Signals Notebook: Creating and Managing Inventa Analysis Templates

Inventa Analysis Templates in Signals Notebook provide a standardized structure for creating analyses, ensuring consistency and compliance across an organization. This article explains how to create, configure, and manage Inventa Analysis templates, including adding fields, establishing parent-child relationships between fields, and managing template properties.

Solution:

Understanding Inventa Analysis Templates

Signals Notebook includes a default Inventa Analysis template (DEFAULT_INVENTA_ANALYSIS) that:

• Is shared by default with Administrators and All Users groups
• Cannot be renamed or deleted
• Can only be edited by users with system administrator roles
• Is used automatically when users create analyses without selecting a specific template

Creating a New Inventa Analysis Template

1. Navigate to System Objects > Inventa Analysis > Templates
2. Click the "Create Template" button
3. Enter a name and description for the template
4. Click the "Create Template" button to generate the new template

Managing Template Properties and Sharing

• Properties Tab: View information about the template name, description, creator, and modification history
• History Button: View all actions performed on the template and its fields
• Sharing Button: Share the template with individual users or groups with Read, Write, or Full Control privileges
  • Note: Only users with whom you've shared the template can use it in Signals Notebook
  • The default template automatically includes All Users with Read privileges that cannot be edited

Adding and Configuring Fields

1. Click the "Fields" tab to view the Inventa Analysis Fields window
2. Default fields include Name and Description (editable but not deletable)
3. Click "Add New Field" to create additional fields
4. Configure each field with:
   • Field Label: Enter a name for the field
   • Attribute: Select the field type (text, number, list, etc.)
   • Multi Select: Allow selection of multiple values from a list (if applicable)
   • Read Only: Make the field non-editable if checked
   • Required: Make the field mandatory if checked

Configuring the Name Field

The Name field can be configured as:

• Text type: Users must manually enter analysis names
• Number sequence: Analysis names are generated automatically based on the selected sequence format

To edit the Name field type:

1. Click the Edit field icon at the end of the Name field row
2. From the Attribute dropdown list, select either:
   • An already defined sequence
   • Text (to add a text field)
3. Click the Save button

Creating Parent-Child Field Relationships

1. Add a field and select a parent list as the attribute type (this parent list should be created under Attributes first)
2. Add another field and select the child field associated with the parent
3. In the "Specify Parent List" field, select the parent list
4. Configure additional options as needed (Multi Select, Required, etc.)
5. A tree icon will appear next to child fields in the Fields page, indicating the parent-child relationship

Parent-Child Relationship Behavior

When users create an Inventa Analysis with parent-child fields:

• For each selected parent field value, only its associated child values are displayed
• If no parent field value is selected, all child values are displayed (including orphan values)
• If a user selects a child value first, then selects an incorrect parent value, the child value is automatically deleted
• If the correct parent value is selected, the child value is retained

Important Notes

• Changes to template attributes only affect newly created analyses, not existing ones
• Sharing privileges for All Users on the default template are automatically set to Read and cannot be edited
• When a template is created, the creator and Administrators group are automatically granted Full Control privileges

Best Practices

1. Standardization: Design templates that capture all necessary information for your analytical workflows
2. Field Organization: Group related fields together for logical flow
3. Required Fields: Use the Required option judiciously to ensure critical information is captured
4. Documentation: Document the purpose and usage of each template
5. User Training: Provide training on template selection and usage to ensure proper implementation

By properly configuring Inventa Analysis templates, organizations can standardize their analytical processes, ensure data completeness, and improve overall workflow efficiency in Signals Notebook.