Conditional user interface in Maximo for Service Providers

Answer

The conditional UI (user interface) features enable you to restrict the visibility of a field or feature based on a condition. Maximo for Service Providers implements several conditional UI features.

• In the Service Level Agreements (SP) application, the field that allows you to enable the SLA for SLA Hold is displayed only if the IBM Tivoli Service Request Manager (TSRM) for Service Providers or the IBM SmartCloud Control Desk (SCCD) Service Provider edition product is installed. The feature is available to users who installed TSRM for Service Providers versions 7.1.1, 7.1.2, 7.1.1.1, 7.1.1.2 or to users who installed SCCD Service Provider edition version 7.5 or later.
• In Maximo for Service Providers v7.5.1, conditional UI features were added to the Organizations (SP), Assets (SP), and Configuration Items (SP) applications. The conditional UI allows different on-screen help text to display, depending on the products that are installed or on the enablement of the customer synchronization feature.
• In Maximo for Service Providers v7.5.1.1, a conditional UI feature was added to the Response Plan (SP) application. The crews information that appears on the Response Plan is conditional on whether Maximo Asset Management Scheduler, version 7.5.1 is installed with Maximo for Service Providers, version 7.5.1.1.
• In Maximo for Service Providers v7.5.2, a conditional UI feature was added to the Customer Billing application. The option controls whether a user can restart the copy of a bill batch that is in progress.
• In Maximo for Service Providers v7.5.3, a conditional UI feature was added to the Customer Billing application. The option controls whether a user can reduce a billed price on a bill line by a percentage.
• In Maximo for Service Providers v7.6.1, conditional UI features were added to the Customer Agreements (SP), Response Plans (SP), Service Level Agreements (SP), and Sales Orders (SP) applications. The options control the visibility of fields, tabs, and sections in each application.
• In Maximo for Service Providers v7.6.2, conditional UI features were added to the Price Books, Customer Agreements, Customer Billing, and Work Order Tracking applications. The options control the visibility of fields, tables, and actions in each application.
• In Maximo for Service Providers v7.6.3, conditional UI features were added to the Sales Orders, Service Requests, and Work Order Tracking applications. The options control the visibility of fields, tables, and actions in each application.
• In Maximo for Service Providers v7.6.3.1, conditional UI features were added to the Sales Orders, Work Order Tracking, and Customer Agreements applications. The options control the visibility of fields and tables in each application.

Products that are installed on Tivoli's process automation engine use metadata to control the visibility and use of controls (elements of the user interface) that are used in each product's applications, based on conditions relevant to the use of the control. The metadata is stored in the APPLICATIONAUTH table in the Maximo database.

The metadata is configured for the security group that contains all users. This group's name is specified in the Group for All Users field on the Security Controls window in the Users application and the Security Groups application. Do not delete this group or remove members from it; the user interface will not work properly for a user that is not a member of this group. You can add your own configurations to this group in order to implement new conditions. Do not remove configurations supplied with the product.

For more information about conditional UI, refer to the IBM® Maximo Asset Management Developing Applications guide or search for "Conditional UI" in IBM Knowledge Center for the product.

Conditional UI features were added in Maximo for Service Providers versions 7.1.1, 7.1.2, 7.1.1.1, 7.1.1.2, 7.5, 7.5.1, 7.5.1.1, 7.5.2, 7.5.3, 7.6.1, 7.6.2, 7.6.3, 7.6.3.1.

Service Level Agreements (SP) application

Application	Option Name	Condition	Position	Description/Comments
SLA	SLAHOLD	BMXAQ1001 Tivoli Service Request Manager license key is installed.	SLA main tab	Enables SLA Hold check box

Conditional UI features were added in Maximo for Service Providers version 7.5.1. Each of the options controls which of two versions of on-screen help text is displayed.

