4.7.  Set up ERP environment
4.7.3. Create and configure roles
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4.7.3. Create and configure roles

4.7.3.1. Roles: General " tab page
4.7.3.1.1. Dialog box for role selection - plinkgroups.cfg -> Block [Role name] -> Keys "DESC" and "IMAGE"
4.7.3.1.2. Preferred series - plinkgroups.cfg -> Block [Role_name] -> Key "PREFRANGE"
4.7.3.1.3. Display condition for part selection - Colored catalog index - plinkgroups.cfg -> Block [Role_name] -> Key "CONDITIONTREE"
4.7.3.1.4. Display condition for table rows - plinkgroups.cfg -> Block [Role_name] -> Key "TABRESTRICTION"
4.7.3.1.5. Filter condition for data records - plinkgroups.cfg -> [role name] -> key "CONDITION"
4.7.3.1.6. Columns to be displayed - plinkgroups.cfg -> Block [Role_name] -> Key "VARSUSED / VARSHIDDEN"
4.7.3.1.7. Export condition - plinkgroups.cfg -> Block [role name] -> Key "EXPORTRESTRICTION"
4.7.3.1.8. Export information (tooltip) at status lights - plinkgroups.cfg -> Block [Role_name] -> Key "TOOLTIPTEXTEXPORTON" / "TOOLTIPTEXTEXPORTOFF"
4.7.3.1.9. Release certain directories for export - plinkgroups.cfg -> Block [Role_name] -> Key "EXPPRJTAB" / plinktemplates.cfg
4.7.3.1.10. Catalogs to be suppressed / Show only these catalogs - plinkgroups.cfg -> Block [role name] -> Key "HIDELIST" / "EXCLUSIVELIST"
4.7.3.2. Roles: PDM" tab page
4.7.3.3. Rollers: Tabbed page "Display"
4.7.3.3.1. Status icons for table - plinkgroups.cfg -> Block [<role name>] - key "BMPCONDITION<number>"
4.7.3.3.2. Status colors for catalog index - plinkgroups.cfg -> Block [role name] -> Key "COLORCONDITIONTREE<number>"
4.7.3.4. Roles: Tabbed page "E-Mail"
4.7.3.5. Roles: Translations " tab page

PARTadmin -> Category -> PARTsolutions -> ERP environment -> Roles

  • You create roles in the Roles category. The New, Copy and Delete buttons are available for this purpose.

    • New

      1. Click on New.

        -> The dialog box Enter a name for a 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 Enter name for new role [Enter a name for a new role] dialog box 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 Delete.

  • Once selecting a role, the setting options are shown on the right:

    The setting options are available on different tabbed pages, which will be explained in the following:

General notes

  • Syntax notes can be found under Section 6.1.1, “Fortran Syntax ” or Section 6.1.2, “SQL Syntax ”.

  • In some input fields Fortran syntax has to be used, in some SQL syntax. The respective note is found above each point. Within the application a tooltip is displayed when moving the mouse over the input field.

  • When using variables both existing in ERPTABLE and LINKTABLE you have to state the table in addition in some cases.

    Examples:

    ERPTABLE.ERP_PDM_NUMBER
LINKTABLE.ACTIVE_STATE

    To simplify the use of table names they can always be stated when using SQL syntax, then you don't have to think about it at which field it is needed.

    When using Fortran syntax you always have to state the variable name in the way it is displayed in PARTsolutions. Mostly it is the same as in the database. Here, the table name may not be stated.

    In PARTlinkManager under "Extra [Extras] " menu -> "Configure ERP environment [Configure ERP environment] " -> tab "PARTlinkManager settings [PARTlinkManager preferences] " you can see the table for the individual variables.

    In PARTlinkManager under "Extra [Extras] " menu -> "Configure ERP environment [Configure ERP environment] " -> tab "PARTlinkManager settings [PARTlinkManager preferences] " you can see the table for the individual variables.

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

  • Remember to update the LinkDB search index when making relevant changes to role settings.

    PARTadmin -> Index management [Index administration] -> Context menu command "Create LinkDB search index [Create LinkDB search index] "

    PARTadmin -> Index management [Index administration] -> Context menu command "Create LinkDB search index [Create LinkDB 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

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4.7.2.  Database connection  Home 4.7.3.1.  Roles: General " tab page