When a user receives a notification that a workflow action is available, the user clicks on the link in the email, which goes to the Actions tab, clicks on Edit on the Item Details tab, peform the requested action, clicks on Save, then go to the Workflow Actions tab, and click the arrow in the workflow so that the workflow advances. Is there a way to offer a "Save" or "Submit" button/flag (that would automatically advance) for the user so that there are fewer clicks?
Based on a value or status of a field, the ability to take an action based on changes to a field value.
Example, moving to the next step in the workflow. In the process to create a product name, the Person A asks Person B to create a name and get it approved by Legal. If Person B approves a product name, we would like the workflow to automatically advance to the next stage based on the "approved" status so that there are less clicks for the user and less chance of forgetting to advance the workflow on the Workflow Actions tab.
Product Line Code - which is the lowest level of child
Can we do a validation from a field in a Parent item details form to a child BOM?
The Pricing form has a field to display Product name and show some derived fields that are used in a pricing calculations. Can we ensure that somewhere down the chain of BOMs, that the same Product is added as a child?
The validation logic may possibly only be done on a workflow transition.
Form validations on the client side can save the user's time by pointing out errors in the form as they are entered or auto-populating values based on other values in another field.
An example is on a pricing form where there some data relationships that should not be broken and internal logic would be enabled based on values the user selects. If a user selects value 1 from picklist A, then picklist B would show a different set of values than if the user selected value 2.
When I scroll down to an item, and click on BOM tab or the attachement tab, when I go back to look for other info on that item. I have to start from the beggining of my BOM's list, very annoying. I would like it to go where I left off.
If you have over 1000 parts that need a label entered, you have to go back and look for the item. It doesn't go back where you left off. If ten parts are right next each other, I have to star from the beggingin of the BOM list and scroll down and find those parts again. When you have over 10,000 items entered in PLM, It would be nice to go back where you left off.
When I expand the item Desriptor or any other tab, it doesn't keep the expansion of the tab I expaned it to. I have to go back and expand so I can see the other information related to that item.
It is common for a BOM to have a wide variety of components/items associated in it (For Example Screws, Washers, Nuts, Hardware, Motors and sub-assemblies). Many would organize those components/items in more than one workspace within PLM360.
In order to mass create/update BOMs of a specific product practically, the import tool must allow access to add/remove 'child' items from other workspaces - Especially if PLM360 allows you to do it manually.
Having access to only the 'Parent' workspace in the import tool is impractical. This either results in poor item organization within the workspace when trying to make the import tool work OR results the user performing a tedious manual process.
Overall, I think the import tool is a great feature for BOMs; however it still needs to incorporate a multi-workspace functionality to serve its purpose practically.