Examples

“I want to add a button to the Part item toolbar for all users.”

A custom button appears in the Part item toolbar

Open the Part ItemType and select the Client Style relationship tab. Right click the entry in the grid and select Open to open the Presentation Configuration for the Part ItemType. Click the Edit button. Click the New button in the Command Bar Section grid to create a new section with the following properties: Classification: Data Model Name: Part_Custom_Buttons Location: ItemView.ItemCommandBar Sort Order: 256 For Identity: World Click the Save button, then right click the new Command Bar Section, and select Open. Click the Edit button. Click the New button in the Command Bar Item grid, then select Button > OK in the dialog to create a new button with the following properties: Name: My_Button Sort Order: 2000 Action: Add For Identity: World Click Save, then right click the new Button, and select Open. Click the Edit button. Set the following properties on the item form: Label: enter the label you want to appear on the button Click Method: choose a Method you want to execute when the button is clicked Image: choose an icon to display in the button Click Save, then navigate to Design > Parts in the TOC. Open a Part item to see the new button in the toolbar.

“I want to add a separator before the Refresh button in the toolbar for all ItemTypes and users.”

A custom separator appears before the refresh button in all item toolbars

1. Navigate to Administration > Configuration > Client Presentation in the TOC.
2. Click the Search button to run the Client Presentation search.
3. Click the Global item property in the single search result.
4. In the Command Bar Section grid, open the itemview.itemcommandbar.default item.
5. Click the Edit button.
6. Click the New button in the Command Bar Item grid, then select Separator > OK in the dialog to create a new separator with the following properties:
1. Name: My_Separator
2. Sort Order: 500
3. Action: Add
4. For Identity: World
7. Click the Save button.
8. Open any item to see the new separator appear before the Refresh button in the toolbar.

“I want to hide the Share button on the Part BOM relationship toolbar for members of All Suppliers.”

The default “share” button does not appear on Part BOM for All Suppliers

1. Open the Part BOM ItemType and click the Edit button.
2. In the Client Style relationship tab, click the New button to create a new Presentation Configuration with the following properties:
1. Name: Part_BOM
3. Click the Save button, then right click the new Presentation Configuration, and select Open.
4. Click the Edit button.
5. Click the New button in the Command Bar Section grid to create a new section with the following properties:
1. Classification: Data Model
2. Name: Part_BOM_Custom
3. Location: ItemView.RelationshipsCommandBar
4. Sort Order: 128
5. For Identity: All Suppliers
6. Click the Save button, then right click the new Command Bar Section, and select Open.
7. Click the Edit button.
8. Click the Add button in the Command Bar Item grid, then search for the commonitems.commandbar.sharemenu item. Click OK in the search dialog to add the item to the Command Bar Items grid.
9. Set the following properties for the Command Bar Item:
1. Action: Remove
2. For Identity: All Suppliers
10. Click Save, then logout of Aras Innovator.
11. Login to Aras Innovator as a member of the All Suppliers group identity.
12. Open a Part item to see that the Share button no longer appears in the Part BOM relationship toolbar.

“I want to replace the default “New” button with a custom button on the Part search toolbar for all users.”

The default “new” button is replaced with a custom button in the search toolbar.

1. Open the Part ItemType and select the Client Style relationship tab.
2. Right click the entry in the grid and select Open to open the Presentation Configuration for the Part ItemType.
3. Click the Edit button.
4. Click the New button in the Command Bar Section grid to create a new section with the following properties:
1. Classification: Data Model
2. Name: Part_Search_Custom_Buttons
3. Location: SearchView.CommandBar
4. Sort Order: 512
5. For Identity: World
5. Click the Save button, then right click the new Command Bar Section, and select Open.
6. Click the Edit button.
7. Click the Add button in the Command Bar Item grid, then search for the searchview.commandbar.default.new item. Click OK in the search dialog to add the item to the Command Bar Items grid.
8. Set the following properties for the Command Bar Item:
1. Sort Order: 2000
2. Action: Replace
3. For Identity: World
9. Click Save, then right click the Button, and select Open.
10. Click the “…” button in the toolbar and select Create New Button to create a new Button with the following properties:
1. Name: My_New_Button
2. Label: New
3. Tooltip Template: New {0}
4. Init Method: cui_svcb_new_init
5. Click Method: cui_ivicb_more_new_click
6. Image: choose an icon to display in the button
11. Click Save, then navigate back to the Part_Search_Custom_Buttons Command Bar Section tab.
12. In the Alternate property of the searchview.commandbar.default.new Command Bar Item relationship, enter My_New_Button.
13. Click Save, then navigate to Design > Parts in the TOC to see the custom “New” button in the search toolbar.

