Configuring navigation actions between PMFS modules
In Planon ProCenter > > > you can configure navigation actions between the Work assignments module, the Assets module, the Orders module and the Spaces module. This makes it easier for app users to view further details on the related order(s) and asset.
 | Navigation jumps to the Assets module also work if users are offline. |
By default the navigation actions are enabled on the following pages:
1. Work assignments module -> Asset details page of order / maintenance activity. Destination: Assets module > Summary page of the selected asset. Action name = View asset details. See following image.
2. Work assignments module -> Asset details page of order / maintenance activity. Destination: Orders module > Order list block with the asset applied as filter. Action name = View all related orders. On the app the actions look like this:
Examples 1 & 2:
3. Work assignments module -> Related orders details page of order / maintenance activity. Destination: Orders module > Order list block with the related orders applied as filter. Action name = View all related orders.
4. Work assignments module -> Completed / Reported / Planned order details block orders details page of order / maintenance activity, on each individual record in the block. Destination: Orders module > Order list block with the related orders applied as filter. Action name = View all related orders. On the app it looks like this:
Examples 3 & 4:
5. Work assignments module -> Asset details block (Available options menu on the app). Destination: Spaces module > Space details page of the space related to the asset on the order / work assignment. Action name = View space details.
| | To make the navigation action from Asset details to the Spaces app module work, the Space reference field must be added to the configuration. |
6. Work assignments module - Locations details page. Destination: Spaces module > Space details page, related to the location of the order / work assignment. Action name = View space details.
7. Assets module > Orders details block, on each individual record in the block. Destination: Orders module > Summary page of the selected order. Action name = View order details. On the app it looks like this:
Configuration procedure
1. In > > , first select the relevant sub web definition and then the page for which you want to enable or disable the navigation action.
◦ Asset details page of order / maintenance activity.
◦ Completed / Reported / Planned order details block orders details page of order / maintenance activity.
2. On the data panel, select the Actions tab.
3. At > field, select Yes to enable, or No to disable the navigation action:
4. Click Save.
5. On the Related orders - details page and details blocks, configure the navigation actions as required, following the same procedure as in steps 2 - 4:
6. In > > module, first select the relevant sub web definition and then the Order details block, to configure navigation actions as required, following the same procedure as in steps 2 - 4:
