I know this can be done with the search tool, but I'm having some trouble getting the results. I'm trying to make a custom report that can do the following. Search by a prefix or sequence (preferably a drop down menu if thats possible?)checkbox/option to return WT parts and/or CAD documents.Any ideas on this one?

14-Alexandrite

Question

Need help generating custom report to list part number prefixes

Forum|Forum|3 years ago
November 11, 2022
2 replies
2939 views

I know this can be done with the search tool, but I'm having some trouble getting the results. I'm trying to make a custom report that can do the following.

Search by a prefix or sequence (preferably a drop down menu if thats possible?)
checkbox/option to return WT parts and/or CAD documents.

Any ideas on this one?

General Customization

M

MikeLockwood

22-Sapphire I

Either Search or Reports would focus on the "Number" attribute of the object type (e.g. WTPart). In this case, Search really provides the same functionality as Reports.

I'm assuming that you are referring to prefixes assigned via OIR with auto-number, but they could be typed in by users if using manual Numbering.

For Search, the user is able to select one or both Object types.

For Reports, this is actually a bit harder to accomplish.

There is no way that I know of for the system to present a list of all the prefixes so that a user could select from them.

If for example Numbers are like AG-8273, 756_THRN, WR8854, 923-A-66_76A, etc. the system has no idea what part of the string is a prefix.

May need to provide users with a list of all current prefixes somehow. Sorry for not being more helpful.

A

Aaronm87

Author

14-Alexandrite

I don't mind making a report for each prefix, but I just cant find any real information on query building. Is there a guide that goes into detail on the functionality?

avillanueva

23-Emerald I

You can put multiple search criteria in the normal search fields separated by semicolon like this:

ABC*;123*;FOO-f*;BAR-G*

It would return all that match each of those patterns.

joe_morton

18-Opal

Here's where I would start: https://www.ptc.com/en/support/article/cs138336

"QML Report to query latest version of all WTParts in Windchill PDMLink"

Once you can report on the latest version of an object, then you can start adding additional criteria.

I can't think of a good way to give a user the ability to toggle reporting between CAD and WTParts. The easiest way to do it would be 2 different reports.

Dropdowns are possible in reports if the attribute is controlled by an Enum list. Otherwise, all you get is field to type in.