© 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
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© 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.
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© 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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© 2012 Autodesk
Understanding Existing PLM Apps
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© 2012 Autodesk
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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© 2012 Autodesk
Customize application layout and user interface configuration
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© 2012 Autodesk
WS CustomerList of Feature & Functions
• Data Type
• Field Validation
• Computed Field
• Relationship (Link) – Sales Quotes
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© 2012 Autodesk
Data Type
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© 2012 Autodesk
Field Validation – Both or None
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© 2012 Autodesk
Field Validation – Integer Range
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© 2012 Autodesk
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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© 2012 Autodesk
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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© 2012 Autodesk
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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© 2012 Autodesk
Customize workflow, lifecycles, and reports
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© 2012 Autodesk
WS Sales QuoteList of Feature & Functions
• Data Type
• Section – Advanced Permission Options
• Report - Advance Print View
• Workflow
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© 2012 Autodesk
Data Type – Derived Field
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© 2012 Autodesk
Data Type – Grid Field
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© 2012 Autodesk
Section – Advance Permission Options
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© 2012 Autodesk
Report – Advance Print View
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© 2012 Autodesk
Workflow
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© 2012 Autodesk
Modify permissions for users, groups, and roles
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© 2012 Autodesk
WS Sales Quote / Item & BOMSList of Feature & Functions
• Permissions & Roles
• Lifecycles
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© 2012 Autodesk
Roles & Permissions
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© 2012 Autodesk
Lifecycles
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© 2012 Autodesk
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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© 2012 Autodesk
Connect with us!
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© 2012 Autodesk
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.