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  • 1.  2 Default Insert Sites

    Posted 08-15-2024 18:26

    Hello all,

    Is it possible to assign a user 2 default insert sites instead of one?

    I wondered if this is possible since you can search for records in more than one site, but know that there would probably still have to be a primary site when creating a PR or Work Order.

    Told someone I would check, so throwing it out there.

    Thank you,


    #Administration
    #EndUser
    #EverythingMaximo

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    Danny Richardson
    Maximo Administrator Manager
    Technimark LLC
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  • 2.  RE: 2 Default Insert Sites

    Posted 08-16-2024 08:46

    That is interesting.  I'm curious to know too.  Can you share the purpose?

    I have a security group that gives permissions to 2 unique sites.  For some of the apps, the default query is all the active records from those 2 sites, so the user sees both sites. 

    Interested in seeing what others say.



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    glenda creech
    G-Force Consultants
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  • 3.  RE: 2 Default Insert Sites

    Posted 08-16-2024 12:14
    Edited by Danny Richardson 08-16-2024 12:16

    @glenda creech I do not personally think it is the best option, but sometimes asking a question can give ideas.  And I told the user I would ask so I wanted to follow through with asking.  

    Default search criteria is a step in the right direction, maybe even as simple as a saved query, but they were asking because they fill out PR's for 2 sites and sometimes forget to change their Default Insert Site.



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    Danny Richardson
    Maximo Administrator Manager
    Technimark LLC
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  • 4.  RE: 2 Default Insert Sites

    Posted 08-16-2024 13:46

    I have some users like that.  We are in 7.6.1.3.  The only way we had to see what our default site was set as was to go look in the profile section (which is way too many clicks if you ask my users lol). What I did was to create a portlet on their start center that showed their default site.  Then they could see quickly what it was and if they needed to change it before creating the record.  They seem to like it.  



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    glenda creech
    G-Force Consultants
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  • 5.  RE: 2 Default Insert Sites

    Posted 08-16-2024 11:54

    Hi Danny,

    There are two concepts here,  first the default insert site and the second is default search criteria. The short answer for the default insert site is that, no you cannot have two default insert sites since this is used when creating a record in Maximo and defines which site is set for the record.

    On the other concept of search criteria, you certainly can add logic to search across multiple sites.  There are a ton of different levels where you can set default search criteria and depending on how flexible you want it, it could be as simple as a default query that has the desired sites listed or as complicated as an automation script that dynamically updates the app bean query or if you really want to get specific a Java customization would allow a lot of flexibility in defining the AppBean.

    I believe in the latest releases of MAS there is a new scripting capability to define Bean classes as automation scripts and I think Steven Shull wrote about it in a post, but I can't seem to find it off hand. 



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    Jason VenHuizen
    Sharptree
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  • 6.  RE: 2 Default Insert Sites

    Posted 08-16-2024 12:16

    Thank you @Jason VenHuizen.

    Default search criteria is a step in the right direction, maybe even as simple as a saved query, but they were asking because they fill out PR's for 2 sites and sometimes forget to change their Default Insert Site.

    I was wondering if maybe there is a way to make PR's or Work Orders not autopopulate the Default Insert Site and allow the user to choose from their available sites?

    I of course would want it to be either security group or user specific, so I'm guessing Automation Script would be the best option?  Our location does not want to do any JAVA customizations because it seems to add complexity to the upgrade process from what I understand.



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    Danny Richardson
    Maximo Administrator Manager
    Technimark LLC
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  • 7.  RE: 2 Default Insert Sites

    Posted 08-16-2024 16:09

    Hi @Danny Richardson!

    As you will see in the image below, it is not possible to define more than a single default site. In reality, the default value for anything is always a single value.

    Then, you will see that below there is a check that says "Use default insert site as a Display filter".

    What this does is, when you enter an application that uses SITE, it defines the search value or it does not define it. Without defining this check, it will search all records for all sites where the user has access (in the case of the defined user, this will be BEDFORD and NASHUA).

    You can, if you want, try not defining a default insert site that will do what you are looking for, but you may have problems in Maximo and get the message "A record cannot be created unless a default insert site is defined." such as when trying to create an asset. I don't recommend it.

    Regards!



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    Martin Fabra
    ARSAT S.A. - Actively seeking employment
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