Features

Features overview

The Features page is where you review the limits assigned to each plan and choose which features each plan includes. The page presents plan limits above a feature grid, so you can review the limits and assignments together before saving a change.

Before you start

The page shows the plans and feature rows available to your account. The plan columns appear when the plan data is available, and the feature area appears when at least one feature is available.

Prerequisites

• Know which plan you need to review or change.
• Have the limits and feature assignments you want to compare with the values on screen.
• Work from the plan columns and feature rows currently shown on the page.

The page's starting values come from the plans loaded for the page. Treat the values shown in the fields as the values to review before making a change; do not assume that a value from another plan applies to the current plan.

Open Features

Open the page and identify its page-level controls.

Prerequisites

• You know the configuration area is available to you.

Steps

1. Open /configuration/features.
2. Confirm that the page shows Companies and Save above the plan table.

Result: The Features page is open at /configuration/features, with Companies and Save available at the top of the page.

Read the Features screen

The upper table contains the limits for each plan. The lower feature grid contains the feature rows and an assignment cell for each plan; select an assignment cell to change whether that plan includes a feature.

In the current screen, the plan columns are Plan #0, Plan #1, and Plan #2. The active feature grid uses Feature, Id, and Price, followed by those three plan columns. The price cells display EUR. The feature rows currently include the following names:

The plan fields currently show no values. Use the values displayed in the fields when reviewing or changing a plan. Work with the active feature grid beneath the plan table.

Change plan limits and feature assignments

Change plan limits and feature assignments from the plan fields and feature grid, then save the changes.

Prerequisites

• You are on the Features page.
• You know the intended values for the plan limits and the feature assignments.

Steps

1. In the required plan column, select the value in the field you need to change.
2. Enter the new plan value.
3. In the feature grid, select the assignment cell for the feature and plan you want to change.
4. Review the changed value and assignment.
5. Select Save.

The Save control is enabled when the page detects unsaved changes. Saving sends the plan details for processing and reloads the plan details after a successful response.

Result: The page returns to the plan and feature tables after the save request. The resulting saved values and any save message depend on the response to that request.

Handle parent and child features

A parent feature is a feature row that has child feature rows beneath it. Use the parent row when you need to work with the related child features together.

Prerequisites

• The feature grid contains a parent row with Select all sub.

Steps

1. Choose the action that matches the change you need:

   If you need to…	Do this
   Change one feature	Select that feature's assignment cell.
   Select child features for a parent	Select Select all sub on the parent row.
   Work with every feature	Select the All features row.

2. Review the assignment cells for the affected plan.

3. Select Save to commit the assignment change.

Result: The affected assignment cells show the selection made for the plan, and the change is ready to save.

When a value or save goes wrong

Use the message text on screen to correct the value or retry the save.

Prerequisites

• You are on the Features page and a validation or error message is visible.

Steps

1. Choose the correction that matches the message:

   What appears	What to do
   This Field Is Required	Enter a value in the field that has been marked as required, then review the field again.
   Just '_'‘-''.' And '&' Characters Accepted	Correct the plan name using only the characters accepted by the message, then review the name again.
   An error occurred while processing your request	Review the values and assignments, then retry Save when the page is ready.

2. Review the corrected field or assignments.

Result: The corrected field or assignments remain available on the Features page for review.

Continue from Features

Move to a related configuration task or edit a feature price.

Prerequisites

• You are on the Features page.

Steps

1. Choose the next action:

   If you need to…	Select
   Open the company list	Companies
   Edit a feature's price	Select the feature row, then use the edit-feature popup.
   Leave the edit-feature popup without saving	Cancel
   Save the edited feature price	Save in the popup.

2. If you edit a feature price, review the price in the popup before selecting Save.

Result: You are either on the company list, back on the Features page after closing the popup, or at the related plan or feature configuration page.