This chapter looks at the list of modules that build up a briefing system. This chapter also gives the list of fields that should be created in each of the module-constituents and later mapped to the corresponding settings in the Briefing System module.
2.2.1. List of required modules for briefing system
Required modules are modules without which Briefing System cannot work properly. Optional modules are modules that are created to enable additional features in Briefing system. The list of modules and their preferred types:
Required | Additional (recommended) |
|---|---|
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2.2.2. Module with Chains
The Chain module is the module which is recommended to be created the first, as many following modules will have fields that reference this module.
Field name | Field type | Description |
|---|---|---|
Chain | Text Field | Field with a name of Chain |
Partner # | Text Field | Defines unique ID of the Chain, so that other modules can reference to it |
Abbreviation | Text Field | This field is used for “Product Overview Export” functionality |
2.2.3. Module with Briefings
Briefing module represents the central storage point of all the existing briefings in the system. Every time new briefing is added, the corresponding entry is created in the Briefing module.
The following table shows the list of fields and their types that should be created in the Briefing module. The “Description” column gives a short note regarding the information that will be stored in each particular field.
Field name | Field type | Description |
|---|---|---|
Briefing name | Text Field | Field with a briefing name |
Briefing number | Text Field | Field that will hold briefing number |
Briefing type | Text (Select box) | The options of this field define the briefing category on the briefing list |
Briefing code | Text Field | Field with a briefing code |
Briefing start date | Date | Campaign start date |
Briefing end date | Date | Campaign end date |
Chain | Module link to the field Chain in the Chain module | This field determined to which chain the briefing belongs |
2.2.4. Module with Pages
Module with Pages, corresponding to its name, will hold entries of all the pages that briefings have.
Create the following fields:
Field Name | Field Type | Description |
|---|---|---|
Page name | Text field | Field that will hold the name of the page |
Sorting | Integer | Field that will determine the sort order of pages in briefing |
Briefing | Module link to the Briefing name field in the Briefing module | This field will link a page to a specific briefing |
Template | Text field | This field is used to store a template for page preview |
Page Element | Module link to the field in Page elements module/Multi Select | This field will link a page to a specific page element with additional info. Prefill Automatically checkbox should be checked for this field |
2.2.5. Module with Headlines
Headline is an essential part of every briefing page. Every page must have at least one headline. Module with Headlines should be configured with a Workflow, as the workflow statuses are the controllers of users’ access to the content of each headline, and regulate the workflow of briefing lifecycle.
Please, refer to the table below for the list of Headline module fields.
Field Name | Field Type | Description |
|---|---|---|
Headline | Text field | Field with the headline name |
Status | Status field or Select box | Status field that controls access to the headline and represents the briefing workflow. Create status values that represent the milestones of the briefing workflow. |
Divisions | Division/Select box | This field represents responsible division that will be assigned to each headline. |
Max # of Products | Integer | This field value will control the number of products that can be added to a specific page. |
Page name | Module link to the Page name field in the module Pages | This field links a headline to a specific page. |
2.2.6. Module with Products
This module represents the Catalog of Products in the Briefing system. This module holds the products that are then added to briefings.
Every client creates his own list of fields that match his production needs, but for very basic configuration it is only necessary to create the following list of fields:
Field Name | Field Type | Description |
|---|---|---|
Product name | Text field | Field that holds the name of the product |
Product number | Text field | Field with Product number |
Sub product | Module link to the Product name field of the current module | This field is used for configuration of combined products functionality and will hold the sub products in the combination of products |
Preview picture | Text field | Field with preview picture |
Product category | Text field/Select box | Field with Product category. It is used for “Product Overview Export” functionality |
2.2.7. Module with Products on Briefing
Product on Briefing module holds the entries that represent the products that are already used on briefings. Unlike the Product module, which is actually a catalog of items, entries in the Product on briefing module holds the information applicable to the product on a specific briefing (for example: Vendor and Customer data).
Create the following fields that are required to perform basic briefing configuration.
Field Name | Field Type | Description |
|---|---|---|
Campaign text | Text field | Descriptive text for the product promotion |
Headline | Module link to the Headline field in the Headline module | This fields holds the reference of a particular product on briefing to a headline |
Product number | Module link to the Product number field in the Products module | This field holds the reference to the product in the catalog module |
Campaign main product | Module link to the Campaign text field in the current module | This field holds the value of the main product in product combination |
Campaign sub product | Module link (multi-select) to the Campaign text field in the current module | This field holds the value of the sub product in product combination |
Combined product | Module link to the Campaign text field in the current module | This field represent the combined product item |
Preview | Text field | Field with preview |
Logo | Module link to the Logo name field of the Logo module/Multi Select Field | Field with logos, selected for product on briefing |
Priority | Text field/Select box | This field is used for filtering products in Combined Product window |
Price | Module link to the "Name" field in "Prices" module. | Field linking product on briefing entry with prices. |
2.2.8. Module with Prices
The Price module in a briefing system is created to hold financial data related to products on briefing. This information includes different product prices and discounts that are applied to a particular product on a particular briefing. Every time a product from the Catalog is added to briefing, an entry is created in the Price module that holds the price data for this very product on this very briefing.
Create the following fields in the Price module:
Field Name | Field Type | Description |
|---|---|---|
Briefing | Module link to the Briefing name field in the Briefing module. | This field holds the reference of the product price to a specific briefing |
Product number | Module link to the Product number field in the Products module | This field holds the reference of the price to a product |
Chain | Link to the Chain field in the Chains module | This field holds the reference of the product price to a chain |
Price | Decimal numeral | Field with price |
Discount | Decimal numeral | Field with discount |
Original Price | Decimal numeral | Field with original price |
Headline *unnecessary starting from version 12.0.0 | Link to the Headline field in the Headline module | Field with a name of a headline |