YB Workbook Spring2013 v4.1

Admin Essentials
Workbook
PARTS 1, 2, 3 and 4
General Administration Workbook
GEN.
ADMIN
CONTENTS
CONTENTS
GENERAL ADMINISTRATION
EXERCISE 1:
FILE MANAGER
EXERCISE 2:
USER MAINTENANCE
EXERCISE 3:
BULK DATA DOWNLOAD
EXERCISE 4:
BULK DATA UPLOAD
EXERCISE 5:
DATA TABLES
10
CONFIGURATION 12
EXERCISE 1:
PRODUCT FAMILY
13
EXERCISE 2:
PRODUCT LINE AND MODEL
14
EXERCISE 3:
ADDING CONFIGURABLE ATTRIBUTES
16
EXERCISE 4:
ADDING ARRAYS
18
EXERCISE 5:
CREATE A NEW CONFIGURATION FLOW
20
EXERCISE 6:
TABS AND GRIDS
21
EXERCISE 7:
CONFIGURATION RULES
24
EXERCISE 8:
ADDING RECOMMENDED ITEMS RULES
27
EXERCISE 9:
RECOMMENDED ITEMS WITH TABLE BASED RULES
28
EXERCISE 10:
ARRAYS AND TABLE BASED RULES
30
COMMERCE
33
EXERCISE 1:
ADD ATTRIBUTES
34
EXERCISE 2:
CUSTOMIZE THE LAYOUT
35
EXERCISE 3:
CREATE AN ACTION
37
EXERCISE 4:
FORMULA MANAGEMENT
38
EXERCISE 5:
MODIFY APPROVAL PROCESS
40
EXERCISE 6:
CREATE AN EMAIL TEMPLATE
41
EXERCISE 7:
CREATE A CONSTRAINT RULES
43
EXERCISE 8:
CREATE A HIDING RULES
44
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Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION
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EXERCISE 9:
DOCUMENT VIEWS
GEN.
ADMIN
45
DOCUMENT ENGINE
47
EXERCISE 1:
TABLES AND REPEATING ROWS
48
EXERCISE 2:
COMPLEX CONDITIONALS
50
EXERCISE 3:
PAGE CONDITIONS
52
EXERCISE 4:
DEPLOY AND TEST
53
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GEN.
ADMIN
Admin Essentials
Workbook 1
General Administration
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GEN.
ADMIN
EXERCISE 1:
FILE MANAGER
EXERCISE 2:
USER MAINTENANCE
EXERCISE 3:
BULK DATA DOWNLOAD
EXERCISE 4:
BULK DATA UPLOAD
EXERCISE 5:
DATA TABLES
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GEN.
ADMIN

EXERCISE 1:
FILE MANAGER
Help Article:
File Manager Overview

Home General Administration Utilities
Task:
Create a folder (name the folder test) and load an image to the folder. If you dont have an
image, use Google to find one and save it to your desktop. Then upload the image into the test
folder. Call up the image from the file manager in a new browser window using the Full URL.
Use right click - copy/paste to get the FULL URL into the window
To Add Files to the File Manager

Step 1:
Navigate to the File Manager from the Admin Home Screen.
Step 2:
To create a new folder, click Edit under the Folders section.
Step 3:
Enter a Folder Name and click Create. To delete a folder, select the folder for deletion from
the drop-down menu and click Remove.
Step 4:
Click Back to Navigate to the Folder list. Select your new folder.
Step 5:
Click the Browse button under Add Files to search and locate the file(s) you would like to
upload. You can add files individually or add multiple files through .ZIP. File names must be
alpha-numeric or contain underscores. Spaces are not allowed.
Step 6:
Click Add File or Add/Update Files to upload your files to the File Manager. Your uploaded file
will now appear in the File Manager List.
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GEN.
ADMIN

EXERCISE 2:
USER MAINTENANCE
Help Article:
User Setup and Maintenance

Home General Administration Users Internal Users
Task:
Create a User for use during Training Class. Use your name and an email address you can
access while at this training class. For User Type, select: Full Access. Check the box for
Permission to create/modify users. Add the user. Check your email and log into your training
site with your new user id and the temporary password. Change your password! Use this new
user account for the rest of class.
To Manually Set-Up BigMachines Users:

Note:
From the Admin Home Page, go the section Users> Internal Users.
Step 1:
Click Add from the User Administration List page.
Step 2:
Complete required information (marked with an *) and as many other fields as you deem
necessary. Optionally, enter pass123 as the password.
Step 3:
Select the FullAccessUser user type and check the Permission to Add/Modify Users box to give
the new user additional modification rights.
Step 4:
Make sure to select the language and currency preference for each user.
Optional:
Step 5:
Click on the Groups tab.
Step 6:
Associate the user with Approval Group 1 by using the < and > arrows.
Step 7:
Click Apply to stay on the page or Update to return to the User Administration List Page.
Step 8:
Click Add. This will take you back to the User Administration List page.
***
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GEN.
ADMIN

EXERCISE 3:
BULK DATA DOWNLOAD

Help Article:
Downloading in CSV
Home General Administration Utilities Bulk Data Services Downloads
Task:
Using the following steps to complete a Bulk Data Download, downloading the current users
data.
To Complete a Bulk Download:

Step 1:
Navigate to: Admin Home Page>Utilities>Bulk Data Services>Download
Step 2:
Select the required section of BigMachines to Download - Users
Step 3:
Select .CSV for the format
Step 4:
Identify and choose any or all filters you wish to use in refining your download.
Step 5:
Once you are at the Download Status page, refresh until the download is complete
Step 6:
Click on the completed file, open the .CSV and view the file
***
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GEN.
ADMIN

EXERCISE 4:
BULK DATA UPLOAD

Help Article:
Upload Procedure
Home General Administration Utilities Bulk Data Services Uploads
Task:
Using the following steps to complete a Bulk Data Upload, uploading new Parts into the Parts
Master. Prior to this we will add a Part manually to the Part Master and complete a filtered Bulk
Data download to demonstrate that the Part has been added.
To Manually Add a Part

