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Different types of options can be defined in the Option Pool. Each type is displayed in a separate tab. By default, the Design Option tab is selected. For more information, see Enabling or Disabling Sales and Design Subtypes, Creating a New Option Subtype, and Customizing the Display Name of the Option Type.
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If both the Sales and Design option types are used at your site, you can filter the tree view by selecting Sales Option or Design Option from a drop-down list.
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Item type
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Description
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Available actions
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Option Set
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A top-level item in the tree view
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Expanding the Option Set displays the options and groups included in the Option Set. Right-click the Option Set to view information of the Option Set with additional actions. Selection of the Option Set displays the Design Option, Conditional Rules, Include Rules, Exclude Rules, and Enable Rules tabs in the right pane.
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Group
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A user-defined collection of options. A group is inherited from an option pool when options are added to the option set.
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Expanding a group displays the options included in the group. Right-click the group to view information for the group. Selection of a group displays the Attributes and Design Choices tabs in the right pane.
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Option
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A list of options included in the option set
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Expanding an option displays the choices defined in this option. Right-clicking an option displays the View Information action. Selection of an option displays the Attributes, Design Choices, and Where Used tabs in the right pane.
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Choice
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Choices associated with the selected option
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By right-clicking a choice, the View Information, Copy, New Include Rule, New Enable Rule, and Set Effectivities actions are displayed. Selection of a choice displays the Attributes and Where Used tabs in the right pane.
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Action
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Description
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Manage Choices
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Provides the ability to select options and choices for inclusion in or to deselect for removal from the Option Set. For more information, see Managing Choices in the Option Set.
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Preview
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Preview the Option Filter with the current Option Set definition.
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Expand All |
Expands all hierarchy levels for the Option Set.
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Collapse All |
Collapses all hierarchy level for the Option Set.
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Enable Ordering |
This action is available when the Select Group-Dependent Ordering preference is set to No for Option Sets having one or more groups.
This action allows the ordering of option and choices independent of groups. When the Option Manager clicks this action, the Manage Choices action becomes hidden and the Move Up and Move Down actions are available.
Selecting the Enable Ordering action hides the group node from the option set tree structure.
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Disable Ordering |
This action is available when the Select Group-Dependent Ordering preference is set to No for Option Sets having one or more groups.
When using the Disable Ordering action, the Manage Choices action becomes available for the group as table column view. However, the Move Upand Move Down actions are hidden.
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Move Up |
Moves the selected Option Set member up in the default order. For more information, see the “Managing Ordering for Options and Choices” section below.
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Move Down |
Moves the selected Option Set member down in the default order. For more information, For more information, see the “Managing Ordering for Options and Choices” section below.
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Export List to File
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Exports the information in the Option Set to a file that can be accessed offline in programs such as Microsoft Excel.
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Sort by Default Order |
Sets the default sort order that is defined by the Option Manager on the option set.
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The Sort by Default Order action is disabled when the tree is sorted by any other column than the default order. To define the default order, you must first sort on default order.
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• Only users with the required authorization to edit the option set, typically the Option Manager, can manage option set ordering.
• When moving Option Set members, the Option Manager can select multiple items by holding the Ctrl button on the keyboard and selecting the required objects before using Move Up or Move Down actions.
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