Overview

Every part has a status. Example statuses are Draft, Submitted, Accepted, …

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A default workflow configured in the PLM is shown to the right.

Defining statuses

Statuses can be configured in the admin panel under

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For the configuration of a status, the following fields are available

Name

The display name of the status in the UI. Can be multi-language.

Description

Additional description for the status. Currently not shown in the UI.

Author can delete part

If selected the part author can delete a part with this status

Author can edit part

If selected the part author can edit a part, i.e. use the Edit button and make changes to the values of a part.

Author can see part

If selected the part author can see a part with this status in the part list or view part details of a part

Slug

Unique identifier of that status. Used in the CSV import of parts to assign a status to a part.

The fields for delete part, edit part, see part are equivalent for users with the role AM Expert or any user (everybody).

Defining status transitions

Status transitions can be configured in the admin panel under

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For the configuration of a status transition, the following fields are available

Name

The display name of the status transition in the UI. Can be multi-language.

Description

Additional description for the status transition. Shown in the confirmation pop-up before executing a transition.

Source

The source status for this transition

Destination

The target - or destination - status for this transition

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Action

Name of the action that executes the transition. This is shown on the button label on the part detail view. Has to be from the pre-defined list

Author can execute

If selected the part author can execute this status transition.

Notify part author

If selected the part author gets an e-mail notification if this transition is executed.

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