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General Settings

The Component General Settings section serves as the administrative control hub for the Component Application. It enables administrators to configure global options that enhance usability, enforce consistency, and streamline workflow across component records—ensuring that tab visibility, folder structure, and required data entry align with your organisation's standards across Component Create, Component Details, and Component Import.

Component General Settings

General Settings apply to all users and components across the platform. These configurations allow administrators to tailor the Component interface to operational needs—defining which tabs are visible, whether folders are created automatically for new components, and which fields must be completed during component creation.

By managing these settings centrally in Site Settings, teams can standardise how components are structured, ensure consistent documentation storage, and enforce data quality through mandatory field rules. Proper configuration supports compliance requirements, procurement workflows, and product development processes.

Overview

Quick Check - Before You Start
  • Confirm Staff and Component Type are ready if you will set Members or mandatory Component Type.
  • Decide which tabs can be hidden globally—users cannot override these choices per record.
  • Plan default folder names (and lock icons) with your document-control policy before enabling Automatically Create a Folder.

Configuring General Settings

Component Tabs

Control which tabs appear in the Component Application interface. Hiding unused tabs simplifies the view and keeps users focused on the information most relevant to their role.

Component Tabs

  1. Go to the Configure Tabs Displayed section.
  2. Select or deselect each available tab (e.g., Styles, Order, Inventory).
  3. The system will automatically save the changes made.

Enabled tabs will be visible to all users when viewing component records. Disabled tabs will be hidden from the interface.

Configure Tabs

Files

Enable automatic folder creation to ensure every new component has a default storage location for related documentation and files. This helps teams maintain a consistent, structured approach to file organisation.

Files

  1. Locate the Automatically Create a Folder option.
  2. Input the name of the folder by clicking "Add another item".
  3. You may click the lock icon to ensure that this folder will not be shared to the suppliers, but will only for internal members.
  4. The system will then automatically save the changes made.

When enabled, a default folder is generated for each new component, making it easier to store technical documents, specifications, and component images in a predictable structure.

Default Folders

Mandatory Fields (Optional)

Define which fields must be completed during component creation. Enforcing mandatory inputs helps standardise data entry and ensures clean, report-ready records that meet your business and compliance policies.

Mandatory Fields

  1. Locate the Select Mandatory Fields section.
  2. The options are Component Type and Production Ready. You can select either or both of them.
  3. The system will then automatically save the changes made.

Users will not be able to save a new component until all mandatory fields have been completed. Consider aligning mandatory fields with your Component Type.

Mandatory Fields

Members

The Members setting allows administrators to pre-assign specific team members to all new components automatically. This ensures that designated personnel are notified and engaged from the moment a component is created, improving accountability, collaboration, and traceability across procurement and product development workflows.

Members

Configuration Instructions

To configure default members for the Component module:

  1. Go to Site Settings › Components › General Settings.
  2. Locate the Members section.
  3. Click Add another item to display all enabled staff members.
  4. Select one or multiple members from the dropdown. Only enabled members from Site Settings › Company › Staff will appear.
  5. The system will automatically save the changes made.

Members

Note

  • Selected members will be automatically added to all new components created after this configuration.
  • Existing components are not affected by changes to default members.
  • Removing a member from the default members list does not delete or disable the staff member in Site Settings › Company › Staff. It only removes them from being automatically assigned to new components.
  • Users can still manually add or remove members from individual components after creation, regardless of the default members configuration.

Component General Settings affect several areas of the platform. For detailed guidance, refer to:

Topic Description
Component › Create Create new components; mandatory fields configured in General Settings are enforced during this process.
Component › Details View and edit component information; available tabs are controlled by the Configure Tabs Displayed setting.
Component › Files Upload and manage files within component folders; the Files tab can be shown or hidden via General Settings.
Component › Comments Add comments to components; the Comments tab can be shown or hidden via General Settings.
Site Settings › Components › Component Type Define component categories used across the platform; configure before setting mandatory fields.
Site Settings › Company › Staff Manage staff records; the Members dropdown is populated from enabled staff in this section.
Site Settings › Components › Custom Fields Add custom fields to components; these can be set as mandatory in General Settings.
Component Import Bulk import components; mandatory field rules apply to imported records.

Tip

  • Enable folder creation for teams that regularly upload technical documents or component images.
  • Set default members to automatically assign procurement or product development staff to new components.
  • Keep the interface clean by disabling unused tabs that are not required for your workflow.
  • Set required fields based on compliance, procurement, or product development policies.
  • Configure Component Types and Custom Fields before defining mandatory fields to ensure all relevant options are available.
  • Review General Settings when onboarding new teams to align the Component interface with their operational needs.

Troubleshooting

Why are my tab changes not visible on old components?

Tab visibility applies globally; existing records may cache until refresh and some tabs may already contain data.

Steps to resolve:

  1. Reload the component after saving Configure Tabs Displayed.
  2. Confirm you are not expecting per-user overrides—this setting is organisation-wide.
Why were default members not added to a component I just created?

Defaults apply only to components created after the configuration is saved.

Steps to resolve:

  1. Re-open Members in General Settings and confirm selections saved.
  2. Manually add members to legacy components if you need parity.
Why can users save a component without Component Type when I thought it was mandatory?

Mandatory selections take effect only when enabled in Select Mandatory Fields.

Steps to resolve:

  1. Tick Component Type (and Production Ready if required) under Mandatory Fields.
  2. Ask users to retry Component › Create after the autosave completes.