“I want to add an action to the global user menu for all administrators.”

A new action appears in the user menu for administrators

1. Navigate to Administration > Configuration > Client Presentation in the TOC.
2. Click the Search button to run the Client Presentation search.
3. Click the Global item property in the single search result.
4. In the Command Bar Section grid, open the com.aras.innovator.cui_default.mwh_header_user_menu item with the MainWindowHeader location.
5. Click the Edit button.
6. Click the New button in the Command Bar Item grid, then select Menu Button > OK in the dialog to create a new menu button with the following properties:
1. Name: My_Custom_Admin_Action
2. Sort Order: 3100
3. Action: Add
4. For Identity: Administrators
7. Right click the new button row and select Open.
8. Enter the following properties for the new Menu Button:
1. Label: My Admin Action
2. Parent Menu: com.aras.innovator.cui_default.mwh_user_menu
3. Click Method: select a Method you want to run when the button is clicked
9. Click the Save button and close the Menu Button tab.
10. Click the Save button in the Command Bar Section tab.
11. Logout of Aras Innovator and log back in as a member of the Administrators identity.
12. Click the global user menu button in the top right corner of the window and select My Admin Action to run your custom action.

“I want to disable the Share menu button for items that are not yet released.”

The default “share” menu is disabled for non-released items

1. Navigate to Administration > Configuration > Client Presentation in the TOC.
2. Click the Search button to run the Client Presentation search.
3. Click the Global item property in the single search result.
4. In the Command Bar Section grid, open the itemview.itemcommandbar.default item.
5. In the Command Bar Item grid, open the itemview.itemcommandbar.default.share item.
6. Click the Edit button.
7. Replace the Init Method with a custom Method that contains the following code:

if (!options.eventState) {options.eventState = aras.evalMethod(‘cui_reinit_calc_tearoff_states’);}// get the release state of the context itemvar contextItem = aras.getItemById(options.itemTypeName, options.itemId);var isReleased = aras.getItemProperty(contextItem,'is_released’,'0');// disable the menu when the item is not releasedreturn { ‘hidden': options.eventState.isNew, ‘disabled': (isReleased === ‘0')};

8. Click Save and close the Menu item.
9. Open any non-released item to confirm that the Share menu button is disabled. The button will be enabled for any released item.

“I want to move ‘Structure Browser’ and ‘Where Used’ to a submenu of the main grid context menu.”

The default structure browser and where used actions appear in a new submenu

1. Navigate to Administration > Configuration > Client Presentation in the TOC.
2. Click the Search button to run the Client Presentation search.
3. Click the Global item property in the single search result.
4. In the Command Bar Section grid, open the com.aras.innovator.cui_default.popup_menu_for_item_grid item.
5. Click the Edit button.
6. Click the New button in the Command Bar Item grid, then select Menu > OK in the dialog to create a new menu button with the following properties:
1. Name: My_Nav_Menu
2. Init Method: initPopupItemInItemsGrid
3. Sort Order: 1300
4. Action: Add
5. For Identity: World
7. Right click the new button row and select Open.
8. Set the following properties:
1. Label: Navigation
9. Click Save and close the new Menu tab.
10. Move the Structure Browser action to the new submenu:
1. On the Command Bar Section form, open the com.aras.innovator.cui_default.pmig_Structure Browser Menu from the Command Bar Item grid.
2. Click the Edit button.
3. Set the Parent Menu property to My_Nav_Menu.
4. Save and close the Structure Browser Menu item tab.
11. Move the Where Used action to the new submenu:
1. On the Command Bar Section form, open the com.aras.innovator.cui_default.pmig_Where Used Menu from the Command Bar Item grid.
2. Click the Edit button.
3. Set the Parent Menu property to My_Nav_Menu.
4. Save and close the Where Used Menu item tab.
12. Click the Save button for the Command Bar Section.
13. Open any search grid from the TOC and right click on a row to see the new “Navigation” submenu.

