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Community Tip - Your Friends List is a way to easily have access to the community members that you interact with the most! X

Bitraceable link between action item and meeting object

Bitraceable link between action item and meeting object

1. Describe your environment: What is your industry? What is your role in your organization? Describe your stakeholders.
Aerospace.  PDLM Manager.  


2. What version of Windchill are you currently running?
11.1

3. Describe the problem you are trying to solve. Please include detailed documentation such as screenshots, images or video.

The problem is that I can't get to the meeting object from the action item for those action items created within the meeting.  

From the meeting object, I can see the action items, but not vice versa.  

During an audit of open action items, it would be helpful to get to the meeting object from the action item page. 

When I create an action item from a document object, there is a bitraceable link setup and I can see the document object in the Subjects table.  This is useful!  But I can't see meeting objects when AIs are created from the meeting.  

4. What is the use case for your organization?
To help auditing and getting answers to my questions.  

5. What business value would your suggestion represent for your organization?
We will have a cleaner Windchill, less open action items, and work will get closed out without getting forgotten if I can perform the audit quicker.  

3 Comments
MikeLockwood
22-Sapphire I

I completely agree and have thought so far many years.

 

- From a meeting, one can see related Action Items

- From one of those Action Items, one cannot see what meeting it is related to

 

I have tried very hard to tease this out using query builder reports w/o success.  I may try this again just because of being reminded of it. 🙂

olivierlp
Community Manager
Status changed to: Acknowledged

Thank you @kmccormack-2 for your idea. Based on the information you provided, we are acknowledging it as the Community management team. This is not a commitment from the Product team. Other users may comment and vote your idea up.

TimStiglets
6-Contributor

This would be of great help to users.