Create a method in the Desktop Client - SmartPlant Foundation - IM Update 46 - Help - Hexagon

You can create a new method to display as a function in a feature set or as an action menu item using the Desktop Client. The following example creates a new method function, which can then be associated with a feature set:

1. In the Desktop Client, click File > New > Administration > Method, and type the name and description for the new method in the New Method dialog box, such as WFInbox or Show Users To Do List.

2. In the Client API box, select the client API that will provide the functionality for the new method, such as ShowInbox.

   The method details and boxes that appear depend on the client API selected.

3. In the Inbox title box, type the title to display, such as To Do List.

4. In the ColumnSet box, type the name of the column set to use in the window opened by this command, such as InboxColumnSet.

5. Select the Available in Desktop Client option as required.

6. Click Finish to create the new method.

• You can additionally set the Container ID if you want to associate a new method to a container, such as Core.Workflow_Admin. In this way, the same types of methods can be separated into sub-groups.

• Methods can also be set with conditions to control their availability on shortcut menus. For more information, see Configure conditions.

• You can configure the forms displayed on create methods. For more information, see Configure the form used on create methods.