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Community Tip - Learn all about the Community Ranking System, a fun gamification element of the PTC Community. X

Add "Actions> Export List to File> on all tables (Even within objects)

Add "Actions> Export List to File> on all tables (Even within objects)

Add an "Actions" shortcut on all Windchill tables, with at least "Export List to File" Functionality , as well as the ability to customize view of any table.

 

Many times, we get requests from users for reports, and if they could just filter/customize view and export a table to xls or their preferred medium it would be helpful.

6 Comments
ScottMorris
16-Pearl

This is an action I have implemented on so many tables. Would be nice it if there were an easier way to configure it on/off. I can see the data security issues it brings up, so there needs to be an easy way to control access.

 

JeffZemsky
17-Peridot

@jbailey It would be good to get a list of important tables.  This is an area that we try to work on opportunistically as teams are working on various tables.  As an example in Windchill 11.2.0.0 we added them to several tables in Options Pools and Option Sets and in Windchill 12.0.0.0 we completed it for the remainder.

jbailey
17-Peridot

Thanks for the response Jeff!

 

Right now, where we have come across:

 

Design Review - Associated Process Objects, Associated Reference Objects

Promotion Objects

My Workspaces
Process Status Table (PR,CR,CN)

 

Probably that order for now

lhoogeveen
17-Peridot

@JeffZemsky In addition to Export to Excel being available in more places, it would be helpful to create custom views in several locations or consistency of columns available - see images below. I'm not sure Export to Excel is needed on all of them. I know the 'Quick Access' column is pretty new with the Windchill Extensions but I thought I'd share some places where it might get used. We're using Windchill 11.0 M030.

 

Windchill Views Consistency 1.jpg

Windchill Views Consistency 2.jpg

Windchill Views Consistency 3.jpg

Windchill Views Consistency 4.jpg

ScottMorris
16-Pearl

I don't know if there is a way to link ideas any more, but this idea should be definitely linked with this one:
https://community.ptc.com/t5/Windchill-Ideas/Ability-to-control-quot-Export-List-to-File-quot-functi...

jbailey
17-Peridot

@JeffZemsky  - This type of improvement would be a great UI enhancement for Orca.  Table inconsistencies area huge area of frustration from end users (and admins).  The ability to customize views & export should be standardized across all tables.