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4 Kudos
cruzj

​ Default filters in a picklist

Status: Implemented
by cruzj on ‎06-05-2013 10:43 AM
We would like to be able to narrow down a linked picklist for a certain criteria.

Example: We use Product ID as a unique identifier for products. In other workflows, we will link a picklist of Product IDs to a form so that we can assign more attributes to the product. Product ID  can have a status of "Assigned," "Orderable" or "Retired." We would like to pre-filter a picklist of products to show only those that are in status "Assigned" but not "Orderable" state. There is no current client-side scripting available today.

Only possible by "chaining" workspaces. Create a new picklist when the item changes status, e.g., when a Product ID is first released, spawn record in another workspace with the narrowed-down population of "Assigned." .

Status: Implemented
4 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.

4 Kudos
cruzj

Checkboxes in form - Select All

Status: Comments Requested
by cruzj on ‎06-03-2013 04:46 PM

We would like the ability to create a series of checkboxes and Select All and deselect all with a single click.

4 Kudos

We would like the ability to establish default or role-based configuration of a user's dashboard, so that pre-selected charts are displayed upon login and we don't have to provide instructions to each and every user about how they should set up their dashboard.

 

One should also be able to configure which areas are expanded or collapsed by default on a user's dashboard page.

 

Thanks,

Michael

Status: Accepted
HI Michael, This is an interesting request. I need a little bit more details. 1. The administrator will need to set all the different views. For example if there are 10 groups, 10 setups will be require. 2. Who will determine which groups require which dashboard view for the different charts. For example if sales, you will need to activate Sales Quote, Customer, RFQ, Tasks and Projects. 3. How will you handle the scalability and maintenance. If you have 200+ users, you will need to determine each time you add a new users to know which category and what groups that belong to. 4. What if there's overlapping? Or certain individuals require additional charts, do you allow access, or the administrator will need to add the requirements. This feature request sound good, but we need to understand how to manage the roles/groups and scalability for big accounts. thanks, Trung
3 Kudos

It would make for a better user interface if you could edit individual fields by double clicking or by clicking the pencil icon the way it is set up in the grid tab.

 

When the managed items tab has a lot of fields and rows and you hit edit it can be overwelming to have all the fields compress and become available to editing?

 

Don't know if the UI or database structure would allow for that type of edit access but the users would find it easier.

 

Bob Donovan

Bigge Crane & Rigging

Status: Comments Requested
This is a good idea. We are working on improving the Managed/Linked Tab. I will add this on to the list of enhancements.
5 Kudos
Colgan

Run Script on Editing Grid

Status: Comments Requested
by Contributor Colgan on ‎02-26-2013 09:10 AM

Hi Guys,

 

We have an action script running to sort out the row order of a workspace grid. However, the script will only run when we edit the Item details. This method of sorting the grid rows is a little tedious. It would be great if the script would run by simply editing the grid.

 

Thanks

 

Saoirse

Status: Comments Requested
I'm planning for advancements on behaviors (events for scripting), this will certainly be in the list of enhancements!
2 Kudos

It would be really neat to be able to create a field in Item Details (poss elsewhere too ?) that would autofill with comments from the workflow.  For example, when taking a delivery, the user clicks on the 'Accept delivery' transition and has to submit a comment as to where the delivered item is.  If this could be a field that was configurable to use a picklist AND then write that same info to a field of the same name in Item Details, it would mean the recipient only has to enter the data once, but it is then visible in Item Details should someone else be calling up the record to see where the item is currently located.

 

I know that the info in this comments box is used in a couple of places (? in the email triggered by the workflow transition , and in the Workflow tab (which I can't seem to see on this workspace), but at the moment it is not v visible when looking at the record on a separate occasion.  

 

In fact, if you could edit the workflow comments to be separate fields rather than just one box, that would expand this idea further.  It reduces the clicks a user has to make to fill in the required info while makingit more obvious which info IS required when moving something to the next state in the workflow.

 

 

Hope that makes sense,

 

Thanks,

 

Fiona

Status: Future Consideration
Hi Fiona, We appreciate you submitting this request. We will review this request and add to our future enhancement list.
6 Kudos
DonovanJr

Scripting Access BOM & Sourcing Tab

Status: Duplicate
by Active Contributor DonovanJr on ‎12-03-2012 11:37 AM

We need access via the Server Side Sripting to both the BOM Tab & Sourcing Tab.

 

I believe there are several support threads as well as Ideastation references to this functionality but I felt we needed a clear Idea Post for this functionality.

 

Similar to the new object record item.workflowitems recently added we need to have information contained in the BOM & Sourcing tabs for use in scripting.

 

An example would be having an assembly shown on an Sakes Quote Grid and a workflow that would explode the BOM children of that assembly into the grid of an RFQ and access the default supplier to create a master RFQ for cloning quoting purposes.

 

Ideally this would be read/write access for back feed updating of costing etc.

