In 12.1 can I add or remove File -> menubar items to different roles?

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Article ID: 52748

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CA IT Asset Manager CA Software Asset Manager (CA SAM) ASSET PORTFOLIO MGMT- SERVER SUPPORT AUTOMATION- SERVER CA Service Desk Manager - Unified Self Service KNOWLEDGE TOOLS CA Service Management - Asset Portfolio Management CA Service Management - Service Desk Manager

Issue/Introduction

Description:

  • From 12.1 onwards for each role different menubar_sd.htmpl with different menu option defined. In order to add or remove the options the respective menubar_sd.htmpl file need to be customized.

    For L1 analyst role : menubar_sd_l1_analyst.htmpl

    For L2 analyst role : menubar_sd_l1_analyst.htmpl

    For Change Manager role: menubar_sd_chg_manager.htmpl

    Etc.

  • Please make sure you copy the correct htmpl form.

  • Below is an example to add "New Change Order" and "New Change Order from template" for L1 analyst role.

Solution:

  • By default for L1 analyst we see the below options:

    <Please see attached file for image>

    Figure 1

  • Copy the file menubar_sd_l1_analyst.htmpl from

    NX_ROOT\Service Desk\bopcfg\www\htmpl\web\analyst

    To

    NX_ROOT\Service Desk\site\mods\www\htmpl\web\analyst

    Or to the respective form group under analyst folder.

  • Open the file in the notepad and just after the below code:

    <PDM_MACRO name=menuItem label="New_Incident_from_Template..." function="ahdtop.create_new('in',1)" hotkey=d>
    }
    </PDM_IF>
    </PDM_OBJECT>

    Add the below code for Change Order:

    <PDM_OBJECT>
    <PDM_IF "$env.NX_CMDB" != "STANDALONE">
    if ( w.cfgAccessChgMgr >= 2 ) {
    <PDM_MACRO name=menuItem label="New_Change_Order..." function="ahdtop.create_new('chg',0)" hotkey=h>
    }
    </PDM_IF>
    </PDM_OBJECT>
    <PDM_OBJECT>
    <PDM_IF "$env.NX_CMDB" != "STANDALONE">
    if ( w.cfgAccessChgMgr >= 2 ) {
    <PDM_MACRO name=menuItem label="New_Change_Order_from_Template" function="ahdtop.create_new('chg',1)" hotkey=w>
    }
    </PDM_IF>
    </PDM_OBJECT>

  • Save the file.

  • Go to function access tab of L1 analyst role and under Change Orders change it to modify from view.

  • From command prompt do a pdm_webcache.

  • Now log as L1 analyst and test the result, it should display as below:

    <Please see attached file for image>

    Figure 2

  • Please make the changes on a test machine before making it on production.

Note: Code for all the File menu items can be copied from menbar_sd.htmpl file.

Environment

Release:
Component: ARGIS

Attachments

1558721282109000052748_sktwi1f5rjvs16vz7.gif get_app
1558721280100000052748_sktwi1f5rjvs16vz6.gif get_app