“I want to show an icon next to the ‘Delete’ action in the main grid context menu.”

An icon appears next to the delete action in the main grid menu

1. Navigate to Administration > Configuration > Client Presentation in the TOC.
2. Click the Search button to run the Client Presentation search.
3. Click the Global item property in the single search result.
4. In the Command Bar Section grid, open the com.aras.innovator.cui_default.popup_menu_for_item_grid item.
5. Click the Edit button.
6. In the Command Bar Item grid, open the com.aras.innovator.cui_default.pmig_Delete item.
7. Click the Edit button.
8. Use the Image property to choose the icon you want to show in the menu.
9. Click Save and close the Menu item.
10. Click Save and close the Command Bar Section item.
11. Open any search grid from the TOC and right click on a row to see your selected icon appear next to the “Delete All Versions” action.

“I want a shortcut to allow users to create a new item from an item form.”

1. Navigate to Administration > Configuration > Client Presentation in the TOC.
2. Click the Search button to run the Client Presentation search.
3. Click the Global item property in the single search result.
4. In the Command Bar Section grid, open the com.aras.innovator.cui_default.itemWindowShortcuts item.
5. Click the Edit button.
6. Click the New button in the Command Bar Item grid, then select Shortcut > OK in the dialog to create a new keyboard shortcut with the following properties:
1. Name: New_Item
2. Sort Order: 1024
3. Action: Add
4. For Identity: World
7. Right click the new button row and select Open.
8. Set the Shortcut property to alt+ctrl+n.
9. Set the Handler property to a custom Method containing the following code:
10. var itemtype = window.itemTypeName;
11. if (itemtype) {
12. aras.uiNewItemEx(itemtype);
13. }
14. Click Save and close the new Shortcut tab.
15. Save and close the Command Bar Section tab.
16. Open an item, like a Part, and enter the keyboard shortcut CTRL+ALT+N. A new Part item will open in a new tab.

“I want the All Employees identity to see a TOC button for Purchase Orders.”

Configuring a new button for the custom ItemType “Purchase Orders”

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. Click the Add ItemType button in the toolbar.
3. In the search dialog, choose the ItemType you want to add and click OK.
Note
A new entry for your ItemType will appear in the Contents pane of the editor. If no categories were selected when you added the button, the new entry will appear at the bottom of the list. If a category was selected, the new entry will appear in that category.
4. In the righthand pane, you may customize any of the following properties:
1. ItemType: This ItemType will appear in the navigation pane when a user clicks the button.
2. Icon: This image is displayed as an icon on the button.
3. Label: This multilingual property determines the button text.
4. Access: This property determines which identity will see this button in the TOC. If you want multiple identities to see a button for this ItemType, pick a group identity that includes all the identities that should have access, or add a button for each identity.
5. If you want to change where the button appears in the TOC, you can drag and drop it to your preferred location. Alternatively, you can select the button and use the Move Up/Move Down buttons in the toolbar.
6. When you’re finished making your changes, click Save and close the tab for the TOC Editor.

“I want to add a ‘Finance’ category for my Invoices and Purchase Orders.”

Adding a Finance category to group two custom ItemType buttons

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. Click the Add Category button in the toolbar.
Note
A new category will appear in the Contents pane of the editor. If no existing categories were selected when you added the new category, the new entry will appear at the bottom of the list. If a category was selected, the new entry will appear in that category.
3. In the righthand pane, you can customize the multilingual Label property to set the category text.
4. If you want to change where the category appears in the TOC, you can drag and drop it to your preferred location in the Contents pane. Alternatively, you can select the category and use the Move Up/Move Down buttons in the toolbar.
5. When you’re finished making your changes, click Save and close the tab for the TOC Editor.

“I want the All Suppliers identity to see a different label and icon for Purchase Orders.”