Note:
Navigation Path: Admin Home Page > Products > Parts > Add New Part
Step 1:
Enter a Part Number for your part. Add a part from your part master (File Manager > Class
Documents > part_spreadsheet.xls )
Step 2:
Enter part data, such as buy type, descriptions, units, and lead time.
Step 3:
Click Add. This adds the new part with the details provided, and displays the Part Search
Results page that lists the part numbers matching your search.
To Complete a Bulk Data Upload:

Step 1:
Download out the existing parts data (filter by todays date) to get the proper CSV format
Admin > Bulk Download
Step 2:
Using the part master provided, enter the part information into the CSV format downloaded
(Dont forget Action tags!) - (File Manager > Class Documents > part_spreadsheet.xls )
Step 3:
Upload your CSV (via .zip through the Bulk Upload section)
Step 4:
Confirm your parts data is now in the parts database by downloading using the Part Search or
Bulk Download with a filter utilizing todays date, or check the log.
***
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GEN.
ADMIN

EXERCISE 5:
DATA TABLES
Help Article:
Data Table Overview

Home Developer Tools/BML Data Tables
Task:
Using the following steps, create a new Data Table Folder and import a .csv as a Data Table to
BigMachines.
To Add a Data Table Folder and Upload a .csv as Data Table

Note:
Navigation Path: Admin Home Page > File Manager > Class Documents
Step 1:
Locate and open the file: pizzaPrices.csv
Step 2:
Add the metadata tags to the first 5 rows.
Step 3:
Save the file ensuring the correct file format: .csv.
Note:
Navigation Path: Admin Homepage > Developer Tools > Data Tables
Step 4:
Create a new Data Table folder: From the Admin Toolbar, click Add and select Add Folder
from the drop-down menu.
Step 5:
Enter the name test for your New Folder and click OK. The new folder will now be displayed
in the Folder List.
Step 6:
From the Admin Toolbar, click File and select Import from the drop-down menu.
Step 7:
Click Browse and search for your data table.
Step 8:
Select your Column Delimiter. The Default and most used will be Comma.
Step 9:
Select Newline as the Row Delimiter or enter a value and select the Other radio button.
Step 10:
Select MS Excel .csv format option next to Data with Delimiter.
Step 11:
Select the Destination Folder where you would like to store the data table and click Import.
Step 12:
DEPLOY the table by right clicking on the data table name and clicking Deploy.
***
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Configuration Workbook
Admin Essentials
Workbook 2
Configuration
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CONFIGURATION
EXERCISE 1: PRODUCT FAMILY
13
EXERCISE 2: PRODUCT LINE AND MODEL
13
EXERCISE 3: ADDING CONFIGURABLE ATTRIBUTES
15
EXERCISE 4: ADDING ARRAYS
17
EXERCISE 5: CREATE A NEW CONFIGURATION FLOW
19
EXERCISE 6: TABS AND GRIDS
20
EXERCISE 7: CONFIGURATION RULES
23
EXERCISE 8: ADDING RECOMMENDED ITEMS RULES
26
EXERCISE 9: RECOMMENDED ITEMS WITH TABLE BASED RULES
27
EXERCISE 10: ARRAYS AND TABLE BASED RULES
29
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EXERCISE 1:
PRODUCT FAMILY
Help Article:
Product Family Hierarchy

Products Product Definition
Task:
Using the following steps, define your sites Product Family and add it to the Home Page.
To Add a Product Family

Step 1:
Click Product Definition under the Products section of the Admin Home Page
Step 2:
Click Add on the Product Family List page
Step 3:
Enter the Name of the Product Family using the following:

Amo la Pizza di Chicago
Step 4:
Enter the Variable Name, of the Product Family using the following:
amoLaPizzaDiChicago
Step 5:
Click Add. This will return you to the Product Family List page
Step 6:
Click the Navigation Menu for your Product Family
Step 7:
Select Deployment Center and click List. You should now be in the Deployment Center
Step 8:
Click Deploy. A deployment event will be initiated, completing in a moment
Step 9:
Click Catalog Definition under the Products section of the Admin Home Page
Step 10:
From the Supported Products List, select Product Families and click List
Step 11:
On the Supported Product Families list page, scroll to the bottom and click Add
Step 12:
Select the Amo la Pizza di Chicago family from the menu and click Add. You should now see
your new Product Family in the Supported Product Families List
Step 13:
Click Home Page under the Style and Templates section of the Admin Home Page
Step 14:
Click the Refresh icon next to your product family
Step 15:
Click on Deployment Center. You should now be in the Home Page Deployment Center
Step 16:
Step 17:
Test that Amo la Pizza di Chicago is present on the Home Page by clicking Product List
***
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EXERCISE 2:
PRODUCT LINE AND MODEL

Help Article:
Creating and Maintaining Product Lines/Models

Products Catalog Definition Products
Task:
Using the following steps, add the Product Line and Model to the product family. Also edit the
home page to display the Product Lines image.
To Add a Product Line:

Step 1:
Step 2:
Step 3:
From the Supported Products Families List, select Product Lines for Amo la Pizza di Chicago
and click List
Step 4:
Click Add from the Product Line Administration page
Step 5:
Enter a unique Produce Line Name using the following:

Pizza Menu
Step 6:
Enter a unique Variable Name using the following:

pizzaMenu
Step 7:
Click Add. The product line now exists, however it is not yet visible on the Home Page
To Add a Model:
Step 1:
Step 2:
Step 3:
From the Supported Products Families List, select Product Lines for Amo la Pizza di Chicago
and click List
Step 4:
From the Product Line Administration List, select Models and click List
Step 5:
From the Model Administration Page, click Add
Step 6:
Enter a unique Model Name using the following:

Pizza Order
Step 7:
Enter a unique Variable Name using the following:
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pizzaOrder
Step 8:
Click Edit HTML which opens an HTML Editor where you can customize the description, add
images, hyperlinks and much more
Step 9:
Edit the HTML of the Product Line to display the following text and image:
Welcome to Amo la Pizza di Chicago
chicago_pizza.jpg ($BASE_PATH$/Pizza/chicago_pizza.jpg)
Step 10:
Click Save to close the HTML editor window
Step 11:
Click Add. The model now exists, however it is not yet visible on the Home Page
Deploy the Home Page to show the new Product Hierarchy:

