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WM_996533213-Aquamarine
13-Aquamarine
January 4, 2023
Question

How to trigger OOTB functionality through api

  • January 4, 2023
  • 1 reply
  • 2194 views

Hello, 

 

I have a requirement to trigger multi-level BOM report in a specific format which is an OOTB functionality         (see attached photo) from a wizard once user clicks on a button. How would I go about triggering this functionality from a form processor or some other mechanism?

1 reply

HelesicPetr
22-Sapphire II
HelesicPetr22-Sapphire II
22-Sapphire II
January 6, 2023

Hi @WM_9965332 

 

I usually do not use or try to modify the OOTB BOM report because it is little bit hardcoded so for a customer purpose I create own function to build own report as customer needs.

 

You can start study help customization and learn how to add onw report to a OOTB PSB Ribbon menu

 ReportGeneration_ReportSelection

 

PetrH

W
WM_996533213-AquamarineAuthor
13-Aquamarine
January 6, 2023

Hi @HelesicPetr 

Thanks for the response. I'm only interested in generating multi level BOM report from a custom wizard once a button has been clicked. Would I still need to build the custom report and trigger the download from there?

HelesicPetr
22-Sapphire II
HelesicPetr22-Sapphire II
22-Sapphire II
January 6, 2023

Hi @WM_9965332 

What kind of wizard do you mean?

If you need own wizard you need to create them and also crate own report function. 

 

The OOTB Multilevel Report shows new Window with BOM table where you have another functions do download the results in some file formats.

HelesicPetr_0-1673009137306.png

 

If you need own custom format of downloading file you need to crate own function to do so.

 

for example

one customer wanted to fill own template excel file with data from the multilevel BOM report table. 

one function to download the filled excel file

second function to save the excel to new WTDocument in windchill as referenced WTDocument. 

 

HelesicPetr_2-1673009303757.png

 

In the end It was easier to crate own function then try to modify existing ootb one.

 

PetrH

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