Add Config Choice options

This article provides a step-by-step guide on how to add a new Config Choice option and set it as a requirement within the system. Users are instructed to access the Admin Tools button and navigate to the Config Choice screen. From there, they filter options and add a new choice, specifying category, description, and applicable branches. Additionally, the article outlines how to designate the new option as a requirement by accessing the ChoiceProperty tab and adjusting the IsCustomerOrderRequirement field.

 

 

Add a new Config Choice option
Set an option as a Requirement

 

 

Add a new Config Choice option

  1. Click on the Admin Tools button

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  2. Double click on Config Choice

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  3. Filter the options using the Category or Choice Code fields to verify the field doesn't already exist.

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  4. Click on the Add New button

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  5. Select a Category, for the new option that is being added.

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  6. Enter the new option in the Choice Code field
  7. Enter a description in the Description field

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  8. Select all of the Branches that can use the new option

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  9. Define the Sort for each site.
    • The system displays the items by Sort Order, then by Choice Code [Numeric/Alpha] in the event of no Sort Order, or duplicate Sort Order configuration.
  10. Click on the Save button

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  11. Click on the OK button

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  12. Notice the new option that was added

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Set an option as a Requirement

Continue from the Config Choice screen.

  1. Click on the ChoiceProperty Tab

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  2. Select Requirement from the Category field.

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  3. Filter the options using the ChoiceCode field

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  4. Find the column IsCustomerOrderRequirement

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  5. Change the value to TRUE for each branch
    1. Tab off the field to save the changes

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