Configuring a custom label and icon for All Suppliers’ “Purchase Orders”

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. Click the Add ItemType button in the toolbar.
3. In the search dialog, choose the ItemType you want to add and click OK.
4. In the righthand pane, you may customize the following properties or leave them set to their default values:
1. Icon: This image is displayed as an icon on the button.
2. Label: This multilingual property determines the button text.
3. Access: This property determines which identity will see this button in the TOC. If you want multiple identities to see a button for this ItemType, pick a group identity that includes all the identities that should have access, or add a button for each identity.
5. If you want to change where the button appears in the TOC, you can drag and drop it to your preferred location. Alternatively, you can select the button and use the Move Up/Move Down buttons in the toolbar.
6. Repeat steps 2-5, choosing a different Access identity, Icon, and Label in step 4.
7. When you’re finished making your changes, click Save and close the tab for the TOC Editor.

“I want all TOC categories and buttons to display in alphabetical order.”

Configuring the TOC for alphabetical sort order

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. In the righthand pane, set the Sort property to Alphabetical.
Note
The TOC sort order is set to Alphabetical by default.
3. When you’re finished making your changes, click Save and close the tab for the TOC Editor.

“I want the ‘My Innovator’ category to appear at the top of the TOC.”

Configuring the TOC for a custom sort order

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. In the righthand pane, set the Sort property to Custom.
Note
The TOC sort order is set to Alphabetical by default.
3. When you’re finished making your changes, click Save and close the tab for the TOC Editor.

“I want to see what the TOC looks like for user Mike Miller.”

Viewing the content for Mike Miller’s TOC

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. Click View As at the bottom of the contents pane.
3. Enter or search for an identity in the Identity field. This can be a group identity like “All Employees” or an alias identity for a user like “Innovator Admin”.
4. The contents pane will now display the TOC for your chosen identity. When you are done viewing the content, click Clear to exit viewing mode.

“I want the user to see a special form when they click a button in the TOC.”

The user clicks “My Identity Map” to see an interactive graph in a custom form

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. Click the Add Form button in the toolbar.
3. In the search dialog, choose the Form to display and click OK.
4. In the righthand pane, you may customize the following properties or leave them set to their default values:
1. Icon: This image is displayed as an icon on the button.
2. Label: This multilingual property determines the button text.
3. Access: This property determines which identity will see this button in the TOC. If you want multiple identities to see a button for this ItemType, pick a group identity that includes all the identities that should have access, or add a button for each identity.
5. If you want to change where the button appears in the TOC, you can drag and drop it to your preferred location. Alternatively, you can select the button and use the Move Up/Move Down buttons in the toolbar.

“I want the user to see an HTML page when they click a button in the TOC.”

The user clicks “My Dashboard” to see a graph in a custom HTML page

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. Click the Add Page button in the toolbar.
3. In the righthand pane, you may customize the following properties or leave them set to their default values:
1. Start Page: Specifies the path of an HTML page to display when the button is clicked. This should be an HTML file in the code tree, and the path should be relative to the Innovator/Client/scripts directory.
2. Parameters: Optional. Passes parameters for the HTML page to use.
3. Icon: This image is displayed as an icon on the button.
4. Label: This multilingual property determines the button text.
5. Access: This property determines which identity will see this button in the TOC. If you want multiple identities to see a button for this ItemType, pick a group identity that includes all the identities that should have access, or add a button for each identity.
4. If you want to change where the button appears in the TOC, you can drag and drop it to your preferred location. Alternatively, you can select the button and use the Move Up/Move Down buttons in the toolbar.

“I want to see what the TOC looks like for a Change Specialist I member in Japan.”

Viewing the content for Mike Miller’s TOC

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. Click View As at the bottom of the contents pane.
3. Enter or search for an identity in the Identity field. This can be a group identity like “All Employees” or an alias identity for a user like “Innovator Admin”.
4. The contents pane will now display the TOC for your chosen identity.
5. Enter or search for a language in the Language field.
6. The contents pane will now display the identity’s TOC content in the specified language. When you are done viewing the content, click Clear to exit viewing mode.

