R2022x FD01 (FP.2205)
Displaying Answer Item Types in Request Templates
- Now, by default, you can view all applicable answer item types from the
Has Answer Item field in the Request Template
Properties tab.
- The Has Answer Item field now displays the following
available answer item types:
- Qualification
- Manufacturer Equivalent Item
- Engineering Item
- Attachment
- Component Request
Benefits: It is now easier to identify available answer items.
For more information, see
Request Template Properties
New Component Request Wizard Enhancements
- The New Component Request wizard has been enhanced to make creating a
component request easier.
- The following enhancements have been made:
Benefits: It is now easier to create a component request.
For more information, see
Creating Component Requests
Filtering Component Requests
- You can now filter component requests using the menu on
the component request list page.
- The new filter has the following options:
- Active - lists all component requests. By default, Active is selected.
- Approved - lists the approved component requests.
- Cancelled - lists all cancelled component requests.
- Rejected - lists all rejected component requests.
- All - lists all component requests.
Benefits: You can now easily filter component requests.
For more information, see
Component Request Page
Sending 3DNotifications to Members
- A 3DNotification is now sent to users or user groups when they are added to, updated, or removed from
a user or user group.
Benefits: You now receive notifications about Member events.
For more information, see
Members
Managing Related Items
- The Related Components tab was renamed
Related Items.
- The following enhancements have also been made to the Related
Items tab:
- The Input Items and Answer Items are now vertically and horizontally aligned. If
enough space is available, the related items section is vertically aligned. If less
space is available, the related items section is horizontally aligned.
- The Source information added in the New
Component Request wizard displays in a tile and data grid view on the
Related Items tab in the Input Items section.
- You can add a new source. The Add New Source command has
been added to the Input Items toolbar.
- You can edit an existing source from the
Properties tab on the Information panel of the selected
source.
- You can delete a source from the Input Items toolbar or from the source context menu.
Benefits: It is now easier to manage related items.
For more information, see
Related Items
Navigating the Related Items Toolbar
- The Input Item and Answer Item toolbar commands have been reorganized.
- The toolbar commands are now separated by object type.
Benefits: You can now add items to the Input Item and Answer Item sections.
For more information, see
Related Items
Customizing the Data Grid View
- You can now customize the data grid view for sourcing objects throughout the
app
using the following settings:
- Column order
- Visibility
- Width
- Sort Order
- Row groupings
The customized settings persist after refreshing the app or
browser, changing the view, or logging in and out while using the same app.
Benefits: It is now easier to view sourcing objects in the data grid view.
For more information, see
Configuring the Data Grid View
Accessing the Source Information for Multiple Sources
- You can now access Source information for multiple sources.
- The Source Type attribute is added to the Source
section on the New Component Request wizard and is prefilled as configured from the
request template. The Source information attributes are populated based on the source
type configured in the request template. If the source type is not configured in the
request template, the source information section is not added to the wizard, and you
cannot add source information.
Benefits: You can now define multiple sources for component requests from various
available types.
For more information, see
Creating Component Requests
Renamed Source Change Notification Request Categories
- The Source Change Notification request category attributes are
renamed.
-
- Change Number is renamed Notification Number.
- Change Issue Date is renamed Notification Issue Date.
- Change Description is renamed Notification Description.
- Reason for Change is renamed Reason for Notification.
Benefits: The Source Change Notification request categories are now named consistently
across apps.
For more information, see
Creating Component Requests
Configuring the Source Type in Request Templates
- You can now edit the request template to configure the source type
information.
- The Source field has been added to the request template
Properties tab to capture the source information. The Request
Source type is provided by default.
Benefits: You can now define multiple sources for component requests from various
available source types.
For more information, see
Request Template Properties
Adding Attachments
- Now, any attachment connected to a component request that is in the In Draft
maturity state is considered an input item. These input items display on the
Attachments tab and the Input Items section of the
Related Items tab.
- Removed attachments remain input items, but are removed from the
Attachments tab.
Benefits: It is now easier to manage attachments.
For more information, see
Attachments
Dragging Attachments for Component Requests
- You can now add attachments from 3DSearch or another app by
dragging and dropping the objects into the Attachments drop zone
of the New Component Request wizard.
