Product Lifecycle Management
Page tree
Skip to end of metadata
Go to start of metadata

Introduction

Since ECTR 5.2/1.1 "queries" have been removed and SmartLists shall be used. Users have to create the SmartLists themselves.

Administrators want to define SmartLists for their users and distribute them automatically.



Configuration Steps

These are examples and may need to be adjusted as required.

StepDescription
1

Define your additional SmartLists in default.txt.

customize/config/default.txt
plm.system.smartlists = @plm.system.smartlists@;MY_CHECKEDOUT_DOCS;MY_CHECKEDOUT_DOCS_WITH_MASK;NX_DOCUMENTS_WITH_MASK;SEARCH_MAT
#fixed search, no mask
plm.system.smartlist.MY_CHECKEDOUT_DOCS.name             = My checked out document
plm.system.smartlist.MY_CHECKEDOUT_DOCS.icon             = doc.search.icon
plm.system.smartlist.MY_CHECKEDOUT_DOCS.macro            = my_documents_by_status.txt

#search by status with additional mask to _additional_ search critera
plm.system.smartlist.MY_CHECKEDOUT_DOCS_WITH_MASK.name             = My checked out document (with mask)
plm.system.smartlist.MY_CHECKEDOUT_DOCS_WITH_MASK.icon             = doc.search.icon
plm.system.smartlist.MY_CHECKEDOUT_DOCS_WITH_MASK.macro            = my_documents_by_status_with_mask.txt

#search by status with additional mask to _additional_ search critera
plm.system.smartlist.NX_DOCUMENTS_WITH_MASK.name             = NX documents (with mask)
plm.system.smartlist.NX_DOCUMENTS_WITH_MASK.icon             = doc.search.icon
plm.system.smartlist.NX_DOCUMENTS_WITH_MASK.macro            = documents_by_doctype_with_mask.txt

plm.system.smartlist.SEARCH_MAT.name             = Materials
plm.system.smartlist.SEARCH_MAT.icon             = mat.search.icon
plm.system.smartlist.SEARCH_MAT.macro            = wizard/search_materials.txt
2

Create your macros:

customize/scripts/macros/my_documents_by_status.txt
searchCriteria = PARAMETER_MAP("doc_fields")
//current user - fixed
searchCriteria.USERNAME = $user
//status  - fixed
searchCriteria.STATUS = "IA;IW"
// exclude folder type "FOL"
searchCriteria.DOCUMENTTYPE = "!FOL"
//max rows - fixed
searchCriteria.MAXROWS = "100"
result = SEARCH("doc", searchCriteria)
keylist = KEYLIST_FROM_SET(result)
WRITE_RESULTLIST(keylist)
customize/scripts/macros/my_documents_by_status_with_mask.txt
searchCriteria = GET_MASK_INPUT( "SPECIAL_DOC_WITH_CLASSES", "doc.mask.title", "DOC")

//user and status are set by macro, the values provided for them provided by the mask 
//will be ignored to ensure this list can't be missused for "any" kind of searches
//to avoid confusions it es even better to use a mask here which don't have this feilds at all
//as they are fixed and defined by this macro

//current user
searchCriteria.USERNAME = $user
//parameter status is provided by system list definition
searchCriteria.STATUS = "IA;IW"

setId = SEARCH( "doc", searchCriteria )
keylist = KEYLIST_FROM_SET( setId )
REPORT(READ_DICTIONARY_TEXT( "plm.brobj.0107" ,"%1 objects found ...", "$count"))
WRITE_RESULTLIST(keylist)
customize/scripts/macros/documents_by_doctype_with_mask.txt
searchCriteria = GET_MASK_INPUT( "DOKAR_DOC_WITH_CLASSES", "doc.mask.title", "DOC")

//document types are set fixed in macro to prevent the misuse of the system list definition named "NX Documents"
searchCriteria.DOKAR = "NXD;NXM;UGM;UGD"

setId = SEARCH( "doc", searchCriteria )
keylist = KEYLIST_FROM_SET( setId )
REPORT(READ_DICTIONARY_TEXT( "plm.brobj.0107" ,"%1 objects found ...", "$count"))
WRITE_RESULTLIST(keylist)
3

Define your search masks for SPECIAL_DOC_WITH_CLASSES.

The mask SPECIAL_DOC_WITH_CLASSES was created by loading mask "STANDARD_DOC_WITH_CLASSES" in the mask editor, removing fields "user" and "status" and then "save as" SPECIAL_DOC_WITH_CLASSES:






4

Define the search mask for DOKAR_DOC_WITH_CLASSES.

The mask DOKAR_DOC_WITH_CLASSES was created by loading mask "SPECIAL_DOC_WITH_CLASSES" in the mask editor, removing the field "document type" and it's label and then "save as" DOKAR_DOC_WITH_CLASSES:


  • No labels