To customize ViewSet actions in the GUI
1. From the Customize <name> ViewSet dialog box, click the Actions tab.
2. In the Action Group pane, select an action group to customize. An action group typically displays as a menu in the main menu bar, for example, Item or Change Package.
Action groups are organized by component and then by their objects (such as items or members).
From the Action Group Availability list, specify how the action group (menu) appears in the ViewSet. Select one of the following:
◦ Not Visible specifies that the menu (action group) is not displayed in the ViewSet and so does not appear on the menu bar. Consequently, none of the commands (actions) in the menu appear in the ViewSet. However, you can customize the ViewSet later to include the menu.
◦ Visible specifies that the menu (action group) is in the ViewSet, and appears on the menu bar. The commands (actions) for that menu must also be specified to appear (see next step).
For the menu bar to be displayed, at least one action in the action group must be configured to be visible (see next step).
If you are an administrator using the PTC RV&S Administration Client, the following additional selections are available:
◦ Not Available specifies that the menu (action group) is not in the ViewSet, and cannot be added to the ViewSet by the user. Users customizing the ViewSet do not see the action group at all. Consequently, none of the commands (actions) in the menu appear in the ViewSet.
◦ Visible, Locked specifies that the menu (action group) is in the ViewSet, and its availability cannot be customized by the user. This selection also changes the action availability of visible actions to match it (see the next step).
3. Enable the actions you want visible in the selected action group. By default, the following columns display:
◦ Action displays the actions (menu items) that display in a menu on the ViewSet.
◦ Action Availability specifies if and how the action (menu item) displays in the ViewSet. Select one of the following:
▪ Not Visible specifies that the action is not in the ViewSet and so does not display anywhere in the interface.
▪ Visible specifies that the action is in the ViewSet, and displays in the menu. The action (if desired) also displays in the shortcut menu.
▪ Visible, On Toolbar specified in addition to Visible, also displays the action on the toolbar as a button represented by the icon in the Toolbar Button column.
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Right-click the right pane of the dialog box to specify the same selection for all actions in the currently displayed action group. You can also click a node in the Action Group pane to specify the same selection for all actions in an action group (including nested action groups).
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If you are an administrator using the PTC RV&S Administration Client, the following additional selections are available:
▪ Not Available specifies that the action is not in the ViewSet, and cannot be added to the ViewSet by the user. Users customizing the ViewSet do not see the action at all.
▪ Visible, Locked specifies that the action is in the ViewSet, and its availability cannot be customized by the user.
▪ Visible, Locked, On Toolbar specifies that the action is in the ViewSet and on the toolbar, and that its availability cannot be customized by the user.
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Setting action availability causes the action group availability to change to accommodate the new setting. The effect propagates all of the way up the action tree. For example, if a parent is Not Available, and a child is made Visible, then the parent is set to Visible to accommodate the change. However, if a parent is Visible and a child is changed to Not Visible, then the parent is not modified since its current state already accommodates the setting for the child.
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◦ Toolbar Button displays the toolbar button icon that represents the action.
◦ Toolbar Group displays the name of the toolbar that the button displays on. For information on enabling toolbars, see ViewSet Toolbars.
◦ Action Accelerator displays the accelerator keystrokes that perform the action. For more information on using accelerator keys, see Quick Access Keys .
◦ Action Menu Location displays the command path for the action as it displays in the menu bar.
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You can reorder, sort, and show and hide columns in the Customize <Name> ViewSet dialog box.
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