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  1. Navigate to Admin Area: Access the admin area of Smartfacts CDCM.

  2. Select Concept and Concept Type: Choose the concept and concept type for which you want to configure settings, or add a new concept type if necessary.

  3. Associate a Configuration Type: Define the configuration type associated with the concept type. A component type must be associated with exactly one configuration type. A configuration type must be associated with exactly one configuration item type.

  4. Meta Definition Tab:

    1. Add Properties: Define properties that should be part of the schema definition of the concept type. Properties can include master data tables.

    2. Add Records: Define records that should be part of the schema definition of the concept type.

  5. Define User Interface:

    • Header UI: Define the appearance of the header section of the user interface.

    • Details UI: Configure the layout and appearance of the details section of the user interface.

    • Delegated UI: Define delegated UIs accessible from outside via OSLC or inside Smartfacts CDCM.

    • Add Containers: Structure the user interface by adding containers to organize properties, master data tables, and records.

    • Mask Properties: Mask properties to display their values in a formatted way.

    • Add Calculated Fields: Define calculated fields based on various properties to enhance data representation and analysis. SeeCalculated Fields and Custom JavaScript execution

    • Add a Guard Script: See Guard Scripts and Custom JavaScript execution.

  6. Define State Model:

    1. Add States: Define the states of the concept type.

    2. Add Transitions: Specify the allowed transitions between states.

    3. Configure State Appearance: Define special appearance and behavior of properties per state.

    4. Define Guard Script: Implement validation rules using JavaScript-based guard scripts executed each time a concept is stored.

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