User's Manual

Show or hide the field on the detail panel

The existing fields on the detail panel can be hidden or some fields which are not shown by default can be shown. Below the default detail panel is illustrated.

The following example describes how to show the customer field.
To show the Customer field perform the following steps:
To show the customer field, we need to make changes in two attributes in the roles.xml file. The example below shows how to change for a user with the role: role.pro(find more about Permission roles)

1. Find the file roles.xml in the custom folder in the ROB-EX/Planner/custom and open it in an editor. In case the file cannot be found in the custom folder, see the section Location of the configuration file.
2. Find the part in the file where the role.admin is defined, from the top of the document, the first role.
3. Find the lines shown below and copy the part in the <FeatureContainer name="Pgantt.plan.views.demo.OverviewDetailInfo">.

<FeatureContainer name="Pgantt.plan.views.demo.OverviewDetailInfo">
  <Feature name="jtfProdOrderName" visible="true" enabled="false"></Feature>
  <Feature name="jlCustomer" visible="false" enabled="false"></Feature>
  <Feature name="jtfCustomer" visible="false" enabled="false"></Feature>
  <Feature name="jlRouteName" visible="false" enabled="false"></Feature>
  <Feature name="jtfRouteName" visible="false" enabled="false"></Feature>
  <Feature name="jlProjectMgr" visible="false" enabled="false"></Feature>
  <Feature name="jtfProjectMgr" visible="false" enabled="false"></Feature>
  <Feature name="jlProjectResp2" visible="false" enabled="false"></Feature>
  <Feature name="jtfProjectResp2" visible="false" enabled="false"></Feature>
</FeatureContainer>

4. Find the part in the file where the role.pro is defined. This will be <PermissionRole name="role.pro" extends="role.admin"> (e.g. search for “role.pro” from the top of the document).
5. Insert the copied lines from the role.admin, just before the closing tag </PermissionRole> in role.pro.
6. Change the value of the “visible” and “enabled” attributes from “false” to “true”. In the end it should now read as shown below.

<PermissionRole name="role.pro" extends="role.admin">
  <FeatureContainer name="Pgantt.plan.views.demo.OverviewDetailInfo">
    <Feature name="jtfProdOrderName" visible="true" enabled="false"/>
    <Feature name="jlCustomer" visible="true" enabled="true"/>
    <Feature name="jtfCustomer" visible="true" enabled="true"/>
    <Feature name="jlRouteName" visible="false" enabled="false"/>
    <Feature name="jtfRouteName" visible="false" enabled="false"/>
    <Feature name="jlProjectMgr" visible="false" enabled="false"/>
    <Feature name="jtfProjectMgr" visible="false" enabled="false"/>
    <Feature name="jlProjectResp2" visible="false" enabled="false"/>
    <Feature name="jtfProjectResp2" visible="false" enabled="false"/>
  </FeatureContainer>
</PermissionRole>

8. Save the file and restart ROB-EX.

Hide a field on the detail panel

Some fields are by default visible. An example is the field Material date “Mat”, in the order row.

The following steps will show how to hide the Mat field.

1. Find the file roles.xml in the custom folder in the ROB-EX/Planner/custom and open it in an editor. In case the file cannot be found in the custom folder, see the section Location of the configuration file.
2. Find the part in the file where the role.pro is defined. The following role, after role.admin (search for “role.pro” from the top of the document).
3. In the role.pro section, under the FeatureContainer name=“Pgantt.plan.views.demo.OverviewDetailInfo” insert the lines below

<FeatureContainer name="Pgantt.plan.views.demo.OverviewDetailInfo">
      <Feature name="jlProdOrderMaterialCalendar" visible="false" enabled="false"></Feature>
      <Feature name="dttfProdOrderMaterialCalendar" visible="false" enabled="false"></Feature>

