1. MaxTECH Technical Training: Building a Custom Application to Manage Queries
Paul Irving
Product Development Lead

2. BPD Zenith | UK | Canada | USA | Australia | New Zealand
Agenda
What is MaxTECH?
Roundtable Introductions
Course Objectives
Creating the Application
Showing Related Data
Creating an Automation Script
Linking an Automation Script with a Push Button
Testing the Application
Review, Questions & Answers
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3. BPD Zenith | UK | Canada | USA | Australia | New Zealand
What is MaxTECH?
The first ever dedicated Maximo Technical User Group aimed at Maximo Administrators, Developers & Technical Support staff. 
Created by Stephen Hume, Maximo Consultant at BPD Canada in MaxTECH is sponsored by BPD Zenith, supported by IBM and has a User Steering Committee (Spire Energy, Lawrence Berkeley National Labs, Wood).
The first event was held in Calgary, it was so good that we decided to present it in St. Louis, MaximoWorld, Houston, MUWG, Northern California MUG and now at the UK & Ireland MUG! 
It’s a great place for users to ask questions, share information, learn the intricacies of Maximo and take back free training to your organisation.
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4. Round Table Introductions
Name, Role, Business
What version of Maximo are you on?
Technical gripe or Funny story?
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Problem Scenario
Maximo allows users to create queries in applications that can be used on Start Centre Portlets:
These queries can only be edited by the owner of the query;
There is no central application to manage all the queries;
There is no way to clearly see where a query is being used.
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Proposed Solution
Create an application to centrally manage queries
Clearly show which Start Centres the query is used on
Allow Maximo Administrators to change the query clause
Out of Scope – Deleting queries owned by another user
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7. Create a New Application
Go to Application Designer
Insert a New Application Definition
Enter the details of your new app
The Module Name determines where in the menu your app will reside
Click Power App to create your app
TIP
When adding this application into other environments you can use migration manager to move all changes, or you can replicate the steps manually.
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8. Add Additional Columns
We want to be able to search the List Tab for Public Queries
From the Control Palette add a new Table Column
Open the Control Properties and set the value of the attribute to ISPUBLIC
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Adding Related Data
Display the Owner’s Status and Name:
Go To Database Configuration for the Query Object
In the Relationships Tab create a relationship to the MAXUSER Object called BPD_OWNER linking the OWNER attribute to the USERID attribute
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10. BPD Zenith | UK | Canada | USA | Australia | New Zealand
Adding Related Data
Adding the related attributes to the List Tab and the Details Tab:
Status – BPD_OWNER.STATUS
Display Name – BPD_OWNER.PERSON.DISPLAYNAME
Making the attributes read only:
Setting the Input Mode to READONLY ensures that the name/status of the owner can’t be altered
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11. BPD Zenith | UK | Canada | USA | Australia | New Zealand
Adding Related Data
Display the Start Centres the Query is used on:
Go To Database Configuration for the Query Object
In the Relationships Tab create a relationship to the SCTEMPLATE Object called BPD_SCTEMP linking where the CLAUSENAME is in the PRESENTATION
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Adding Related Data
Add a new table to the Main tab on your new App:
Relationship – BPD_SCTEMP
Label – Start Centres
Input Mode – Read Only
Add Table Columns for:
NAME
DESCRIPTION
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13. Creating an Automation Script
We need a script to unlock the read only fields:
CLAUSE
DESCRIPTION
ISPUBLIC
Go to Automation Scripts and Create a Script with an Action Launch Point
Remember this!
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14. Creating an Automation Script
Add Variables for:
clause
description
ispublic
Bind them to the corresponding fields on the QUERY object
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15. Creating an Automation Script
Create the Script with the code:
description_readonly = False
clause_readonly = False
ispublic_readonly = False
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16. Link the Action to the App
Open Application Designer for your app
Select Action > Add/Modify Signature Options
Add a new row with the same Option Name as your new Action
Select “This is an action that must be invoked by user in the UI”
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17. Link the Signature Option to a Button
Add a new Button Group from the Control Palette
Open the Control Properties for the button
Set the Label to Unlock
Set the Event to BPD_QUERY
Grant your user the Signature Option in Security Groups app
Sign out and back in for it to take effect
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18. Testing the Application
Go to the Query Manager Application
Open a query owned by someone else
Click [Unlock] to see if the fields become editable
UNLOCK
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Review
You have learned the following skills through this training class:
How to create a new custom application against an existing Maximo Object
How to create relationships and use those relationships to display data from related tables
How to create a table of related data in an application
How to add new signature options
How to create an action triggered automation script
How to add a pushbutton to an application to trigger an action
How to give access to the pushbutton through security
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20. BPD Zenith | UK | Canada | USA | Australia | New Zealand
Thank You!
If you have any queries about this tutorial, please feel free to contact:
Paul Irving
Product Development Lead
BPD Zenith Ltd 
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