Configuring Common Master Types
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 on 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. On the COMMON MASTER TYPES page, Administrators can add a new label or edit an existing label. For example, a label name called Designation needs to be displayed in the Project Management, Service Management, and Asset module. Instead of modifying the label name in those modules separately, the Administrators can modify the same on the COMMON MASTER TYPES page and map it accordingly on the COMMON MASTERS page. It makes the change available across all the said modules.
To configure Common Master Types:
- Select Admin > Basic > Infrastructure > Common Masters > Common Master Type. The COMMON MASTER TYPES page is displayed.
- On the ACTIONS panel, click ADD NEW.
Figure: COMMON MASTER TYPES page - Specify the Common Master Type in the Master Value field and select the Active check box if you want to make the Common Master Type active. Click SUBMIT.
Field Description
The following table describes the fields on the COMMON MASTER TYPES page:
Field | Description |
|---|---|
Master Value | Type in the Master Value that you want to see while configuring common masters on the COMMON MASTERS page. |
Active | If selected, the configuration becomes active. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the COMMON MASTERS TYPES page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the Common Master Types in the SummitAI application.
Figure: COMMON MASTER TYPES page
To edit a Common Master Type, click the configured Common Master Type. Make appropriate changes and click SUBMIT.
Note:
When the Common Master Types are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to add a new Common Master Type.
Filters
Click the Filters icon to specify a particular filter criteria to display Common Master Types. On clicking the Filters icon, the FILTERS pop-up page is displayed. Select the Master Type and click SUBMIT.
Figure: FILTERS pop-up page