4. The section for “Pgantt.plan.views.demo.OverviewDetailInfo” should now look like the picture below.

<FeatureContainer name="Pgantt.plan.views.demo.OverviewDetailInfo">
      <Feature name="jtfProdOrderName" visible="true" enabled="false"></Feature>
      <Feature name="jlCustomer" visible="true" enabled="true"></Feature>
      <Feature name="jtfCustomer" visible="true" enabled="false"></Feature>
      <Feature name="jlRouteName" visible="false" enabled="false"></Feature>
      <Feature name="jtfRouteName" visible="false" enabled="false"></Feature>
      <Feature name="jlProjectMgr" visible="false" enabled="false"></Feature>
      <Feature name="jtfProjectMgr" visible="false" enabled="false"></Feature>
      <Feature name="jlProjectResp2" visible="false" enabled="false"></Feature>
      <Feature name="jtfProjectResp2" visible="false" enabled="false"></Feature>
      <Feature name="jlProdOrderMaterialCalendar" visible="false" enabled="false"></Feature>
      <Feature name="dttfProdOrderMaterialCalendar" visible="false" enabled="false"></Feature>
    </FeatureContainer>

5. Save the file and restart ROB-EX.

Add layout items on detail panel

It is possible to add and specify up to 4 layout items for project, production order, and operation in the detail panel. In this section, there will be an example of how to customize a layout item for each one of them. The picture below its shows the 3 layout items, we will add in this section.

In the following 3 examples, we need to make changes in 2 files.

The following steps will show how to add a customed text field to project in the detail panel.
1. Find the file roles.xml in the custom folder in the ROB-EX/Planner/custom and open it in an editor. In case the file cannot be found in the custom folder, see the section Location of the configuration file.
2. Find the part in the file where the role.pro is defined. The following role, after role.admin (search for “role.pro” from the top of the document).
3. In the role.pro section, under the FeatureContainer 

<Feature name="projectCustomField1" visible="true" enabled="true" customOptions="layoutitem:opr_custom_text1 multi_edit:true"></Feature>

The name ”projectCustomerField1” refers to the line in the Language.properties file where the text can be specified. The customOptions layoutitem opr_custom_text1 indicates it is a textbox.
4. In the Language.properties file writ the text for the projectCustomField2, as shown below ”Test for textbox” 

Project
odiProjectCustomField1=Test for textbox
odiProjectCustomField2=CustomField2
odiProjectCustomField3=CustomField3
odiProjectCustomField4=CustomField4

5. Save the files and restart Robex.
6. The textbox should now be in the detail panel, as shown below.

The following steps will show how to add a customed text field to Production order in the detail panel.
1. Find the file roles.xml in the custom folder in the ROB-EX/Planner/custom and open it in an editor. In case the file cannot be found in the custom folder, see the section Location of the configuration file.
2. Find the part in the file where the role.pro is defined. The following role, after role.admin (search for “role.pro” from the top of the document).
3. In the role.pro section, under the FeatureContainer 

<Feature name="prodOrderCustomField1" visible="true" enabled="true" customOptions="layoutitem:opr_custom_boolean1 multi_edit:true"></Feature>

The name ”prodOrderCustomField1” refers to the line in the Language.properties file where the text can be specified. The customOptions layoutitem opr_custom_boolean1 indicates it is a checkbox.
4. In the Language.properties file writ the text for the projectCustomField2, as shown below ”Test for checkbox” 

Order
odiProdOrderCustomField1=Test for checkbox
odiProdOrderCustomField2=CustomField2
odiProdOrderCustomField3=CustomField3
odiProdOrderCustomField4=CustomField4

5. Save the files and restart Robex.
6. The textbox should now be in the detail panel, as shown below.

The following steps will show how to add a customed text field to Operation in the detail panel.
1. Find the file roles.xml in the custom folder in the ROB-EX/Planner/custom and open it in an editor. In case the file cannot be found in the custom folder, see the section Location of the configuration file.
2. Find the part in the file where the role.pro is defined. The following role, after role.admin (search for “role.pro” from the top of the document).
3. In the role.pro section, under the FeatureContainer 

<Feature name="operationCustomField1" visible="true" enabled="true" customOptions="layoutitem:opr_custom_boolean1 multi_edit:true"></Feature>

The name ”operationCustomField1” refers to the line in the Language.properties file where the text can be specified. The customOptions layoutitem opr_custom_boolean1 indicates it is a checkbox.
4. In the Language.properties file writ the text for the projectCustomField2, as shown below ”Test operation checkbox” 

Operation
odiOperationCustomField1=Test operation checkbox
odiOperationCustomField2=CustomField2
odiOperationCustomField3=CustomField3
odiOperationCustomField4=CustomField4

5. Save the files and restart Robex.
6. The textbox should now be in the detail panel, as shown below.

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