Create the menu items - SmartPlant Foundation - IM Update 48 - Help - Hexagon

SmartPlant Foundation Help
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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

The following example shows how to create a menu item for initiating a data list for control valves. The diagram below shows the menu structure.

  1. Select File > New > Administration > Method in the Desktop Client. The New Method dialog box appears.

  2. In the Name field, type BaseInstrumentList_CV_Online.

  3. In the Description field, type Instrument list (Control Valves).

  4. In the Display As field, type Instrument List (Control Valves).

  5. In the Client API field, select GenDatasheet from the list box.

  6. In the DatasheetMode (Online/Offline) field, type Online.

  7. In the DatasheetType field, type InstrumentList.

    The DataSheet Type specified for the method must match the DataSheet Type on the data list definition.

  8. In the DatasheetDefUID field, type DLD_BaseInstrumentList_CV.

  9. In the Multi object datasheet field type True.

  10. Check the Available in Desktop client check box.

  11. Click Finish.

  12. In SmartPlant Foundation Desktop Client, right-click the new method and click Manage Access Groups. The Manage Related Items dialog box appears.

  13. In the right pane, select the ProcessViewer access group and click SPF DTC BTN LeftArrow to select the left pane.

    SHARED Tip Click Remove Selected Item remove the relationship between an access group and a definition. The access group remains in the database.

  14. Click OK to close the Manage Related Items dialog box.

  15. Click Find > Administration > Menu in the Desktop Client.

  16. Type InstrumentListOnline and click OK.

  17. Right-click InstrumentListOnline, and click New Menu Item on the shortcut menu. The New Menu Item dialog box appears.

  18. In Name field, type Instrument_CV.

  19. In Description field, type Control Valves.

  20. In Method field, select BaseInstrumentList_CV_Online.

  21. Click OK.

  22. Right-click InstrumentListOnline, and click Manage Menu Items. The Manage Related Item dialog box appears.

    SPF DTC DLG ManageRelatedItemsForm2

  23. Set the order of the new menu item in the Manage Related Item dialog box, and click OK.

  24. To open the new data list, click Data Lists > Instrument Lists Online > Control Valves in the SmartPlant Foundation Desktop Client. The online data list opens in Excel.

    SPF DTC WIN ExampleExcelDataListTemplate_Online

  25. Repeat this process for the Offline menu item.