Allow Asset Management custom forms to be edited in the Authoring Tool

Bryan_McCartney

We are currently able to create a custom field using the Hardware Asset class extension feature.  The information appears correctly in the portal.  However, it only appears in the 'extension' tab in the console.  When I attempt to customize the form, everything appears to work correctly.  The new label and list picker fields are added to the form, and the form is saved in the Authoring Tool.  When I re-open the 'saved' xml in the Authoring Tool, the customizations disappear.

damon_mulligan

1. If you modify the out-of -the box forms, there is no guarantee future updates will not interfere with your change. It is best practice to add your own "extensions" tab, or whatever you want to call it.
2. You need to open the sealed class extension in the AT, along with your unsealed form extension, so when you bind the extended class property to the new list field it selects the correct value.
3. The you can seal the form extension and import it.
Have you been following this, if not, it will help: http://kb.cireson.com/wp-content/uploads/2015/03/User-Guide-Asset-Mgt-Authoring-2015-Q1.pdf

Bryan_McCartney

Thank you, Damon.

I added a tab to the form, and it works perfectly.

Thank you for the link as well.  Very useful for reference/refresher in the future!

damon_mulligan

Do you mean that your form customization on Asset Management classes only show on the Extensions Tab and not on the AM form? Did you add the form customization to a custom tab, or to the existing form. Did you extend a relationship or property?

Bryan_McCartney

Damon,  I extended the hardware asset class in the Authoring Tool, and added a class (property) named "Computer Use."  I sealed the MP and imported it into SM.  Then, using the form browser, I created a new unsealed MP to customize the Hardware Asset form.  When I attempt to make changes to the unsealed form (ie., add a label, and a list picker to the Hardware Asset form), and save the unsealed MP, the changes do not save.  So, although the form appears correctly in portal, it only shows in the extensions tab in the console since I cannot save changes to the unsealed hardware asset form.

damon_mulligan

1. When you created the form extension, did you add your own tab and add the list picker there?
2. When you binded the list property to the form list picker, did you have the sealed MP for the class extension opened on the AT or was the unsealed class extension open? You need to make sure you close the unsealed class extension and open the sealed one before you bind the property.
3. In order for your extension to show in the console, you will have to delete the "CiresonAssetManagementPreviewFormsEnablers.mp"

Bryan_McCartney

Hi Damon.

1.  I did not add a tab.  I added the label and list picker on the General tab, under the [Hardware Asset Status] field.

2.  No.  Both of these MPs were closed.  The only open MP was the unsealed Hardware Asset Extension Form

3.  Ok...but I never get this far...

I add the Label and List Picker to the form, save the solution, close it, then re-open.  When I re-open the form, the label and list picker I added to the General tab are gone.

damon_mulligan

1. If you modify the out-of -the box forms, there is no guarantee future updates will not interfere with your change. It is best practice to add your own "extensions" tab, or whatever you want to call it.
2. You need to open the sealed class extension in the AT, along with your unsealed form extension, so when you bind the extended class property to the new list field it selects the correct value.
3. The you can seal the form extension and import it.
Have you been following this, if not, it will help: http://kb.cireson.com/wp-content/uploads/2015/03/User-Guide-Asset-Mgt-Authoring-2015-Q1.pdf

Bryan_McCartney

Thank you, Damon.

I added a tab to the form, and it works perfectly.

Thank you for the link as well.  Very useful for reference/refresher in the future!

Peter_Miklian

@damon_mulligan's link cannot be accessed anymore.

@Adam_Dzyacky (or anyone from Cireson), could you post new link to the guide? Or was it outdated and is no longer available on purpose? Thank you.

Geoff_Ross

@Peter_Miklian

I can have a dig about but its probably outdated. What are you trying to do?

Peter_Miklian

@Geoff_Ross nothing specific. I was just reading some pages about authoring and was curious what this document contains, maybe something useful :) Never mind, don't bother searching for it, thank you.