Asset Pickers
Overview
You can use an Asset Picker to allow the end user to choose an asset from a selection of assets set by you. For example, in a drinks' menu template, you might define a brand or type of drink from which the end user can select.
The end user makes an asset selection by clicking the search icon in the Asset Picker Question:
Creating a new Asset Picker Question
To add a new Asset Picker Question:
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In the top-left corner, select +.
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In the Questions section, select Asset Picker. The new question is displayed in the Questions pane. The properties of the new question are displayed in the Properties pane.
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Use the Properties pane on the right-hand side of the page to set properties for the new Asset Picker.
Asset Picker properties -- overview
The Asset picker properties pane has three tabs:
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General
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Rules
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Quick Logic
General tab
Use the General tab to set the following:
| Property | Description |
|---|---|
| Mandatory | If selected, the end user must complete the question. * appears below the question field to indicate it is mandatory. |
| Default asset is valid selection | Visible when Mandatory is selected and Default selection in the Rules tab is defined. If selected, the template can be configured using the default asset. If not selected, the default asset is not valid and another asset must be selected before the template can be configured. |
| Apply to all items | See Section 9.5. |
| Display Options | This function is used to define how assets are automatically picked: Auto Populate when a single asset is found: If a single asset is found that meets the asset picker rules, it will be automatically picked. If more than one asset is found that meets the asset picker rules, the user must pick an asset manually. Auto Populate first found asset: the first asset that matches the asset picker rules will be automatically picked. Never Auto Populate: no asset will be automatically picked. The user must pick an asset manually. For more information on picker rules, see section 5.7.3.2. |
Rules tab
Use the Rules tab to set the following:
| Property | Description |
|---|---|
| Pass Data to Cart | This option should only be used on a Customer Asset picker. By selecting this option for this type of picker, the template author is indicating that the selected Customer and outlet data is passed to the cart and subsequent ordered item. This allows Customer and Outlet level reporting to be produced. |
| Allow New Asset Creation | Select to allow the end user to add a new asset to the selection set for the Question. This option should only be used on a Customer Asset picker. By selecting this option for this type of picker, the template author is indicating that the user can Add or change Customer and Outlet Asset records (provided that the user has the appropriate permission to do this). |
| Asset Type/Library | Use the dropdown to select a Library Asset Type from the application. Only the selected Asset Type will be available for selection by the end user.  |
| Default selection | Use the dropdown to set a default selection for your Asset Picker Question. |
| No default selection Sets no default selection for your Asset Picker Question. Allows the user to select any asset that belongs to the category configured inAsset Type/Library.Select default and show question Allows you to set a default selection for your Asset Picker Question.To set a default selection: 1. Select  Assets that belong to the category configured in Asset Type/Library are displayed.2. Select an asset. Allows the user to change the default selection, and to select any other asset that belongs to the category configured in Asset Type/Library. | |
| Select default and hide question Allows you to set a default selection for your Asset Picker Question.To set a default selection: 1. Select Assets that belong to the category configured in Asset Type/Library are displayed.2. Select an asset. Hides the Asset Picker Question from the user (the user cannot change the default selection). | |
| Display in question | Use the checkboxes to select one or more items that will appear in the tiles on the fly-out. These items will also be displayed to the end user in the Question, following selection of an asset.  |
| Attribute Filters | This is a dropdown of available text User attributes that match to a similar attribute in the asset picker asset. The selected attribute is used to apply an additional filter to the assets displayed in the asset picker. |
| Rules | This option allows the template author to set the filter rules that will be applied to the Asset Picker question, when the user selects it during configuration. |
To set the picker rules:
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Click the pencil icon next to Rules:
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The Picker Rules fly-out is displayed:
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Use the filter options on the left-hand side of the page to filter the assets being displayed. For example, if you wish to make assets only from a specific template type, select Template Type, and then select the required template type using the checkbox in the dropdown.
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The Picker Rules fly-out will display available assets once the filters have been applied, and the filters are listed at the top of the page.
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Click Set to store the selected filters as the picker rules for this Asset picker question:
Quick Logic Tab
The Quick Logic Tab shows an entry for every attribute stored in the selected Asset type. Use the dropdowns to associate an attribute with an element.
Defining the use of an Asset Picker's default asset
To set a default asset for an Asset Picker to not valid:
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Create an Asset Picker. For more information, see section 5.7.2.
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In the Rules tab, from the Asset type/library dropdown, select an asset.
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In the General tab, under Controls, select Mandatory.
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Ensure the Default asset is valid selection option is not selected.
Now the default asset is not valid and another asset must be selected before the template can be configured.