- A blue dotted line displays around the Attachments
field to indicate the drop zone. The dropped attachments are added to the source
information section of the component request.
Benefits: It is now easier to add attachments to component requests.
For more information, see
Creating Component Requests
Dragging Input Items
- You can now add input items by dragging and dropping the objects into the
drop zone of the Input Item field on the New Component
Request wizard and the Input Items section of the
Related Items tab.
- A blue dotted line displays around the Input Items area
to indicate the drop zone.
Benefits: It is now easier to add input items.
For more information, see
Creating Component Requests
Managing Input Items
Removed Source Information from Component Request Properties
- The source information has been removed from the component request
Properties tab. Now, the source information displays on the
Input Items section of the Related Items
tab.
Benefits: Redundant information has been removed.
For more information, see
Component Request Properties
Removed Source Change Notification Attributes
- The Source Change Notification attributes have been updated.
- The following attributes have been removed from the New Component
Request wizard and the component request Properties tab:
- Change Description
- Reason for Change
- Change Effective Date
- Buy Date/Last Ship Date
- Equivalent Alternate Product
Benefits: Redundant information has been removed.
For more information, see
Component Request Properties
Approving Component Requests
- You can now approve component requests that are in the Request Approval
maturity state using the Approve command from the component request context menu.
- If you have edit access, and the component request has no pending tasks, you
can approve the component request and move it to the Under Implementation maturity
state.
Benefits: You can now approve the component request.
Viewing Source Details
- You can now view the source details from the
Attachments tab.
-
The source ID now displays on the tile and thumbnail views and the Source column
added to the data grid view. If a document does not contain source information, that
document was directly added to the Attachments tab and not from a datasheet document.
If you remove a datasheet document from the Attachments tab, the corresponding source
information removes the document information.
Benefits: You can now view source details in multiple ways.
For more information, see
Attachments
Adding Component Requests as Input Items and Answer Items
- You can now add component requests as input items and answer
items.
- You can now do the following:
- Add input items and answer items as component requests.
- Add input items as component requests directly from the toolbar.
- You can configure Has Answer Items in the request template
to add component requests as an option. If selected, you can add an answer items as
a component request in the Submitted, Under Review, and Under Implementation states.
- Add Component Request from the list of options in the
Request Details step of the New Component
Request wizard. You can select a component request to be added as an
input item.
- View the input items and answer items of the component request in Relations.
Benefits: You can now add a component request as an input item and an answer
item.
Revising Request Templates
- You can now revise request templates that are in the Released or Obsolete maturity states. When you revise a request template, the new revision is created in
the In Work maturity state.
- The Revise command has been added to the request
template list page and identity card.
Benefits: You can easily revise a request template.
For more information, see
Revising Request Templates
Displaying the Component Request
- Previously, all the component categories selected in the request template
display on the component request list page. Now, only the component category selected at
component request creation displays. The component category is indexed and can be
filtered based on the selected component category.
Benefits: You can easily identify the selected component category.
For more information, see
Component Request Page
Viewing the Submitter of the Request
- You can now view the user who submitted the component request.
- The Submitted By column has been added to the component
request data grid view on the component request list page.
Benefits: You can easily identify who submitted the component request.
For more information, see
Component Request Page
Displaying All Details in the Information Panel
- You can now view the selected request template or component request details
in the
Information panel. You can perform all actions from the
Information panel.
-
Benefits: You can easily manage request templates and component requests.
For more information, see
Component Request Information
Displaying Activities in the Activity Tab
- You can now view actions performed in the
Approval Workflow as logs in the
Activity tab.
- You can view the task assignments and reassignments, task approvals or
rejections, task comments, and task completions.
Benefits: You can easily track actions performed on a component request.
For more information, see
Activity
Loading Data
- To improve performance, the component request list page now loads data in
chunks of 100 objects at a time. Each time you scroll, the next 100 objects
display.
Benefits: You can now view large data.
Viewing the Request Approval Status
- You can now view the request approval status in the tile and data grid view
on the component request list page.
Benefits: You can easily view the request approval status.
For more information, see
Component Request Page
Maturity Renamed
- Maturity State was renamed
Maturity.
Benefits: The label is now consistent across apps.
Autocomplete Field Enhancements
- Autocomplete enhancements have been made in the request template and
component request.
