Value List

General Information

The workspace area for the management of Value lists can be accessed via menu Value list. Information on the graphical user interface and basic functionalities can be found on page Graphical User Interface and Basic Functions.

The workspace area for the management of Value lists offers users different functionalities described in brief in the following table as well as in more detail in the next chapters.

Toolbar in Browse View

Button Icon	Button Name	Description
	Search	Triggers a search in the available content, considering the search options set in the advanced search.
	Tree view	Allows navigation to the hierarchical view of Value lists.
	Perspective view	Allows navigation to the perspective view of Value lists.
	Compare	Allows the comparison of two or more Value lists.
	Export	Allows the export of desired Value lists.
	Create	Allows the creation of new Value lists.
	Change text	Allows editing the attributes of a selected Value lists.
	Delete	Allows deletion of a selected Value list.
	Copy	Allows copying of a selected Value list to be used in a copy-paste action.
	Reactivate	Allows reactivation of a deprecated Value list.
	Values	Allows management of values of a Value list (Assign value, Withdraw value, Withdraw value from parent, Reactivate value, Manage value hierarchy).
	Start workflow	Allows starting a workflow for selected Value lists.

Export

Users may export single Value List or all Values of Value List in one of the available export formats. The export are available in Value Lists tabular view and have following formats:

• DIN 4002

• Spec Sheet XLSX

After defining the export options in the graphical user interface, the user may press the export button and the export will be started in the background. The exported file will be sent per e-mail to the specified e-mail address. 

Export Options DIN 4002 Export Format

Through a redesign of the eptos export pages, the external appearance of the exports has now been fully adapted to the defined Usability Guidelines.

This has significantly improved the look and feel of these pages.

In a harmonized DIN 4002 Export dialog the user can save and load favorite dialog settings in tab “Selection of attributes” to access those settings faster instead of selecting them again for each new export.

Spec sheet XLSX Export Format

Details Page

In order to view more details related to a Value list, users may open the Value list in view mode by clicking on it from the list view. Note: opening a Value list in view mode is also possible from the tree view.

The view mode of a Value list is subdivided into different tabs. The visibility and order of the displayed tabs is configurable by users with configuration rights. Furthermore, custom tabs can be created. The custom tabs allow customers to organize the standard and extended attributes as required by their business use cases.  

Tabs which do not contain any information are grayed out.

The following table gives an overview of the tabs available for Value lists.

Create 

With this functionality, users can create new Value lists. 

Mandatory attributes are marked with an asterisk. Non-editable attributes are displayed as read-only. When creating a Value list, the user must also add at least one existing Value to the new Value list. The Values can be selected from the list view, which can be opened by clicking the "Add" button at the bottom of the "Create value list" user interface. 

When the work is finished, the user may save the new Value list as Change Request (using button Save) or directly as structure element (using button Save and Release).

Change Requests usually undergo an approval process before they are released and become effective. 

Change Text

With this functionality, users can edit the textual attributes of a Value list. Mandatory attributes are marked with an asterisk. Non-editable attributes are displayed as read-only. 

When the work is finished, the user may save the edited Value list as Change Request (using button Save) or directly as structure element (using button Save and Release).

Change Requests usually undergo an approval process before they are released and become effective.  

Delete

This functionality allows users to delete existing Value lists. On deletion, the Value list will be marked as deprecated, meaning that it is withdrawn from further usage. Deprecated elements are displayed grayed out in the system and they cannot be worked on or used anymore. 

On pressing the Delete button, the system displays the details page of the Value list selected for deletion. User may check the attributes/relations of the Value list before proceeding with the deletion and confirm it by pressing button Save or Save and Release. 

On Save, a Change Request for the deletion of the Value list will be created. Change Requests usually undergo an approval process before they are released and become effective. 

On Save and Release, the Change Request for the deletion of the Value list will be automatically executed (released). As a result, the Value list is immediately withdrawn from further usage and is displayed as inactive within a given release (grayed out). 

Reactivate

This functionality allows users to reactivate (to make them available for usage within a certain release) deprecated Value lists. The button "Reactivate" is active only if the selected Value list is deprecated.

For the reactivation of a Value list, the Reactivate graphical user interface consists of a detailed view of the selected Value list. The user may save the Value list reactivation as Change Request (using button Save) or directly as structure element (using button Save and Release). Change Requests usually undergo an approval process before they are released and become effective. 

Values

The functions grouped under the Value button give the user the possibility to manage the Values assigned to the Value list. The button Values offers the following options:

• Assign Value

• Withdraw Value

• Withdraw Value from Parent

• Reactivate Value

• Manage Value hierarchy

Assign Value

With this option the user has the possibility to assign new or existing Values to the selected Value list.  

The starting point of this functionality is the tabular view of Value lists, where the user can select the Value list to which a Value should be assigned. In the next step, the user can select the Value to be assigned from the list of available Values. In case the User does not find a fitting Value, a new one can be created (see Create Value) and then selected.  

