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.
 | 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 behaviour. 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 (a.k.a. linked step actions of type ‘Data panel’) available for a business object, at least the data view is required.
By having this feature, it will be possible to add additional (step) views via an app.
To support this, the data view has been enabled for the Properties step (except for their FREEPART_Property) of the following TSIs:
• Reservations
• Rentable units
• Work orders
• Spaces
• Inventory
• Asset pro
• Meters
• Persons
• Planned maintenance
• Free BO (Properties level)