Application	Option Name	Condition	Position	Description/Comments
Organizations (SP) (PLUSPORG)	PLUSPITUSC	BMXAQ1001 An exploiting product is installed.	Asset and CI Customer Options window	Sigoption for conditional UI when an exploiting product is installed.
Organizations (SP) (PLUSPORG)	PLUSPNOTITUSC	PLUSPNOITUSC An exploiting product is not installed.	Asset and CI Customer Options window	Sigoption for conditional UI when an exploiting product is not installed.
Organizations (SP) (PLUSPORG)	PLUSPSYNCASSETCION	PLUSPSYNCON Asset and CI customer synchronization is enabled.	Asset and CI Customer Options window	Sigoption for conditional UI when PLUSPSYNCASSETCI maxvar is 1.
Organizations (SP) (PLUSPORG)	PLUSPSYNCASSETCIOFF	PLUSPSYNCOFF Asset and CI customer synchronization is not enabled.	Asset and CI Customer Options window	Sigoption for conditional UI when PLUSPSYNCASSETCI maxvar is 0.
Assets (SP) (PLUSPASSET)	PLUSPSYNCASSETCION	PLUSPSYNCON Asset and CI customer synchronization is enabled.	Associate Customers window, from List tab	Sigoption for conditional UI when PLUSPSYNCASSETCI maxvar is 1.
Assets (SP) (PLUSPASSET)	PLUSPSYNCASSETCIOFF	PLUSPSYNCOFF Asset and CI customer synchronization is not enabled.	Associate Customers window, from List tab	Sigoption for conditional UI when PLUSPSYNCASSETCI maxvar is 0.
Configuration Items (SP) (PLUSPCI)	PLUSPSYNCASSETCION	PLUSPSYNCON Asset and CI customer synchronization is enabled.	Associate Customers window, from List tab	Sigoption for conditional UI when PLUSPSYNCASSETCI maxvar is 1.
Configuration Items (SP) (PLUSPCI)	PLUSPSYNCASSETCIOFF	PLUSPSYNCOFF Asset and CI customer synchronization is not enabled.	Associate Customers window, from List tab	Sigoption for conditional UI when PLUSPSYNCASSETCI maxvar is 0.

Conditional UI features were added in Maximo for Service Providers version 7.5.1.1. Each of the options controls which of two versions of crews information is displayed.

Application	Option Name	Condition	Position	Description/Comments
Response Plan (SP) (PLUSPRESP)	PLUSPSHACREW	BMXPLUSPASH	Response Plan tab	Sigoption for conditional UI when Maximo Asset Management Scheduler 7.5.1 is installed.
Response Plan (SP) (PLUSPRESP)	PLUSPSHORG	BMXPLUSPASH	Response Plan tab	Sigoption for conditional UI when Maximo Asset Management Scheduler 7.5.1 is installed.
Response Plan (SP) (PLUSPRESP)	PLUSPSHCREW	BMXPLUSPCSH	Response Plan tab	Sigoption for conditional UI when Maximo Asset Management Scheduler 7.5.1 is not installed.

A conditional UI feature was added in Maximo for Service Providers version 7.5.2. The option controls whether a user can restart the copy of a bill batch that is in progress. Learn more about restarting a bill batch in progress.

Application	Option Name	Condition	Position	Description/Comments
Customer Billing	PLUSPBBRESET	PLUSPBBRESET	Reset Copy in Progress action	Configure security settings to allow members of a security group to restart the copy process for a bill batch that is in progress.

A conditional UI feature was added in Maximo for Service Providers version 7.5.3. The option controls whether a user can reduce the billed price on a bill line by a percentage. Learn more about price adjustments to bill lines.

Application	Option Name	Condition	Position	Description
Customer Billing	BILLLINEADJ	Adjust Bill Line Billed Price	Bill Line Percentage Adjustment window on Billed Price Discount field.	Configure security settings to allow members of a security group to reduce bill prices by reducing bill line prices by a percentage amount.

Conditional UI features were added in Maximo for Service Providers version 7.6.1. The options control the visibility of fields, tabs, and sections in each application.

Application	Option Name	Condition	Position	Description/Comments
Customer Agreements (SP) (PLUSPAGREE)	BMXAQAGRAST	BMXAQAGRAST	Asset fields in Items table, from Scope of Work tab	Sigoption for conditional UI when an asset is selected.
Customer Agreements (SP) (PLUSPAGREE)	PLUSPPOOL	BMXAQBPPOOL	Price Schedules tab	Sigoption to display the Pool Items tab when a price schedule applies to a work order or ticket.
Customer Agreements (SP) (PLUSPAGREE)	PLUSPSLAPT	BMXAQAPSLAP	Price Schedules tab	Sigoption to display the SLA Penalty tab when a price schedule applies to a sales order.
Response Plans (SP) (PLUSPRESP)	PLUSPPOOL	BMXAQBPPOOL	Response Plans (SP) app	Sigoption to display the Pool Items tab when a response plan applies to a work order or ticket.
Service Level Agreements (SP) (SLA)	PLUSPPOOL	BMXAQBPPOOL	Service Level Agreement (SP) app	Sigoption to display the Pool Items tab when a service level agreement applies to a work order or ticket.
Sales Orders (SP) (PLUSPSO)	BMXAQBSLAP	BMXAQBSLAP	Fees and Charges table, from Sales Order tab	Sigoption for conditional UI to display the SLA Performance section.
Sales Orders (SP) (PLUSPSO)	BMXAQBSWAR	BMXAQBSWAR	Fees and Charges table, from Sales Order tab	Sigoption for conditional UI to hide the Warranty section from sales orders if CREDIT is not selected.