 

Status: Duplicate

 

BOM Final implementation:

RELATED and QUANTITY are required, others are optional:
item.boms.addBOM({ RELATED: part1, QUANTITY: 1.2, CUSTOM_FIELDS: { FIELD: 'value' }, ITEM_NUMBER: 10, QUOTE: part1.sourcing[0].quote[1] })

First two arguments are required, others are optional:
item.boms.addBOM(part2, 2.3, { FIELD: 'value' }, 11, part2.sourcing[1].quote[2])

var bom = bom;

Can assign:
bom.item.ANY_CUSTOM_FIELD
bom.qty
bom.quantity - Synonym for bom.qty
bom.quote
bom.ANY_CUSTOM_FIELD

Can read:
bom.id
bom.item
bom.item.ANY_CUSTOM_FIELD
bom.itemNumber
bom.descriptor
bom.qty
bom.quantity - Synonym for bom.qty
bom.quote - See Sourcing Tab support for fields which can be read
bom.ANY_CUSTOM_FIELD

bom.remove()

NOTE: You can assign to quote, for example:
bom.quote = target.sourcing[0].quote[1];

However, you cannot change the quote through the BOM:
bom.quote.min = 10;
is not guaranteed to persist changes to the quote. To ensure that changes are persisted, change the quote via the sourcing:
target.sourcing[0].quote[1].min = 10;


Sourcing/Quote implementation:

SOURCING:

Everything but SUPPLIER is optional:
item.sourcing.addSourcing({ SUPPLIER: supplier1, SUPPLIER_PART_NUM: 'ABC-123', MANUFACTURER: 'Manufacturer Name', MANUFACTURER_PART_NUM: 'MAN-123', COMMENT: 'Comment', CUSTOM_FIELDS: { FIELD: 'value' } })

Everything but first argument is optional:
item.sourcing.addSourcing(supplier2, 'XYZ-789', 'Other Manufacturer', 'OTH-789', 'Comment', { FIELD: 'value' })

Can assign:
item.sourcing[0].supplier
item.sourcing[0].supplierPartNumber
item.sourcing[0].manufacturer
item.sourcing[0].manufacturerPartNumber
item.sourcing[0].comment
item.sourcing[0].ANY_CUSTOM_FIELD

Can read:
item.sourcing[0].supplier
item.sourcing[0].supplierPartNumber
item.sourcing[0].manufacturer
item.sourcing[0].manufacturerPartNumber
item.sourcing[0].comment
item.sourcing[0].quote
item.sourcing[0].quote.id to get quote ID
item.sourcing[0].ANY_CUSTOM_FIELD

item.sourcing[0].remove()

QUOTES:

Args are: min, max, leadTime, leadTimeType, unitCost, comment
leadTimeType can be 1, 7, 30, 365, 'Days', 'Weeks', 'Months', or 'Years':
item.sourcing[0].addQuote(100, 200, 12, 'Days', 12.34, 'Comment')

Can assign:
item.sourcing[0].quote[1].min
item.sourcing[0].quote[1].max
item.sourcing[0].quote[1].leadTime
item.sourcing[0].quote[1].leadTimeType - Can be values listed above
item.sourcing[0].quote[1].unitCost
item.sourcing[0].quote[1].comment
item.sourcing[0].quote[1].default - true or false

Can read:
item.sourcing[0].quote[1].id
item.sourcing[0].quote[1].min
item.sourcing[0].quote[1].max
item.sourcing[0].quote[1].leadTime
item.sourcing[0].quote[1].leadTimeType - Will give values above
item.sourcing[0].quote[1].unitCost
item.sourcing[0].quote[1].comment
item.sourcing[0].quote[1].default - true or false

item.sourcing[0].quote[1].remove()

 

2 Kudos

Hi,

 

Today I came up against a mystery error because I had a derived field that was supposed to be set to derive from a multi-select picklist, but the source was blank When I tried to reset it, the field I wanted would not show on the list as I now realise you can't have a derived field that could show more than one value (i.e. coming from a multi-select picklist).

 

Could you add this functionality if it is possible as that would be v useful to ensure data only has to be changed in one place, yet is consistent throughout the system ?

 

Many thanks,

 

Fiona

1 Kudo
RBocox

My dashboard - Graph display

Status: Future Consideration
by Contributor RBocox on ‎03-27-2014 11:07 AM

I am getting pretty proficient in the charting process and have several charts in my dashboard that I use every day for tracking & reporting purposes.

 

The problem I have is any minor change I make in the reports section, it deletes the chart from my dashboard and I have to once again add the chart back into my dashboard. "frustrating"

 

I recently created multiple charts and made sure that they were working properly before publishing them and had them on mty dashboard. When I simply went into the reports and changed the report from a private to public report is once again deleted it from my dashboard even though the content didn't change. This of course happens when you make any ajdustment such as change a date or chart type as well.

 

Why does it delete the chart from my dashboard? This is a very frustrating problem as I have multiple charts that now I have to re-upload into my dashboard and is an ongoing issue.

 

The system does not seem to actually be linking the reports data base to the dashboard and appears to simply be a snapshot. Refreshing the dashhboard does not update the chart as changed in the reports tab since it no longer exists in the dashboard.

 

I would like to suggest that this link to the reports and dashboard be actually linked. The title fields are the same and therefore the chart is getting the data from the same location. As you refresh the dashboard, it should identify those changes and simply udate the chart in the dashboard accordingly rather than seeing it as a brand new chart deleating the old chart and then haveing to bring in again.

 

Thank you!

 

 

Status: Future Consideration
Hi RBocox, We appreciate you taking the time to submit this request. We will review it and add to your future enhancement list. Thank you, Trung
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