Configuring Common Masters

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
 Administrators
 Basic

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.

    COMMON MASTERS page
    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.

 
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:

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.

    EXCEL IMPORT COMMON MASTERS page - GENERAL tab
    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.
    EXCEL IMPORT COMMON MASTERS page - GENERAL tab - Selecting the sheet to upload Common Master values
    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.
    EXCEL IMPORT COMMON MASTERS page - MAPPING tab
    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.
    EXCEL IMPORT COMMON MASTERS page - PREVIEW tab
    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.


Figure:  FILTERS pop-up page

Note:

If you select the Master Type as Location, an additional filter criteria Domain is displayed.

Common Masters page - Filters pop-up
Figure: Common Masters page - Filters pop-up