Managing populations

The "Populations" component enables you to:

• View a Population

• Create a Population

• Edit a Population

"Populations" component overview

This component is accessible by clicking the icon in the navigation bar.

The following figure illustrates the interface of the "Populations" component of the v10 application:

"Populations" component

Viewing a Population

To view an existing population in the v10 application, proceed as follows:

1. Open the "Populations" component by clicking in the navigation bar. The list of available populations is displayed.

2. Locate the population that you want to view by navigating in the object tree or performing a search (see Searching for an Object in a Tree in Working with object trees).

3. Click the population. All the details of the item are displayed on the right of the tree.

This is an note/information message.

The population tree remains available when viewing the details of a population. You can view a different population at any time simply by clicking it in the Population Tree.

Viewing the payees in a Population

To view the payees belonging to a population (i.e. the payees that satisfy the selection criteria defined for a population), proceed as follows:

1. Open the population for which you want to view the list of payees (see Viewing a Population).

2. Open the "Preview" tab of the population details. This tab contains the full list of payees in the population, as illustrated in the following figure:

List of payees in a population

This is a tip message.

You can navigate in the preview list using the pagination tool. For more information, see Defining the Number of Elements Displayed per Preview Page and Navigating Between the Pages of the Population Preview.

Defining the number of elements displayed per preview page

You can customize the number of items that you want to display per population preview page according to your own preferences. The default number of items per page is 25.

To configure the number of elements per page, proceed as follows:

1. Open the population in which you want to work (see Viewing the Payees in a Population).

2. Click the pagination tool in the toolbar located above the population preview list, as illustrated in the following figure:

Population preview pagination tool

3. In the Elements per Page field, enter the number of items you want to display per page.

4. Click Save. The setting is applied and the number of pages in the preview is immediately adjusted.

Navigating between the pages of the population preview

If the population preview in which you are currently working contains several pages, you can easily navigate between the pages using one of two methods:

• Use the chevrons, and , to navigate to the previous page or the next page, respectively

• Jump directly to the page of your choice, as described below

To jump directly to a given page in a grid, proceed as follows:

1. Open the population in which you want to work (see Viewing the Payees in a Population).

2. Open the pagination tool in the preview toolbar (see Defining the Number of Elements Displayed per Preview Page).

3. In the Go to page field, enter the number of the page to which you want to navigate.

4. Click Save in the lower-right corner of the pagination tool. The tool is closed and you are directed to the corresponding page.

This is a tip message.

The number of available pages depends on the defined page size.

Creating a Population

Provided that your user has been granted the required rights, you can create a population in the v10 application. To do so, proceed as follows:

1. Open the "Populations" component, but do not select a population in the tree.

2. Click Create a new population in the Center Panel of the application. A pop-up window is displayed, as illustrated in the following figure:

Population creation

3. Enter a name for the new population in the Population name field.

4. Select a universe in the Universe Name field.

5. Click Create at the bottom of the pop-up. A success message is displayed at the top of the window and the population details panel is now available at the right of the population tree. The information that you already provided (population name and universe) are found in the "Properties" tab.

6. In the "Criteria" tab, define the payee selection criteria (see Defining the Population Criteria). You can check the payees corresponding to the defined criteria in the "Preview" tab (see Viewing the Payees in a Population).

7. Click Save in the bottom right corner of the application. The new population is saved in the system.

This is an note/information message.

You do not need to define the criteria right away. The new population is already saved in the system upon clicking Create in the population creation pop-up window.

Defining the population criteria

Once you have created a population, you need to define the criteria that will determine which payees belong to the population.

To define population criteria, proceed as follows:

1. Open the population that you want to configure (see Viewing a Population).

2. Open the "Criteria" tab:

   • In the "Operators" section, you can see the list of all available operators to create a condition.

   • In the "Business Objects" section, you can see all available criteria.

   • The "Objects Values" section displays all values available for the selected criterion.

3. In the "Criteria" section, define your formula. You can type a criterion name, an operator and then a value (if you want, you can insert a value from the "Objects Values" section by clicking the Add button on the right of the criterion). The system suggests criteria and values to you as you type, as illustrated in the following figure:

Condition creation

4. If required, you can add another condition using the "AND" and "OR" operators.

5. Click Test in the bottom-right corner to check that the condition is valid. If your condition is valid, a success message is displayed at the top of the application window. (If your condition is not valid, a red error message is displayed. In this case, correct your formula, and then test it again.)

6. In the "Preview" tab, you can check which payees are retrieved by the defined condition.

7. Click Save in the bottom right corner of the application window. A success message is displayed and the population criteria are saved.

Editing a Population

To edit an existing population, proceed as follows:

1. Open the population that you want to edit (see Viewing a Population).

2. Perform the necessary changes:

   1. In the "Properties" tab, you can rename the population and change the universe.

   2. In the"Criteria" tab, you can add, edit or delete population selection criteria (see Defining the Population Criteria).

3. Click Save in the bottom right corner of the application. A success message is displayed and the changes are saved.