Hello, 1/ By default, Autodesk provides a picklist called “Users, ALL by Name” listing all the PLM users. This list can be configured to see if we want: deleted users, inactive users. It is a very good thing, but we need to have at least 2 or 3 picklists like it because in some cases, in the picklist we need to see the inactive people and in same cases we do not want to have the inactive PLM users as it pollutes the values. Example 1 When you are doing an approval process in PLM, lot of Autodesk customers have an approval matrix like it: In this matrix, we want to see the inactive users. Imagine the actions in this order: - Neil approves the object. - Neil is not part of the company, so his account is changed to “inactive” by the administrator. - When Bridget is approving the object, if the picklist is not configured to keep inactive users, Neil will be automatically removed when Briget will approve the object (script runs "on edit" to update the PLM approval matrix). If the picklist is configured to keep inactive users, we will have the same result as above and we can see that Neil and Bridget have approved the object. This reflects exactly what was done in the process and from an audit point of view for an ISO certification for example, we can provide this evidence to prove that the PLM keep a full traceability of what was done. ==> In that case, we need to use the users picklist WITH “inactive” and “deleted” users Example 2 In the PLM Classic User Interface, the tab “Actions Notifications” which was very, very useful but Autodesk has decided to remove it. So, when we have moved to the Modern User Interface, we have created a section with different fields using the picklist “Users, ALL by Name” where we select users . They will be notified during a specific transition of the workflow: In this kind of picklist, it is totally useless to see the “inactive” or “deleted” PLM users. But, as we have only one picklist “Users, ALL by Name”, we are forced to use it even if the parameters are not adapted for this usage. ==> In that case, we need to use the users picklist WITHOUT “inactive” and “deleted” users. THere are lot of cases where this kind of picklist will be useful. 2/ The tab “Actions Notifications” was very important and the fix that we have can be improved if Autodesk provides a picklist of PLM Groups (3 picklists will be good with a parameter like "contains" and a free text to filter groups we want to have in the picklist). We only have a picklist of the PLM users but if Autodesk can provide a picklist with the PLM groups it will be very useful. Like this we can send notifications to all users inside a group by selecting only the group instead of selecting all the users in the group, one by one. 3/ The picklist “Users, ALL by Name” shows users in the following format: “Last Name, First Name” and the fields: “Created By”, “Last Modified By”, “Owner” and “Additional Owners” of the section “Owner and Change Summary” shows users in the opposite format “First Name, Last Name”. Doing reports becomes difficult because of the format which is different depending on the field. If it is a user defined field (using the picklist “Users, ALL by Names”) or if it is a system field with the other format. Sylvain
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