Clarity: Some Finance Setup attributes shouldn't be editable when the Transaction Classes/Resource Classes List View is changed to Edit Mode

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

In the Finance: Setup, the portlets that allow the Clarity administrator to create Transaction Classes and Resource Classes provide the ability to go into Edit Mode on the List View. When this occurs, the default configuration for these portlets allows grid editing for ALL attributes of the Transaction Class or Resource Class. Some attributes are not meant to be altered once they are created as evidenced when viewing the individual class properties page. (Some fields are not editable) Therefore, if a field is not allowed to be edited on the properties page, it should not be allowed editing on the List View. As a workaround, the portlet configuration can be modified by the Clarity Administrator so that when in the List View, the fields won't be allowed for editing.

Steps to Reproduce:

1. Log in to Clarity as an administrator user
   
   
2. Admin Tool > Finance: Setup > Transaction Classes
   
   Create a few Transaction Classes
   Save and view the properties
   The Transaction Class and Transaction Type fields are not editable as expected
   
   

   <Please see attached file for image>

   
   
   
3. Transaction Classes List View > [--Actions--] Edit Mode
   
   

   <Please see attached file for image>

   
   
   Expected Result: Only the Description field should be editable
   Actual Result: Transaction Class, Description and Transaction Type fields are editable
   
   
4. Admin Tool > Finance: Setup > Resource Classes
   
   Create a few Resource Classes
   Save and view the properties
   The Resource Class and Resource Type fields are not editable as expected
   
   

   <Please see attached file for image>

   
   
   
5. Resource Classes List View > [--Actions--] Edit Mode
   
   

   <Please see attached file for image>

   
   
   Expected Result: Only the Description and Active fields should be editable
   Actual Result: Resource Class, Description, Resource Type and Active fields are editable

Solution:

Workaround:
For both portlets, the Clarity administrator user can change the configuration to not allow grid editing for these specific fields.

1. Log in to Clarity as an administrator user
   
   
2. Admin Tool > Finance: Setup > Transaction Classes
   
   
3. [--Actions--] Configure > List Column Section Fields
   
   Click 'properties' icon for Transaction Class
   Uncheck 'Allow Editing' option > Click 'Submit' button
   Click 'properties' icon for Transaction Type
   Uncheck 'Allow Editing' option > Click 'Submit' button
   
   

   <Please see attached file for image>

   
   
   
4. Return to the Transaction Classes List View
   
   
5. [--Actions--] Edit Mode
   
   

   <Please see attached file for image>

   
   
   
6. Admin Tool > Finance: Setup > Resource Classes
   
   
7. [--Actions--] Configure > List Column Section Field
   
   Click 'properties' icon for Resource Class
   Uncheck 'Allow Editing' option > Click 'Submit' button
   Click 'properties' icon for Resource Type
   Uncheck 'Allow Editing' option > Click 'Submit' button
   
   

   <Please see attached file for image>

   
   
   
8. Return to the Resource Classes List View
   
   
9. [--Actions--] Edit Mode
   
   

   <Please see attached file for image>

   

Status/Resolution:
This issue has been documented as CLRT-58155 and is assigned to development for review. If you are experiencing this problem and the workaround above does not significantly help, please contact CA Clarity Support.

Keywords: CLARITYKB, CLRT-58155, clarity12open, revmgr.transclassList, revmgr.resourceClassList.

Environment

Release: ESPCLA99000-12.1-Clarity-Extended Support Plus
Component: