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In Smartfacts CDCM, the core concepts include Configuration Area, ComponentUnit, Configuration, and Configuration Item. Each of these concepts can have multiple type definitions within a space, allowing for flexibility in configuring and customizing the behavior and appearance of each concept. This chapter provides guidance on configuring concept types in Smartfacts CDCM.

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The primary purpose of concept configuration is to provide users with the ability to define the schema, user interface, delegated UIs, state model, and delegated UIs behavior associated with each concept type. By customizing these aspects, users can ensure that the CDCM tool aligns with their organization's workflow and processes.

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To configure concept types in Smartfacts CDCM, follow these steps:

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

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

3. Associate For configuring unit types associate a Configuration Type: Define the configuration type associated with the concept type. A component unit 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 https://smartfacts.atlassian.net/wiki/spaces/CDCM/pages/182714377 and Custom JavaScript execution

   • Add a Guard Script: See 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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