LeanIX - Product Documentation

Welcome to the LeanIX Product Documentation. Here you will find all the basic information you need to start working with LeanIX. We provide you with well-structured information on how to get more out of LeanIX, best-practices and use-case specific guidelines. Feel free to spread this product documentation in your company and use it as a common information source to answer your colleagues’ most urgent questions.

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Self-Configuration

The Self-Configuration feature enables admins to better tailor the data structure in LeanIX: simply translate, add or and configure fields, sections and subsections of Fact Sheet types to adapt the default set up to your enterprise specific needs.

With Self-Configuration, admins are able to customize Fact Sheets and to tailor the data structure in LeanIX to your needs. Here are three key elements of the feature:

Language translations
Admins can alter individual fields in default and customized Fact Sheets based on the preferred languages of their users. As well, non-admins can select for themselves which language to operate in LeanIX overall (currently offered for French, Spanish, German, or English). This feature is intended to make the EA Management Tool a more accessible platform for our international base of customers and increase its speed of adoption within global operations.

Create and edit sections/subsections/fields
With LeanIX Self-Configuration, admins now control the timing and implementation of new sections, subsections, and fields in LeanIX Fact Sheet. To aid in doing so, an intuitive UI has been equipped that allows users to see summaries of changes (both pending and already made).

Configuration
Fields in LeanIX Fact Sheets can be altered according to several combinations of elements: “Key” (i.e., the technical name of the data model); “Type” (i.e., how data is stored); and “Rendered as” (i.e., how it will appear).

How to access the Self-Configuration Menu

To access the Self-Configuration menu, go to the More actions menu in any Fact Sheet of the type you want to configure (as per below screenshot), and select Configuration.

Self-Configuration Menu Overview

The Self-Configuration menu lets you change the template of the Fact Sheet type you are configuring.

It consists of the following elements:

On the left hand side you have all the Fact Sheet fields, sections and subsections. This is where you can select Fact Sheet elements you want to edit, or where you can add new fields.

On the right hand side you have access to several tabs for:

  • Configuration, where you can define field information such as Key, Type or Rendered as
  • Translation, where you can translate Fact Sheet elements not automatically translated by LeanIX
  • Options for Fact Sheet fields
  • Move, where you can move fields within their subsection or to other subsections

How to add fields

As an Admin you are able to create fields of type string, double, integer and single or multi-select on Fact Sheets and also on Relations. Also, new field values can be added to existing fields and relation fields can be reordered.

Admins can also change the renderer of existing Fact Sheet fields and, using the Options tab you can specify for fields whether they pop up in the facet filters or are available as a view in the reports area.

Additionally, upon the creation of new fields, you are now able to specify whether a field is included in the quick search or the full-text search, or is readonly.

In case you no longer want to display certain fields on a Fact Sheet details page, simply move them to the Unused Fields & Relations section.

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Note

Self-Configuration is automatically available for every customer with a configuration package.

Updated 3 months ago

Self-Configuration


The Self-Configuration feature enables admins to better tailor the data structure in LeanIX: simply translate, add or and configure fields, sections and subsections of Fact Sheet types to adapt the default set up to your enterprise specific needs.

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