To streamline our approval workflows, I suggest implementing a feature that allows us to export a full list of users and their roles by project into a spreadsheet. This would enable us to easily modify or remove roles for specific users as needed. Once adjustments are made, the updated data could be reimported to correct the roles. Currently, the large number of users with multiple roles across various projects is causing workflow disruptions, and this solution would help us regain control and efficiency. Show More

Introduce a new tab named “Project BOM” in the Upchain add-in, alongside the existing "Home", “Item View” and “BOM View” tabs. New Tab Addition: Add a “Project BOM” tab to the Upchain add-in interface. Functionality Enhancements: Ensure the Project BOM tab does not collapse every time an item is downloaded (open/overwrite) from the Project BOM (https://forums.autodesk.com/t5/upchain-ideas/retain-projectbom-position-when-opening-items-in-solidworks/idi-p/11720090). Include a refresh button that updates the content without collapsing the current view, preserving the user’s layout and only incorporating changes. Modify the Project dropdown in this tab to prevent switching out of the tab, allowing users to open items from different projects and assess their utility without disruption. Purpose: These enhancements aim to improve the usability and efficiency of the Project BOM tab, making it more user-friendly and functional. Show More

A SOLIDWORKS drawing generated during initial Item creation and subsequent check-ins retains the document font, PNG images, and all colors; however, when an item is released, its PDF translation loses the document font (converting to a new font), PNGs in the drawing convert into a black box, and all colors are lost. This can negatively impact my ability to communicate specifications to my suppliers, to the point that these translations are unusable. This translation automation is one of the main selling points of Upchain, but these formatting problems kill that point. I would like to suggest that in a future update, the PDF translations retain all of the font, image, and also document color formatting from the original SLDDRW file. Show More

Currently, we have the options to "Break SW attributes", "Lock External References", and "Unlock External References" in the CR workflow under "System primitive". We would like to have the "Break SW External References" option added to our workflow primitives.   This feature exists as an additional option in Solidworks, alongside Lock External References and Unlock External References in the "External References" dialog box. (https://help.solidworks.com/2024/English/SolidWorks/sldworks/t_Locking_and_Breaking_External_References.htm)   Since the other options (Lock and Unlock) are already available in Upchain workflows and GPS, the implementation for "Break all external references" should be similar.  Show More

Issue: It is possible to use the 'Replace Component' feature on a subassembly to replace it with some other component even when the parent assembly is locked by a different user.   Steps: Find or created some assembly with a few children. Ask a colleague to check it out so the Assembly gets locked by a different user. Find this assembly in the Plugin. Go to some child item and right click it. Choose Replace component. Find replacement component in the pop-up search window. Press Replace. Expected behavior: This should not be allowed as the whole assembly is checked out/locked by a different user. And not just the top level item, all the children should be locked as well. Actual behavior: Action is allowed and the subassembly is replaced with another component.   Documentation does describe how this feature should be used but this leaves room for issues as it also should not be allowed and not just described - Search and replace. Excerpt from documentation: "Ensure you have an assembly open and checked out in which you wish to insert or replace an item."   TO DO: Enforce the business logic to work as expected by adding a check if the assembly is locked by the current user. The feature needs to be improved and the documentation updated afterward. Acceptance criteria: When top level item is locked, none of its child items can be replaced using 'Replace component' feature in the Plugin. Show More

Currently, Upchain does not support iAssembly components in Inventor assemblies. I would like to propose adding support for iAssembly components in future updates. This functionality would greatly enhance the usability of Upchain for managing complex assemblies. Could you please share if this is being considered for upcoming releases? Show More

The current categorization filters lack an "Is Not in Category" option in the rejection criteria, requiring users to manually check whether an item contains a specific categorization. This process is time-consuming and error-prone, especially when managing large datasets. Adding these filters would significantly improve efficiency and accuracy. Show More

  The PDF translation of a SOLIDWORKS drawing generated during initial Item creation and subsequent check-ins retains its colour. However, when an item is released, its PDF translation retains no colours. I would like to suggest that at a future update, that color are presented in the PDFS, mainy times during a release process we use the actual model display to send to customers or outside consultants.    https://www.autodesk.com/support/technical/article/caas/sfdcarticles/sfdcarticles/PDF-translation-file-does-not-preserve-drawing-colors-after-release.html   Show More

