You have the right idea.

1. Rename old wokflow
2. SaveAs to new workflow with desired name
3. Add/remove step(s)
4. Enable new workflow. Disable old

Yes, you will need to identify any criteria based on the old workflow and duplicate them and their associated privileges for the new workflow. Duplicate these since the old workflow may still have in-process changes on it.

Starting with 9.3.4 this would be the procedure.

FTS Sync Returns Many DRG-11207 Errors (Doc ID 2487520.

If you are on 9.3.3 or earlier then there are patches involved and a different procedure.

Correct. Dynamically calculated.

Sorry for the last answer to the wrong post. Indexing will not bring the system down but probably should do it during a quiet time anyway. You can initiate indexing from the Admin client. There are two controls under the Full Text Search node.

“Update Content URLs” will go though all attachments with extensions listed in  the “Index File Types” field and prep them to be considered for indexing. Takes ~ a minute

“Index Attachments” will perform the indexing.

I suggest testing with a file type that does not have many attachments. then add the additional file types after you know the process is working. If the test did not work then you will have to resort to SQL to clear indexing tables and basically do a reset. This is documented in Oracle Support.

Correct. Dynamically calculated.

In other words, Agile is on the end-of-life track with no feature roadmap to get excited about. Oracle’s direction is the cloud and their other PLM (PD) offering. At this point, I am not sure it would be prudent to invest in Agile if you are getting started. Look to a product with a future.

In Admin under Server Settings->Preferences check that the “Maximum Query Results Displayed” is 1000.

But this sounds like an issue with the context search. Try your search without -07. Just, 1036533. If that returns your item then you probably have a corrupted ctxsys database user. There is a ctx database attribute that has a list of special characters. Usually, this attribute would contain the dash character. See Oracle Support knowledge,

For instance, if you are on Linux you probably use startAgile.sh. Add to the JAVA_OPTIONS in that file. If you are on Windows then you will want to set JAVA_OPTIONS in the installService.cmd. After updating, run uninstallService.cmd then the installService.cmd.

Along the lines of Kevin’s response…. you do not need an intelligent number for your document. Simply allocate a document number for the document and link the part and document. Typically, this is done on the BOM tab of the part.

Patrick indirectly answered your question, no, there isn’t a flag.

Another way is a create item PX. When someone manually creates an item the PX is triggered and writes in history that it is a manual create–or update Patrick’s field. Import does not trigger that PX .