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Define Data to Export to XML

Steps:

  1. Create Additional Feilds
  2. Add New Fields to Permission Sets
  3. Configure XML Outputs

 

Step 1. Create Additional Fields

1. Now you need to create three formula fields and a Unit of Measure picklist field. Create the following fields:

Object: Assembly
Field: Parent Item Number
Type: Formula (text)
Formula: PDLM__Item_Revision__r.PDLM__Master_Item_Number__c
(Note: do not use Managed Package field "Parent Item" instead. The output is an ID number, not a human-readable number.)

Object: Change
Field: Change Status Name
Type: Formula (text)
Formula: PDLM__Status_lk__r.PDLM__Phase__r.Name

Object: Item Revision
Field: Item Number
Type: Formula (text)
Formula: PDLM__Master_Item__r.Name

Object: Item Revision
Field: Unit of Measure
Type: Picklist
Values: (values should match those of the system)

 

Step 2. Add New Fields to Permission Sets

1. Edit these two permission sets, or their equivalents:

Propel Custom Fields (Read Only)
Propel Custom Fields (Full Use)

2. Add access to the fields you created above to these permission sets.


Step 3. Configure XML Output Fields

Propel XML files are composed of fields from several different field sets. The following are recommended fields to add to field sets.

1.  Object: Change
     Field Set: Export XML

Add these fields to the field set, in this order:

Change Number
Category > Category Name
Title
Description
Change Status Name (custom formula on Change object)
Created Date
Approved Date Time

 

2.  Object: Affected Items
     Field Set: Export XML

Add these fields to the field set, in this order:

Item Revision > Item Number (custom formula on Item Revision object)
Item Category
Item Revision > Description
Item Revision > Revision
Item Revision > Lifecycle Phase
Item Revision > Has BOM
Item Revision > Has Aml
Item Revision > Has Attachments

 

3.  Object: Item
     Field Set: Export XML

Add these fields to the field set, in this order:

Item Number
Category > Category Name

 

4.  Object: Item Revision
     Field Set: Export XML

Add these fields to the field set, in this order:

Description
Revision
Lifecycle Phase
ReleaseDateTime
Unit of Measure (custom field on Item Revision object)
Procurement Type (or equivalent custom field, such as "Purchase/Make")
[any other custom item revision fields specific to customer]

 

5.  Object: Assembly
     Field Set: Export XML

Add these fields to the field set, in this order:

Parent Item Number (custom formula field)
Item Number > Item Number
Item Number > Description
Quantity
Find #
Notes

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