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Overview of Conditional UI in Maximo 7

Question & Answer


What are the ways I can setup Conditional UI in Maximo 7


Conditional UI in Maximo 7 allows you to change properties, give rights and restrict data based on whether or not a condition is met. You can add security options and associate them to individual textboxes, tabs or other form objects and control them with a condition on top of the application security that already existed, giving you more control and flexibility.
Conditional UI will take existing controls and rights and allow them to be changed or given based on a conditions criteria but will not override business rules or coded functionality within the application.

All Conditional UI in Maximo starts with a condition.

To create a condition, select the Administration module and then the Conditional Expression Manager application.

Selecting New Row in Conditional Expression Manager creates a new condition.
The new condition will autonumber but you can change the autonumber to a more memorable name and add a description to help you find your condition later on.
Conditions are basically a where clause that Maximo validates against to see whether the condition is met, or not met.
There are two types of restrictions EXPRESSION which would use the where clause you provide or CLASS which would reference a class for its functionality.

Once you have your condition(s) created you can use them in a few places in Maximo and you can have more than one condition associated to a restriction or form object.

Security options found in the Security Groups application can have conditions associated to them.
This allows you to give rights to certain actions or options conditionally within a security group.
You can create and associate new Sig Options to form objects like textboxes, tabs, sections in App Designer. This allows you individual security control over those objects, meaning the security groups would need rights to the sig option for the object to even appear.
Additionally you can add a condition to that sigoption so the users of that group get rights to it conditionally.

Another way to use conditions is within the properties for a form object, like a textbox, within Application Designer.
You can configure Advanced Properties from within the App Designer properties for an object.
This allows you to associate a sig option and condition.
Then you have two sections for when the condition is met and when the condition is not met.
You can use multiple entries of properties and values for each scenario.
An example would be a property of INPUTMODE with a value of READONLY when the condition is met or not met.
Any property appropriate for the object in the properties from App Designer can be given a value conditionally including background color, inputmode and lookup.

There are also Data Restrictions that use conditions to restrict data records.
Data Restrictions are set in the Security Groups application, at a Security Group level using the Data Restrictions tab.
A data restriction allows you to mask (HIDDEN), restrict (QUALIFIED) or make records READONLY at an object level, or HIDDEN, READONLY or REQUIRED at an Attribute level.
There are three tabs one for Object level restrictions one for Attribute level restrictions and one for Collection level restriction in Security Groups.

In addition to setting Data Restrictions at a security group level, you can set them globally.
In the Select Action menu of Security Groups there is a Global Data Restriction option which allows data restrictions to be set for all users of Maximo in the same way you can set them per security group.

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Document Information

Modified date:
17 June 2018