What's New

This page describes recent changes in Component Request Administration.

This page discusses:

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:
  • You can add multiple input items to the New Component Request wizard.

  • The entire Source section is highlighted with a blue dotted line to indicate the drop area when clicking.

  • The Add Source command was replaced with Add Another Source in the Source section of the New Component Request wizard. Add Another Source is now at the bottom Request Details section.

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

Configuring the Component Request Filter

You can configure the menu on the component request list page. You can define new filters or change default filters as required.
Benefits: You can now configure filters.
For more information, see Component Request Page

Opening Attachments and Related Items

The Open with icon on the Attachments and Related Items tabs has changed to . The options now display the app icon with the app name.

Benefits: The Open with icon is now consistent among dashboard apps.
For more information, see Attachments Related Items

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

Creating Component Requests from Existing Component Requests

You can now create a component request from an existing component request using the Add Answer Request context command on the component request list page. You can also create a component request from the Component Request command added to the Answer Items toolbar on the Related Items tab.
Benefits: You can now create component requests from existing component requests without closing the existing component request.
For more information, see Component Request Page

Locating Component Requests from Attached Input and Answer Items

You can now locate component requests from its attached input items and answer items using 3DSearch and Relations.
When searching for the following types of input items and answer items that are attached to component requests, the component requests that they are attached to displays in 3DSearch and Relations:
  • Engineering items
  • Manufacturer Equivalent Items
  • Documents
  • Qualifications
Benefits: You can easily find component requests.
For more information, see Using 3DSearch Relations

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 using the Data Model Customization app.
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. In addition to the default source types, you can add multilevel source types using the Data Model Customization app.
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 your computer, 3DSearch, or any other app by dragging and dropping the objects into the drop zone of the Attachments field 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 as an attachment.

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 Related Items > Input Items 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.

Opening Route Management from Component Request Administration

Previously, you could start the Route Management legacy app from the Component Request Administration dashboard app. Now, you can start the Route Management dashboard app from Component Request Administration dashboard app. You can click View Route Template from the route template list page to open the route template in Route Management. You can click the route hyperlink on the component request Properties tab to open the route in Route Management.
Benefits: It is now easier to open Route Management.

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.

Icon Changes

The Delete icon changed from to and the Remove icon changed from to .
Benefits: Ensures icon consistency across dashboard apps.

User and User Group Image Enhancements

The user and user group images on the Members tab are enhanced.
  • The user's initials image displays on the tile view and the Add Member dialog box. The displays on the data grid view.
  • The user group icon displays on the tile view, data grid view, and Add Member dialog box.
  • The Request Assignee field displays for a user and the user group icon displays for the user group.
Benefits: Ensures consistency across dashboard apps.
For more information, see Members

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

Displaying Error Messages for Adding and Removing Attachments Without Access

Now, if you do not have access to add or remove a document to or from a component request an error message displays.
Benefits: Ensures consistency.
For more information, see Managing Attachments

Accessing the Route Template

You can now access the route template in the Collaboration and Approvals app from the request template. A new command, View Route Templates, allows you to access the route templates from the request template.
Benefits: You can access the route template from the request template workflow fields.
For more information, see Request Template Page

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