IBM Support

Controlling menu options for Attached Documents

Question & Answer


Question

is it possible to place security on the menu items found under the paperclip icon for Attaching Documents in Maximo?

Answer

You can create and associate a SIGOPTION to the menu in the MENU.XML file and control the SIGOPTION rights in Security Groups.

For this example we will place a sigoption on the Add New File menu option found under the Add New Attachments seen when selecting the paperclip icon.

In Application Designer, from the Select Action menu select the Export System XML option.
Select the MENU.XML and save the xml file from the File / Save menu.
Make a backup of your original file and open the menu.xml file using a text editor.
Find the following section:


<menu id="ATTACHMENTS">
<menuitem event="viewattachments" id="view" image="menu_icon_viewattachments.gif" label="View Attachments"/>
<menuitem id="addnew" image="menu_icon_addnewattachments.gif" label="Add New Attachments">
<menu id="ADDNEWATTACHMENTS">
<menuitem event="addnewattachmentfile" id="addnewfile" image="menu_icon_addnewfile.gif" label="Add New File" />
<menuitem event="addnewattachmentwww" id="addnewwww" image="menu_icon_addnewwebpage.gif" label="Add New Web Page"/>
</menu>

Since the Add New File option is the one we want to control you would manually add a sigoption to the tag.
If you are using a new sigoption, remember the name of the sigoption as you will add it in Application Designer. For this example we will use a sigoption we will create called DOCFILE1.
After adding the sigoption, the section will look like:

<menu id="ATTACHMENTS">
<menuitem event="viewattachments" id="view" image="menu_icon_viewattachments.gif" label="View Attachments"/>
<menuitem id="addnew" image="menu_icon_addnewattachments.gif" label="Add New Attachments">
<menu id="ADDNEWATTACHMENTS">
<menuitem event="addnewattachmentfile" id="addnewfile" image="menu_icon_addnewfile.gif" label="Add New File" sigoption="DOCFILE1" sigoptiondatasrc="MAINRECORD"/>
<menuitem event="addnewattachmentwww" id="addnewwww" image="menu_icon_addnewwebpage.gif" label="Add New Web Page"/>
</menu>
Save the changes.
By giving rights to the sigoption DOCFILE1, you can control whether or not the user sees the menu, and you can add a condition to the sigoption in Security groups to give them access conditionally.

You need to import the MENU.XML file using the Import Application Definition toolbar icon in Application Designer which allows you to Browse to your file.
After importing the file you will need to restart the mxserver for the changes to take effect.

While still in Application Designer, create your sigoption.
Select the application you want users to have rights to the menu option.

Note: If you are removing it globally for all users no further steps are necessary because without rights being granted to the user, the option will not display.

From the Select Action menu, select Add/Modify Signature Options
Select New Row
Enter your sigoption name and description and save.
You will need to do this for any application that a user will need the menu option for.

In Security Groups you will need to give the user's security group rights to your new sigoption in order for them to see the menu option.
You can also add a condition to the sigoption to give rights conditionally.

[{"Product":{"code":"SSLKT6","label":"Maximo Asset Management"},"Business Unit":{"code":"BU005","label":"IoT"},"Component":"Browser for Linked Docs","Platform":[{"code":"PF025","label":"Platform Independent"}],"Version":"7.1.1;7.5;7.6","Edition":""}]

Document Information

Modified date:
17 June 2018

UID

swg21614671