“I want to quickly add a new TOC button while defining my ItemType.”

Quickly create a new TOC button with the “Add to TOC” action

1. If the ItemType isn’t already open:
1. Navigate to Administration > ItemTypes in the TOC.
2. Search for the ItemType you want to work with.
3. Double click the ItemType in the grid to view it.
2. Select the ‘…’ button from the ItemType toolbar and click Add to TOC. This action will create a new ItemType button in the TOC with the following settings:
1. ItemType: Current ItemType
2. Icon: Small Icon of the ItemType
3. Label: Plural Label of the ItemType (or ItemType name if no plural label is defined)
4. Access: Administrators
3. To see the new TOC button, navigate to the TOC and scroll to the bottom. This is the default location for new buttons added via the Add to TOC action.
4. To change the default settings for the new TOC button, navigate to Administration > Configuration > TOC Editor in the TOC.
5. Scroll to the bottom of the contents pane and select the new ItemType button.



Default settings for a button created from the xTestIT ItemType

6. Change any default settings as needed.
Note
Changing the settings of an ItemType button on the TOC will not affect the settings of the associated ItemType. For example, changing the button icon will not change the icons defined on the ItemType.
7. If you want to change where the button appears in the TOC, you can drag and drop it to your preferred location. Alternatively, you can select the button and use the Move Up/Move Down buttons in the toolbar.
8. When you’re finished making your changes, click Save and close the tab for the TOC Editor.

“I want the All Employees identity to be able to open the Engineering Dashboard from the TOC.”

Configuring a new button for the custom ItemType “Purchase Orders”

1. Navigate to Administration > Configuration > TOC Editor in the TOC.
2. Click the Add Item button in the toolbar.
3. In the search dialog, choose the type of item you want to add and click OK.
4. In the next search dialog, choose the specific item you want to add and click OK.
Note
A new entry for your Item will appear in the Contents pane of the editor. If no categories were selected when you added the button, the new entry will appear at the bottom of the list. If a category was selected, the new entry will appear in that category.
5. In the righthand pane, you may customize any of the following properties:
1. ItemType: This is the type of item that the button will open.
2. Item: This is the specific item that will open in a new tab when a user clicks the button.
3. Icon: This image is displayed as an icon on the button.
4. Label: This multilingual property determines the button text.
5. Access: This property determines which identity will see this button in the TOC. If you want multiple identities to see a button for this ItemType, pick a group identity that includes all the identities that should have access, or add a button for each identity.
6. If you want to change where the button appears in the TOC, you can drag and drop it to your preferred location. Alternatively, you can select the button and use the Move Up/Move Down buttons in the toolbar.
7. When you’re finished making your changes, click Save and close the tab for the TOC Editor.

“I want to display the Part BOM tab in the top accordion for all users.”

The Part BOM tab is added to the top accordion on the Part item view

1. Open the Part ItemType and select the Client Style relationship tab.
2. Right click the entry in the grid and select Open to open the Presentation Configuration for the Part ItemType.
3. Click the Edit button.
4. Select the cui_PresentConfigWinSection tab.
5. Click the New button in the grid toolbar to create a new window section with the following properties:
1. Classification: Data Model
2. Name: Accordion1
3. Location: ItemView
4. For Identity: World
6. Click the Save button, then right click the new window section, and select Open.
7. Click the Edit button.
8. Click the New button in the grid toolbar to create a new control with the following properties:
1. Type: Tab Element Control
2. Name: Acc1_BOM_Tab
3. Label: Part BOM
4. Additional Data: {"relTypeId": “159C6D88795B4A86864420863466F728"}
5. Parent: ItemView.FormAccordionTabs
6. Sort Order: 1024
7. Action: Add
8. For Identity: World
9. Click Save, then navigate to Design > Parts in the TOC and open a Part item to see the new Part BOM tab in the top accordion.

“I want to display the Part BOM tab in the top accordion instead of the relationship accordion.”

