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maakbulut4-Participant
4-Participant
July 9, 2025
Question

How to manage action menu on organization based

  • July 9, 2025
  • 4 replies
  • 633 views

Version: Windchill 13.0

 

Use Case: I need to change the shortcut buttons in the folders based on organization. How can I manage the FolderManagement-actionModels.xml file based on organizations?


Description:

I have two organizations and I need to manage the folder shortcut buttons in each organization separately. When I modify the FolderManagement-actionModels.xml file it reflect all organizations. How can I separate the xml file organization based?

4 replies

avillanueva
23-Emerald I
avillanueva23-Emerald I
23-Emerald I
July 9, 2025

I am pretty sure what you are asking for is not possible. If you are managing multiple orgs in same instance of Windchill, there are somethings they need to agree upon. If they cannot agree, you might have to split into two separate Windchill instances.

R
RandyJones20-Turquoise
20-Turquoise
July 9, 2025

It might be possible to use a custom filter. I have one that hides if the invoked from container is a Project.:

https://community.ptc.com/t5/Windchill-Customization/Hide-Remove-customized-action-from-Project-Link-for-WTPart/m-p/927927#M98%3Fsource=search

 

WTContainerRef cr = criteria.getInvokedFromContainer();
// add in the getOrganizationName() method to get the org name
// and filter base on that
String orgName = cr.getReferencedContainer().getOrganizationName();
if (orgName.equals("Org1")) {
	status = UIValidationStatus.HIDDEN;
} else {
	status = UIValidationStatus.ENABLED;
}
    avillanueva
    23-Emerald I
    avillanueva23-Emerald I
    23-Emerald I
    July 10, 2025

    I was not thinking of extensive customization but a filter could be an easy solution since you can apply it to any action you wanted and its is configured in the xml files that @maakbulut was asking about. They would have to trace out all actions that they wanted to hide and apply that filter to all definitions.

    HelesicPetr
    22-Sapphire II
    HelesicPetr22-Sapphire II
    22-Sapphire II
    July 10, 2025

    Hi all.

    My question is if you need to just play with the ribbon menu where the actions are as shortcuts or you really need to hide the action from the menu at all. 

    If you want to just show shortcut actions in the ribbon menu based on organization, it is not possible based on organization.

     

    If you really need to hide the action from the action menu then an own custom filter is the solution.

     

    PetrH 

      M
      mmeadows-316-Pearl
      16-Pearl
      July 9, 2025

      Maybe another option is to use Standard Profiles at the organization level?
      I'm not clear if you are trying to hide a PTC action or adding your own.  If adding your own, this help center page shows you how to add your actions to the Standard Profile options.

      https://support.ptc.com/help/wnc/r12.0.2.0/en/index.html#page/Windchill_Help_Center/WCCG_UICust_GenericUICust_CustomizeRoleBasedUIFunctions.html

      Step 8 at the end of this article shows an example of controlling custom GUI actions using Profiles.

      https://www.ptc.com/en/support/article/CS211115

       

      If these are PTC's default actions, then would some of these actions work in the standard profile? (see attached picture)  You can turn them on in one organization and off in the other.  Then assign users to the profiles according to organization.

       

      Not sure if it is possible to automatically assign users to profiles.

       

      Otherwise, @RandyJones's UI validator is probably the way to go because it isn't linked to the user's assigned profiles. 

        A
        anursinghCommunity Manager
        Community Manager
        August 12, 2025

        Hi @maakbulut,

         

        I wanted to see if you got the help you needed.

        If so, please mark the appropriate reply as the Accepted Solution. It will help other members who may have the same question.
        Of course, if you have more to share on your issue, please pursue the conversation. 

         

        Thanks,
        Anurag 

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