Location: Site Configuration > Briefing System module
After all briefing system constituents modules have been created, the next step will be to map them to the corresponding settings in Briefing System module. Each menu should be configured according to pre-configured modules and mapped correctly.
3.1. Briefing System > Settings
The table below lists settings and parameters that enable certain functionality of the Briefing System.
Parameter | Value | Meaning |
|---|---|---|
Enable “Download briefing in Excel-format | Yes/No | Allows to download data from Briefing View in .xls file |
Label on Button | Text | Enter text that will be displayed on the button when the “Download briefing in Excel format” functionality is enabled. |
Enable Print | Yes/No | Enables print functionality on briefing and page view, Preview and Preview/Send window. |
Label on Button | Text | Enter text that will be displayed on the button when the “Print” functionality is enabled. |
Enable “Export Product Overview” | Yes/No | Allows to export briefing data in .xls file from the toolbar on Briefing portal page |
Label on Button | Text | Enter text that will be displayed on the button when the “Export Product Overview” functionality is enabled. |
Enable Page/Briefing Totals | Yes/No | Check to display the Totals row on Briefing View, Page View, Preview and Preview/Send window, and in Printed briefing. |
Enable Totals For Combined Products | Yes/No | Check to display the Totals for combined products on Briefing View, Page View, Preview and Preview/Send window, and in Printed briefing. |
Collapse Combined products | Yes/No | Check to have the subproducts hidden on Page View. It is possible to unfold the main product to see them. |
Use Preview Filtering | Yes/No | deprecated |
Use Templates for Preview | Yes/No | Enable use of templates on briefing pages. |
Use Dates in Headlines *removed in version 12.0.0 | Yes/No | Allows to display start and end dates for sales period on the Headline title. To make this feature work, corresponded date fields must be created in Headlines module and mapped accordingly in Briefing System > Headlines settings. |
Enable Inline Edit for Preview | Yes/No | Allow to perform edit of the products directly from Page Preview without opening Edit product window |
Trigger Actions on Inline Edit for Product on Briefing, Products, Prices, Page Elements | Yes/No | Update action in the corresponding module will be triggered when product is edited inline on Page Preview |
Enable Inline Edit for Page View | Yes/No | Allow to perform edit of the products directly from Page View without opening Edit product window |
Trigger Actions on Inline Edit for Product on Briefing, Products, Prices, Page Elements | Yes/No | Update action in the corresponding module will be triggered when product is edited inline on Page View |
Show “Last Attached” on Briefings | Yes/No | Adds information about the previous briefing the product has been attached to and the recent price. |
Enable “Get Product Text” | Yes/No | Gives the possibility to export product fields and values in a separate window. |
Label on “Get Product Text” Button | Text | Text that will be displayed on Get Product Text button |
Display Picture and Logo fields in Products | Yes/No | Allow to either hide or display fields from Pictures and Logos modules |
Field Templates for Copy/Move *Starting from version 13.0 configuration of templates for product copy has been removed | Select box | Choose Field Template for displaying additional fields from three main modules in Copy/Move window: Product, Product on Briefing, Prices |
Field Templates for Briefing Log | Select box | Choose Field Template for displaying additional fields from modules on Briefing Log tab: Briefing, Pages, Headlines, Product, Product on Briefing, Prices |
Field Templates for Correction Log | Select box | Choose Field Template for displaying fields from modules in Correction Log window and exported file: Briefing, Pages, Headlines, Product, Product on Briefing, Prices |
3.2. Briefing System > Briefing
This menu represents mapping of fields that were created in the Briefing module (see the Module with Briefings chapter for details).
Briefing setting | Module field/Module name |
|---|---|
Module with Briefings | Briefing |
Field with Briefing Type | Briefing type |
Field with Chains | Chain |
Field with Shops | Shop |
Field with Start Date | Briefing start date |
Field with End Date | Briefing end date |
Field for export/Intranet export field | Export (used for ECommerce Campaign XML Export in Scheduler) |
DataWarehouse Export Field | Export to DW (used for Statistical Data Export Job in Scheduler) |
Field with Export to Financial System | Export date (used for Custom Export Retail Job in Scheduler) |
Field with briefing period purchase start | Start date |
Field with briefing period purchase end | End date |
Field with Briefing Name | Briefing name |
Field with Briefing # | Briefing number |
Field with Briefing Code | Briefing code (It is necessary for “Download briefing in Excel-format” function) |
3.3. Briefing System > Pages
This menu represents mapping of fields that were created in the Pages module (see the Module with Pages chapter for details).
Briefing setting | Module field/Module name |
|---|---|
Module with Page | Pages |
Field with Briefing | Briefing |
Field with Status | Status |
Field with Template | Template |
Field with Sorting | Sorting |
Field with Page Elements | Page Elements |
Field with Chains in Page Elements | Module link to the module mapped as "Chains" in the Page Element module. When mapped, current chain value is prefilled in "New Page element" and "Find Page element" window. Functionality is not dependent on "Prefill automatically" option in "Chains" module link. Note! Chain will not be prefilled in the "Find Page element" if there are no page elements with chains on the page. |
3.4. Briefing System > Headlines
This menu represents mapping of fields that were created in the Headlines module (see the Module with Headlines chapter for details) and some other preferences.
