23.3
This release includes several new features and improvements that will make it easier to find the parts you need and get the most out of our Analytics module.
With the new Part Rejected filter, you can explicitly filter for rejected parts in the AMPI part list. We have also extended the preview functionality to support previewing of pictures on the part detail page and improved the Catalog search to find parts based on Part Requirements data.
Additionally, the new Basket Design has been set as the default, and customers with an Enterprise package can now use one user to access both the Analytics module and 3YOURMIND with an SSO login.
Keep reading to learn more about these latest improvements.
Table of Contents
Part Screening & Qualification
Filter for rejected parts
In order to support explicit filtering for rejected parts, we included a Part Rejected filter into the AMPI part list. By default the filter will be active and set to false, to exclude all rejected parts from the part list.
File preview on part detail
We extended the preview functionality already existing on the part list to also support previewing of pictures on part detail. Clicking on the thumbnail of the file, will open the attached picture in a new tab.
Free placement of CAD file upload within forms
We changed the CAD file upload field to a standard property of our forms. This from now on allows free placement of the 3D file upload within the form, by adding it to the desired form step group. To include and place the property in your forms, simply select it in the list of standard properties when configuring a form via the admin panel, and choose the new display type (other) CAD file/Tech Drawing upload.
2D Technical Drawing property
We have introduced a new standard property to upload technical drawings to parts. The 2D technical drawing property can be freely placed within the form like any other property and offers a dedicated field for technical drawings, which allows extracting information from technical drawings and differentiating them from general attachments of a part. To include the new property in your forms, simply select it in the list of standard properties when configuring a form via the admin panel, and choose the new display type (other) CAD file/Tech Drawing upload. The new property is also available in the part list, offering a quick way to filter and sort the part list by the existence of technical drawings.
Digital Inventory Management
New Basket Design set as default
The new basket design will be enabled on all customer platforms by default with this release.
With this change, we are following the rollout plan communicated earlier.
Version | Relevance for Basket |
|---|---|
23.1 | Stable release of new Basket design |
23.2 | Selected cloud platforms will be switched to the new basket design |
23.3 | New basket will be set as the default. Customers may revert manually to old design if desired. |
23.4 LTS | New basket will be set as the default for LTS customers. Customers may revert manually to old design if desired. |
23.5 | Old basket design will be removed for cloud customers |
23.9 LTS | Old basket design will be removed for LTS customers |
For more information see https://3yourmind.atlassian.net/l/cp/gxtgSzam
Improved Catalog search finds parts based on Part Requirements data
We have improved the search experience by including Part Requirements data in the Catalog search. With this update, you can now easily search and find the part you need faster than ever before. We hope that this new feature will make your Catalog browsing experience more efficient and enjoyable.
Other improvements
Use Analytics automatically with your 3YOURMIND credentials
With a single sign-on (SSO) login, customers can now access Advanced Analytics in 3YOURMIND automatically to get information faster and more securely.
For customers with an Enterprise package and full access to the Analytics module, we have placed a button “Configure Analytics” in the Organization Panel that will take you directly into the Analytics module via SSO.
See Embedded Business Analytics | How to access the Analytics module
New and updated API endpoints for managing Sales Transactions
We are pleased to announce the release of new API endpoints for managing sales transactions. These endpoints are found in the Service Panel (SP) and are more powerful than the endpoints in the User Panel (UP). The updated Place Orders section in our documentation now divides the endpoints into two subsections - Place Order with User Panel API, and Place Order with Service Panel API - with steps for the second section. We have also included some additional guidance to help customers decide which API to use.
To access the API docs go to <YOUR 3YD HOST NAME>/apidocs/
“Workflow Statuses” are now called “Order Statuses” in the Admin Panel
We have renamed workflow statuses to order statuses in the admin panel to avoid confusion with production workflows in the MES. The term “Order Status” is now used consistently inside the application as well as in the admin panel
See https://3yourmind.atlassian.net/l/cp/JW9ofZ01
Bug fixes
Previewing a delivery note and not saving it resulted in a faulty dummy entry being added to the list of Order Documents. Previewing delivery notes works now as expected.
Deleting workflow steps could lead to errors in the assigned workflows. This is now fixed. Furthermore, the message texts when deleting workflow steps are now more descriptive and accurate to avoid confusion.
CSV import of parts was failing when the size property of parts was empty, this is now fixed.
Downloading all attachments from part detail page in AMPI did not download general attachments, this is now fixed.
We fixed a bug that prevented the CSV export from AMPI when specific part list filters were combined.
A bug was fixed in the size property of parts, that caused loading of the part list to fail.