I'd like the ability to run a script by pushing abutton in the workspace item and not have to rely upon a state transition to do so. There are times where I want to create an item but use data from an existing item (the one I'm in at that time) and then link them together via the relationships tab. I want to do this without a state change (because state change would not be needed to simply link to items). I realize I can change behaviors to run a script upon creation that could do much of the same. It just makes sense to NOT to have to navigate away from where I'm at and then remeber what I want to link to. I'm all about automation.
I've run into a problem where I created a "Basic Workspace with workflow" but did not immediately define any workflow. I'm now 100 records into using the workspace and ready to define a workflow. But I've learned that any workflow I add will only apply to new records, not be retroactive to pre-workflow ones. This is counterintuitive as changes to workflows immediately apply to all records regardless of when they were created. I consider "adding" a workflow to be a "change" and should also apply to all records. Now I have some records with workflow and some without... in the same workspace.
My suggestion is that when a “Basic Workspace with workflow” is created it is pre-populated with at least one default state. This will make it clear when creating records that the workspace is intended to have a workflow and to make it possible to fully define the workflow later on.
Currently the tool is not offering the possibility to automatically perform an action on a specific time.
In our product launch management, we need to have an e-mail sent on the release of the product but we don't want to manually do it or change a workflow to a status which will then trigger the e-mail notification.
We will also need the tool, based on a calculated dates to kick of some workflows and this is not something we can actually do in PLM360.
Is Time based actions something that PLM360 will offer soon? This is a major concern for the implementation of PLM360 within our processes and could prevent some parts of our process to be moved over.
Based on our current usage of PLM360, the overall time management should be something more explored in next updates of the product
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.
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?
Where a Workspace requires different pieces of data to be entered at different states in the workflow , it would be good to guide the user through the specific information they are required to add by defining fields (or sections) of the item details that correspond to specific workflow states. In addition, it would be good to allow users who can change the workflow state to do this directly from the item details tab.
A good example of this is a Request for Information (RFI) workflow where one party wants to ask a question of another party and get a response.
For the given workflow below
When a user is creating the RFI, they are given a response field, which is irrelevant at this stage.
Once created. The recipient has to edit the RFI to add their response to the item details.
User then needs to update the Workflow state to say they have added a response.
Instead, it would be useful to give the user buttons to select the workflow state they want to move to based on the available states
If selecting "Reply to RFI", the user would then be taken to an edit details page just allowing the fields associated to the "RFI Reply Sent" state to be edited. This would drive user to follow the workflow required.