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Creating Component List

When you create a new component list, you can perform the following actions:

• Error Check: When user clicks Error Check, the Component Analysis window opens displaying the list of errors/warning related to the component list.
• Save: When user clicks Save, the component list will be saved with the user entered name.
• Save As: When user clicks on Save As, a new window will open asking the user to enter the name for the new list. After clicking the OK button on the window, the existing component list will show the newly displayed name for component list and the user will be able to work on the component list for further edits. At this point, if the previous list has components selected, then those components will be retained for the new list. Also, the log will be refreshed to show the new component list created using Save As action. The unique validation for component list will be checked when the user clicks the OK button.
• Cancel: When user clicks on Cancel, the window will be closed.

With the Actions menu, you can also:

• Select Components & Set Replace in Destination: When a user chooses Select Components & Set Replace in Destination, all highlighted components in the list will be selected for the configuration package, along with the Replace in Destination check box for each component. After the configuration package is deployed, all selected components will be available in the destination environment, and any existing components in the destination environment will be replaced by the same component in the configuration package, if the component has the Replace in Destination check box selected.
• Select Components & Do not set Replace in Destination: When a user chooses Select Components & Do not set Replace in Destination, all highlighted components in the list will be selected for the configuration package, but the Replace in Destination check box for each component will not be selected. After the configuration package is deployed, all selected components will be available in the destination environment, but any existing components in the destination environment will not be replaced, unless the same component has the Replace in Destination check box selected.
• Deselect Components: When a user chooses Deselect Components, all highlighted components in the list will be deselected for the configuration package and will not be sent to the destination environment once deployed. If the component has the Replace in Destination check box selected, it will also be deselected.
• Deselect Replace in Destination: When a user chooses Deselect Replace in Destination, all highlighted components in the list will no longer have the Replace in Destination check box selected. However, if the component is selected for the configuration package, it will not be deselected with this action.

The left pane of the log displays the components that you can select. When you select a particular component, the items for the selected component that can be added are listed, and you can select the items individually. You can:

• Use the check box, on top, to select/deselect all the items.
• Use the View filter option to perform a quick filter.
• Use the print option to print the list of selected components, in a consolidated format.
• Use the expand all/collapse all to expand or collapse the component seen in the Grouping.

The component list name is unique. If the user tries to create a duplicate list, the system displays an alert message.

The left pane (navigation tree) in the window displays the following nodes:

• Designs (folder)
• Data Structure Setup (folder)
  • Basic Data Definitions
  • Cost Code Data Definitions
  • Data Cube Definitions
  • Data Views
  • Dynamic Data Sets
• Company Access Control
• Configuration
  • Designs
  • Log Views
  • Mobile Log Views
  • Pickers
  • Customize Email Subject
  • Customize Email Content
  • Customize Templates
  • User Mode Navigator
  • Portal Landing Page
• Company Workspace
  • Setup
  • Rules
  • Auto Update Status Setup
  • User Defined Reports
• Company Templates
  • Cash Flow
  • Sheets
  • Folder structures
  • Rules
  • User Defined Reports
• Shell Templates
  • Access Control
  • Setup
  • Folder Structures
  • Sheets
  • Rules
  • User Defined Reports
• Single Instance Shells
  • Access Control
  • Setup
  • Rules
  • User Defined Reports
• Analytics

The following explains each node in detail.

In This Section

Designs

Data Structure Setup

Company Access Control

Configuration

Company Workspace

Company Templates

Shell Templates

Single Instance Shells

Analytics

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Last Published Wednesday, June 26, 2024