Using many different Templates, displaying different Columns

The Information Matrix
Video 2/13
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Sune Lohse, Chief Strategy Officer

How to view different templates with the information matrix?

With the information matrix, it is possible to view different templates or create different templates that displays different columns, so it’s very flexible to work with.

Transcription of video

Let’s look at that on the item list first. So, from the item list, I will go to the information matrix and it remembers the last time I was here which template I used.

In this case, the basic item setup and here I can see the Description column, Base Unit of Measure, et cetera that I’m displaying in this view to see different information.

Now, if I want to change the template name, I can go to my process and select another template and I can create as many different as I prefer, so maybe I have a template from my planners if they’re modifying planning data on the item card.

When I select the other template, it refreshed the matrix displaying other columns with other information that is more relevant for a planner, for instance, to maintain an overview in here. Likewise I could go to my customer list. Let’s do the same.

And here on my information matrix on customers, I have other templates that relates to the customer table. Here I have my name, salesperson code et cetera and if I go to select my matrix template here, I define other templates. For instance, a basic customer set up when I create new customers to make sure that everything is here and again it changes the column setup and this way I can work with as many templates as I prefer.