values  Image Added
    Figure: EXCEL IMPORT COMMON MASTERS page - GENERAL tab - Selecting the sheet to upload Common Master values

    The MAPPING tab is displayed. Select the appropriate value in the Source column to map with the Destination column and click NEXT.
    Image RemovedEXCEL IMPORT COMMON MASTERS page - MAPPING tabImage Added
    Figure: EXCEL IMPORT COMMON MASTERS page - MAPPING tab

    The PREVIEW tab is displayed. Select the check box in the Discard column against the values that you do not want to import, and then click SUBMIT.
    Image RemovedEXCEL IMPORT COMMON MASTERS page - PREVIEW tabImage Added
    Figure: EXCEL IMPORT COMMON MASTERS page - PREVIEW tab

    The Common Master values are successfully imported for the selected Master Type.

Filters 

Click the Filters icon to specify a particular filter criteria to display Common Master Type values. On clicking the Filters icon, the FILTERS pop-up page is displayed. Select the Master Type and click SUBMIT.
Image Removed
Image Added
Figure:  FILTERS pop-up page

Note
titleNote:

If you select the Master Type as Location, an additional filter criteria Domain is displayed.
Image Removed
Common Masters page - Filters pop-upImage Added
Figure: Common Masters page - Filters pop-up


Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue
1

| |