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10-Marble
January 3, 2024
Solved

eMail Multi level BOM and Multilevel Component list through UI

  • January 3, 2024
  • 1 reply
  • 4509 views

How can I customize below two functionality and I should be able to send email to users which i want (Able to select hardcoded recipient in UI or can be able to add manually if user is not available in hardcoded list).

1) Multi-level BOM report

2)Multi-level Component list report

 

For Above two requirement kindly find attachement.

 

Thank you in advance for your comment/suggestion/reply.

Best answer by HelesicPetr

Hi @Vaibhav_Thakare 

General process is:

1.. Create a new Action

2. Create Wizard with inputs

3. Create processor that is run when the wizard is completed

    3.1. In the processor (custom class) create your BOM report as you need. 

    3.2 Create output for the report (csv,XML, XLSx what ever)

    3.3 create an email and attach the output to the email --> send. 

4. Test the new action.

 

Windchill Client Architecture Wizard

Wizard Processing

 

PetrH

1 reply

17-Peridot
January 3, 2024

Export as Excel and send it by outlook mail.

What is the use case behind this? Any export is 1 second later not accurate anymore. Wouldn't it make any more sense to send the user a page url from the "Quick Links" to the part itself?

10-Marble
January 3, 2024

We already suggested the same to client. I agreed with your point but client want this functionality.

HelesicPetr
22-Sapphire II
22-Sapphire II
January 4, 2024

Hi @Vaibhav_Thakare 

If client wants, then offer a customization that the client will pay the additional work.

PetrH