Matrix: Configure the default view

What is it?

The ITONICS Matrix enables users to analyze, track, monitor, and re-evaluate a distinct set of content for decisions. 


Please note: This feature needs to be activated by ITONICS. Please contact your Customer Success Manager for further assistance.

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 Portfolio). You can use the ratings defined in the Rating Configuration or categorizations using the List Fields/Dropdowns that are specified as Rating Criteria.
To visualize the elements of the entities on the Matrix, the rating criteria must be defined, activated and assigned beforehand. This can be criteria like market potential, complexity, technology readiness level or whatever you need. The attributes associated with the criteria, such as high, medium and low, can be created as a dropdown field on the corresponding entity using the field configuration. It is also possible to use numerical values for visualization e.g. Project Cost or Time To Market in months.
If you want to use attributes from the dropdown fields that you have created for visualization, you need to select the Rating Criteria checkbox in the respective field configuration.

rating criteria.png

Afterward, you can also select such a dropdown field for the size, color, distance, or shape indication in the radar configuration tab.

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.



Please note: A maximum of 120 elements can be displayed at the same time. If there are more elements, the display may be impaired. To avoid this and also to enable a meaningful display of the results, it is useful to reduce the number of displayed elements by using the filter options.

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