Function Parameters Return Value Description
AssignmentModuleBase.after_insert(self)     Is called after all inserts are done. Used to close the module and filter in the invoker module to show the new assignment data
AssignmentModuleBase.assign_marked_records(self, applied_dfc, clicked_df) applied_dfc: Applied datafield customizing
clicked_df: The clicked DF
  The method which is called when pressing the assignment button. Invokes the creation of new assignments
AssignmentModuleBase.check_for_assignment_data(self, show_messages=True) show_messages: Whether a message box that there is no assignment data should be shown True when assignment data is available, False otherwise This method should be called in the open_module_for_parents method
AssignmentModuleBase.click_assignment_button(self)     Programatic way of clicking the assignment button. Used in regression tests
AssignmentModuleBase.get_parent_records(self)   All parent records in the module  
AssignmentModuleBase.get_source_records(self, ids=None) ids: Can be used to retrieve all source records with the given IDs List of all marked source records as mts_record Used to retrieve all relevant source records which need to be assigned
AssignmentModuleBase.get_value_from_source_or_parent(self, parent_mts_record, source_mts_record, df_python_id) parent_mts_record: The parent mts record of the assignment
source_mts_record: The source (child) mts record
df_python_id: The datafield id of the new assignment record, there needs to be a DF with the same ID in the parent or source area
The value for the given df python id  
AssignmentModuleBase.insert_into_assignment_table(self, parent_mts_record, source_mts_record) parent_mts_record: Parent mts record of the new assignment
source_mts_record: The child mts record of the new assignment
The new assignment mts record Creates and fills the new assignment record, also saves the record if possible
AssignmentModuleBase.on_load(self)     Filters and resets all checkboxes so nothing is checked when the module is opened
AssignmentModuleBase.reset_dummy_record_checkbox(self)     Resets all checkboxes


Function Parameters Return Value Description
AssignmentModuleBase.assign_children_to_parent(cls, children_ids, parent_id, **kwargs) children_ids: The ID of the child record to assign
parent_id: The ID of the parent record
kwargs: Special properties needed for some assingments, defined in the child classes
  A static method to assign children records to a parent
AssignmentModuleBase.open_module_for_parents(cls, parents=None, show_messages=False, **kwargs) parents: The parent ids for which the module is opened

show_messages: Whether error messages should be shown
kwargs: Special parameters used in some assignment modules
The module or None if there is no assignment data available Needed in every assignment module, is e.g. also used for the static assignment method


Function Parameters Return Value Description
AssignmentModuleBase.get_all_dfs_from_area(mts_record) mts_record: mts record Returns a list of all df python ids in the record  
AssignmentModuleBase.is_assigned(parent_id, child_id) parent_id: ID of the parent record
child_id: ID of the child record
True or False  


Property Getter Setter Description
AssignmentModuleBase.assignment_button_da_id checked unchecked The data area python ID where the assignment button is located
AssignmentModuleBase.assignment_data_area checked unchecked The data area python ID of the data area where the new assignment record is inserted
AssignmentModuleBase.button_df_id checked unchecked The button data field ID of the assignment button
AssignmentModuleBase.checkbox_python_id checked unchecked The python ID of the checkbox to mark source records
AssignmentModuleBase.id_field_py_id checked unchecked The datafield python ID with which source records can be identified
AssignmentModuleBase.no_data_available_message_id checked unchecked The message ID which is displayed when
AssignmentModuleBase.parent_data_areas checked unchecked List of data areas where the data area python id starts with "parent"
AssignmentModuleBase.source_data_areas checked unchecked List of data areas where the data area python id starts with "source"



Property Getter Setter Description
RadiobuttonAssignmentModuleBase.checkbox_python_id checked unchecked Datafield python id of the radio button



Function Parameters Return Value Description
StakeholderAssignmentModuleBase.stakeholder_exists(member_id=None) member_id: Member ID of the stakeholder True or False Check if a stakeholder record exists, needed for some assignments

Writing your own assignment module

Module customizing

For the assignment module base class to work, there are some requirements. There have to be at least three areas:
  • parent area: in this area the parent record(s) should be filtered e.g. in the PortfolioWatchlistAssignmentModule the portfolio is the parent
  • source area: the area where all the child records are displayed in case of the PortfolioWatchlistAssignmentModule all projects that are assigned to the current portfolio
  • assignment area: in this area new assignment records are created, the value of each data field is filled by looking for a matching datafield with the same python id in the parent or in the source area. If no matching python id is found the field will be ignored. The values can also be filled using a default value in the customizing of the data field.


In this example the assignment area looks like this:


  • The project id and portfolio id are filled by looking up the values in the source and parent areas
    • In the source area there is a datafield with python id pr_id
    • The portfolio id on the other hand is not in the source area and thus will be filled from the parent area, which contains a datafield with the python id portfolio_id
  • Because the records are inserted on mts level we can also use default values, in this example the watchlist that is edited is always from the currently logged in user, so we can use @1 as default value for the user_id

Necessary methods

To create your own assignment module there are some methods that needs to be implemented:

  • open_module_for_parents: This method opens the assignment module and should also do some checks:
    • Check that there is assignment data available using check_for_assignment_data
    • Make sure that all other criterias are met to make an assignment e.g. that a stakeholder record exists
    • If a check fails None should be returned and if the show_messages parameter is set it should also give a proper error message
  • is_assigned: This method is necessary to check if a assignment already exists and needs to be implemented for each assignment individually
  • id_field_py_id: This property should return the data field python id of the ID field by which a source record can be unambiguously identified, in the example bellow this is the project id
  • make sure that the other properties match your customizing names and requirements

more Example implementation from the PortfolioWatchlistAssignmentModule :

class PortfolioWatchlistAssignmentModule(AssignmentModuleBase):
    def no_data_available_message_id(self):
        return '1195'

    def open_module_for_parents(cls, parents=None, show_messages=True, **kwargs):
        if parents and not isinstance(parents, list):
            parents = [parents]

        mod_obj = ppms.get_target_module()
        target = get_global_setting_value('edit_portfolio_watchlist', 'alpha120')
        with ppms.echo_disabled():
            target_mod_obj = mod_obj.open_module(target)
            target_mod_obj.set_current_L_var(16, parents)
            if not target_mod_obj.check_for_assignment_data(show_messages=show_messages):
                return None
        return target_mod_obj

    def id_field_py_id(self):
        return 'pr_id'

    def is_assigned(parent_id, child_id):
        user = ppms.uvar_get('@1')
        assignment_record = ppms.search_record(534, [child_id, parent_id, user], ['uuid'])
        return bool(assignment_record)

Implementation for using marked records and working with radio buttons

Radio Buttons

There is no native radio button type in planta, so we need to implement a value range which ensures that only one record is selected at a time. To create a radio button in your table the following steps are required:
  • Create a normal yes/no type virtual dataitem
  • Implement a value range which unchecks all other mts records in the processInput

more Here is an example value range from the standard implementation:

def di065272_chosen_for_assignment_radio_checkInput(di, oldvalue):
    """This value range simulates a radio button."""
    records = di.get_dfs()[0].get_record().get_da().get_records()
    for record in records:
        if record.chosen_for_assignment_radio.get_raw_value():
    return di.get_value()

di065272_chosen_for_assignment_radio_checkInput.deps = ("",)

Marked records

In the standard implementation there are no assignment modules left which are using marked records for selection. If your still required to implement such a module you have to overwrite the get_source_records method. The method should return an iterable of all mts records which are marked in the source area.
The method has a optional parameter ids. If you want to use the static method for assigning records, you have to make sure that all source records with ids within the ids list are also returned. The key field for the comparision is defined in the property id_field_py_id.
Topic attachments
I Attachment Action Size Date Who Comment
pngpng assignmentarea.png manage 15.3 K 2019-04-17 - 11:07 UnknownUser  
pngpng modulcustomizing.png manage 6.9 K 2019-04-16 - 16:57 UnknownUser  

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