We have recently implemented Okta identity management (www.okta.com) and it has been very successful in not only helping to provision/deprovision access to our cloud apps centrally but has also helped drive adoption and usage of those apps.
Adding SAML 2.0 support to Autodesk PLM360 would be a huge boon. This would require users being able to sign in with a corporate email address which may or may not also be an Autodesk ID.
It would be very useful if administrators had the ability to control changes to workspace design using versions. I have a scenario where I want to make some minor changes to a workspace configuration. Making these changes involved adding some fields and deleting others to both the item details and grid. I also need to make some workflow changes. As this is a love workspace I am left with one of two options;
1. Change the current workspace design. This will cause existing records to change to match the new workspace design template. Information and works law history will be lost
2. Create new workspaces to replace the old ones. This causes the two data sets two become separate. Reporting and searching will be compromised.
It would be geatly benefitial if there was a way to pass a parameter automatically to a form when creating a new item via the URL? For example the following URL is currently used to go directly to the form to create a new item;
The following is a usage case for this functionality;
I'm creating a workspace to allow sales managers to submit RFCQs (Request For Customisation Quotation) to the engineering department. When the sales manager goes to create an RFCQ he does so by clicking on a shortcut that brings him directly to the form for a new RFCQ in PLM;
The sales managers are required to fill in fields on the form such as 'Customer', 'Sales Region', 'Industry Type' etc. However some of these fields (like 'Sales Region' will always be the same for each sales manager. So I want to give them a shortcut that links them a new RFCQ where the 'Sales Region' field is already filled in to match their personal requirement. Some other fields like 'Customer' should default to the largest customer for that region.
The functionality allows us to embed 'smart' hyperlinks from within other enterprise systems that open up new forms in PLM that are pre-populated with the correct information. We already use this to great effect with SAP and some other web-based applications we use.
The API is not useful in this case as we don't necessarily want to create an item - we just want to open the web form to create a new item with pre-filled information.
The 'default values' cannot be used as they will differ depending on user
The create behaviour script cannot be used as it will not pre-populate the form and will be a difficult script to maintain
We are deriving information from a workspace.Sometimes the derived information needs to be edited. We don't want to edit the workspace it is deriving from.
For example: I have a worksapce with a list of approved builders and I have another workspace with a filtered picklist that references that list of builders and imports fields as derived. However, sometimes a builder that we want to use is not in our list and we want to add it as a temporary only and not add it to our list of approved builders.
In the approved builders list if there was an option for "other" that would trigger the fields that are derived to be editable.
I feel we need a lookup function in the scripting functions
The basic Idea would be to duplicate the current function for linked picklists and leverage the benifits of derived fields and filtered picklists.
The script function would simply return a dmsid's or null and be able to search a specified workspace for records that match specified field/values. The return could be an array of the dmsid that could be utilized to then load the found dmsid for use in scripting access to that record for adding or extracting information.
Workspace A = tasks with two fields to identify that record: Project# (Linked Picklist) and Task ID, A third field Task Type, UDP of values (type a, type b etc.)
On Workspace B you have two filtered picklists based on Workspace A (you could use Pre-Filter on the Picklist to restrict by Type).
Use the values selected in the filtered picklist fields in a script lookup function that returns all matching dmsID from WS-A.
Using looping & load item you can then process those id's to add or extract info.
There have been several support forum discussions on this subject and thought it needed to be added to the Idea Station. Help this along by giving Kudos.
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 ajdustmentsuch 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.
When several tab windows are open, the tab descriptions are not present OTHER THAN when you are within the main menu and modules.
I am an administrator and frequently have several tabs open in the administration side when scripting "system configuration" & Workspace Manager and need to be able to distinguish from tab to tab. The issue is the tabs are blank and only show the PLM icon and when I bounce from one to the other, it is very difficult remembering which tab is what.