KB170044836: WebCenter - How to use a different Attribute View in the Project Attribute tab

Description

A WebCenter Attribute Category can have different Views (Default, Creation, Header, BOM, Viewer or Views with the name of a Task Type). When going to a Project or Document's details, the Attribute tab always shows the Default View.

This article explains how you can show a different View for certain users. 

Procedure 

WebCenter 14.1 and newer

Follow these steps to create an Attribute Category View and add it to a Menu:

1. Create a new View in the Attribute Category you use for Projects, for example: 'Limited'.
2. Add only those Attributes that you want to show to the audience to which you want to present this 'Limited' View and save the Category.
3. Open the Menu Preferences and create a new Menu (or edit an existing one).  
4. Click Project Details to edit the Project menu and either select the existing Attributes menu item, or create a new, alternative, one for a limited audience.
5. Set URL Type to Attribute Category View.

6. In the Name of View field, enter the name of the View (for example: 'Limited'). 

   

7. Save the Menu.

8. Either assign this particular Menu to the type of Users who needs to see the alternative View instead of the Default view, or set up visibility in the Menu in such a way that the right tab is visible to the right User type. For example, only show the Default View for Admins and Project Managers, show the Limited View for Normal Users.

In many cases you will want to use Groups or the User type to determine whether to show the Default View or the Limited View (or any other View). This is possible by using the options listed under Visible to. You can make two menu items in such a way that they are mutually exclusive. For example:

• Use the Default View for Administrators, Project Managers, Create Task Rights, Create User Rights but NOT Normal Users.
• Use the 'Limited' View for Normal Users.

An alternative approach would be to use Groups, for example:

• Use the Default View for Administrators and other users of a specific Group 'FullAttribute View' or just enumerate groups (using semicolons).
• Use the Limited View for all others.

Being mutually exclusive is not mandatory. You will then see two Attribute tabs. It is a good idea to give them different labels. 

Older WebCenter versions

Follow these steps to create an Attribute Category View and add it to a Menu:

1. Create a new View in the Attribute Category you use for Projects, for example: 'Limited'.
2. Add only those Attributes that you want to show to the audience to which you want to present this 'Limited' View and save the Category.
3. Open the Menu Preferences and create a new Menu (or edit an existing one).  
4. Click Project Details to edit the Project menu and either select the existing Attributes menu item, or create a new, alternative one for a limited audience.

5. In the URL input field, add: ?attrcatview=[VIEWNAME]. 

   

6. Save the Menu.

7. Either assign this particular Menu to the type of Users who needs to see the alternative View instead of the Default view, or set up visibility in the Menu in such a way that the right tab is visible to the right User type. For example, only show the Default View for Admins and Project Managers, show the Limited View for Normal Users.

Following issues have all been resolved in WebCenter 14.1 and newer: 

• Issues with Attribute View names containing special characters. Avoid using such characters in View names.
• Hyperlinks on Search Results (the Attribute button) show the wrong View.
• Problems creating two Attribute tabs. This can be done by either replacing, one of the other tabs (for example: Characteristics) or by first editing the XML (copy the menu item of Attributes, then change the position and give it another name).
• In case of two Attribute tabs, the navigation may jump to the wrong one. This can be solved with a little bit more work:
  • For URL, use: projdetailsattrs.jsp?attrcatview=Limited&menuitem3=PROJDETAILS&menusel3=PROJDETAILSATTRS_2

  • PROJDETAILSATTRS_2 can be something else. You need to look into the XML to find which name was given to your menu item (or change it). Download the XML and open it and locate the part for this menu item. It will look as shown below. The name inside the <name> tag must match the name for menusel3. 

    <menuitem>
    <position>5</position>
    <scope>
    <create_user_rights/>
    <all_users/>
    <normal_users/>
    <admin_users/>
    <create_task_type_rights/>
    <project_managers/>
    </scope>
    <roles>
    <group_name>LIMITEDVIEW</group_name>
    </roles>
    <name>PROJDETAILSATTRS_2</name>
    <labeltag>Attributes Limited</labeltag>
    <url>projdetailsattrs.jsp?attrcatview=Limited</url>
    <modified>custom</modified>
    </menuitem>