Set up workspace relations

The template may be used as-is immediately after it is installed. It does not require additional configuration before its first use (other than role assignment). However, you may want to enable connections to your existing workspaces to improve data quality and transparency.

Configure the grid tab to read from items

The Grid tab (named Parts List on a spare parts request) contains a field named Item. By default, this is a text field. However, you should change this to a picklist that selects from the [WS] Items picklist. This is so that the grid tab can pull data directly from the item in the Items workspace to ensure accuracy.

The grid tab contains these additional fields:

• Unit Cost
• Manufacturer
• Manufacturer P/N
• Lead Time
• Long Lead Time
• Make or Buy

This table is populated using the additional action Get Parts List Details. It pulls information from the items in the Items workspace to the grid table of a spare parts request. This list is defined in the library script Spare Parts Requests Library in the variable partPartListFieldsToCopy.

Since the Items workspace may contain other fields that you want to include in the parts list, you should review the fields in the grid tab and adjust them accordingly. Note that the Field IDs and Field Types must match to those in the Items workspace. Then, to be able to include them when running the Get Parts Lists Details action, you must adjust the additional fields to the partPartListFieldsToCopy variable in the Spare Parts Requests Library script. The sequence of fields does not matter, but the fields IDs must match the fields IDs contained in both the Items workspace and in the Parts List table.

Link the item details tab to other workspaces

The Item Details tab (named Request on a spare parts request) contains text fields which may be changed to the Pick List type to enable references to data from other workspaces. It is recommended to change the fields outlined in this table to read from the following workspaces: