customizing maximo's menus and · pdf filecustomizing maximo’s menus and toolbars...
TRANSCRIPT
value focused. results driven.
Customizing Maximo’s Menus and Toolbars
Sept. 22, 2011
MENUS.XML – What it is and how to use it.
How to customize tool bars
Integrating HTML with XML
Demonstration
1
2
3
4
• Reduce clutter
• Add functions
• Create shortcuts
• Takes away the need for many clicks
• Pleasing interface
• Makes life easier on the user.
Advantages of Customizing Menus and Toolbars
• There are always some risks involved.
• Make sure that the necessary precautions are taken
• Make all changes in your Dev environment first.
• Test, test, test
Disadvantages of Customizing Menus and Toolbars
• Create button to launch workflow
– Multiple workflows to choose from
– Many clicks to launch a workflow
– Chance of error
– Adding a button eliminates these problems
Example 1
• Launch Communication Template
– Created a shortcut for the user
– Reduced the number of clicks
Example 2
• Menu selections of Maximo fields
• Accessible via Application Designer
– Must be edited in a text editor
• Each menu is made up of menu items
• Menu items have the following attributes
– id
– label
– image
– event
MENUS.XML
MENUS.XML
MENUS.XML
• You can modify toolbars of Applications in Application Designer
• Can add buttons using Select Action -> Add/Modify Toolbar Menu
• To add a new button you need:
– Element Type
– Key Value
– Position/Subposition
– Tabs
Customizing Toolbars
Customizing Toolbars
Customizing Toolbars
Before
After
• Excellent way to customize the interface
• Add some functionality to the interface where you otherwise couldn’t
• Special Delimiters
– < = <
– > = >
– " = “
Integrating HTML into XML
• To add an email link in HTML would normally look like:
• <a href=“mailto:[email protected]”>Dean Kees</a>
• Using the special delimiters, it turns into this:
• <a href="mailto:[email protected]">
[email protected]</a>
Integrating HTML into XML
Integrating HTML into XML
• Editing the Menus and Toolbars are Configurations
• All modified using out-of-the-box tools
• Changes should be upgradeable from Maximo 6 to Maximo 7.1 to Maximo 7.5
Upgradeability of Configurations
Thank you for attending our webcast.
www.ontracksconsulting.com
If you have any questions regarding the content of this webcast, or for additional information contact the presenter, Dean Kees at:
Email: [email protected] Phone: 780-722-5375