Conditional UI features were added in Maximo for Service Providers version 7.6.2. The options control the visibility of fields, tables, and actions in each application.

Application	Option Name	Condition	Position	Description/Comments
Price Books (PLUSPPBOOK)	BMXAQPBITTB	BMXAQPBITTB	Items table	Sigoption to display the Items table when a price book other than LABOR is selected.
Price Books (PLUSPPBOOK)	BMXAQPBLBTB	BMXAQPBLBTB	Crafts table	Sigoption to display the Crafts table when a LABOR price book is selected.
Customers (PLUSPCUST)	PLUSPAGRTP	Not applicable	More Actions menu	Sigoption to enable the Create Customer Agreement from Template action.
Customer Agreements (PLUSPAGREE)	PLUSPAGRTP	Not applicable	More Actions menu	Sigoption to enable the Create Customer Agreement from Template action.
Customer Billing (PLUSPBILL)	UPCUSTREF	Not applicable	More Actions menu	Sigoption to enable the Update Customer References action.
Work Orders (PLUSPWO)	SETBLSTATUS	Not applicable	Next Bill Line Status attribute on Billing Status section of Customer Billing tab	Sigoption to enable the Next Bill Line Status attribute.
Customer Billing (PLUSPBILL)	SETBLSTATUS	Not applicable	Next Bill Line Status attribute on Bill Batch Lines section	Sigoption to enable the Next Bill Line Status attribute.

Conditional UI features were added in Maximo for Service Providers version 7.6.3. The options control the visibility of fields, tables, and actions in each application.

Application	Option Name	Condition	Position	Description/Comments
Service Requests (PLUSPSR)	BMXAQSRWODT	BMXAQSRWODT	Customer Price Estimate status section	Sigoption to enable work order fields in the Customer Price Estimates section.
View Service Requests (PLUSPVISR)	BMXAQSRWODT	BMXAQSRWODT	Customer Price Estimate status section	Sigoption to enable work order fields in the Customer Price Estimates section.
Work Orders (PLUSPWO)	BMXAQSPLITO	BMXAQSPLITO	Split Customer Bill dialog	Sigoption to enable the original price for a work that is associated with a split bill.
Sales Orders (PLUSPSO)	BMXAQSPLIT	BMXAQSPLIT	Fees and Charges table on the main tab	Sigoption to enable the details about a split bill in the Fees and Charges section of a sales order.
Sales Orders (PLUSPSO)	BMXAQISALE	BMXAQISALE	Fees and Charges table on the main tab	Sigoption to enable item sale fields in the Fees and Charges section on a sales order.

Conditional UI features were added in Maximo for Service Providers version 7.6.3.1. The options control the visibility of fields and tables in each application.

Application	Option Name	Condition	Position	Description/Comments
Customer Agreement (PLUSPAGREE)	PLUSPAPFEE	BMXAQAPFEE	Pricing Rules tab of the Price Schedules tab.	Signature option to display the Fees and Charges tab on the Pricing Rules tab.
Sales Orders (PLUSPSO)	BMXAQSOWOS	BMXAQSOWOS	Fees and Charges table on the main tab.	Sigoption to display the Work Order Reference section on the Fees and Charges table.
Work Orders (PLUSPWO)	BMXAQWOSOS	BMXAQWOSOS	Fees and Charges table on the Fees and Charges tab, which is on the Actuals tab	Sigoption to display the Sales Order Reference section on the Fees and Charges table.
Work Orders (PLUSPWO)	PLUSPWOFEESPECIAL	BMXAQWOFEESP	Fees and Charges table on the Fees and Charges tab, which is on the Plans tab and Actuals tab.	Signature option to display CALCULATED type of fees and charges.