How do I configure the Web Client? - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Web Client Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10

You can easily configure features and functionality of the Web Client so you can quickly access your data and efficiently manage your tasks.

You can customize the user interface to control how the functionality and objects are displayed, such as feature sets on the Home page.

Each feature set can be configured to contain a specific set of functions that display as tiles. Each function can be configured to expose objects, carry out actions, or run predefined searches. The functions can be made from either methods or API Entry Points and can be configured to also appear as categories in the Search menu.

What are the rules for configuring the Web Client?

Feature Sets

  • Existing feature sets and their methods and entry points cannot be changed. You also cannot change the display text, order, or groupings.

  • New feature sets can be created and populated with new custom methods and entry points. They can also be integrated with third-party applications using web extensibility.

  • Methods and entry points cannot be disconnected from feature sets. These can only be removed from the feature set by removing user access to the command.

    • If the command is needed in a new custom feature set, it should be copied and added.

    • The method conditions cannot be modified, because a condition may be used in many places, it should be copied and replaced as needed.

  • New commands and entry points can be added to a feature set. However, additional changes might be required with future releases to ensure that any changes are carried forward.

Forms

  • New sections can be added to any form tab.

  • Core form sections cannot be modified except to add new display items. Core form sections are the sections that appear on the first tab of a form.

Column Sets

  • Both the content and order of list view column sets can be modified.

    • Many column sets contain items that are not exposed in the list views. These column sets dynamically build display items on tabs on the forms, so care is required when modifying these column sets.

    • You can extend forms by using dynamic display items from column items, so care is required when modifying these column items.

  • Column sets can be created for use in the list edit method.

SHARED Tip Where indicated, some configuration must be done as a system administrator in the Desktop Client.

You must regenerate the metadata to apply any changes made to API entry points, schema, or user interface items in the software.

  • In the Web Client, click System Administration > Regenerate Metadata.

  • In the Desktop Client, click Administration > API Services > Regenerate Metadata.