I frequently deal with large BOMs where some part will get added somewhere in the tree and I need to go hunting through the eBOM editor to set its spare property or mark it ref only. This requires a lot of scrolling and eye strain.    It should be simple to add a text box to the plugin's eBOM editor that would allow a user to enter an item # or part of the item's name and have the visual presentation of the list automatically filter to surface the items of interest. This would vastly improve the usability of the interface.  Show More

The first thing I do when I start my computer in the morning is open the top level assembly my team is working on, click Refresh on the cBOM and update to the latest models. Sometimes I'm working on a few different large assemblies with different teams and I have to repeat this for each to get the latest data.    It would be cool if instead of having to manually trigger that update, I could "subscribe" to a list of assemblies such that on a schedule, like 5am every morning or on first login, my PC would automatically go through the process of fixing the validation errors and getting the latest CAD. That way, when I sit down at my PC at 8am, I could get rolling on design right away.    I could handle scheduling the task myself, if the capability of running some program to execute this was provided.    The best hack I could think of without official support would be an auto-clicker to open Solidworks, click refresh, click to fix validation errors.. or maybe making a solution with the API by re-implementing the validation fix process, but it would be much nicer to have an official, streamlined way of doing that programmatically.   Show More

We have created a lot of custom properties to label our items, just to find out now that these properties are only searchable via the quick search and not the advances search. This is very frustrating to find out this kind of feature does not exist. When implementing the advances search, it would consequently make sense to have a dropdown list for properties that are of the type "picklist", to directly be able to search for the picklist entry. basically like the search for categories and category attributes which works perfectly fine. Show More

I have been using SolidWorks with the Upchain plugin installed. Our team shares seats and rotates access to the licenses. When using SolidWorks without an Upchain seat, the notification pop-up indicating that you lack a seat can sometimes appear behind the main SolidWorks window. When this happens, and you perform another action in SolidWorks, the program may freeze. In such cases, you need to locate the dialog box, but the 'OK' button is unresponsive. It's a complete lockup.   I am fine with the pop-up appearing to let me know that I don't currently have a seat; however, it causes what I am working on to be locked up and requires me to force close SolidWorks, losing any work I had done over the 10 to 20 minutes.     Show More

Favorites in the BOM views so you don't have to repeatedly click thru the tree again and again to get to the same location in the tree that you're working on would reduce a HUGE pain point using both the plugin and the web client. A list of favourites would be great but even a single set of "remember this view" and "recall saved view" buttons (similar to MS and MR buttons on calculator) would save a tremendous amount of grief.  I often find myself ploughing thru the tree to the exact same location 5 or 10 times in as many minutes.   Show More

In my opinion, this is a bug in the plugin. Pasting in an item number the search box sometimes brings in a trailing space character. That whitespace character is treated as a literal part of the value being searched, such that it's looking for an impossible item number, leading to no matches until I delete the trailing space.    Please add a call to a leading/trailing whitespace strip function on the value of this textbox before using it to search.        Show More

If I pattern a component over a hole pattern with 100 instances, I end up with 100 identical lines in my cBOM view that I need to scroll past every time I need to find something farther through a BOM. We need to include hardware in many of our assemblies, so this is a frequent issue. Can these items be grouped somehow, or have an option to be grouped so the other components aren't buried in a sea of patterned items? Show More

Depending on assembly size and no of files to update, cBOM refresh time varies from 30 sec to 30 min or more. During the process user have no detailed indication on the progress.    Status bar in the plugin only shows "[Downloading] Getting File's latest information" and green bar going across the status window. It does not show which file its downloading, how many more files are yet to be downloaded, what percentage of the process is complete and/or if the process froze for any other reason.    If user can see actual percentage of progress like 60% or 70%, or if name of the file being downloaded be shown it will be helpful for users.    Also if for any reason plugin lost connection to vault or process timed out, pop up message should be displayed for user to take action and plugin should unlock SolidWorks.   Show More

Right now when you use the quick search in the CAD plugin, all revisions of the parent item appear correctly. However when you expand an older revision parent, the plugin displays the 'latest working' children, even if those 'future versions' did not exist when the parent was released. It would be much more intuitive if released item versions in the Quick Search displayed their 'As Released' child BOM tree, and only development item parents showed the 'latest working' or 'as saved' child BOM tree. Show More

Every time a user reports a bug with Upchain, the first thing support wants is to see the log files from a particular day or time period. Veteran users can go in and collect the logs themselves, but less savvy users need IT to remote in and collect the files for them. In either case, this is wasting time and delaying the solve for the support team.    A button in the add-in, potentially under the settings gear menu, to automatically collect logs from a time period and spit out a zip file the user can forward on to Upchain could speed up this process and ensure the user doesn't miss or accidentally modify the log files during their manual collection. This would be a simple automation to significantly smooth out this part of issue resolution.  Show More

