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.
A function where a "desktop folder" can be added inorder to add/view documents from the desktop/finder directly into PLM360. The folder to be added should be connected to a certain workspace, where the user can chose which workspaces should be able to "share" information.
The folder should be a direct connection through the username and password from the user, where permissions should be added depending on what role the user has.
Similar to dropbox, but with the added finess of PLM360.
I really like the ability to have sections in the Item Details tab collapsed by default. Thank you for implementing this option for me.
Similarly, I would like to have the ability to have the Owner and Change Summary section collapsed by default. I like to have the Owner and Change Summary section on Item Details, but it can clutter the page. It would be great if I can make this collapsed by default and then if you want to see the information, uncollapse it.
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.
I have beening setting up views in a workspace. Some of the views are similar and would require a lot of the same field columns and filters. Can you please introduce a clone feature for views so taht these views could be set up quicker
It would be great if we could put an order on the sequence of Picklists. I have a picklist of a range from T1-T22 and the order of the dropdowns collapses as T1,T11,T12 wherease I want the picklist to collapse as T1,T2,T3...etc. It's not an option for me to change the T numbers to T01,T02 etc as these are industry standards.