Knowledge Base
Propel User Hub
Quick Start
Medical Device Validation
Setup and Configuration
- Create a Phase Transition
- 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
Create and Manage Custom Fields
- Add Custom Fields to Change or Quality
- Add Custom Fields to Item
- Add Custom Fields to Manufacturer Item or Part
- Add Custom Fields to Permission Sets
- Add Custom Fields to Project
- Adding Values to a Picklist Field
Advanced Configurations and Best Practices
- Configure a Custom Lightning App Tab
- Lite Change Control on Manufacturer Part Fields
- Create a New Record from a Related List
- Audit Trail
- Propel API Documentation
- Copy Categories and Lifecycles from one org to another
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- Add Unpublished Children to Change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 (BOMs)
- 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
Workspace
Release Notes
Release Notes
- ★ Propel Winter '20 Release Configurations
- ★ Propel Winter '20 Release Notes
- Summer '19 Release Configurations
- Summer '19 Release Notes
- Spring '19 Release Configurations
- Spring '19 Release Notes
Webinars and Videos
Webinars
- ★ Winter '20 Webinar
- Summer '19 Release Webinar
- Spring '19 Release Webinar
- Fall '18 Release Webinar
- Summer '18 Release Webinar
- Spring '18 Release Webinar