© 2012 autodesk have it your way: customizing apps in plm 360 trung nguyen & joseph piggee...
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© 2012 Autodesk
Have It Your Way: Customizing Apps in PLM 360
Trung Nguyen & Joseph PiggeeProduct Manager Product Specialist
© 2012 Autodesk
Class Summary
To have a better understanding of PLM features and functions.
Learn how to Modify, Enhance, and Implement existing Apps to better fit your business model. Taking the existing workspaces, learn how to change the fields, modify setup and enhance workflows to the next level.
© 2012 Autodesk
Learning Objectives
At the end of this class, you will be able to:
Understand Existing PLM Apps
Customize application layout and user interface configuration
Customize workflow, lifecycles, and reports
Modify permissions for users, groups and roles
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Understanding Existing PLM Apps
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Apps for Everyone
Program Management• Project Management• Project Costing• New Product Introduction• Tasks• Requirements
Engineering• Items and BOMs• Change Request• Change Orders• Material Specifications• Design Review
Supply & Procurement• Suppliers• RFQ• RFQ Projects• Warranty Recovery
Quality• Inspections• Non Conformances• Corrective / Preventative Actions• Audits• Procedures, Guidelines, & Specs• Document Change Order
Operations• Accident Reports• Calibration• Equipment Maintenance
Sales & Marketing• Customers• Sales Quotes• Marketing Assets
Service & Support• Service Request• Return Merchandise Authorization
Classification & Reference• Approval Lists• ISO9001 Sections• Material Properties• Inspection Templates• Item Categories• Calibration Providers
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Customize application layout and user interface configuration
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WS CustomerList of Feature & Functions
• Data Type
• Field Validation
• Computed Field
• Relationship (Link) – Sales Quotes
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Data Type
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Field Validation – Both or None
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Field Validation – Integer Range
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Computed Field – Simple Text Print Out
• Auto Number - to have a number sequence pre-populate with creation of new records
• ('CN'+ ' ' + 'TST' + ' ' + dbo.PAD_ZERO(6, convert(varchar,NUMBER__AUTO_INC)))
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Computed Field – Embedded Link
It is a hyperlink that allow the user to see other document or page
'<A HREF="http://www.google.com/finance?q=' + STOCK_TICKER + '"target="_blank">' + NAME + ' on Google Finance' + '</A>'
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Computed Field – iFrame
It is a iFrame – window to allow user to see another site
CASE WHEN STATE_COUNTY is null THEN '<iframe width="425" height="350" frameborder="0" scrolling="no" marginheight="0" marginwidth="0" src="http://maps.google.com/maps?f=q&source=s_q&hl=en&q=' + STREET + ',' + CITY_TOWN + ',' + COUNTRY + ';t=h&z=14&output=embed"></iframe>' ELSE '<iframe width="425" height="350" frameborder="0" scrolling="no" marginheight="0" marginwidth="0" src="http://maps.google.com/maps?f=q&source=s_q&hl=en&q=' + STREET + ',' + CITY_TOWN + ',' + STATE_COUNTY + ',' + ZIP_CODE_POSTAL_CODE + ';t=h&z=14&output=embed"></iframe>' END
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Relationship – Linking Workspace
• Activate the Workflow Items in Roles and Permissions
• In the Setup – create workspace relationship between source and target
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Customize workflow, lifecycles, and reports
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WS Sales QuoteList of Feature & Functions
• Data Type
• Section – Advanced Permission Options
• Report - Advance Print View
• Workflow
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Data Type – Derived Field
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Data Type – Grid Field
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Section – Advance Permission Options
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Report – Advance Print View
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Workflow
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Modify permissions for users, groups, and roles
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WS Sales Quote / Item & BOMSList of Feature & Functions
• Permissions & Roles
• Lifecycles
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Roles & Permissions
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Lifecycles
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PLM – Talk / Under the Hood
http://underthehood-autodesk.typepad.com/blog/
http://forums.autodesk.com/t5/Autodesk-PLM-360/PLM-Talk-technical-webinars/td-p/3580538
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Autodesk, AutoCAD* [*if/when mentioned in the pertinent material, followed by an alphabetical list of all other trademarks mentioned in the material] are registered trademarks or trademarks of Autodesk, Inc., and/or its subsidiaries and/or affiliates in the USA and/or other countries. All other brand names, product names, or trademarks belong to their respective holders. Autodesk reserves the right to alter product and services offerings, and specifications and pricing at any time without notice, and is not responsible for typographical or graphical errors that may appear in this document. © 2012 Autodesk, Inc. All rights reserved.