Usually when I'm in the plugin and I select Copy->Replace in the cbom view, I intend to replace just the item in the active assembly with a cloned item (the alternative workflow would be to clone and then use Solidworks' Replace Component feature). I almost never want the plugin to simultaneously modify any assemblies I happen to have open in the background like it currently does. If the plugin is going to modify BOMs other than the immediately obvious and active BOM, the user should be made explicitly aware this is happening so they don't forget they have a few other assemblies open and accidentally replace a component in 10 locations when they meant to do one.    Suggested resolution: Prompt the user to choose whether they mean Replace just in the active assembly/BOM (default) or if they happen to really mean Replace in all assemblies they have open at that time - there should probably also be some indication of how many assemblies are going to be affected by this action so the user can make an informed decision.   Show More

idea,  the Project BOM filter with the selection of "Working eBOM", "Saved eBOM" and "Released eBOM" must be set to the default value of the selected Project. if the selected project is as Saved. then the filter must set automatically to "Saved eBOM"- if working on a project with effective Date. then the filter must be set to "Working eBOM". the user must have the possibility to switch between the filters.  selecting the project in the Plugin must switch the filter to the default of the project. Show More

The latest PTC Creo version that is currently supported by Upchain is version 8, but version 11 is already available and there will be a release of version 12 this year. In order to be able to use the latest program features from PTC Creo, an upgrade of the compatibility in Upchain would have to take place. In addition, the older versions of Creo are slowly falling out of support at PTC. As of now, support for version 8 will be discontinued this year or next year. To avoid problems and to be technically up to date again, please include version 12 of PTC Creo in Upchain. This would give us a few more years of support and the latest features would be available. Show More

In the Solidworks plugin, there's a dropdown at the top for selecting a project, workspace view, etc. When a user clicks in there and then clicks out, it triggers the plugin to start doing some kind of reloading of the project, which locks up the plugin for 10 seconds (sometimes more/less). This includes when the user accidentally clicks the dropdown and clicks out without changing the selection.    Suggestion: Confirm that the selection has changed before triggering the reload. If the selection doesn't change, don't lock up the plugin reloading an interface that was already loaded, just let the plugin resume as if the dropdown was never clicked.  Show More

As saved filter in SolidWorks plugin does not always download as saved CAD.   CASE: Child item (B) have development versions 1,2,3,4 & released version 5. Assembly item (A) is in development and have versions 1,2,3,4,5 created.    Assembly A1 was saved with Child B1, A2 was saved with B2 and so on.  As long as Child B is not released the as saved filter downloads correct as saved version of child. Once Child B is released as saved filter downloads only the Child B5 released version when user tries to download Assembly A1 as saved CAD.   This is wrong and need to be fixed. As saved means as saved and it should not behave differently when child items status is changed.   Note that this should be same across Upchain application (SolidWorks plugin, Webapp & Generic plugin)  Show More

Excel Plugin cannot update existing BOM's even if they are in development status. While we can upload BOM's, the components on those BOM's need to be all new. You cannot use a component that already exists in Upchain database.   It would be nice to improve the excel plugin so it can be realistically used. The current status is not useful at all.   Show More

Some items end up having ghost ebom and BOM edit locks that users cannot remove the lock. Does not show up for users plugin locked objects or webapp locked objects. Users need assistance from Upchain admins to remove the locks. This is annoying when users have items to release in fast paced environment.   So far Upchain support team was not able to reproduce the issue and requested to create enhancement request to increase the logging to find out how these locks get on items in first place.   Note that locks are not raised by crashed application or by user intentionally. Item history shows edit lock changed from PBlockXXXXXXXX to NULL. Yet item shows lock.  Show More

For error popups in the Upchain Plugin that mention file names or item numbers requiring user action, enable users to select the text. This functionality will make it easier for users to copy and paste the file names into the search bar (Upchain or SolidWorks) and take the required action. Show More

When a user tries to check in an assembly where somewhere in the tree there is at least one file that they've checked out, but which is currently suppressed, they get this error window:    It is unnecessarily difficult to figure out which files these are. The user is given the file names, but not the Item Name or the path to the file in the feature tree. What's really annoying is that the window does not allow for the text to be selected so there's no way to run a search for the file without manually transcribing the filename.    Potential improvements for this experience:  - Allow text selection and copying from this window. Or even just export the text to a new Notepad window so it can be referenced and copied from - Give the tree path, item name or something more descriptive than the meaningless filename - Offer a method to open the offending assembly file containing the suppressed file directly Show More