To aide breaking down of a BOM View into lists for different purposes the custom BOM view is great. But when you have multiple functional areas looking at that information such as Procurement, Fabrication, Wharehouse etc. it would be nice to be able to filter the list to show only items in the BOM that met a specific criteria. Similar to the way Excell uses it Autofilter.
The idea would be that you have a filter row you could pick or enter the filter than apply and the currently displayed view would get filtered to show only matching items (parent items could be included if that causes issues). This functionality would be used for both Nested and Flat BOM Views.
It would be a time saver to be able to configure a custom BOM view for the Flat view, Similar to the nested view. This could possibly be implemented with a checkbox for and Applies to Nested, Flat or Both.
We have set up custom BOM field that is used to trigger spawing of tasks to perform action on the item in the BOM Row, I.E. Generate an RFQ request where the item info is copied via script to the RFQ Record. The issue is that in the nested view the quantity shown is the unit quantity not the project rolled up quantity. To get that you need to switch to the flat view get the rolled up quantity and switch back to the nested view and enter the quantity to Request for Quote.
This is just one use case, but feel that functionality would make the BOM View for useful.
Right now you can only use purge on the workspace to remove all the data in that workspace, one issue we are facing is deleted items are appearing in search and other users are finding ways of navigating to them. So basically any user error or duplicate that we deleted sits in our data forever and crops up to cause confusion.
So I am looking for a way to truly hide deleted items, their previous releases, and all the relationships they may have (project, BOM, relationships...). The two options I can think of would be purging those deleted items from the workspace or possibly creating a deleted item view permission.
Streamline the process for setting up administrator rights including better documentation regarding the Administration [SYSTEM] group and the workspace-agnostic Special Permissions (Administer Users, Setup Administration, and Share Reports). It took me a while to figure out exactly what gives users administrator rights, and I'm still not exactly sure what the pros/cons of the system-protected group is vs using those workspace permissions. It's confusing and illogical to include the administrator permissions in the workspace roles.
It would be very helpful to have following workflow features:
1) Export a workflow from one enviornment to Import to Other.
2) It would be nice to have export and import done with all dependencies like Permissions, scripts etc. if not then Import shall display messages for missing dependencies and allow import only if all dependencies are in place. Like the permissions, roles and scripts.
Also on the workflow summary there should be an option(button) for complete information where each Transistion information including Condition script, Validation Script, Action Script, all other selectable options along with Escalation setup.
This would give user to copy this information and version control/document it. Also it can be compared against other enviornment setup.
As of today it is very easy to miss a setting when you are copying your workflow from Dev to Prod.
It would be very useful if administrators had the ability to control changes to workspace design using versions. I have a scenario where I want to make some minor changes to a workspace configuration. Making these changes involved adding some fields and deleting others to both the item details and grid. I also need to make some workflow changes. As this is a love workspace I am left with one of two options;
1. Change the current workspace design. This will cause existing records to change to match the new workspace design template. Information and works law history will be lost
2. Create new workspaces to replace the old ones. This causes the two data sets two become separate. Reporting and searching will be compromised.
Looking for the ability to deliver content (Blog, Announcements, Reports etc) for users on their home page. Perhaps a section that is admin controlled and can be filled with mutliple types of content. Could fit in with the social concepts kicked around, however then it would require the Admins being able to set users to follow this content. We are facing the issue of keeping a lasting place of issue resolutions, announcements, and updates for our users inside of PLM 360. We could do it through email or in a workspace, but both lack to this would be visibility upon opening PLM 360.
byKenneberg03-26-201412:22 AM - edited 03-26-201412:23 AM
I posted a question about how to get the "Selection required" validation on a filtered pick list field. As I didn't get any suggestions this might be a feature that's missing. The original forum post is here:
This is strictly a UI type improvement. We have multiple use cases where allowing for public reports to be opened from the dashboard report section would help greatly. These could be anything from open user tasks (non-WF related) in certain workspaces or a list of open project items. Our users have repeatedly asked for that even if the information is two clicks away in the reports section. This would be benefitial when you have reports that you use to drive process rather than make decisions. Especially because the charts do not have drill down capability.