KB297174387: WebCenter - "Form Builder" functionality Overview

All Project information can also be edited in a document or task context

Additional options:

• Link due date to milestone

Needs to be configured in Attribute Category at the moment. Configuration will improve in the future.

Limitation: option to correct values on "page load" is not supported (yet?). "Clear All" is also not available.

Limitation: linking an attribute to the values of another attribute is not supported yet.

Since 22.11 you can now restrict the values you can select in a project attribute to another project attribute.

Needs to be configured in attribute category at the moment. Configuration will improve in the future.

Not fully featured. For details on individual features, see section below.

It is not possible to show Project Documents in a Dashboard yet.

Possible workarounds:

• Use a Saved Search block to show the Project Documents.
  Disadvantage: not possible to add new documents to the project this way.
• Use a Document Reference block to add or show documents of the project
  Disadvantage: not possible to sort, filter, ... and need to maintain a list of documents in the document reference.

Not supported yet.

Since WebCenter 21.03, information in a project dashboard can be marked as required in the dashboard builder.

Additionally, since WebCenter 21.07 we have better highlighting of fields that are required but not filled in and "validation scripting" which allows custom checks to be done on the information filled in the form before the form is saved.

Edit Task Name, Description, Task Status, Task due date, Task estimated date, Task assignee

Additional options:

• Create new user for task assignee inline
• Link due date to milestone

Needs to be configured in Task Type Specifications tab at the moment. Configuration will improve in the future.

Limitation: option to correct values on "page load" is not supported (yet?). "Clear All" is also not available.

Limitation: linking a specification to the values of another specification is not supported yet.

Since 22.11 you can now restrict the values you can select in a project attribute to another project attribute.

Needs to be configured in attribute category at the moment. Configuration will improve in the future.

Since WebCenter 21.03, information in a task dashboard can be marked as required in the dashboard builder.

Additionally, since WebCenter 21.07 we have better highlighting of fields that are required but not filled in and "validation scripting" which allows custom checks to be done on the information filled in the form before the form is saved.

Limitation: marking information as required in the dashboard will currently not only block task completion but also saving of the task.

Required specification can also be configured in the task type. Support for this setting is rather limited though. It will block the task completion, but give no indication of which specifications are missing. If you have specifications marked as required in the task type you should also mark them as required in the dashboard to get a better experience.

All specifications of the task will overwrite the project attributes if the option is enabled.

However, the dashboard will NOT be auto-filled with the current values for the project attributes or indicate whether there are changes since the previous time that you saved the task.

Possible workarounds using workflow? However, even then indicating changes will not be available.

Needs to be configured in Task Type Specifications tab at the moment. Configuration will improve in the future.

• Only allow Task to complete if it has one or more attached Documents
• Complete Task automatically when all Documents are approved

• Only allow Task to complete when all attached Documents are approved

• Start Approval cycle on attached Documents 

• Assign Attribute Category to uploaded Documents

• Automatically update attached Documents Attributes from Task Specifications

• Set default Folder for uploaded Documents

Needs to be configured in Attribute Category at the moment. Configuration will improve in the future.

Limitation: option to correct values on "page load" is not supported (yet?). "Clear All" is also not available.

Limitation: linking an attribute to the values of another attribute is not supported yet.

Since 22.11 you can now restrict the values you can select in a project attribute to another project attribute.

Needs to be configured in attribute category at the moment. Configuration will improve in the future.

Cannot change folder after having uploaded or created the document. Target Folder can be configured in the sources (see below).

Since WebCenter 22.03, reference properties can be shown in Dashboard, but can currently not be edited yet from a Dashboard.

Since WebCenter 22.07 reference properties can be edited in Dashboards as well.

Since WebCenter 22.11 in Dashboards, a reference property can be configured to only allow selecting values which are defined in another attribute.

This works similarly to the "Reference Scope Filter" feature in Attribute Category. This feature can be used for "tagging" specific documents in the document reference for certain use in the project.