Step 1:
Click Home Page under the Style and Templates section of the Admin Home Page
Step 2:
Click the Refresh icon next to your product family
Step 3:
Click on Deployment Center. You should now be in the Home Page Deployment Center
Step 4:
Step 5:
Test that Pizza Menu and Pizza Order are present on the Home Page by clicking Product List
***
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EXERCISE 3:
ADDING CONFIGURABLE ATTRIBUTES

Help Article:
Adding Configurable Attributes

Products Catalog Definition Configurable Attributes
Task:
Using the following steps, add the first 5 attributes at the Product Family Level, using the design
spreadsheet stored in File Manager to define their properties. If certain properties are not
defined by the spreadsheet, use your judgment based on what we have just learned.
To Add a Configurable Attribute:

Step 1:
Step 2:
Step 3:
From the Supported Product Families page, select Configurable Attribute for Amo la Pizza di
Chicago and click List
Step 4:
Click Add on the Configurable Attributes Administration List page
Step 5:
Enter the attribute Name by using the following:

Size
Step 6:
Enter the attribute Variable Name by using the following:

size
Step 7:
Select the appropriate Data Type of the attribute. Leave Text selected for Size
Step 8:
Select the appropriate Attribute Type of the attribute. Select Single Select Menu for Size
Step 9:
Enter the Displayed Text field for the menu entry by using the following:
Small
Step 10:
Enter a unique Variable Name for the menu entry by using the following:
Small
Step 11:
Click the Add Entry button.
Step 12:
Repeat Steps 9-11 for each menu entry as follows:

Medium
Large
Step 13:
Click Add. You should now be in the Menu Attribute Editor page
Step 14:
Choose Yes to the Image Menu option
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Step 15:
Choose Grid from the Display Type options
Step 16:
Check the Required and Auto Update options
Step 17:
Click Entry Manager. This will open a warning prompt.
Step 18:
Click OK in the warning message prompt. This will bring you to the Menu Items List
Step 19:
Click Browse for the Small menu entry to open the File Manager Browser window
Step 20:
Choose Pizza from the File Manager Folder option
Step 21:
Click on the small.gif file name
Step 22:
Repeat Steps 19-21 for the Medium and Large menu entry options
Step 23:
Click Update. You should now be back at the Menu Attribute Editor page
Step 24:
Click Update. You should now be back at the Configurable Attribute Administration List
Step 25:
Repeat steps 4-24 (as needed) for the following attributes:

Crust Type
Specialty
Toppings
Would you like to add desserts to your order?
***
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EXERCISE 4:
ADDING ARRAYS
Help Article:
Arrays and Sets - Overview

Products Catalog Definition Configurable Attributes Arrays and Sets
Task:
Using the following steps, add the remaining attributes to the system, using the Integer as the
Array Control Attribute. Create the Array Set and associate Array Type Attributes to the set.
To Add Array Attributes

Step 1:
Add the following attributes as per Exercise 3, however immediately after Step 6, also check
the Array Type box:
Dessert Size
Dessert Type
To Add an Array Control Attribute

Step 1:
Add the Number of Desserts attribute as per Exercise 3, however immediately after Step 15, also
check the Array Control Attribute box. A warning message will appear
Step 2:
Click OK to the warning message and continue the steps in Exercise 3
To Add an Array Set

Step 1:
Step 2:
Step 3:
From the Supported Product Families page, select Configurable Attribute for Amo la Pizza di
Step 4:
From the Configurable Attributes List page, click List Array Sets at the bottom of the page
Step 5:
Click Add on the Configurable Array Sets Admin List page
Step 6:
Enter a unique Name by using the following:

Dessert Array
Step 7:
Enter a unique Variable Name by using the following:
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dessertArray
Step 8:
Use the drop-down menu to select Number of Desserts as the Size Attribute
Step 9:
Use the drop-down menu to Vertical as the Display Type
Step 10:
Click Add to create the array set. The page will now display Set Association Information
Step 11:
Highlight both Dessert Size and Dessert Type from the Unassociated Attributes list
Step 12:
Click the > button to move the two attributes into the Associated Attributes list
Step 13:
Click Update to save the new array set. A warning message will appear
Step 14:
Click OK to the warning message

***
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EXERCISE 5:
CREATE A NEW CONFIGURATION FLOW

Help Article:
Creating a Configuration Flow

Products Catalog Definition Configuration Rules Configuration Flows
Task:
Using the following steps, create a configuration flow.
To Create a Configuration Flow

Step 1:
Step 2:
Step 3:
From the Supported Product Families page, select Configuration Flows for Amo la Pizza di
Step 4:
Click Add on the Configuration Flow Rules List page
Step 5:
Enter the Name by using the following:

Pizza Flow
Step 6:
Enter the Variable Name by using the following:

pizzaFlow
Step 7:
Select the Wizard Node Type to be:

Start and End Node
Step 8:
Click Add to save the configuration flow and view additional options, including a button for the
configuration layout
***
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EXERCISE 6:
TABS AND GRIDS

Help Article:
Configuration Layout Editor - An Overview

Products Catalog Definition Configuration Rules Configuration Flows Configuration
Layout Editor
Task:
Using the following steps, add layout elements (tabs and grids) to the configuration flow and
add attributes to the grids, saving once finished.
To Open the Configuration Flow Layout Editor

Step 1:
Step 2:
Step 3:
From the Supported Product Families page, select Configuration Flows for Amo la Pizza di
Step 4:
From the Configuration Flow Rules List, click the Layout link at the right of the page
To Define Tabs on the Layout Editor

Step 1:
Click Add from the Admin Action Bar and select Layout Elements. The Layout Elements menu
should appear floating over the page
Step 2:
Drag Add Tab from the Layout Elements menu and drop it to the right of the Default Tab.
Note: while dragging, a green check mark will appear to indicate a valid location for the Tab
Step 3:
Enter a unique Label by using the following:

Dessert Options
Step 4:
Enter a unique Variable Name by using the following:

dessertOptions
Step 5:
Click OK to add the Tab to the layout
To Define Grids on the Layout Editor
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Step 1:
Click Add from the Admin Action Bar and select Layout Elements. The Layout Elements menu
should appear floating over the page
Step 2:
Drag Add Grid from the Layout Elements menu and drop it above the existing Grid in the
Default Tab. Note: while dragging, a red line will appear to indicate a valid location for the Grid
Step 3:
In the Grid Properties pop-up window, change the Number of Columns to 2
Step 4:
Click OK to add the Grid to the layout
To Add Attributes and Array Sets to the Layout Editor

