Version: eXtendOrders 2.1.105 and above
Audience: Administrator

Overview

This article helps you choose the right Configurator UI behavior for selecting:

• Imprint Method
  
• Imprint Location
  

The behavior is controlled by three settings from the eXtendOrders Processing Preferences:

• DISPLAY IMPRINT LOCATION OPTION BASED ON IMPRINT METHOD
  
• CONFIGURE DECO USING IMPRINT CONFIG
  
• DISPLAY IMPRINT LOCATION AS TEXT
  

Before you start (terms)

• Imprint Method Configuration (IMC) record: The record that drives decoration configuration in the Configurator.
  
• Method: The imprint method from the IMC record.
  
• Location: The imprint location from the IMC record.
  

Quick decision guide

1. If Imprint Location must be free-form text, use Case 1.
   
2. If users can pick any method + any location from curated lists (no validation), use Case 2.
   
3. If you want Method → Location validation (method unlocks locations), use Case 3.
   
4. If you want Location → Method validation (location unlocks methods), use Case 4.
   

Case 1: Curated Imprint Methods + free-form Imprint Location

Use this when:

• You have a curated list of Imprint Methods.
  
• You do not have a well-defined list of Imprint Locations.
  
• You want users to type the location.
  

How it works in the UI

• The user selects an IMC value (named the same as the Imprint Method).
  
• The Imprint Method appears disabled (because it’s effectively 1:1 with the IMC selection).
  
• The user enters Imprint Location as text.
  

Data setup requirement

• Create IMC records in a 1:1 relationship with your Imprint Methods.
  
• Use the same name for:
  
  • IMC record name
    
  • Imprint Method value
    

Configuration options

Option A (common):

• DISPLAY IMPRINT LOCATION OPTION BASED ON IMPRINT METHOD: unchecked
  
• CONFIGURE DECO USING IMPRINT CONFIG: checked
  
• DISPLAY IMPRINT LOCATION AS TEXT: checked
  

Option B:

• DISPLAY IMPRINT LOCATION OPTION BASED ON IMPRINT METHOD: checked
  
• CONFIGURE DECO USING IMPRINT CONFIG: checked
  
• DISPLAY IMPRINT LOCATION AS TEXT: checked
  

Case 2: Curated lists for both (no validation of combinations)

Use this when:

• You have curated lists for both Imprint Methods and Imprint Locations.
  
• You do not need to restrict which method can be used with which location.
  

How it works in the UI

• Users can select any Imprint Method and any Imprint Location from dropdowns.
  
• The combination is not validated.
  

Data setup requirement

• Create a single IMC record.
  
• Create all possible Imprint Method values.
  
• Create all possible Imprint Location values.
  

Configuration options

Option A:

• DISPLAY IMPRINT LOCATION OPTION BASED ON IMPRINT METHOD: checked
  
• CONFIGURE DECO USING IMPRINT CONFIG: checked
  
• DISPLAY IMPRINT LOCATION AS TEXT: unchecked
  
• MAKE IMPRINT METHOD EDITABLE: checked
  

Option B:

• DISPLAY IMPRINT LOCATION OPTION BASED ON IMPRINT METHOD: unchecked
  
• CONFIGURE DECO USING IMPRINT CONFIG: checked
  
• DISPLAY IMPRINT LOCATION AS TEXT: unchecked
  
• MAKE IMPRINT METHOD EDITABLE: checked
  

Case 3: Method unlocks valid Locations (validated combinations)

Use this when:

• You have well-defined, curated lists of Imprint Methods and Imprint Locations.
  
• You also have pre-defined data for which Imprint Methods can be applied to which Imprint Locations.
  
• You want users to only select valid combinations.
  

How it works in the UI

• User selects an Imprint Method.
  
• The UI restricts Imprint Location choices to the valid set for that method.
  

Configuration options

Option A:

• DISPLAY IMPRINT LOCATION OPTION BASED ON IMPRINT METHOD: unchecked
  
• CONFIGURE DECO USING IMPRINT CONFIG: unchecked
  
• DISPLAY IMPRINT LOCATION AS TEXT: unchecked
  

Option B:

• DISPLAY IMPRINT LOCATION OPTION BASED ON IMPRINT METHOD: unchecked
  
• CONFIGURE DECO USING IMPRINT CONFIG: unchecked
  
• DISPLAY IMPRINT LOCATION AS TEXT: checked
  

Case 4: Location unlocks valid Methods (validated combinations)

Use this when:

• You have a well-defined list of Imprint Locations and Imprint Methods.
  
• You have pre-defined data of which Imprint Locations can be applied to which Imprint Methods.
  
• You want the user to select the Imprint Location first, and then have the possible Imprint Method values unlocked.
  

How it works in the UI

• User selects an Imprint Location.
  
• The UI restricts Imprint Method choices to the valid set for that location.
  

Configuration options

Option A:

• DISPLAY IMPRINT LOCATION OPTION BASED ON IMPRINT METHOD: checked
  
• CONFIGURE DECO USING IMPRINT CONFIG: unchecked
  
• DISPLAY IMPRINT LOCATION AS TEXT: unchecked
  

Option B:

• DISPLAY IMPRINT LOCATION OPTION BASED ON IMPRINT METHOD: checked
  
• CONFIGURE DECO USING IMPRINT CONFIG: unchecked
  
• DISPLAY IMPRINT LOCATION AS TEXT: checked
  

Notes / tips

• If you’re not sure which case you need, start with Case 2 (fastest to implement) and move to Case 3 or 4 once you’re ready to maintain validated relationships.