It would be really useful if the admin could set behavior for fields on clone. If i clone an item and want to carry over certain fields but not others. For example, if I have a fields for "close out comments" i would like that to ve set back to empty on the cloned item.
I need to be able to create reports detailing outstanding PLM tasks for all of my team-members. It would be greatly benefitial to be able to generate a report detailing my own and other people's outstanding work.
byAsingh505-31-201310:52 AM - edited 05-31-201310:59 AM
Currently any attachment that is uploaded on PLM360 for a specific item can be downloaded from a user if the correct permission is granted.
If it was possible for a user to only have the preview functionality in the attachment tab permissible, that would be very beneficial in regards to security. This would allow users the access to view the attachment without having the threat of intellectual property being distributed.
Below is an image of the attachments tab. If the links circled below were removed or hidden, that would provide a suitable solution were the user wouldn’t be able to download the attachment.
Also if it were possible to view a larger preview of the attachment, that would enhance the user experience.
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:
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 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.