Step 1:
Click Add from the Admin Action Bar and select Attributes. The Attributes menu should
appear floating over the page
Step 2:
Click the small triangle next to Configurable Attributes in the Attributes menu to expand the
Configurable Attributes branch
Step 3:
Click the small triangle next to Product Family in the Attributes menu to expand the Product
Family branch
Step 4:
Drag and drop Number of Desserts into the first Cell of the first Grid in the Dessert Options
Tab. Note: while dragging, a green check mark will appear to indicate a valid location for the
attribute
Step 5:
Place all other attributes into the Default Tab where desired
Step 6:
Click the small triangle next to Configurable Array Sets in the Attributes menu to expand the
Configurable Array Sets branch
Step 7:
Click the small triangle next to Product Family in the Attributes menu to expand the Product
Family branch
Step 8:
Drag and drop Dessert Array directly beneath the Number of Desserts attribute
To Edit Attribute Properties

Step 1:
Click the Spreadsheet icon on the Default Tab. The Attribute Properties pop-up should appear
Step 2:
On the Behavior Properties tab, Change the default value of attributes Size and Crust Type to:
Size = default to Large
Crust Type = default to Deep Dish
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Step 3: Click OK to apply the changes. The attribute Properties pop-up should close
To Save the Configuration Flow Layout

Step 1:
Click the *Save button from the Admin Action Bar. The asterisk should disappear once the save
completes
Step 2:
Re-deploy the homepage (remember to refresh the Product Family) in order to see the link to
your configuration flow on the Homepage. You will now be able to punch-in to the
configurator.
***
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EXERCISE 7:
CONFIGURATION RULES
Help Article:
Configuration Rules - An Overview

Products Catalog Definition Configuration Rules General Administration
Task:
Using the following steps, add the appropriate rules to define your business conditions.
To Add a Constraint Rule

Step 1:
Step 2:
Step 3:
From the Supported Product Families page, select Constraints for Amo la Pizza di Chicago and
click List
Step 4:
Click Add on the Constraint Rules List page
Step 5:

Constrain Size by Crust Type
Step 6:

constrainSizeByCrustType
Step 7:
Select Simple Condition as the Condition Type in the Condition section
Step 8:
Click Add Row in the Condition section, then populate the row with the following logic:
If size = Small
Step 9:
Type the number 1 into the Row Grouping (Order of Operations) field
Step 10:
Click Add Attributes in the Action section. The Attributes pop-up window will appear
Step 11:
Check the Crust Type attribute
Step 12:
Click Add to close the Attributes pop-up
Step 13:
Select Deep Dish from the Selected Values drop-down menu, and unselect the blank value
Step 14:
Enter Deep Dish Not Available in Size Small into the Message to Display on User Side field
Step 15:
Click the Add and Back button at the bottom of the window to save the rule
To Add a Recommendation Rule

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Step 1:
Step 2:
Step 3:
From the Supported Product Families page, select Recommendations for Amo la Pizza di
Step 4:
Click Add on the Recommendation Rules List page
Step 5:

Rec_Specialty_Meat_Eaters
Step 6:

rec_Specialty_Meat_Eaters
Step 7:
Step 8:
If Specialty = Meat Eaters
Step 9:
Step 10:
Step 11:
Check the Toppings attribute
Step 12:
Step 13:
Select Pepperoni and Sausage from the Selected Values drop-down, and unselect the blank
value
Step 14:
Select Forced Set from the Set Type drop-down
Step 15:
Step 16:
Repeat Steps 4-15 to create a Recommendation Rule specific to The Works
To add a Hiding Rule

Step 1:
Step 2:
Step 3:
From the Supported Product Families page, select Hiding Attributes for Amo la Pizza di
Step 4:
Click Add on the Hiding Attribute Rules List page
Step 5:

Hide Dessert Options
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Step 6:

hideDessertOptions
Step 7:
Step 8:
If Would you like to add desserts to your order? = False
Step 9:
Step 10:
Step 11:
Check the Number of Desserts, Dessert Size, and Dessert Type attributes
Step 12:
Step 13:
***
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EXERCISE 8:
ADDING RECOMMENDED ITEMS RULES

Help Article:
Recommended Item Rules - An Overview

Products Catalog Definition Configuration Rules Recommended Item Rules
Task:
Using the following steps, add a Recommended Items rule to your configurator.
To add a Recommended Item Rule

Step 1:
Step 2:
Step 3:
From the Supported Product Families page, select Recommended Items for Amo la Pizza di
Step 4:
Click Add on the Recommended Items Rules List page
Step 5:

Toppings_Pepperoni
Step 6:

toppings_Pepperoni
Step 7:
Step 8:
If Toppings Contains Pepperoni
Step 9:
Step 10:
Check the Mandatory box in the Action section
Step 11:
Click the Add button in the Parts section
Step 12:
Enter TP002 into the Part Number field
Step 13:
Enter 1 into the Quantity field
Step 14:
Step 15:
Repeat Steps 4-14 for the remaining toppings as per the spreadsheet
***
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EXERCISE 9:
RECOMMENDED ITEMS WITH TABLE BASED RULES

Help Article:
Recommended Item Table Based Rules

Task:
Using the following steps, add a Table Base Recommended Items Rule to add Parts and their
associated Prices for Pizza Selection: Size and Crust Type.
To add a Table Based Recommended Item Rule

Step 1:
Step 2:
Step 3:
Step 4:
Step 5:

TBR Pizza Prices
Step 6:

tBRPizzaPrices
Step 7:
Step 8:
Select Table Lookup as the Type in the Action Section.
Step 9:
Select pizzaPrices from the Select Table drop-down menu
Step 10:
Click the Specify Filter for Table Rows tab
Step 11:
Click the Add Row button, then populate the row with the following selections:
Evaluate Row With: Attribute
Table Column: size
Operator: =
Value: Size [size]
Step 12:
Click the Add Row button a second time, then populate the second row with the following
selections
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Table Column: crust_type
Operator: =
Value: Crust Type [crustType]
Step 13:
Enter 1 AND 2 into the Row Grouping (Order of Operations) field
Step 14:
Click the Map Item Properties tab
Step 15:
For the Item row, choose partNumber from the Property Value drop-down
Step 16:
For the Quantity row, choose Static Entry from the Property Source drop-down, then enter 1
into the Property Value field
Step 17:
For the Comment row, choose comment from the Property Value drop-down
Step 18:
For the Price row, choose price from the Property Value drop-down
Step 19:
***
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EXERCISE 10:
ARRAYS AND TABLE BASED RULES