The Part BOM only appears in the top accordion on the Part item view

1. Follow the steps in the previous section to add the Part BOM tab to the top accordion. The following steps outline how to hide the default BOM tab from the relationship accordion.
2. Navigate to Administration > RelationshipTypes in the TOC.
3. Search for the Part BOM RelationshipType and open the item.
4. Click Edit.
5. Check off the Hide In All box to prevent the default tab from appearing in a relationship accordion.
6. Click Save, then navigate to Design > Parts in the TOC and open a Part item to confirm the default BOM tab doesn’t appear in the relationship accordion.

“I want to show the Documents and CAD Documents tabs in a third accordion.”

A third accordion is added displaying the Document and CAD Document tabs

1. Open the Part ItemType and select the Client Style relationship tab.
2. Right click the entry in the grid and select Open to open the Presentation Configuration for the Part ItemType.
3. Click the Edit button.
4. Select the cui_PresentConfigWinSection tab.
5. Click the New button in the grid toolbar to create a new window section with the following properties:
1. Classification: Data Model
2. Name: Accordion3
3. Location: ItemView
4. For Identity: World
6. Click the Save button, then right click the new window section, and select Open.
7. Click the Edit button.
8. Click the New button in the grid toolbar to create a new control with the following properties:
1. Type: Accordion Element Control
2. Name: Acc3_Container
3. Additional Data: {“cssClass": “aras-item-view__relationship-accordion”}
4. Sort Order: 2000
5. Action: Add
6. For Identity: World
9. Click Save.
10. Click the New button in the grid toolbar to create a new control with the following properties:
1. Type: Tab Container Control
2. Name: Doc_Tab_Container
3. Additional Data: {“attributes” : {"slot": “header"}}
4. Parent: Acc3_Container
5. Sort Order: 2050
6. Action: Add
7. For Identity: World
11. Click Save.
12. Click the New button in the grid toolbar to create a new control with the following properties:
1. Type: Tab Element Control
2. Name: Document_Tab
3. Label:Documents
4. Additional Data: {"relTypeId": “09CBB0294FAB477AA7300906DC035462"}
5. Parent: Doc_Tab_Container
6. Sort Order: 3000
7. Action: Add
8. For Identity: World
13. Click the New button in the grid toolbar to create a new control with the following properties:
1. Type: Tab Element Control
2. Name: CAD_Tab
3. Label:CAD Documents
4. Additional Data: {"relTypeId": “C65FB7DC8C3A4EFC97A6EE8196C0B448"}
5. Parent: Doc_Tab_Container
6. Sort Order: 3050
7. Action: Add
8. For Identity: World
14. Click Save, then navigate to Design > Parts in the TOC and open a Part item to see Document and CAD Document tabs appear in a new accordion at the bottom of the page.

“I want to add a button to the sidebar of all items that will show an ad hoc Graph View in the item view.”

A sidebar button for displaying the ad hoc graph is added to the global Item View definition

1. Navigate to Administration > Configuration > Client Presentation in the TOC.
2. Click the Search button to run the Client Presentation search.
3. Click the Global item property in the single search result.
4. In the Command Bar Section grid, open the Global Sidebar item.
5. Click the Edit button.
6. Click the New button in the Command Bar Item grid, then select Button > OK in the dialog to create a new button with the following properties:
1. Name: My_Ad_Hoc_Graph_Button
2. Sort Order: 256
3. Action: Add
4. For Identity: World
7. Right click the new button row and select Open.
8. Enter the following properties for the new Menu Button:
1. Click Method: sidebar_default_gv_click
2. Image: choose the icon you want to show when the sidebar button is inactive
3. Additional Image: choose the icon you want to show when the button is active
9. Click the Save button and close the Button tab.

“I want to display the Part BOM Graph View when the user clicks a sidebar button on a Part.”

