Advanced Workflow - User Essentials

Data Form – Grids: CONFIGURATION

If the user went back to the [ DOCUMENT ] grid and selects a different assigned document, then returns to the [ CONFIGURATION ] grid, it will list the registered configuration records associated to the selected assigned document. If the selected assigned document does not have any associated configuration records registered within MechWorks PDM, the [ CONFIGURATION ] grid will be empty:

Environments that manage configuration specific records usually have specific rules/standards that the users are expected to honor. For example, it may be a rule/standard that all managed configurations for a file must be made from the same material or that all managed configurations for a file can only have one variable that is different between each configuration (like the length value). Depending on these rules/standards, the EC record may or may not impact multiple configuration records for its associated documents. Depending on how the administrator has configured the environment, users may be able to define precisely which managed configuration records are directly assigned to the EC record from its [ CONFIGURATION ] grid. For example, it may be possible to assign some of the registered configuration records associated to the selected assigned document from the EC record, but not all of the registered configuration records associated to the selected assigned document. NOTE: Even if the administrator has configured the environment to allow users to precisely define which managed configurations records are assigned to an EC Data Form, the functionality will only be available if the EC Data Form is opened in Edit mode and the EC record is NOT in workflow (or optionally, depending on an administrative option, the EC record may be able to be in its first workflow state).

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