Customizing the Properties Window

About Customizing the Properties Window

Out-of-the-box you have access to the Properties window. This window is used to display various tabs containing information on detailed specifications, pricing and availability, manufacturers, suppliers, etc. Not every user in a company needs to view all the available Properties information. Consequently, you can customize the tabs visible in the Properties window, based on the user group with which a user is associated. For example, you may have a user group called CES_AGroup that may not need to view the Accessories or Attachments tabs. Therefore, you can hide those tabs when a user of user group CES_AGroup views Properties.

Customizing the Properties window is carried out in the VPM Lifecycle Navigator Web environment.

When Customizing the Properties Window

You must be logged in to CES with Administrator privileges to customize the Properties view. Non-admin users will not be able to customize the view.

The changes made to the CES Settings through Admin Browser are saved to a centrally located configuration XML file. This allows the administrator to centrally manage the view of the Properties window at the tab level, for a user or a group of users.

How to Customize the Properties Window

This task explains how to customize the tabs visible in the Properties window, for a given user group:

  1. In the VPM Lifecycle Navigator Web environment, log on to both ENOVIA V5 VPM and CES with administrative privileges.






     

  2. In the Favorites pane, right-click Admin Browser and select Add to Navigator.

  3. In the Relationship Navigator, expand the Explore tree until you reach the CES Settings node.
     

  4. Right-click the CES Settings node and select Search Class.

  5. In the CES Admin Search window, enter the name of the desired user group and click Search.


     

  6. In the AdminSearchResults list, select the name that corresponds to the tab you wish to either include or exclude from view in the Properties window. For example, if you want to modify the availability of the Pricing and Availability tab for the CSM_USER User Group, select ItemDetailsPricingAndAvailability.

  7. Right-click the selected name in the AdminSearch Results list and select Edit.

  8. In the Edit Page, change the Value text box to the new value you want for the tab and click Save. Then, click Cancel to close the Edit Page.