Who can use this feature?
Only the Application Owner role can use this feature.
What is it?
The ITONICS Matrix enables users to analyze, track, monitor, and re-evaluate a distinct set of content for decisions.
How does it work?
While your users will later have the option to customize the matrix to their needs, you need to provide them with a default configuration. A matrix can be built on top of each entity. This also means that the content displayed on the matrix will be always of the same entity type.
In order to set up your first Matrix for a particular entity, go to the Settings Wheel > Entity Configuration > Entity Configuration. Select the type of entity you want to create your matrix for, and click the Pen icon to go to the edit section.
On the edit page of an element, scroll down to the Enabled Modules/Features for this Entity section. Enable the matrix for this entity type by selecting the checkbox. When ready, scroll down and click the Save button.
Next, go to the Matrix Configuration tab and start configuring it.
- Define the Matrix Label (for example, Company Matrix).
- Decide on a default rating criteria for the x and y-axis. You can use rating criteria as defined from the Rating Configuration or list fields/dropdowns which are indicated as being rating criteria.
- Decide on rating criteria color and size.
- Optionally define the default rating criteria shape.
You can also decide which actions will be shown by default on your Matrix page by selecting the checkbox next to each of them.
When ready, click the Save button.
Make sure to check the view permissions within the entity-specific permission scheme.
You can access your new Matrix from the main navigation menu by hovering over the Matrix section. You can see the content placed on the Matrix according to the visualization criteria you defined previously.