Briefing setting | Module field/Module name |
|---|---|
Module with Headers | Headlines |
Field with Page | Page name |
Field with Department | Divisions |
Field with max # of articles | Max # of Products |
Field with Status | Status |
Status for Archive | Archive status |
Field with sales start date *removed in version 12.0.0 | Start date |
Field with sales end date *removed in version 12.0.0 | End date |
Some additional properties are present in this menu:
Briefing setting | Value | Meaning |
|---|---|---|
Show Headlines on Briefing List | Yes/No | Enables displaying of Headers in Briefing List |
Status for Archive | Select box | It defines a specific status from the Status field on which Headline will be put to archive |
Note! Exception is got when Site Configuration > Briefing System module > Headlines is opened first time. Don’t pay attention on it, click Settings for Headlines button
Fields from the Headline module that are visible in the Edit Briefing window are controlled by the "Portal Page" field usage.
3.5. Briefing System > Product on Briefing
This menu represents mapping of fields that were created in the Product on Briefing module (see the Module with Products on Briefing chapter for details).
Briefing setting | Module field/Module name |
|---|---|
Module with Products on Briefings | Products on Briefing |
Field with Header | Headline |
Product Field | Product number |
Field with Sub Products | Campaign sub product |
Field with Parent products | Campaign main product |
Field with Priority | Priority |
Field with Selected Logos | Logo |
Field with chosen preview | Preview |
Field with Combination Main Product | Combined product |
Show Main Product as | Defines displaying of Field with Main Combined Product by Name or Number |
Field with Price | Setting added in version 11.3.0. Module link linking Product on briefing entry with a price entry. Each product on briefing item has a corresponding price item in module "Prices". |
Extra fields can be mapped in this menu. These fields are used only on specific databases for Scheduler’s jobs.
|
|
Some additional properties presents in this menu:
Briefing setting | Value | Meaning |
|---|---|---|
Enable to set default picture by regexp | Yes/No | Enable selecting default product picture based on image file name, according to the regular expression |
Default picture regexp | Text field | Regular expression can be specified in this field |
Enable preselect logos for new product on briefing | Yes/No | Controls whether the logos will be preselected on adding a product to briefing |
Some examples of regexp:
\d{7}_\d{5}m.*— regular expression where:
\d— string should begin with digit
\d{7}_— string should begin with 7 digits, after digits underscore must be present
\d{7}_\d{5}m.*— string should begin with 7 digits, then underscore, 5 digits, then "m." letters, e.g. strings: 0132167_12365m.jpg, 1111111_22222m.eps (any that begins from 7 digits underscore 5 digits and m. with any extension) will match the\d{7}_\d{5}m.*regular expression and will be selected as default products' pictures
(.*)_F.*— all strings with _F. at the end with any extension will match this regexp
3.6. Briefing System > Products
This menu represents mapping of fields that were created in the Products module (see the Module with Products chapter for details).
Briefing setting | Module field/Module name |
|---|---|
Product module | Products |
Field with Product name | Product name |
Field with Product number | Product number |
Field with Sub Products | Sub product |
Field with chosen preview | Preview picture |
Extra fields can be mapped in this menu. These fields are used only on specific databases for Scheduler’s Jobs.
|
|
Some additional properties presents in this menu:
Briefing setting | Value | Meaning |
|---|---|---|
Copy text from “Products” | Text fields from current module / Select box | Values from selected field will be automatically copied from Products module |
Copy to “Products on Briefing” | Text fields from Product on Briefing module / Select box | Values from selected field will be automatically prefilled to Products on Briefing module |
Editable | Yes/No | Controls ability to edit copied values |
3.7. Briefing System > Prices
This menu represents mapping of fields that were created in the Prices module (see the Module with Prices chapter for more details).
Briefing setting | Module field/Module name |
|---|---|
Module with Prices | Prices |
Field with Briefing | Briefing |
Product Field | Product number |
Field with Chain | Chain |
Field with Shop | Shop |
Field with Price | Price |
Save Field | Discount |
Original Price | Original price |
Extra fields can be mapped in this menu. These fields are used only on specific databases for Scheduler’s Jobs.
|
|
Price Validation
This configuration is needed for enabling Price Validation feature that allows to verify whether products on briefing have correct prices or not, respecting the certain condition (E.g. Campaign price must be larger than Normal price).
Note: Important changes to Price Validation is introduced in version 19
Briefing setting | Value | Meaning |
|---|---|---|
Enable Price Validation | Yes/No | Option enables price validation |
Verify that the value | Field of numeric type | Field with larger values should be selected |
Is larger than | Field of numeric type | Field with less values should be selected |
Price Information on Edit Product
This mapping allows to enable the additional Price Validation table in Add/Edit product window listing the campaigns where the current product is present (if they intersect in time with the current campaign).
Briefing setting | Meaning |
|---|---|
Campaign Display Field 1 | Map a field from the Briefing module. Typically it will be the name of the campaign |
Campaign Display Field 2 | Map a field from the Briefing module. Typically it will be the start date of the campaign |
Campaign Display Field 3 | Map a field from the Briefing module. Typically it will be the end date of the campaign |
Price Display Field 1 | Map a field from the Price module |
Price Display Field 2 | Map a field from the Price module |
Price Display Field 3 | Map a field from the Price module |