Reference Classifications From Workspace

[jbiskeyTY6JH]

Hello,

I'm setting up a workspace that auto-creates a description for a new item based on the fields associated with that item in the classification manager. This workspace will hold a number of records that would be indexed in this method: '430 - Resistor', '440 - Capacitor' such that it is easy to quickly identify each record and modify it if needed. 

Currently, I would have to manually input both '430' and 'Resistor' in the workspace and ensure that I've got the correct item code and classification with respect to what has been defined in the classification manager, which is possible. Although I'd much rather enter the item code and have the classification derived from the code, or even better yet, select the classification through the classification tree to ensure there is an error-proof reference. But I can't do this because most of my classification fields are defined as required to ensure that all fields are entered and the proper description is created. Is there anyway to reference the classifications from this reference workspace without needing to populate these fields or even just hide them? All I would need is the name of the classification and the item code associated just as a selectable read-only reference.

John Biskey

[philipfrench]

Hi John

classification is most helpful for situations where you have different attributes based on the object type (round pipe has diameter, square pipe has W and H, ...)

Forgive me if I misunderstood your issue, but it sounds like you need just a selection from a reference workspace (not classification).

Either use dependent pick-lists (so you select 400, and then it offers you the options that have a code of 400).

Or just have items in the reference workspace, so that the descriptors provide you a list like this:

400 - Resistor

401 - Resistor something else

300 - Capacitor

301 - Capacitor big

302 - Capacitor even bigger

Then a simple filtered list works well. The user presses space, and the whole list is fetched, or he types in part of the string (eg "30") and the list offers a reducing set of possibilities on each key press. That scales to thousands of entries, because the list fetch is pretty optimised.

does that help?

(editing Classification is an admin activity, whereas populating a reference workspace can be controlled by the normal workspace permissions)

[jbiskeyTY6JH]

Hello,

Yes that would work and maybe I'm misinterpreting but that would mean that I would need to create a duplicate dataset that copies the information that already exists in the Classification Manager.

In my Classification Manager under the 'Items and BOMs' section I have 'Resistor', 'Capacitor', 'Screws', 'Washers', etc. and each class always has the associated 'Prefix' field which defines the 3-digit part code prefix (in addition to other item specific fields). Knowing that the 'Prefix' field is a persistent field for every single item class, I'm just wondering if it's possible for me to pull that 'Prefix' field class information from a workspace. 

If not I can still manually enter the 'Prefix' number and 'Class Name' for each item in my auto-description workspace or create a picklist as you said as a pre-defined dropdown, although it's essentially duplicating the information that already exists in the Classification Manager. It means if a new item class was created in the Classification Manager, I would create that class and add the 'Prefix' field as well as the other item specific fields, and then in addition to this I would need to add the same prefix and class name field to a separate picklist to be accessed by a workspace.

John Biskey