Linked step actions
By default, step actions and menu items are available to all users. However, you may want to hide some menu items or step actions from some users when these are not relevant to them.
For example, the step actions Generate QR code or BIM viewer in the Spaces & workspaces TSI may only be required for specific users. Specific menus such as the CAD Integrator menu on the CAD Integrator tab, can be configured to only display selected menu items in the list.
The Linked step actions option on the Step settings in a TSI enables you to select which step actions or menu options should be displayed. Those that are in the In use section are displayed. You can hide them by moving them back to the Available section. This option is available for all TSIs.
Procedure
1. Go to TSIs and select a specific TSI to which you want to add a step action.
2. Set the TSI to Under construction.
3. In the right panel, select the level to which you want to add a step action.
4. Then, on the Step settings tab, under Linked step actions, click Select a value.
The Link step actions dialog box appears.
5. Under Available, select the step action that you want to make available and move it to In use (or vice versa, if you want to remove a step action).
6. When you are done, click Save to apply your changes.
7. Set the TSI back to Completed.
8. Log out/Log in.
The step action will be available in the TSI as configured.
 | • For more information on step actions and their locations, see Step actions. • Users who are authorized for the selected TSI will only see the items from the In use section. • After you have configured step actions, the users should log in again to see the configuration changes. • If you select a sub-menu item in the Linked step actions pop-up, the parent menu item is also selected automatically. • If a step action is removed from the element list, the element list will get its default behavior. For example, if you remove the Show related orders step action from the Orders selection step, related orders will no longer be displayed. Re-adding the step action will not reintroduce existing user settings. Users will have to manually enable the step action again first. However, default settings are retained. For example, in Budget categories, the Financial year active step action on the element list is enabled by default. So, if this step action is removed, the financial year will not be active. When it is added again, the financial year will be activated (because the step action is enabled by default). |
Adding additional views
To make additional customized views (also known as step views) available for a business object.
A step view is a custom implementation of a view that adds additional functionality to a step, for example a GIS map on Properties level.
In Planon as a Platform it is possible to define a custom step view in an app and implement that as a custom step view on a TSI step.
Prerequisite
A Platform app that implements a step view needs to be installed and activated (in AppCenter). You can get such an app from the Planon Marketplace (to receive a customized app, please contact Planon).
Procedure
Take the following steps to add a custom step view.
Procedure
1. Go to TSIs and select a specific TSI to which you want to add a step view.
2. Set the TSI to Under construction.
3. In the right panel, select the level to which you want to add a step view.
4. Then, on the Step settings tab, under Linked step actions, click Select a value.
The Linked step actions dialog box appears
5. Under Available, select the step action that you want to make available and move it to In use (or vice versa, if you want to remove a step view).
6. When you are done, click Save to apply your changes.
7. Set the TSI back to Completed.
8. Log out/Log in
The step view will be available in the TSI step as configured.