Create a Tenant property that allows users to Check in CAD if item is in a CR and in Development State when properties drawing.create.pdf is also on.    Currently it is not possible to check in CAD when drawing.create.pdf is on and the item is in CR, even though the item is in development state.   It makes no sense to me that updating a drawing is allowed but a translation of that drawing is not allowed. My only solution at the moment is to cancel CR or give all CAD users administration privileges.   Having a tenant property or a toggle in the drawing.create.pdf setting will fix this issue.   Related to limitation: https://help.autodesk.com/view/UPCHN/ENU/?caas=caas/sfdcarticles/sfdcarticles/Operation-Blocked-These-files-cannot-be-checked-in-because-they-are-currently-part-of-a-Change-Request-message-blocks-check-in-of-item-in-Upchain.html   Show More

Currently, CAD mapping works for standard parts, but it doesn't support Content Center (CC) files in Inventor. It would be incredibly helpful if CAD mapping could be extended to include CC files, allowing the description and other attributes to be mapped correctly from these files as well. This enhancement would improve workflows and ensure consistent data mapping across all file types. Looking forward to hearing your thoughts on this! Show More

Use Case. the Tenant Admins must have the capability to set visual marking on mandatory Attributes per Item Type and Division. this would allow us to better Communicate to the user what attributes must be checked or filled when they create the item and not at the end when they try to release it in CR. the visual marking could as simple as asterix on the name or a colour of the field. this is especially important for new users and when the System is introduced to new Divisions and departments in the Company and reduces errors. Show More

Currently, Upchain does not allow lower case characters in an Item Number. It would be great if there was a Tenant property that would allow this. Show More

Often times a CR has to be canceled because of limitation on adding files or checking in CAD when items are in a CR. This causes users to have to cancel CRs. If CRs have to be recreated the process of copying many items into a CR is time consuming when a CR has many end items not within the same BOMs.   A feature that could copy the items from a canceled CR to a new CR would help. The feature would use the latest working versions of the items copied.  If Upchain would allow files to be added by non admin, we probably would not need this feature as much.  Show More

Remove Lock from an Item functions must be granted to elevated Managers in the system and not just Tenant Admins. this makes it easier for Manager to handle such issues without interferences of Tenant admins. Show More

Use Case. When clicking on a part in SolidWorks, the part is highlighted and displayed in the feature tree. In the cBom plug-in, the selected part is not selected and must be searched for by scrolling. Since the part numbers are not identical in SolidWorks and Upchain PlugIn, searching for a part is very tedious Job. having large Assemblies with big cBOM trees this is a time consuming Job and  prone to errors. currently only the Item view is changed and highlighted but not the position in the cBOM. this is needed to find in what cBOM/eBOM position the item is located and to better work on the Assembly. the same goes for. selecting in cBOM.  If a part is clicked in the cBom plug-in, it is not displayed and selected in the SolidWorks feature tree. this is needed to easier work on the Cad File and edit it in context. this feature would also help when editing multiple items in the cBOM. the user can click on the checked out item and it must be highlighted and selected in the feature tree. Show More

Currently history tab is only available in webapp. Please add history tab for item within plugin so users can access inside plugin.  Show More

Hi, During working with documents in Upchain I figure out that there is an option to add some comments at the end of approving workflow. But it seems that there is no place in Upchain compared with Items workflow where I can find this comment. Could you add this feature to your system? Best regards, Gleb Show More

Currently the where Used eBOM Tab is showing the eBOM As Saved. the where Used Project Tab the eBOM in Effective Date. this is confusing for users. Both Views must be sync. both Views must show the same results. the eBOM Tab should show the where Used Buttom Up. the Project Tab should show the Where Used Top Down.   Use Case. reducing confusion and enhancing readability.    Show More

Please add search and filter for items within the CN window.    User Case. when working with large assembly CN's. Navigating and scrolling between all Requisitioned items to find one specific item is extremely difficult and time consuming, sometimes resulting in errors and typos. A search box  or just "Strg + F" will help in finding the items more efficiently resulting in more user friendly CNs.  another possibility would be to add filter capability to the item number row. where the user can write the Item number and the CN grid would only show the filtered items.   Show More