From the Functional Dashboard > Administration section, click the Configuration icon.

2. .

The Configuration Landing page also known as the Configuration Home page will be displayed in a new browser tab as a standalone page:

Note: The Home tab returns you to the Configuration page, not the Functional Dashboard.

Select the Template Type dropdown list to select the module where you desire to modify:

Click on Search

Select Edit for the template you want to configure. The configuration screen will display:

You can add a template item by clicking on Add Template Item:

A new row will be displayed. You can add items to the template in that row:

The default search option is Basic search. The Basic search fields are shown as follows:

Select the Template Type dropdown list to select the module where you desire to modify:

Click on Search

Select Edit for the template you want to configure. The configuration screen will display:

The default search option is Basic search. The Basic search fields are shown as follows:

Select the Entity Type dropdown list to select whether this is a Site or a Store:

Although uncommon, in Advanced mode, the first two search boxes to left expand to allow more search options.

If more columns are desired, the list can be expanded by clicking the “Add Fields” button to the right.

Choose a dropdown in Entity Type and, such as site, to narrow down the list of choices and click Search:

Select Edit for the Lookup that you want to configure:

The configuration screen will display:

Click on the Copy button to copy an existing template:

The table will populate with a new template with Copy of in the template name:

The default search option is Basic search. The Basic search fields are shown as follows:

Select the Entity Type dropdown list to select the entity you desire to modify:

To change the Search option, click on the button for search options. When in Basic search, the button will have the Advanced option displayed.

Although uncommon, in Advanced mode, the first two search boxes to left expand to allow more search options:

If more columns are desired, the list can be expanded by clicking the “Add Fields” button to the right.

Select Edit for the template that you want to configure. The configuration screen will display:

The default search option is Basic search. The Basic search fields are shown as follows:

Select the Module dropdown list to select the module where you desire to modify:

Choose a dropdown, such as lease, to narrow down the list of choices:

To change the Search option, click on the button for search options. When in Basic search, the button will have the Advanced option displayed. Note: using good descriptions for Lookups allows Basic search mode to suffice in nearly all situations.

Although uncommon, in Advanced mode, the first two search boxes to left expand to allow more search options.

If more columns are desired, the list can be expanded by clicking the “Add Fields” button to the right.

Select Edit for the Lookup that you want to configure. The configuration screen will display:

The first setup parameters that are configured are:

• The Lookup Code (red) – this is the actual value that is stored in the database. This value stays constant but allows users to edit the label. Best practice is to choose codes that are short, do not have spaces and are all capital letters. Note: use of special characters or SQL commands are not recommended. Examples include:

Punctuation: ! @ # $ % ^ & * ( ) _ + | } { : ? [1]> < \ ; ' , . / - =

Mathematical Symbols: +, -, *, /, =

Currency Symbols: $, €, £

Typographic Symbols: ©, ®, ©, -

SQL commands: EXEC, RUN, UPDATE, DELETE, INSERT

• Name (blue) – this is the visible label in the system. Note that the name is entered at the bottom of the page and associated with a language. Each users chooses a language so the same setup can be viewed in their native language.

• Description – this field can be used to organize values. Ex: if certain roles were for Projects, others for Lease, which could be noted and filtered for easy management.

• Enabled – “Y” means the element is currently selectable, otherwise it is not. This allows admins to stop new choices

• Add, Delete and Export lookups (green) -
  Add will insert a new line above the current position (security
  role admin-lookup-add-role)
  Select items and choose Delete to remove them. (security
  role admin-lookup-delete-role)
  Export creates an excel file of the values in the table
  

Some Lookups are “children” of a prior pick (ex: Group/Type). For those attributes, the “Tag” column on the child Lookup names the parent lookup code.

Other attributes should be updated only with the Tango Support Team as they can affect integrations and other key functionality.

You can now configure this Lookup. When finished, click on Save to save the changes, or Save and Publish to Publish the changes. Until Lookups are “published”, they are not available for use. These buttons are located in the upper right corner of the screen.

Users can also publish from the search menu – individually or “Publish All”.

The Copy button is to the far right of the Lookup list:

To copy a Lookup configuration to other countries, click on the copy button to display the Copy Lookups to Countries list. You may select individual countries or “All” at the top.

Note: If you change a lookup in a country and save those changes, they only affect that country. You must copy that lookup to another country or countries

Click on the User Defined Attributes tile (UDA). The worksheet will display as follows:

Left Half of the screen:

Right Half of the screen:

The default search option is Basic search. The Basic search fields are shown as follows:

Select Create to add a template to the table and prepare to configure the template.

Selecting Create displays the following:

The Business Unit (BU) and all countries dropdowns will differ depending on the environment settings. The Entity type provides the following:

Select the dropdown menu in the Form Name field and select User Defined Fields:

Verify the new template has been created by viewing the list of templates:

Select the edit icon for the new template in the list to define the new template elements in the new template window.

Type a name in the name field and Item 1 will change to the name typed in the field and the Label field will also change to the name typed:

Click on Save and then Preview to display a preview of the attribute:

An example of a completed template in the configuration tool:

Click Buildings on the home page:

Click All Buildings and then click  edit on one of the buildings in the list:

Click the Building UDF Tab:

All user defined fields will be displayed as tabs and associated fields for all Buildings entity types: 

Click on Fields + Items to add a field:

Click the Field Type dropdown and choose number (for this example) and then select Format: 

Enter the field name and width:

Create a + Items for a text field by choosing text in field type, name the field, and set a width value:

Click Save and then Preview: 

View the new UDF under the Building UDF tab in Buildings: EXAMPLE

Click Save and then Preview to see the results: 

Publish the template and view the results under the Building UDF tab: 

Click + Items to add the LOV field Type:

NOTE: Copy the Lookup Code from the field.

Click on Lookups/Dropdowns from the configuration home screen:

Paste the copied Lookup Code in the Lookup Code field in Search Lookups:

NOTE: If the Lookup has been created before, it will show in the list. If the Lookup Code does not show in the search results, you will need to create it.

Click Add on the Lookups home page and fill in the values by pasting in the Lookup Code, Lookup description, Module, and Lookup Locations: 

Click Save and the Lookup Code will be created:

Click Add to create Lookup values to the Lookup Code. In this example the value is Office. After typing Office in the Fields, click Save. 

Click Save and Publish and you will see the following verification: 

Return to the UDF template, select building type and click Save and then Preview: 

In the list of templates, click the Publish button for the template:

The verification dialog will be displayed:

Click edit on a building in the Buildings landing page and look for the UDF values you created under the Building UDF:

To Delete a template, select the template in the list and click on Delete. The delete verification popup will display:

Select Edit for the UDA that you want to configure.

If the file has not yet been configured, clicking the edit button will display the following:

The configuration screen will display and allow you to edit the fields in the UDA. The following images represent the top and bottom parts of the editable fields:

The action tabs at the top left of the page allow you to Add an Item, Delete the last Item added, or delete all items:

Current fields are listed under Fields and when you click on a field in the list, that fields attributes will be displayed and can be edited.

You can preview the field attributes by clicking on the Preview button at the bottom right of the screen: