Knowledge Base
Propel User Hub
Quick Start
Medical Device Validation
Setup and Configuration
- Remove a Propel License from a User Account
- Assign a Propel License to a User Account
- Create a Salesforce User Account
- Assign Permission Sets
- Workbench for Loading ZIP Files
- Setting Up Alternate Parts in a BOM
Create and Manage Custom Fields
- Create Related Lists for Custom Objects
- Add Custom Fields to an Item
- Manage Custom Fields on a Category
- Add Custom Fields to Change or Quality
- Add Custom Field to Project
- Set History Fields for Items and Changes
Advanced Configurations and Best Practices
- Audit Trail
- Propel API Documentation
- Copy Categories and Lifecycles from one org to another
- Filtered Lookups - Item Revisions
- Generating JSON Files for PIM Integrations
- Define Data to Export to XML
Items
- Has Redlines Icon Column
- Multiple Item Drafts
- Create Custom BOM Views
- Edit an Item
- BOM Filters
- Create a New Revision
Changes
- Apply Criteria-based Approver Rules to a Change or Quality
- Create Criteria-Based Approver Rules
- FAQ - Deviations
- Affected Items Filter
- Add All Parents to Change from the "To Publish" dialog
- Add Unpublished Children to Change
Import Data
- Import Multi-Source Manufacturer Parts
- Import Manufacturer Part Cost
- Import Item Data
- Import BOM Data
- Import AML (Approved Manufacturer List) Data
- Import Item Attachments (Files)
Bulk-Loading Large Sets of Data
- Bulk Updates Using Salesforce Data Loader
- Dataload: Items and Item Revisions
- Dataload: Assemblies
- Dataload: Manufacturers (Accounts)
- Dataload: Manufacturer Parts
- Dataload: Manufacturer Item (AML)
Create and Manage Email Notifications
Manage Costs
Launch Products
- Getting Started with Projects
- Scheduling Activities: Best Practices
- Create a Project Template (Task List) for a Change or Quality Category
- Create Activities
- Create Projects
- Activity Dependencies
Training Records
Reports
Salesforce Platform
Product Information Management
Release Notes
Release Notes
- ★ Spring '19 Release Notes
- Spring '19 Release Configurations
- Propel Fall '18 Release Notes
- Propel Summer '18 Release Notes
- Propel Spring '18 Release Notes
- Propel New Year's '18 Release Notes
Webinars, Newsletters, and Videos
Webinars
- ★ Spring '19 Release Webinar
- Fall '18 Release Webinar
- Summer '18 Release Webinar
- Spring '18 Release Webinar
- January 2018 - Webinar featuring David Karosick from JUUL Labs
- Winter '18 Release Webinar
Newsletters
- Customer Newsletter Volume 10 - June 21, 2018
- Customer Newsletter Volume 9 - May 24, 2018
- Customer Newsletter Volume 8 - April 20, 2018
- Customer Newsletter Volume 7 - March 14, 2018
- Customer Newsletter Volume 6 - February 14, 2018
- Customer Newsletter Volume 5 - January 2, 2018