Help Article:
Recommended Item Table Based Rules and Arrays

Task:
Using the following steps, add a Table Based Recommended Items Rule to add Parts and their
associated Prices based on attribute value selection in the Desserts Array.
To add a Table Based Recommended Item Rule for an Array

Step 1:
Step 2:
Step 3:
Step 4:
Step 5:

TBR Desserts
Step 6:

tBRDesserts
Step 7:
Step 8:
If Would you like to add desserts to your order? = True
Step 9:
Step 10:
Select Table Lookup as the Type in the Action Section.
Step 11:
Select Desserts from the Select Table drop-down menu
Step 12:
Click the Specify Filter for Table Rows tab
Step 13:
Click the Add Row button, then populate the row with the following selections:
Table Column: Size
Operator: =
Value: Dessert Size [dessertSize]
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Step 14:
Click the Add Row button a second time, then populate the second row with the following
selections:
Table Column: Type
Operator: =
Value: Dessert Type [dessertType]
Step 15:
Enter 1 AND 2 into the Row Grouping (Order of Operations) field
Step 16:
Click the Map Item Properties tab
Step 17:
For the Item row, choose PartNumber from the Property Value drop-down
Step 18:
For the Quantity row, choose Static Entry from the Property Source drop-down, then enter 1
into the Property Value field
Step 19:
For the Comment row, choose Description from the Property Value drop-down
Step 20:
For the Price row, choose Item Master from the Property Source drop-down
Step 21:
***
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Commerce Workbook
Admin Essentials
Workbook 3
Commerce
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Commerce Workbook
COMMERCE
EXERCISE 1:
DOCUMENT ATTRIBUTES
34
EXERCISE 2:
LAYOUT EDITOR
35
EXERCISE 3:
DOCUMENT ACTIONS
37
EXERCISE 4:
FORMULA MANAGEMENT
38
EXERCISE 5:
APPROVAL SEQUENCES
40
EXERCISE 6:
COMMERCE RULES: CONSTRAINT RULES
41
EXERCISE 7:
COMMERCE RULES: HIDING RULES
44
EXERCISE 8:
COMMERCE WORKFLOW: DOCUMENT VIEWS
45
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Commerce Workbook
EXERCISE 1:
ADD ATTRIBUTES
Help Article:
Adding Attributes to Documents

Home Commerce Process Documents Attributes
Task:
Using the following steps, add the following six attributes to your Quote Level attributes list.
Label
Type
Menu Options
Organization
Menu
School - Boy Scout Troop - Girl Scout Troop Study Abroad - Business - None
School/Business/Troop Number
Text attribute
Email address
Text attribute
Delivery Required?
Boolean
Delivery Date
Date
Delivery Message
Rich Text
To Add a Document Attribute

Note:
Navigate to: Commerce and Documents > Process Definition > Documents > Quote or Line >
Attributes
Step 1:
Click the Add button the bottom of the Attributes List page. This will open the Attribute
Editor.
Step 2:
Enter a unique Name and Variable Name for the attribute.

Note: Once the variable name has been saved, it cannot be changed. Previously created
variable names appear as read-only because they are not editable.
Step 3:
Select the appropriate Attribute Type.
Step 4:
Click Add and Apply.
Step 5:
Continue adding the six attributes and DEPLOY!

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EXERCISE 2:
CUSTOMIZE THE LAYOUT

Help Articles:
Outer Panels, Column Layouts and Input Attributes

Home Commerce Process Documents Layout
Task:
Using the following steps add a new panel named Fundraiser Info to the template below the
General Information Panel. Add a second column to the default column layout on the Default
tab. Add your attributes to the 2 columns. Deploy Commerce.
Adding an Outer Panel

Note:
Navigate to: Commerce and Documents > Process Definition > Select a Process > Documents
> Quote > Layout > List
Step 1:
To add an outer panel, click Add in the Administration Actions toolbar.
Step 2:
Select Layout from the drop-down menu.
Step 3:
Selecting Add a New Panel from the floating panel, Drag & Drop the panel onto the Layout
Editor. A red dotted line represents where the panel will be placed. The green check mark
indicates that its can be dropped in that space.
Step 4:
Enter the Label text that should appear on the Panel.
Step 5:
Click OK to save the changes and close the dialog box.
Editing a Column Layout

Step 1:
Click the Column Layout cog on the left of the panel.
Step 2:
Set the number of columns to 2.
Step 3:
Click OK to save the changes and close the dialog box.
Adding Attributes to a Column Layout

Step 1:
To add an attribute, click Add in the Administration Actions toolbar.
Step 2:
Click Attributes from the floating Attributes panel.
Step 3:
Locate the six attributes added in Exercise 1 and Drag and Drop them onto the column layout.
Step 4:
Click Save and Back. Dont forget to DEPLOY!
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Commerce Workbook
EXERCISE 3:
CREATE AN ACTION
Help Article:
Adding Document Actions

Home Commerce Process Documents Actions
Task:
Using the following steps, create an action labeled Default Business Info of the type: Modify.
Add the action to a new Column Layout in the Fundraiser Info panel, and then add a spacer
below it. Deploy Commerce and test action!
To Add a Document Action:

Note:
Navigation Path: Admin Home Page > Commerce and Documents > Process Definition >
Select a Process > Documents > List > Select a Document > Action >List
Step 1:
On the Actions List page, click Add.
Step 2:
Enter a Name. This field will be used to link back to edit the action.
Step 3:
Enter a unique Variable Name. Do not use any special characters on this field.
Step 4:
Select the action type you want to create. The action type for this action is:
Modify
Step 5:
Click Add to save changes and open Admin Action editor, or click Cancel to return to Action
List without saving changes.
Step 6:
Edit the available tabs. Have this action Modify the Attribute fields we created.
Set Organization Attribute to Business
Set School/Business/Troop attribute to BigMachines
Set Email Address attribute to default@bigmachines.com
Step 7:
Click Apply to save changes. Click Update to save changes and return to the Document List
page.
Note: After you have completed these steps, the new action will appear in alphabetical order
on the Actions List page.
Step 8:
Add the action to the Panel created in Exercise 2. Dont forget to DEPLOY!
***
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Commerce Workbook
EXERCISE 4:
FORMULA MANAGEMENT
Help Article:
Formula Management Overview

Home Commerce Process Formula Management
Task:
Use Formula Management to construct the following formula:

Bottom Line Discount = Subtotal 1 - Total Cost - Target Margin
Update the Calculate BL Discount action to Use Formula for the Bottom Line Discount
attribute. Deploy Commerce, then test action on any existing quote.
To Create a Basic Formula:

Note:
Navigation Path: Admin Home Page > Process Definition > Formulas (from the Navigation
drop-down).
Step 1:
In the Attributes filter, locate the attribute you wish to use to hold your calculated value. In this
case it is:
bottomLineDiscount_quote
Step 2:
Drag & Drop the attribute into the green Add Attribute bar under the Attribute Name.
Note: The attributes variable name displays.
Step 3:
Next, populate the Formula Bar. Main Doc and Sub Doc attributes may be used here. Start
with the following attribute:
Subtotal 1
Step 4:
You will also need Operators: ( ) + - / *. Type them directly into the Formula Bar. Be careful to
select the Operator from the pop-up menu, and not the Literal. Now add the appropriate
operator.
Step 5:
Drag & Drop the remaining attributes to complete the formula. Use the following:
Subtotal 1
Total Cost
Target Margin
Step 6:
When the formula is complete click the Green Plus to add the formula to the list.
Step 7:
Formulas run on a Simple Modify Action. Using the Calculate BL Discount action, edit its
Modify Tab, locating the bottomLineDiscount_quote attribute and setting its modify to Formula.
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Commerce Workbook
Step 8:
Deploy and Test!

***
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Commerce Workbook
EXERCISE 5:
MODIFY APPROVAL PROCESS

Help Articles:
Approval Tabs
Approval Sequences - An Overview
Home Commerce Workflow Approval Sequences
Task:
Using the following steps, create a new approval reason for every Organization type other than
Business. Create an Approver and set the Approver condition to Always True. Test by
creating a quote and making sure the approval process only fires if something other than
Business is selected. Submit the quote using an attribute selection that requires approval.
Check the approval process approving the quote via proxy login.
Adding a Reason
Note:
Navigation Path: Admin Home Page > Process Definition > Documents > Quote Actions >
Submit > Edit Approvals on the General Tab
Step 1:
Click Add Child ( + ) on the Submit action to add the Reason.
Step 2:
Enter a Label and Variable Name for your reason and click OK.
Step 3:
Double-Click on the reason that now displays in the Reason Flow.
Step 4:
Click on the Pencil icon to edit the reason. Set the following Simple Condition:
Organization not equal to Business
Step 5:
Click OK to save your edits.
Step 6:
To add an approver, click the Approvals button.
Step 7:
Select an approver from the drop-down menu.
Step 8:
Click Save and return to the Reason Flow.
Step 9:
Dont forget to DEPLOY!
***
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Commerce Workbook
EXERCISE 6:
CREATE AN EMAIL TEMPLATE

Reference:
Help Article:
Email Templates - An Overview

Home Commerce Workflow Approval Sequences Email Templates
Task:
Create an Email Template that displays specific quote level details. Attach the email template to
the Approval Reason Created in Exercise 5. Test by submitting a quote with your user as the
approver for this reason to test the email output.
Create an Email Template

Note:
Navigation Path: Process Definition > Email Templates
Step 1:
Click Add Template to create a new Email Template
Step 2:
Enter a Name / Variable Name for the Email Template (Email Template Example), Click Add
Step 3:
Select the Email Template you just created from the Email Template Editor List
Step 4:
Click in the gray box for the Subject to edit the Subject line of the email.
In the subject area, add the static text and attributes [ ] below:
Approval Requested by [current user First Name] [current user Last Name] for [Quote
Number]
Click Save
Step 5:
Drag a Text Block from the left side navigation bar to the Body of the email. Click on the pencil
on the right hand side of the text block to edit it.
Step 6:
In the Edit Text box, add the static text and attributes [ ] below:
Pending Approval Notification for [current user First Name] [current user Last Name]
Quote Number: [Quote Number]
Quote Description: [Quote Description]
Submit Comment: [Submit Comment]
Reason Name: [Reason Name]
Quote Total: [Total]
Total Discount: [Total Discount]
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Commerce Workbook
Total Margin: [Total Margin $]
Step 7:
Click the Back button after finishing text edits to return to the Email Template Editor List
Step 8:
Deploy the email template by clicking the green Deploy checkmark on the right side of the list
Step 9:
Navigate via Admin to the Submit action, open the approval sequence manager.
Step 10:
Associate the Email template with the reason/approver created in the previous exercise. If you
are not currently the approver, make sure to select your user from the Approver drop down.
Step 11:
Save the approver, Save the approval sequence, click on the Back to Submit Action button
Step 12:
Update the Submit Action, Deploy commerce from the quick links
Step 13:
Test the email template by submitting a quote that requires approval for the reason you
created in the previous exercise.
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Commerce Workbook
EXERCISE 7:
CREATE A CONSTRAINT RULES

Help Article:
Commerce Constraint Rules

Home Commerce Process Documents Commerce Rules
Task:
Using the following steps, create a constraint rule to constrain Organizations blank value all the
time. The Condition is always true. Deploy commerce after your rule is created
Create a Commerce Constraint Rule

Note:
Navigation Path: Process Definition > Documents > Quote Rules
Step 1:
Click Add to create a new rule and select Constraint.
Step 2:
Enter the basic properties for the rule: Name, Variable Name and Description.
Step 3:
Create your Condition. The rule is AJAX enabled and will auto run. Set the condition in this
instance to:
Always true
Step 4:
Set the Action: Values to Constrain:

