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Create Thin client Link from within Thick Client Change Orders

Create Thin client Link from within Thick Client Change Orders

I often share Thin Client links of Items to others and/or store the item links in an ERP system when closing ECO's. it would be very helpful if I could generate a thin client item link from within Vault Professional Change Order without having to open the thin client.

Ideally I would like to establish a custom naming convention that grabs properties for the Link name Also.

3 Comments
ihayesjr
Community Manager

@Gene.R 

You can already create a Thin Client link for a Change Order.

Select the Change Order, in the File menu click Send -> Send Link

It will open an email with a thick and thin client link.

Gene.R
Advocate

@ihayesjr 

The Link is for Items while inside of a Change order records.

Right Click on multiple items an select send link

 

When I Close ECO's I generate thin client ITEM Links for our ERP system.

 

In the Thick Client I currently I have to leave the change order environment > perform an operand search on items > send link. Currently the only address to the is presented, I would like it to also be named as "PartNumber" Rev A.

 

In the Thin Client  it is slightly better, I still perform an operand search in the Items > carefully tick each of the boxes > share to email. I then get the name as a separate line and the address below.

I am then using a batch file to create named windows shortcuts

 

If the thin client link address was exposed in the Thick Client property set that would be sufficient too.

I am open to other workflows also.

 

Thanks

 

 

 

Gene.R
Advocate

In the previous Thin Client I used to drag and drop from an Item search result

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