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| 73:tailoring_definition [2021/04/13 08:31] – [Define Dependent Tailoring Rules] ohh | 73:tailoring_definition [2024/09/30 16:57] (current) – Meier, Erich |
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| ===== Define Simple Tailoring Rules ===== | ===== Define Simple Tailoring Rules ===== |
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| To define tailoring questions and answers, use the ''Management > Tailoring'' menu. It can be accessed by users with ''Process Modify'' permissions. New questions can be created via the ''+'' button on the left <font inherit/inherit;;#ffffff;;#e74c3c>**(1)**</font>. | To define tailoring questions and answers, use the ''Management > Tailoring'' menu. It can be accessed by users with ''Process Modify'' permissions. New questions can be created via the ''+'' button on the left **(1)**. |
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| {{ :73:tailoringdefinition-main.png?direct&900x442 }} | {{ :73:tailoringdefinition-main.png?direct&900x442 }} |
| The questions will be asked and the answers will be displayed in the same order as they are modeled. To change this order, use the ''Sort'' operation in the ''…'' menu. | The questions will be asked and the answers will be displayed in the same order as they are modeled. To change this order, use the ''Sort'' operation in the ''…'' menu. |
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| To test the tailoring rules, use ''Start Tailoring''<font inherit/inherit;;#ffffff;;#e74c3c>**(2)**</font> and follow the steps of the tailoring assistant (see [[:73:tailor_process|here for more info]]). To reset the tailoring to the default state, use the ''Reset Tailoring'' action **<font inherit/inherit;;#ffffff;;#e74c3c>(3)</font>**. To see both options, make sure you are in the ''Working Version''. | To test the tailoring rules, use ''Start Tailoring''**(2)** and follow the steps of the tailoring assistant (see [[:73:tailor_process|here for more info]]). To reset the tailoring to the default state, use the ''Reset Tailoring'' action **(3)**. To see both options, make sure you are in the ''Working Version''. |
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| The answers for each question can be defined via the ''…'' menu of the question and selecting the ''Add Answer'' action. To assign dependent elements to an answer use the ''…'' menu of the respective action. To remove process elements in case of a specific answer, assigning elements to the ''Remove, if selected'' action is sufficient. | The answers for each question can be defined via the ''…'' menu of the question and selecting the ''Add Answer'' action. To assign dependent elements to an answer use the ''…'' menu of the respective action. To remove process elements in case of a specific answer, assigning elements to the ''Remove, if selected'' action is sufficient. |
| For more complex scenarios, you can also use the other actions, e.g. ''Add, If Selected''. | For more complex scenarios, you can also use the other actions, e.g. ''Add, If Selected''. |
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| {{ youtube>Ez6SPJyNgtc?large&rel=0 }} | {{ youtube>dO98SrbQnk0?large&rel=0 }} |
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| The above video shows how to define tailoring questions, answers, and their dependencies. | The above video shows how to define tailoring questions, answers, and their dependencies. |