Controlling the Visibility of Effectivity

In Aras Innovator 29, Effectivity Management on Part BOM structures is available out of the box. If your business is not going to use this feature, you can hide its associated UI elements. This section explains how to hide and redisplay the discussed UI elements. These elements are as follows:

• The Effectivity Services subcategory under Administration in Contents:

  • Effectivity Scope
  • Effectivity Variables
  • Models
• The Effectivity tab in the Part BOM Relationship Item view.

• The BOM Structure tab in the Part Item view:

  • The Set Effectivity Criteria button in the BOM Structure toolbar
  • The View Effectivity menu item in the context menu of a Part
  • The Effectivity column

The Effectivity Services subcategory of the Administration category in the Table of Contents (TOC) contains the following ItemTypes:

• effs_scope (Effectivity Scope)

• effs_variable (Effectivity Variable)

• effs_model (Model)

The visibility of the Effectivity Services category depends on the visibility of its contained ItemTypes:

• Visible when at least one of the ItemTypes is visible.

• Hidden when all the ItemTypes are hidden.

You can hide and redisplay the Effectivity Services ItemTypes in any sequence. Use the standard TOC configuration. When redisplaying an Effectivity Services ItemType, use the Effectivity Management Identity and Effectivity Services Category.

By default, the Part BOM Relationship Item view includes the Effectivity accordion tab.

The visibility of the Effectivity accordion tab is controlled by the Hide In All check box in the Source group of the effs_Part_BOM_expression RelationshipType Item view.

To hide this tab, select the Hide In All check box. To display this tab, clear the check box.

By default, the BOM Structure accordion tab of the Part Item view has the following Effectivity Management UI elements:

• The Set Effectivity Criteria button in the BOM Structure toolbar.

• The View Effectivity menu item in the context menu of a Part.

• The Effectivity column.

This section describes configuration specifications for the PE_BomStructure QD and TGV, which shows these UI elements as well as calls Effectivity filtering. If you need to hide the discussed elements, remove the described configuration from the TGV and then from the QD. If you need to redisplay the discussed elements after you have removed them, configure the QD and then the TGV according to the given specifications. Relog into Aras Innovator to confirm the change.

To show the Effectivity-related UI elements on the BOM Structure accordion tab of the Part Item view, the PE_BomStructure TGV is configured as specified in this section. The PE_BomStructure TGV uses the PE_BomStructure Presentation Configuration.

The PE_BomStructure Presentation Configuration is configured to show the Set Effectivity Criteria toolbar button and the View Effectivity context menu item to the World Identity:

• effs_tgvToolbarCustomization located on TGV_Toolbar with sort order 128.

• effs_tgvContextMenuCustomization located on TGV_ContextMenu with sort order 256.

To display the Effectivity column on the BOM Structure accordion tab of the Part Item View, the PE_BomStructure TGV has the Effectivity column between the Name and Reference Designator columns specified to show data of the Text type according to the {Part BOM.eff_expression_string_notation} text template.

To hide the Effectivity-related UI elements on the BOM Structure tab of the Part Item View, remove effs_tgvToolbarCustomization and effs_tgvContextMenuCustomization from the PE_BomStructure Presentation Configuration as well as the Effectivity column in the TGV editor, and then reconfigure the PE_BomStructure QD. To redisplay these elements after they were hidden, reconfigure the PE_BomStructure QD, and then add the command bar sections and Effectivity column as specified.

To show the Effectivity-related UI elements on the BOM Structure accordion tab of the Part Item view, the PE_BomStructure QD is configured as follows:

• The qry_QueryDefinitionEvent relationship tab has an OnBeforeExecute event using the effs_mergeQueryDefinitionMethod.

• The top Part BOM item in the QD editor has the Expression and id properties.

When hiding the Effectivity-related UI elements on the BOM Structure tab of the Part Item View, remove the effs_mergeQueryDefinition Method and the Expression and id properties after reconfiguring the PE_BomStructure TGV. When redisplaying these elements after they were hidden, add these Method and properties back before reconfiguring the PE_BomStructure TGV.