Manuals - PARTsolutions

8.2. Parts management - Requesting an ERP number by e-mail

8.2.2. Administrative setup of the functionality

An export condition [Export condition] for users is used in the described workflow. This is not necessary for the administration (standards body).
User role:
```
(ERP_PDM_NUMBER.NE.'')
```
Meaning: The ERP_PDM_NUMBER must not be empty.
As a result, the status display for the user without an existing ERP number in the respective table row is red.

Export condition for users

Admin role: The export condition [Export condition] does not contain an entry.

Export condition for administration (standards body)

Note
The special appearance of the status display can be set. See Section 7.1.7, “ Export condition - plinkgroups.cfg -> Block [role name] -> Key "EXPORTRESTRICTION" ”.
The functions available to the user and the administration (standards body) must be adapted accordingly.
The user no function must To the link database add [Add to link database].
He needs the function ERP number . [Request ERP number]

The Administration (standards body), on the other hand, has the function To the link database add [Add to link database].

The Settings for 3Dfindit are made in PARTadmin > erpcustom.cfg > block WEB_ACTIONS. ^[18]

WEB_ACTIONS" block

On the The simplest way is to set the basic setting for all users in the standard block "WEB_ACTIONS" and give the admin role its own setting by creating a separate block in which the exact role name is given in brackets. (The values correspond to those in some other blocks in erpcustom.cfg such as SENDMAIL_ACTION.)
Standard roll
```
[WEB_ACTIONS]
2=SENDMAIL_ACTION
```
Extra role "AdminRole1" (role name see Fig. „ Export condition for users“)
```
[WEB_ACTIONS(AdminRole1)]
1=ADD2DB_ACTION
```
Set up e-mail notification:
The following description is role-independent, which is usually preferable. However, it is also possible to set up the e-mail notification depending on the role. See Section 7.3, “ Roles: Tabbed page "E-Mail" ”
1. Call up PARTlinkManager and select Configure ERP environment in the Extras menu.
  
  -> The Configure dialog box opens.
2. Select the PARTdataManager settings [PARTdataManager preferences] tab.
  
  Make the settings under Email notification [e-mail notification].
  - Template file (optionally customizable):
    Path to the default template file:
    
    $CADENAS_SETUP/linkdbtemplate_$(CADENAS_LANGUAGE).html
  - Recipient [Receiver]: e.g. e-mail address of the standards body
  - Subject line: e.g. "New ERP number"
  - Mail server: Address of the company's internal mail server
Set up dialog for Request ERP number or Add to link database: The same settings are used for both.

Dialog after clicking on Request ERP number

Dialog after clicking on Add to link database

The Setup take erpcustom.cfg > block in the configuration file "USERDIALOG".

A detailed description of this can be found at ???.

^[18]In case PARTdataManager will use buttons and menus via configuration files $CADENAS_SETUP/menustructure_PARTdataManager.cfg and $CADENAS_SETUP/menuvisibility_PARTdataManager.cfg Hidden. See Section 1.6.8, “Optimize user interface ” in PARTsolutions Administration - Manual

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