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Tailoring and Enhancing the Maximo UX (Part 1)

By Brian Baird posted Thu July 21, 2016 05:06 AM

  

One of my guiding principles is to provide my users with the tools they need, where they are, when they are there. As part of that vision, I try to make the Maximo UX as seamless as I can for them. In this series of articles, I will demonstrate some of the ways I deliver to my users. I don’t think I invented any of these things, I’m just use the Developer Works community, and am really good at Google.

Part 1: Pushbuttons, and Toolbar Objects

Often, actions in in the Maximo User Interface seem to be buried in the Select Action menu.  There are times it makes sense to move these out front.

  • Reduce mouse movement and/or the number of clicks.
  • Reduce complexity, or lead users to what they need most often.
  • Tailor the application to different user community needs.

This example is based on Maximo 7.5.0.10, but the concepts apply everywhere.  I will assume you are not learning how to do this in your Production environment (I’m not going to tell you to back up your work).

In the Inventory application, the Select Action pulldown menu offers several actions, we will duplicate some of these outside of the Select Action menu.

  • We will add “Issue Current Item (ISSUE)” as a pushbutton in the UI.
  • We will add “View Inventory Transactions (INVTRANS)” as a toolbar action.

Adding a Pushbutton control:

In Application Designer, open the Inventory application.

  • On the Inventory tab, open the Control Palette from the toolbar.

image 1.png

  • Select and drag a Button Group Control onto the design.
  •  Select the new Button Group (Not the Button).
    • Right-Click and select Properties, or
    • Open the Properties icon on the toolbar.
    • Button Alignment: Left
  • Select the new Pushbutton (Not the Button Group).
    • Right-Click and select Properties, or
    • Open the Properties icon on the toolbar.
    • Label: Issue Item
    • Event: ISSUE
  • Click “Save” (Yes, we still use a floppy disk icon….SMH).

 

 Open a record in the Inventory application. Click the new “Issue Item” Pushbutton.

image 2.png

 

Hey, this stuff’s pretty cool.

image 3.png

Adding a Toolbar action:

In Application Designer, open the Inventory application.

  • Select ActionàAdd/Modify Toolbar Menu
  • Click “New Row”
  • Element Type: OPTION
  • Key Value: INVTRANS
  • Header Description: View Inventory Transactions
  • Position/Subposition must be unique to the application, this SQL will give you a valid value:
    • SELECT max(position)+1
    • FROM maxmenu
    • WHERE menutype = 'APPTOOL'
    • AND moduleapp = 'INVENTOR'
  • Image: Select an icon from
    • <%HOME%> \maximo\applications\maximo\maximouiweb\webmodule\webclient\images
  • Tabs: ALL
  • Click “Save”

 

 Open a record in the Inventory application. Click the new Toolbar icon.

image 4.png

 

BAM!

image 5.png

 Any comments or requests (including suggestions) would be really cool.


#AssetandFacilitiesManagement
#Maximo
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