Folder and lifecycle state security is a useful feature, but it can be really hard to use. For example, it's hard to find out which users have access to which folders. Likewise if a user doesn't have access, it can be hard to figure out why. If you are managing many folders, you are forced to manage them one at a time.
One possible improvement to provide a view like in the Effective Folder Permissions app, which unrolls the security settings to show a per-user view.
At my point, it miss the ability to go from the software file directly to the same file in the vault explorer.
It would be perfect to be able to right click in the navigator/explorator of the software where we are working right now to directly have the vault explorer open and the same file selected. Or, at least, visible.
You can actually open a file from vault but not the other way.
I believe Vault should allow a user somehow to be able to move files from different folders into a similar folder all at once. It would be convenient to conduct a search and be able to move all the related files into a folder of choice. Right now Vault has a restriction where you can only move files that are in the same folder. This might be a difficult request for Vault to accomplish, but I think would be well worth it. Please consider.
Please change the Auto Numbering tool so it checks the database for unused/used numbers instead of just taking the next number in the list based on the last number assigned. Even if the number hasn't been used (i.e: make components command is cancelled) the number is taken and can't be used again. This can cause problems in companies which use numbering systems based on specific situational criteria. Contact me for more information.
We have been using CO's in Vault Pro for years for engineering and couldn't do without. Now, since we have production engineers switched over to digital CO's, they are now trying to figure out how they can use this same system to manage their change requests for tooling, reworks, etc.
We proposed to them that they just use our CO form; but, we have alot of CO related properties on the general tab which means nothing to them. As well as item-related props within the CO itself.
So, what I am proposing is that there be a way to have different forms or templates for a CO based on what department is initiating it. We could have different props on the general tab as well as different props within the CO, as well as routing lists that would vary too.
We looked at a separate Vault, PLM 360, but then you are talking two different systems that you would have to search in which is not a good thing. Often the data is the same data, just re-used in different methods.
Is this a valid request? A screen shot is attached.
It would REALLLY save us a lot of time when dealing with old or contractor files if this limitation could be removed. See attached picture. If you can do this manually I dont see why it cant be done via a search select all and drag to new folder. This would save us many many hours.