© 2012 Autodesk Have It Your Way: Customizing Apps in PLM 360 Trung Nguyen & Joseph Piggee Product...

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Have It Your Way: Customizing Apps in PLM 360

Trung Nguyen & Joseph PiggeeProduct Manager Product Specialist

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.

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

Understanding Existing PLM Apps

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

Customize application layout and user interface configuration

WS CustomerList of Feature & Functions

• Data Type

• Field Validation

• Computed Field

• Relationship (Link) – Sales Quotes

Data Type

Field Validation – Both or None

Field Validation – Integer Range

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)))

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>'

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

Relationship – Linking Workspace

• Activate the Workflow Items in Roles and Permissions

• In the Setup – create workspace relationship between source and target

Customize workflow, lifecycles, and reports

WS Sales QuoteList of Feature & Functions

• Data Type

• Section – Advanced Permission Options

• Report - Advance Print View

• Workflow

Data Type – Derived Field

Data Type – Grid Field

Section – Advance Permission Options

Report – Advance Print View

Workflow

Modify permissions for users, groups, and roles

WS Sales Quote / Item & BOMSList of Feature & Functions

• Permissions & Roles

• Lifecycles

Roles & Permissions

Lifecycles

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

Connect with us!

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• Follow us on Twitter (@AutodeskPLM360): http://twitter.com/autodeskplm360

• Subscribe to PLM TV on YouTube: http://www.youtube.com/AutodeskPLM360

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.

© 2012 Autodesk Have It Your Way: Customizing Apps in PLM 360 Trung Nguyen & Joseph Piggee Product...

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