You can accomplish this by enabling the appropriate BOM “read-through” fields that you want to use in your search criteria.

For example – lets say I want to find parent items that contain children with a Secondary UOM of “EA”.
– For this scenario ‘Secondary UOM’ is a Part Page Two attribute (Page Two.List01).

 A Where-Used search would be sufficient to return all parent item types, but if I only want specific item types returned – I need to make the ‘Secondary UOM’ field visible on the BOM tab.
Admin -> Data Settings -> Classes -> Parts -> User Interface Tabs -> *locate and enable “Item List01” (this can be renamed, but use caution as it may be something different for Documents)

Once “Secondary UOM” (or Item List01) is available on the BOM tab – I can use it in my advanced search criteria:

Items – Parts – Object Search
Subclass – In – [whichever subclass(es) you want returned] – AND
(BOM) Item List01 – In – [parts]EA

I hope that all makes sense.

There are a few different options for this, but probably the easiest would be to set a User Group (containing user A and user B) as the approver and then set the ‘Group Signoff Expansion’ property (withing the status criteria) to “Any”.  This makes it so the workflow routing is sent to all members of the group, but only one member of that group is required to approve/reject the change. 
(this works for named users & user groups as well as those based on Job Functions when assigned through the functional team approval matrix.)

If that doesn’t work for you – you might want to use the “Transfer Authority” functionality.

Similar to Matt’s example above – We have “Access Control” fields (P2 MultiList attributes which use the ‘User Groups’ list) that can be enabled for any type of object that may require access restrictions.  

• Criteria 1 – “Parts with No Access Restriction” (Parts Page Two.Access Control is Null)
• Criteria 2 – “Parts for my Group” (Parts Page Two.Access Control Contains $USERGROUP)

These criteria are used for different Discovery Privileges:

• Discovery Priv 1 (Uses Criteria 1) – “Discover Parts No Access Restriction”
  • This allows the user to find unrestricted parts
• Discovery Priv 2 (Uses Criteria 2) –  “Discover Parts For My Group”
  • This allows the logged in user to find restricted parts IF he/she is a member of the user group populated in the “Access Control” field.

Yes.  One of the most impressive things about the Agile architecture is how granular you can get with user access and restrictions.  Through reusable criteria, privilege masks, and roles – you can really make things as open or as restricted as you want.

For your example of access to File Attachments – there are “Discovery” privileges that determine what types of objects users can even find in the first place, “Read” privileges to determine the specific attachment related fields that the users can see on those objects, “GetFile” privileges to specify what kinds of files users are able to download, “Modify” privileges, etc… All of these can be customized to any level of granularity you can think of and there isn’t any limit to the number of specific privilege masks you can create.

This is all very high level of course as it is probably a bit too complex to get into all the ins and outs of the security model here, but the point is that the security in Agile is just about as flexible as you could hope for in any system.

Chrome dropped NPAPI support with version 45 back in 2015 which caused AutoVue to be incompatible with Chrome.  The only solution/workaround  is to use a different supported browser like Firefox.

Unfortunately – there is currently no functionality available to share bookmarks with other users.  You can save a personal search to the Global Searches folder (with appropriate privileges), but this would give all users access to the search.

You might consider enabling a new Item Type to act as these “Item Folders” (not to be confused with File Folders) and then create a multi-level BOM structure in which additional levels of Item Folders and/or the actual Part/Document records could be placed accordingly.  

I’ve had a similar requirement in the past where the business wanted to create a Catalog Structure and this is how we went about it.  I personally think that saved searches are a better way to handle this (using an access controlled Cascading List classifications), but the business wanted to have a more visible structure and this Catalog BOM concept seemed to work pretty well for them.

Take a look at the “Change Cycle Time Report” (Reports Drawer -> Reports and Analytics -> Standard Reports -> Process Reports -> Change Cycle Time Report)
This is an out-of-the-box report that will give you exactly what you are looking for including timestamps for each status and the amount of time (in days) it took to go from one status to another over a specified time period.

UPDATE:
I just discovered something that makes this much easier and makes my original answer not entirely accurate (still works, but not all steps are actually necessary): 

It turns out you can accomplish the same thing without having to deal with the affected items read-through field at all. 

Instead of using the read-through “Item P2 List03” in your criteria – you can just use “Redline Item. P2 List 03” instead.  

I.E.
“Change Orders with Kit Template Affected Items”
Criteria –
Change Orders 
Redline Item P2 List03 Contains Any [Parts] Kit

Adding this criteria to your workflow status and then adding BOM.LIST01 as an exit required field accomplishes the same thing as before, but without having to deal with the extra read-through steps at all(not to mention the confusion that they can sometimes create for users as mentioned earlier).  

Note: even though this uses a “Redline” tag – I tested this using both Change Controlled and Non Change Controlled attributes and the results were the same.

I hope this is helpful for future use and/or for others that might have similar questions.  Now I’m off to make some changes to my own criteria!

Thanks!

DannyPitt

Yes, you just need to add the User to the “Notify Upon Entry” property of the status criteria within the workflow settings.  This will auto populate the user to the Notify section when the workflow is moved to that particular status. 

Java Client – Admin – Workflow Settings – Workflows – *Open Workflow – Status Tab – *select appropriate status – *Open appropriate Status Criteria – *add user to “Notify Upon Entry”