PCM is fully featured in Dashboards since 22.07.

Note that:

• Dashboards only supports "side by side" view at the moment.
• Bulk adding of languages only happens for newly created PCM documents before save. For existing already saved PCM documents new languages are not automatically added, but a button is available to add the missing languages for all statements.
• Scripting is supported, but only for reading the content and status, writing PCM related information from scripting is not supported at the moment.

Since WebCenter 21.03, information in a document dashboard can be marked as required in the dashboard builder.

Additionally, since WebCenter 21.07 we have better highlighting of fields that are required but not filled in and "validation scripting" which allows custom checks to be done on the information filled in the form before the form is saved.

Supported since WebCenter 23.03.

Show attributes linked to a "yes/no" restricted set as a single checkbox.

Show multi-value text attributes linked to a list, a restricted set or restricted by another attribute, as a list of checkboxes or radio buttons. Also has support for showing checkboxes with images.

Upload document

    Configure allowed extensions

SmartNames are supported on all dashboards and take into account non-saved values.

Know limitations: A few very specific Saved Search SmartNames will not work for non-saved changes yet:
"Project Customer Location Code", "Project Manager Location" and "Project Manager Location Code". 

Unlike the "Saved Search Source", the "Saved Search Block" does not take into account non-saved values for SmartNames yet.

Not supported yet.

Supported since WebCenter 21.07, including Run a Standard.

The "Duplicate Document" action is supported since WebCenter 22.11.

Limitation: the duplicate document action only supports duplicating a single document. If the document you try to duplicate has document references with other documents, those documents are not duplicated yet. This might change when we introduce deep copy which is currently also still a gap (see below).

Supported since WebCenter 21.03.

Workaround before 21.03: a "Cancel" button can be added to the dashboard so the user can cancel his changes. ("cancel" reverts all non-saved changes).

Copy

    Basic Copy

    Local Copy

    Deep Copy

Currently only "basic copy" is supported.

Possible to configure a folder in the source. Folder might also be taken from the task type or the document template.

Note: if you need the user to be able to choose between different folders to upload to himself, you will need to make different upload buttons and dropzone areas available. The user will have to drop his document in the right place to upload to the right folder. He cannot change the folder afterwards.

Document templates are fully supported, including the "default" and "default.pdf" document templates.

Note: if you need the user to be able to choose between different document templates himself, you will need to make different upload buttons and dropzone areas available. The user will have to drop his document in the right place to use the right document template. He cannot change the document template afterwards.

Document references and Task documents are currently always multi-value. Single value is not supported yet.

Options to not allow multiple documents are not taken into account.

List, Card, Grid, etc.

Even more layouts might be added in the future. (e.g. thumbnails next to each other or a layout similar to the todo feed)

Since WebCenter 22.03 we support expanding of document rows. There are two supported variants:

• Drilldown into a Dashboard, in which there is an expand button at the beginning of the row and clicking it shows a dashboard below the row.
• Dashboard Layout, in which rows are not shown and instead the list of documents is shown as a list of dashboards

Not supported yet.

Note: since WebCenter 21.07 you can however configure specific links to open as a Dashboard in a popup or disable links to go to the project/document completely.

Paging per 20 results.

No support for filtering and sorting yet to browse through this huge list of document references.

Table Actions

• View and Annotate
• Compare in Viewer
• Download
• Add to Cart
• Download Mail Link
• Custom actions: Start workflow, JavaScript

JavaScript actions are the ones configured in the menu builder.
These only have access to the document version, document and project ids. Nothing more.
Not to be confused with JavaScript actions in the attribute category. Those are not supported, see below.

Inline Actions

• Approve/Reject/Comment
• View in 3D
• View and Annotate
• Open in ArtiosCAD
• Download
• Approval Info
• Mail Download Link
• Mail link to
• Lock
• Add to Cart
• Custom actions: Start workflow, create task, JavaScript