New Idea
3 Kudos
Conditional form-building in a workspace with workflow. We would like to be able to change a form layout based on a classification. Classification is the capability where we get different fields in a form for different scenarios, for example, in pricing.

The pricing attributes necessary for a product for a price list effective period can change depending on the period or type of product. The actual pricing framework and calculation can change as frequently as every month or any ad hoc period as set by the pricing team.
 
Framework impacts to forms
Ex) We work on about price list effective periods at the same time – the form would be different for a different pricing framework

Per Jared: This is not on the roadmap. The team needs to talk to he product manager responsible for classifications for the expected timeline.
The workaround is that we would use a more complex form that needs to accommodate the superset of everything that might be needed. The workaround is not ideal.
Status: Future Consideration
Currently this is not on the roadmap, we add this to our future enhancement list.
3 Kudos
Our product data and processes are very dependent on effectivity dates. We need to be able to deliver effectivity dates for data downstream for integration with other systems and reporting.

Status: Comments Requested
We already have this on our feature list.
3 Kudos

This is a possible workaround because classification is not available.

 

We would like the ability to hide and display fields in a form by user role and effective date

 

Ex)

Pricing Form needs the ability to change for different Price List effective dates and yet still be accessible and editable for about 3 periods at a time.

Effective dates only affect the configuration of the BOM view, not user roles.

3 Kudos

Currently, effective date information is limited to the BOM view. It could be useful for some users to be able to see effective dates of the item.

 

 

3 Kudos

Ability to set "Quantity" in Add Items to Bill of Materials to default to 1. We use the BOM function to create hierarchies in our data.

Is there a way to set the "Add Items to Bill of Materials" to autofill as "1" for Quantity?

 

It may not be possible since it is a required field.

3 Kudos
cruzj

Ability to use columns for form entry

Status: Accepted
by cruzj on ‎06-03-2013 04:00 PM

Today the form data elements are displayed all in one long column. We would like the ability to use more than one column to group and display the items on the form.

Status: Accepted
3 Kudos
cruzj

Automated way to advance workflow

Status: Solution Provided
by cruzj on ‎06-03-2013 03:57 PM

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?

Status: Solution Provided
Hi Cruzj, There are two potential solutions to help minimize the clicking. 1. There is a new feature on top of the Item Details Tab - drop down selection, that allows the user to directly move the transition of the workflow in the Workflow Tab without going to the Workflow Tab. 2. Second option is to write an action script and add that to the behavior - upon edit. The action script will determine based on the number of fields completed will move through the workflow. This can be a complex process to script. My suggestions is utilizing the for option. thanks, Trung
4 Kudos
Asingh5

Formatting with Reports on PLM360

Status: Comments Requested
by Contributor Asingh5 ‎03-01-2013 07:12 AM - edited ‎03-01-2013 07:33 AM

Currently when generating a report, PLM360 provides a plain excel output which is not very practical dealing with a large amount of information for over 1000 items.

 

When exporting the report to Excel, the report should be formatted similarly as the HTML version.

 

Below are some features to make reports on PLM more practical. 

 

  • Freeze Panes - Top Row
  • Filters on column headings
  • Bordering lines to show column separation
  • Colored rows

To illustrate and example of what I mean...

 

Example.png

This is how a regular excel exported report looks.        This is how it should ideally look.

 

3 Kudos
dkeeley

Grid Column Display by Permission/Role

Status: Accepted
by Mentor on ‎05-28-2013 02:04 AM

Hi,

 

Would it be possible to add functionality that displays grid columns based on permssions? I want to restrict part of the grid from some users.

 

Thanks,

 

David.

Status: Accepted
6 Kudos
Asingh5

Organize Groups/Roles Section Better

Status: Comments Requested
by Contributor Asingh5 on ‎09-13-2012 11:38 AM

Instead of having all the roles for every workspace just listed top to bottom, it should be sectioned for each workspace separately.

 

Also if the possibility of creating custom sections in the groups tab would be available, it would help organize things much better!

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