For the assignment of a Value to a Value list, the graphical user interface consists of the list of selected Values and the Value list details page. The user may confirm the assignment(s) by pressing button Save or Save and Release. 

On Save, a Change Request for the assignment of the Value(s) will be created. Change Requests usually undergo an approval process before they are released and become effective. 

On Save and Release, the Change Request for the assignment of the Value(s) will be automatically executed (released). As a result, the connection between the Value list and Values(s) is immediately available.

Withdraw Value

With this option the user has the possibility to withdraw the assignment of existing Value(s) to the selected Value list.  

The starting point of this functionality is the tabular view of Value lists, where the user can select the Value list from which a Value assignment should be withdrawn. In the next step, the user can select the Value to be withdrawn from the list of assigned Values. After selecting the Values to be withdrawn form the Value list, the system navigates to the graphical user interface consisting of the list of selected Values to be withdrawn and the Value list detail page. The user may confirm the withdrawal action by pressing button Save or Save and Release. 

On Save, a Change Request for the withdrawal of the Value(s) will be created. Change Requests usually undergo an approval process before they are released and become effective. 

On Save and Release, the Change Request for the withdrawal of the Value(s) will be automatically executed (released). As a result, the connection between the Value list and Values(s) is immediately withdrawn from further usage and is displayed as inactive within a given release (grayed out).

Manage Value hierarchy

This functionality allows users to group Values of a Value list in a hierarchical view by defining parent Values. 

For example a Value list might have parent Values such as Europe, Asia, Africa etc. and Values representing the countries grouped underneath:

Europe

• Austria

• Germany

• France

• Italy

• etc.

Asia

• China

• India

• Indonesia

• etc.

The starting point of this functionality is the tabular view of Value Lists. Here, the user can select the Value list in which the Values will be arranged hierarchically. In the next step, the user can select the Value to be added to a parent Value. After selecting of the Value(s) to be added and clicking on the "Select parent value" button, the system navigates to the graphical user interface consisting of the list of possible parent Values to be added. The user can select one parent and confirm by pressing button Save and Save and Release.

On Save, a Change Request for adding of the Value(s) will be created. Change Requests usually undergo an approval process before they are released and become effective.

On Save and Release, the Change Request for the adding of the Value(s) will be automatically executed (released). As a result, the connection between Values(s) is immediately added.

Withdraw Value from Parent

This functionality allows users to withdraw the assignment of existing Value(s) (children) to other existing Value (parent).

The starting point of this functionality is the tabular view of Value Lists, where the user can select the Value List from which a Value assignment should be withdrawn. In the next step, the user can select a parent Value from which a child Value will be withdrawn. As a next step, the system navigates to the graphical user interface consisting of the list of child Values to be removed. Child Values which do not need withdrawal can be removed by clicking button X. The withdrawal of the remaining values can be confirmed by pressing button Save or Save and Release.

On Save, a Change Request for removing of the Value(s) will be created. Change Requests usually undergo an approval process before they are released and become effective.

On Save and Release, the Change Request for the withdrawal of the Value(s) will be automatically executed (released). As a result, the connection between Values(s) is immediately removed.

Reactivate Value

With this option the user has the possibility to reactivate a withdrawn assignment of Value(s) to the selected value list. This option is available only if the selected Value list contains withdrawn Value assignments.

The starting point of this functionality is the tabular view of Value lists, where the user can select the Value list in which a Value assignment should be reactivated. In the next step, the user can select the Value to be reactivated from the list of withdrawn Values of the selected Value list. (Withdrawn Values are displayed grayed out). After selecting the Value(s) to be reactivated, the system navigates to the graphical user interface consisting of the list of selected Values to be reactivated and the Value list details page. The user may confirm the reactivate action by pressing button Save or Save and Release. 

On Save, a Change Request for the reactivation of the Value(s) will be created. Change Requests usually undergo an approval process before they are released and become effective. 

On Save and Release, the Change Request for the reactivation of the Value(s) will be automatically executed (released). As a result, the connection between the Value list and Values(s) is immediately reactivated.

Copy

This functionality allows users to create assignments of Value list to Properties by means of copy and paste. 

The user may select a Value list in the tabular view or in the tree view and press the Copy button in the toolbar. In the tabular view or tree view of Properties, the user may select a Property where the copied Value list should be assigned.

Note: The Paste button will appear only if the copied element type is compatible with the selected item (i.e. only if the selected Property allows an assignation of the copied Value list).

On pressing the Paste button, the system will lead to the Assign Value list page where user may confirm the assignment by pressing button Save or Save and Release. 

On Save, a Change Request for the assignment of the copied Value list to the selected Property will be created. Change Requests usually undergo an approval process before they are released and become effective. 

On Save and Release, the Change Request for the assignment of the copied Value list to the selected Property will be automatically executed (released). As a result, the Value list is immediately connected to the Property.