- The following enhancements have been made:
- The text that you enter in these fields remains until you remove it. You can click
to clear the text that is an actual value.
- The text that you enter in these fields is considered search criteria when you
click
Search. If no text is entered, all applicable objects display
when searching.
- A maximum of 500 objects are listed at one time. You can also use 3DSearch to filter and search for objects based on the search criteria.
- Three characters are required to filter suggestions, except for the workflow
fields and the request template field. Suggestions display when you click in the
workflow and the request template fields.
- When searching for request assignees, the text entered is considered the search
criteria. The text entered in all other fields is matched in the exact sequential
order.
Benefits: You can easily enter information.
Displaying All Activities
- You can now view all activities in the
Activity tab by default.
Benefits: You can easily view activities related to the component request.
For more information, see
Activity
Add Reference Documents Renamed
- The Add Reference Documents command on the
Attachments tab and the New Component
Request wizard was renamed Add
Attachments.
Benefits: The command label is now consistent across apps.
For more information, see
Activity
Component Request Policy Enhancements
- The component request policy has been enhanced.
- The following enhancements have been made to the SRC Request policy:
- Previously, if the Request Assignee was not a member of the collaborative space,
they could not modify a submitted component request. Now, the Request Assignee, who
is not a member of the collaborative space, can perform the same operations that a
Request Assignee, who is a part of the collaborative space, could perform on the
component request.
- Users who are part of the collaborative space have view access.
- The collaborative space Owner or Leader can modify the submitted component request if they are the Request Assignee and
added as leader or contributor in the Members tab.
Benefits: The policy that defines the component request is enhanced to make it easier to
manage component requests.
For more information, see
Content Lifecycles
Request Template Policy Enhancements
- Previously, a Leader
could not release a request template. Now, the content category for the SRC Request
Template has changed from Administrative Resource to Design Resource.
- The following changes have been made:
- The Leader of the collaborative space can promote the request template to the Released state.
- The Owner of the collaborative space cannot create a request template, but can change the
maturity states of the request template.
Benefits: The policy that defines the request template is enhanced to make it easier to
manage request templates.
For more information, see
Content Lifecycles
R2022x GA
New Home Page
- The Component Request Administration
home page has been updated with more options. Now, when you start Component Request Administration, you see the home page fully expanded. You can collapse the home page to show only icons or expand the home page to show activities and their icons. You can now access user assistance from the home page.
Benefits: Ensure consistency across apps.
Searching for Manufacturers Using Supply Network Management
- Previously, when creating or editing component requests, you searched for
manufacturers from 3DSearch. Now, you can search for manufacturers used in the Source section using Supply Network Management.
Benefits: You can search for manufacturers that are created in Supply Network Management.
For more information, see
Creating Component Requests
Displaying Private User Groups
- Now, private user groups can be shared to users with Viewer access. Users
with Viewer access can view private user groups on the
Members tab, use private user groups in other apps, such
as 3DSwym and 3DDashboard, but cannot modify private user groups. <<No access>>
displays as the private user group title for the context user without Viewer access.
Benefits: Provides different visibility to groups depending on users.
For more information, see
Members
Displaying Approval Workflow Actions in the Activities Tab
- You can now view actions performed in the
Approval Workflow as logs in the
Activities tab.
Benefits: You can view a log of all actions performed.
For more information, see
Activity
6WTags in
Component Requests and Request Templates
- The 6WTags
have been enhanced for component requests.
- Now, the following tag names display for component requests:
- Submitted Date-When quadrant
- Due Date-When quadrant
- Development Plan Date-When
quadrant
- Production Plan Date-When
quadrant
- Request Template-What quadrant
- Assignee-Who quadrant
- Project-Where quadrant
- Product Location-Where quadrant
- Completeness Status-How
quadrant
The following tag names display for request templates:
- Component Category-Why quadrant
- Assignee-Who quadrant
- Request Category-Why quadrant
- Requires Input Item-What
quadrant
- Requires Answer Item-How
quadrant
Benefits: Updates 6WTags
vocabulary.
Renamed Maturity State
- The last component request maturity state has been renamed from
Closed to Completed.
Benefits: Provides consistency.
For more information, see
Content Lifecycles
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