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Manual

Manual

5.11.  Configure roles

Select the category Roles.

After selection of the category Roles you can see ...

  • already created roles

  • the buttons New, Copy, Delete

    • New

      1. Click on New.

        -> The dialog box New role appears.

      2. Enter the desired role name and confirm with OK.

        -> An empty template is displayed.

    • Copy

      1. Select the role to copy.

      2. Click on Copy.

        -> The dialog box New role appears.

      3. Enter the desired role name and confirm with OK.

        -> All entries of the chosen role are copied.

      [Tip] Tip

      The most effective approach is to take a similar role as a template and then to adjust only the minimum.

    • Delete

      Select a role and click on Delete.

  • the following tabs: General, PDM, Display, Mail, Translations, Standard name, Standard name (short) and BOM name

General notes

  • Syntax notes can be found under Section 7.1.1, “Fortran Syntax ” or Section 7.1.2, “SQL Syntax ”.

  • In some input fields Fortran syntax has to be used, in some SQL syntax. The respective note is found above each point.

  • Specify variables with their table name in addition.

    Examples:

    ERPTABLE.ERP_PDM_NUMBER
    LINKTABLE.ACTIVE_STATE

  • For complex expressions use brackets. Unneeded brackets are ignored. In case of doubt, too many brackets are better than too few brackets.

  • Please remember to update the link database search index in case of relevant changes of role settings.

    PARTadmin -> Index administration -> context menu command Create link database search index.

    PARTadmin -> Index administration -> context menu command Create link database search index.

    Relevant changes are:

    • Preferred rows filter

    • Filter condition for datasets

    • Viewing condition for table rows

    • Column visibility

    • Columns to hide

    • Display condition for parts selection