Maximo Open Forum

An action launch point would still require something like a push button to invoke. It can be done but you wouldn't really gain much over asking the user to click the Authorize Sites action. You could display an icon next to the vendor field so they wouldn't need to find the action in the select action but you're dependent on the user to click something. 

You could launch the dialog with an attribute launch point if you're on 7.6.1.X or higher but there are two problems with that. The first problem is this dialog triggers a save. As an end user, triggering an auto-save is problematic because it doesn't give me a choice on whether I want to save and it's not obvious that typing in a value will save the record. That can then throw errors because you haven't defined all the required fields for example. In addition, that will then prevent the dialog from showing after you fill in the required fields. 

The second problem is you run the risk that someone doesn't have the necessary permission to authorize sites. This will throw an error for them and prevent them from entering anything.

Maybe you could do an after-commit object launch point that looks to see if the vendor field was modified and opens. At that point, you know the user has saved the record with all required fields and the vendor was set. You still run the risk that the user doesn't have the permission but you could check that prior to trying to launch the dialog. 

Thanks Steven for your answer.

Finally, I decided that a new button in the toolbar right beside the "change status" one was sufficent for our needs. It is not perfect but saves a click or two. I asked the stakeholder if it was ok and the answer was yes! User won't search for "Authorize Sites" in the "Select action" menu if he knows where the button is in the toolbar.

Before going in production with the waranty contracts application, we will provide a guide to our users that have permissions to limit any kind of risk.

Once again Steven, thank you!

Danny