Search for tag: "plm"

Assign Change Order Approvers Based on Department

Learn how to configure a BPM rule that assigns change order approvers based on a value selection in the change order.

From  Kyle Topham 0 likes 0 plays

Upload Products with Smart Spreadsheets

Learn how to map data from a spreadsheet to item attributes and generate a smart spreadsheet that you can use to import item data.

From  Kyle Topham 0 likes 7 plays

Create Catalog Hierarchy Through Import

Learn how to create a catalog with a hierarchy of categories using File Based Data Import (FBDI).

From  Kyle Topham 0 likes 9 plays

Approve Individual Line Items

Learn how to access individual line items on a commercialization change order approval notification so that you can approve or reject each item individually.

From  Kyle Topham 0 likes 15 plays

Link a User Account with an Employee Account

Learn how to link a user account with roles to an employee account in order to assign a manager.

From  Kyle Topham 1 likes 9 plays

Use a Global Function to Check for a Project

Learn how to use REST web services to validate that an object in another application exists. If it does exist then you can proceed, but if not, the system will not let you continue.

From  Kyle Topham 0 likes 60 plays

Add a Type-Specific Validation

Learn how to create a validation rule that only works for change requests to ensure that the flexfield Justification is not left empty.

From  Kyle Topham 0 likes 64 plays

Create Cascading Select Lists

Learn how to create a series of lists that constrain the values of the next list in the sequence.

From  Kyle Topham 0 likes 46 plays

View Page Tabs Based on a Condition

Learn how to remove tabs from a page layout and make them appear based on a condition.

From  Kyle Topham 0 likes 53 plays

Set a Subobject Attribute Value

Learn how to use Groovy scripting in Application Composer to change the status of change order tasks.

From  Kyle Topham 0 likes 56 plays

Automate Task Creation on a Change Request

Learn how to add a Groovy script in Application Composer that creates a change task based on a condition.

From  Kyle Topham 0 likes 99 plays

Get a Subobject Attribute Value

Learn how to use Groovy scripting to access attributes in a subobject, such as tasks in a change order, and print the value of an attribute.

From  Kyle Topham 0 likes 46 plays

Get an Attribute Value from a Change Order

Learn how to access individual attributes when creating a Groovy script in Application Composer.

From  Kyle Topham 0 likes 83 plays

Set an Attribute Value on a Change Order

Learn how to write a Groovy script that will select a field value based on the user selection of another field value.

From  Kyle Topham 0 likes 171 plays

Add Flexfields to Change Orders

Learn to use the Manage Change Order and New Item Request Header Descriptive Flexfields setup task to create additional fields for change orders.

From  Kyle Topham 0 likes 114 plays

Use Application Composer

Learn the basic concepts of Application Composer and what you can do within it.

From  Kyle Topham 1 likes 236 plays