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smcvr15-Moonstone
15-Moonstone
September 27, 2024
Solved

Remove New Change Notice option from Actions menu

Hi Community,

 

I want to remove New Change Notice from the Actions menu. Users should not be able to see it. I want them to be able to create New Change Notice only from the task. How can I do this?

 

smcvr_0-1727422423272.png   

 

smcvr_1-1727422467847.png

 

HelesicPetr
HelesicPetrAnswer
22-Sapphire II
October 7, 2024

Hi @smcvr 

Learn how to use jcaDebug=1 

CS30223 - How to use "jcaDebug" for investigating

 

HelesicPetr_1-1728283142848.png

HelesicPetr_0-1728283055435.png

HelesicPetr_2-1728283401019.png

And in the tools you can find what config xml file is used for this menu

HelesicPetr_3-1728283454319.png

 

 

Don't forget, if you change the action config xml file, you need to reload it.

One option is just restart Windchill

or use a Tool function "Reload Action"

 

HelesicPetr_6-1728283564012.png

 

HelesicPetr_4-1728283498687.png

HelesicPetr_5-1728283535242.png

 

PetrH

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10 replies

avillanueva
avillanueva23-Emerald II
23-Emerald II
September 27, 2024

While not a direct solution (without customization), you can prevent them from completing one by have a business rule to require a change request:

avillanueva_0-1727438197567.png

The user would be able to see the action, open the wizard but should be preventing from saving unless its associated to a change request that does not already have a change notice attached. Its tomato TomAto but it prevents cases where people jump straight to CN and cause process issues. 

 

Since the users need ACLS to create CNs from the task, they need to be able to have rights to create the task. To remove the action, you need to modify the various actionModels.xml to remove the line

avillanueva_1-1727438693057.png

Carambola tools show there are many places

avillanueva_2-1727438728647.png

 

 

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Catalina
CatalinaCommunity Manager
Community Moderator
October 2, 2024

Hi @smcvr,


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


If so, please mark the appropriate reply as the Accepted Solution or please feel free to detail in a reply what has helped you and mark it as the Accepted Solution. It will help other members who may have the same question.
Please note that industry experts also review the replies and may eventually accept one of them as solution on your behalf.


Of course, if you have more to share on your issue, please pursue the conversation.

Thanks,

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Catalina | PTC Community Moderator
HelesicPetr
HelesicPetr22-Sapphire II
22-Sapphire II
October 2, 2024

Hi @smcvr 

Try to learn how to use a Profile and you can define that the New change notice is not shown on the context prodcut/library

HelesicPetr_0-1727874700381.png

 

Try it.

It can help you because the profile just shows/hides the "new change task"  in the action menu in the folder table and on the object action menu. Not in the users task page. 

PetrH

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smcvr15-MoonstoneAuthor
15-Moonstone
October 2, 2024

 

Hi @HelesicPetr ,

 

I tried as you said, but it prevents me from creating a change notice from within the task. I just want it to be removed from the actions menu. Is there a way to do this without changing the xml content?

 

 

smcvr_0-1727875510713.png

 

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HelesicPetr
HelesicPetr22-Sapphire II
22-Sapphire II
October 3, 2024

Hi @smcvr 

Unfortunately if the profile removes the new change notice action in the user task page , then there is no way to do so without customization.

Small customization is to change xml action configuration. This is not big deal. 

 

PS: Iam wrong. 

I have idea.

There is a preference, that force or hide the new change notice from the folders where you just set that Change Notice has to be connected(created) with change request.  

Set the preference preference "Change Notice without Change Request" to  No

HelesicPetr_0-1727942152560.png

It should solve your issue.

 

PetrH

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LG_1009615414-Alexandrite
14-Alexandrite
February 17, 2025

If you want to hide from the Folder menu option, the easiest would be to select a Role on the team context you want to hide the menu option and then unselect the action on the Configure Actions on Roles.

Other have pointed out how to use Preference.

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