Organisation if it Contains Blank.
Step 5:
Click Add to add a new row and locate your required attribute.
Step 6:
Enter a message to display to the user:

You must select an organization.
Step 7:
Click the Save button. The rule will now appear in the left panel under Constraints. Dont
forget to DEPLOY!
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Commerce Workbook
EXERCISE 8:
CREATE A HIDING RULES

Help Article:
Commerce Hiding Rules

Home Commerce Process Documents Commerce Rules
Task:
Using the following steps, create a hiding rule to hide the Quote Level Attributes Delivery
Message and Delivery Date when Delivery? = false. Then, hide the Line Level Attribute Max
Discount % (maxDiscountPercent_line) from the line item grid when Organization = Business
Deploy commerce after your rules are created.
Create a Commerce Hiding Rule

Note:
Navigation Path: Process Definition > Documents > Quote Rules
Step 1:
Click Add to create a new rule and select Hiding.
Step 2:
Enter the basic properties for the rule: Name, Variable Name and Description.
Step 3:
Create your condition using the following logic:

Delivery? = false
Step 4:
Set the Action to hide the following attributes (click Add to include more than one):
Delivery Message
Delivery Date
Step 5:
Click the Save button. The rule will now appear in the left panel under Hiding.
Step 6:
Repeat Steps 1-5 to create a second rule at the line level using the following options:
Condition: Organization = Business
Action: maxDiscountPercent_line
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Commerce Workbook
EXERCISE 9:
DOCUMENT VIEWS
Help Article:
Defining Process Views

Home Commerce Workflow Participant Profiles Document Views
Task:
Using the following steps, adjust the document views for the Admin Participant Profile at the
Submitted for Approval step. Set the View to Read Only for the attributes you created.
To adjust Document Views for a given Step:

Note:
Navigation Path: Admin Home Page > Commerce and Documents> Process Definition >
Select a Process > Steps
Step 1:
From the list of Steps, select the Submitted for Approval Step. This will expand the list of
Participant Profiles associated with the Step in question.
Step 2:
Double Click the Admin Participant Profile. This will give you access to the Document Views
and User Access Rights tabs.
Step 3:
On the Document Views Tab and under the Quote: Main Document Section, click on the
Attributes Tab and locate the six attributes added in Exercise 1.
Step 4:
Set all attributes to Read Only.
Step 5:
Click Save and Close.
Step 6:
Deploy and Test.

***
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Document Engine Workbook
Admin Essentials
Workbook 4
Document Engine
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DOCUMENT ENGINE
EXERCISE 1:
48
EXERCISE 2:
50
EXERCISE 3:
PAGE CONDITIONS
52
EXERCISE 4:
DEPOLY AND TEST
53
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EXERCISE 1:

Help Articles:
Table Tab Actions

Home Document Engine Tab Actions
Loop Expression Editor
Home Document Engine Editors
Task:
Using the following steps, complete the following tasks:

In the Body, create a four column table with a header and one row. Insert as column
headers: Part Number, Qty, Description, List Price
In the table add a repeating row and choose to loop over All Line Items.
Add the following attributes (Dynamic Data >> Line folder) to the table :
o 1st Column: Part Number (part folder) and the Model Name (model folder)
o 2nd Column: Quantity (price folder)
o 3rd Column: Part Description (part folder)
o 4th Column: List Price (variable name is listPrice_line). Apply the currency format
to this attribute
Add borders to your table & readjust column widths to accommodate all data.
To Insert a Table:
Step 1:
Move your cursor to a location where you want to insert the new table.
Step 2:
Click the Insert Table icon on the Home toolbar.
Step 3:
Fill out the following fields:

Number of Rows:
The number of rows to insert into your table initially.
Include Table Header?
Check this box to include a header row on your table. If the contents of the table body flows onto the
next page when generated on the userside, the table header row will repeat on the next page as well.
Column Grid:
Add more columns by clicking Add Column. Remove columns by clicking the X icons. Edit a column
width by clicking on the Width cell, and entering a new value.
Step 4:
Click Insert Table.
Step 5:
Within the table you just created, label the columns with the following text:
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Part Number, Qty, Description, and List Price.
Step 6:
Apply borders to all edges of all cells. Do so by selecting all cells, then clicking All Borders from
the Borders menu on the Table tab
To Create a Repeating Row for Each Line Item:

Step 1:
Place the cursor inside of any table cell within the row that you want to repeat. The table row
must not already be a repeating row or have an existing condition on it.
Step 2:
Within the Table tab, you should now see the + Repeat Row button enabled in the Table
toolbar; click on it.
Step 3:
The Loop Expression Editor should appear, and you can define the loop to display on the
output.
Step 4:
From the Loop Expression Editor, under the Loop Over dropdown, select All Line Items
Step 5:
Click on the Save button at the bottom of the Loop Expression Editor. You can choose to
make selections for Sort By, Sort Type and Add Filters, but they are unnecessary for this
exercise. The Table row that your curser was in should now appear green (green is the visual
identifier for looping table rows).
Step 6:
Use the Dynamic Data pop up window to insert the correct dynamic data into the
corresponding table cell.
1st Column: Part Number (part folder) and the Model Name (model folder)
2nd Column: Quantity (price folder)
3rd Column: Part Description (part folder)
4th Column: List Price (variable name is listPrice_line).
Step 7:
Double click on the pencil icon next to List Price dynamic data
Step 8:
From the Formatting drop down, select Currency.
Step 9:
Insert USD as the value next to currency-code.
Step 10:
Click the Save button. This will save the dynamic data as formatted.
***
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EXERCISE 2:
Help Article:
Complex Conditionals An Overview

Home Document Engine Complex Conditionals
Task:

Create a complex conditional and name it.
Set it to always show up by clicking Always True.
In the complex conditional
o Create a two column table, one row (no header row). Specify the width of the
columns to be 3.5 inches each so it fills the entire top of the screen.
o In the first column of the table add the image pizzaLogo.jpg from the File Manager.
o In the second column insert another table, no header row, two columns, four rows.
o Type in the labels in the first column and add Quote level attributes that correspond
to the labels in the second column (e.g. Customer Name, Quote Number, Created
Date, Expiration Date). Format the date to display correctly.
o Readjust column widths to properly fit all data.
To Add a Complex Conditional:

Step 1:
Double-click on the page you wish to edit.
Step 2:
Click on the Dynamic tab in the toolbar.
Step 3:
Click on Complex Conditionals to open the Complex Conditional Expression Editor.
Step 4:
Enter a unique Name for the complex conditional.
Step 5:
Select a Category from the drop-down menu.
Step 6:
Check the box next to Always True. Doing so will hide the filters section. NOTE: Once it is
saved as Always True, it cannot be changed.
Step 7:
In the Clause Content section:

Create a two column table, one row (no header row).
Specify the width of the columns to be 3.5 inches each. In the first column of the table add an
image from the File Manager (Pizza folder >> pizzaLogo.jpg).
In the second column of the table insert another table (no header row) with two columns and
four rows.
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Type in the labels in the first column and add Quote level attributes that correspond to the
labels in the second column (e.g. Customer Name, Quote Number, Created Date, Expiration
Date).
Format the date to display correctly.
Readjust column widths to properly fit all data.
Step 8:
Click Create.
Step 9:
Click Save.
To Insert a Complex Conditional:

Step 1:
Place your cursor on the page, where you want to insert the complex conditional.
Step 2:
Navigate to the Complex Conditionals library and insert a complex conditional into your page
by clicking the blue Insert arrow. You will notice that the complex conditional is shown in
green. You can edit this by clicking the pencil or delete it from your page by clicking the red x.
***
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EXERCISE 3:
PAGE CONDITIONS
Help Article:
Home Tab Actions

Home Document Engine Tab Actions
Task:

Create a New Page in the Document Engine Editor named: Delivery Message.
Add a Condition on the Page.
o Use your Boolean attribute (Delivery?) for this condition.
o The page should show when the value of your Boolean attribute (Delivery?) is true
(all lowercase; it is case sensitive).
Add the Rich Text Attribute (Delivery Message) to the Body of the Page.
NOTE: You will not be able to test until everything has been fully deployed.
To Display a Page Based on a BigMachines Attribute Value:

Step 1:
Open the Page for editing and click Conditions from the Home toolbar.
Step 2:
From the Condition Expression Editor, select the attribute Delivery? for the Data Field and set
the Attribute Value equal to true (make sure this text is all lowercase).
Step 3:
Click Save to save your page conditions.
Step 4:
Test the page condition using two Transaction IDs, one with the Delivery? set to true another
with this attribute set to false
***
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EXERCISE 4:
DEPLOY AND TEST

Help Articles:
Document Engine Management Center

Home Document Engine
Creating and Maintaining Printer Friendly XSL Views
Home Commerce Process XSL Views
Adding Document Actions
Task:
Deploy Document Engine and all changes to the user side:

Deploy Document Engine to Commerce
Create a Print Action on the Quote Document level (main document) and attach your
Printer Friendly XSL to it using XSL Views Tab.
Add Action into the Commerce Layout.
Deploy Commerce
Test your changes on the user side.
Step 1:
Save the page and document list from within the Doc Engine window.
Step 2:
From the Document Editor List window, the name of the document you have been working on
will be displayed in Red. Deploy the Document. The name of the document will no longer be
displayed in Red once the deploy is complete.
Step 3:
Navigate from the Admin homepage to: Process Definition > Printer Friendly / History XSL
Views. Add a Printer Friendly XSL View
Step 4:
From the Process Output Through: drop down menu, select FO to PDF Converter
Step 5:
From the Select Document dropdown, select the document you wish to convert. Note: Only
Deployed Document Engines will show up in the list.
Step 6:
Click the Add button
Step 7:
Navigate to the Quote Level Actions List.
Step 8:
Add a new Print Quote Level action
Step 9:
From the XSL Views tab on the Print Action, select the name of the XSL view you just created.
Step 10:
Apply/Update the Action
Step 11:
Add the new action to the Quote Level Transaction Layout
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Step 12:
Save the layout editor
Step 13:
Deploy Commerce utilizing the Deploy button at the bottom of the commerce Quick Links.
***
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Admin Essentials

General Administration Workbook

BULK DATA DOWNLOAD

BULK DATA UPLOAD

PRODUCT LINE AND MODEL

ADDING CONFIGURABLE ATTRIBUTES

CREATE A NEW CONFIGURATION FLOW

TABS AND GRIDS

ADDING RECOMMENDED ITEMS RULES

RECOMMENDED ITEMS WITH TABLE BASED RULES

ARRAYS AND TABLE BASED RULES

CUSTOMIZE THE LAYOUT

MODIFY APPROVAL PROCESS

CREATE AN EMAIL TEMPLATE

CREATE A CONSTRAINT RULES

CREATE A HIDING RULES

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

General Administration Workbook

TABLES AND REPEATING ROWS

DEPLOY AND TEST

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

General Administration Workbook

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

General Administration Workbook

BULK DATA DOWNLOAD

BULK DATA UPLOAD

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

General Administration Workbook

File Manager Overview

To Add Files to the File Manager

Navigate to the File Manager from the Admin Home Screen.

To create a new folder, click Edit under the Folders section.

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

General Administration Workbook

User Setup and Maintenance

To Manually Set-Up BigMachines Users:

Click Add from the User Administration List page.

Click on the Groups tab.

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

General Administration Workbook

BULK DATA DOWNLOAD

To Complete a Bulk Download:

Navigate to: Admin Home Page>Utilities>Bulk Data Services>Download

Select the required section of BigMachines to Download - Users

Select .CSV for the format

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

General Administration Workbook

BULK DATA UPLOAD

To Manually Add a Part

To Complete a Bulk Data Upload:

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

General Administration Workbook

Data Table Overview

To Add a Data Table Folder and Upload a .csv as Data Table

Locate and open the file: pizzaPrices.csv

Add the metadata tags to the first 5 rows.

Save the file ensuring the correct file format: .csv.

Click Browse and search for your data table.

Select MS Excel .csv format option next to Data with Delimiter.

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

Copyright 2013 BigMachines, Inc. | CONFIDENTIAL AND PROPRIETARY INFORMATION

EXERCISE 2: PRODUCT LINE AND MODEL

EXERCISE 3: ADDING CONFIGURABLE ATTRIBUTES

EXERCISE 4: ADDING ARRAYS