A sidebar button for displaying a specific graph is added to the Part form Open the Part ItemType and select the Client Style relationship tab. Right click the entry in the grid and select Open to open the Presentation Configuration for the Part ItemType. Click the Edit button. Click the New button in the Command Bar Section grid to create a new section with the following properties: Classification: Data Model Name: Part_Custom_Sidebar Location: ItemWindowSidebar Sort Order: 256 For Identity: World Click the Save button, then right click the new Command Bar Section, and select Open. Click the Edit button. Click the New button in the Command Bar Item grid to create a new item with the following properties: Type: Button Name: My_Graph_Button Sort Order: 1100 Action: Add For Identity: World Click Save, then right click the new Button, and select Open. Click the Edit button. Set the following properties on the item form: Additional Data: { “gvdId": “<graph view id>” } Click Method: sidebar_default_gv_click

1. Image: choose the icon you want to show when the sidebar button is inactive
2. Additional Image: choose the icon you want to show when the button is active

Click Save, then navigate to Design > Parts in the TOC. Open a Part item to see the new button in the sidebar. Click the new sidebar button to view the specified Graph View.

“I want to display the BOM as a Tree Grid View when the user clicks a sidebar button on a Part.”

A sidebar button for displaying a Tree Grid View is added to the Part form Open the Part ItemType and select the Client Style relationship tab. Right click the entry in the grid and select Open to open the Presentation Configuration for the Part ItemType. Click the Edit button. Click the New button in the Command Bar Section grid to create a new section with the following properties: Classification: Data Model Name: Part_Custom_Sidebar Location: ItemWindowSidebar Sort Order: 256 For Identity: World Click the Save button, then right click the new Command Bar Section, and select Open. Click the Edit button. Click the New button in the Command Bar Item grid to create a new item with the following properties: Type: Button Name: My_TGV_Button Sort Order: 1200 Action: Add For Identity: World Click Save, then right click the new Button, and select Open. Click the Edit button. Set the following properties on the item form: Additional Data: { “tgvdId": “<tree grid view id>", “startConditionProvider": “ItemDefault({\"id\":\"id\"})” } Click Method: sidebar_default_tgv_click

1. Image: choose the icon you want to show when the sidebar button is inactive
2. Additional Image: choose the icon you want to show when the button is active

Click Save, then navigate to Design > Parts in the TOC. Open a Part item to see the new button in the sidebar. Click the new sidebar button to view the specified Tree Grid View.

“I want to display the ‘help’ content when the user clicks a button in the main window header.”

A main window header button for displaying the default Aras Innovator “help” content

1. Navigate to Administration > Configuration > Client Presentation in the TOC.
2. Click the Search button to run the Client Presentation search.
3. Click the Global item property in the single search result.
4. In the Command Bar Section grid, open the com.aras.innovator.cui_default.mwh_header item.
5. Click the Edit button.
6. Click the New button in the Command Bar Item grid, then select Button > OK in the dialog to create a new button with the following properties:
1. Name: Custom_Help_Button
2. Sort Order: 75
3. Action: Add
4. For Identity: World
7. Right click the new button row and select Open.
8. Enter the following properties for the new Menu Button:
1. Click Method: cui_default_mwh_onHelpCommand
2. Image: choose the icon you want to show on the button
3. Additional Data: {"right":true}
9. Click the Save button and close the Button tab.
10. Logout and login to see the new button in the main window header.

“I want to display the context ItemType when an admin clicks a button in the search view title bar.”

A search view title bar button for displaying the context ItemType definition

1. Navigate to Administration > Methods and create a new JavaScript Method with the following code:

var topWindow = aras.getMostTopWindowWithAras(window);

var workerFrame = topWindow.work;

if (workerFrame && workerFrame.itemTypeID) {

 aras.uiShowItem(‘ItemType’,workerFrame.itemTypeID);

}

2. Click Save and close your new Method.
3. Navigate to Administration > Configuration > Client Presentation in the TOC.
4. Click the Search button to run the Client Presentation search.
5. Click the Global item property in the single search result.
6. In the Command Bar Section grid, open the searchview.titlebar.default item.
7. Click the Edit button.
8. Click the New button in the Command Bar Item grid, then select Button > OK in the dialog to create a new button with the following properties:
1. Name: Open_ItemType_From_SearchView
2. Sort Order: 768
3. Action: Add
4. For Identity: Administrators
9. Right click the new button row and select Open.
10. Enter the following properties for the new Menu Button:
1. Click Method: choose the new Method you created
2. Image: choose the icon you want to show on the button
3. Additional Data: { “cssClass": “aras-button_d” }
11. Click the Save button and close the Button tab.