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Under The Hood
Vault and Productstream Blog

Brian Schanen joined Autodesk in 2005 as a Product Designer and currently is a Customer Success Engineer for Autodesk’s Data Management products. Brian has taught at Autodesk University numerous times and has authored white papers on Vault and Productstream. He works with customers to implement a complete digital prototyping solution specializing in Autodesk Inventor, Autodesk Vault and Productstream. Brian lives near Detroit, Michigan.

 

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Under the Hood - Autodesk Vault and Productstream Blog       
PLM 360 Video Spotlight - Customizing the Default Applications
4/4/2012 5:28:58 PM Click for blog article
This week’s video spotlight on PLM 360 covers how to tailor existing applications in your site to your company’s needs. All sites are created with a set of default Apps (Workspaces) that you have the freedom to modify. Topics covered in this video include Workspace cloning, field editing, and adding tabs through permissions and roles. Enjoy!http://wikihelp.autodesk.com/PLM_360/enu/community/Videos/Customizing_the_Default_Applications-Brian Schanen
PLM 360 Tip of the Week - Grid Grouping Options
3/30/2012 6:06:03 PM Click for blog article
This week’s PLM 360 handy tip involves the Grid tab. Now, the grid tab is very useful for adding fields onto columns, and providing unlimited rows for you to add data to cells. Field types can vary from single line text to dropdown Picklists to integer and money fields. Taking it to the next step, we can create a field with a calculated value, as seen in the image below. This is an example of a field ‘Sub Total that is a calculated field, representing Qty * Price.The result is a sub total column, and within the field edit window, you can add up all field values by selecting Sum from the Aggregation Type, and give it a title of ‘Total’. The results are in the image below, with the grand total at the bottom of the Sub Total column.Fun, eh? Ok, now let’s go a notch further and look at grouping like-fields together to create multiple totals. In my example, I went into the Type field (picklist) and checked the Aggregation Sort Grouping box.This option combined identical fields, and with the calculated field above for Sub Total and grand total on the bottom, creates total calculated per type. Note the image below where we still have an overall grand total of all values in the grid.--Brian Schanen
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