# 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.

| If you need to… | Go to |
|---|---|
| Check the plan limits and assigned features | [Read the Features screen](#read-the-features-screen) |
| Change a plan limit or feature assignment | [Change plan limits and feature assignments](#change-plan-limits-and-feature-assignments) |
| Select a parent feature and its child features | [Handle parent and child features](#handle-parent-and-child-features) |
| Edit a feature price | [Continue from Features](#continue-from-features) |
| Resolve a required-field, name, or save error | [When a value or save goes wrong](#when-a-value-or-save-goes-wrong) |
| Open the company list | [Company list](doc:configuration-subscriber-view) |
| Review plan details | [Plan details](doc:configuration-plans-record) |

## 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.

| Field | What to review |
|---|---|
| **Plan name** | The name shown for the plan. |
| **Plan Price** | The plan price; the price field uses the `#,##0.00` format and a minimum of `0`. |
| **Branches count** | The branch limit; the allowed range is `1` to `99`. |
| **Users count** | The user limit; the allowed range is `1` to `99`. |
| **Teams count** | The team limit; the allowed range is `1` to `99`. |
| **Roles count** | The role limit; the allowed range is `1` to `99`. |
| **Dashboard widgets count** | The dashboard-widget count. |
| **Warehouses count** | The warehouse limit; the allowed range is `0` to `99`. |
| **Latest modifications count** | The latest-modifications limit; the allowed range is `0` to `99`. |

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:

| Feature rows currently shown |
|---|
| All features |
| Dashboard Module |
| Reports Module |
| MyDesk Module |
| Sales Module |
| Project Management Module |
| PurchaseJob Module |
| Warehouse Module |
| Invoice Module |
| Payments Module |
| Accounts Module |
| L/G Module |
| Contacts Module |
| Projects Module |
| Tasks Module |
| Activities Module |
| Tickets |

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.

![Compare the plan fields and the Feature, Id, Price, and plan headers.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8547d409de45bcd6eed953364475a408.png)

## 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.