App Friday! Tying apps together in Fusion Lifecycle
Happy App Friday everyone,
If you’ve been following along with the recent posts showcasing Apps from the Fusion Lifecycle App store, then you’ve already seen how to select and install them. All these Apps are available within Fusion Lifecycle for no additional cost by the way – you can install all of them if you want. Some of these Apps contain multiple Workspaces. Take the Lean 5S Management App – it brings with it a total of 6 Workspaces, linked together through a variety of methods. Other Apps like the recently featured SQBR and SCAR are initially stand-alone, but they are easy to configure and link up with other processes (Workspaces) within your Fusion Lifecycle tenant. This post will cover how to “Tie the Room Together” with these Apps.
First, after installing the App and setting the permissions, go ahead and create a sample record, just to see the flow. The image below is from the SCAR Workspace. Note the mandatory field inputs for declaring the part number and supplier. These are prime examples of where a Workspace-driven linking picklist would be beneficial.
Hint: When taking a new App for a spin, watch for the quick tips to help you with data entry – or in this case, ways to tailor the Workspace to get the most out of it.
Next, go to Administration, Workspace Manager and expand the Workspace in question. Select one of the fields eligible for linking to another Workspace. In my example below, I am using the Supplier field. Often, these fields in Workspaces from the App Store are Single Line Text data type. Change this to a Picklist.
Note: Changing the Data Type of a field may give you a message about data loss. This is normal, just accept the message and proceed.
Now, you may have an existing Workspace-driven picklist for Suppliers already – either default in your tenant or created earlier. The good news is you can also create them on the fly right from this screen. We suggest adding a [WS] prefix to these to delineate them from other standard finite picklists. This will then appear in the Picklist Manager for use later…
And repeat this step for Part Number /Product, or any other field where it’s relevant. These small edits have a significant impact later during an audit or reporting.
Another way to tie Workspaces together is through Tabs like Relationships. In the image below, the SQBR Workspace has provisions for calling out SCARs against a Supplier. Clicking the Add button will list available SCAR records. This may not be setup for you right from the App Store, so here’s how to set that up.
Find your way back to the Workspace Manager. In my example, I expanded the SQBR Workspace and selected ‘Workspace Relationships’. The dialog box reads like a sentence, and you can select from the drop down which Tab to establish the connection, and which Workspace to link with. Per the image, when adding in the Relationships Tab (the stock name of ‘Related SCARs’) allow users to choose items from the SCAR Supplier Corrective Action Request workspace. Click Save… and it’s that easy to set up!
These are just several ways to quickly tie Apps together in Fusion Lifecycle. More advanced ways like scripting will be covered coming up. In the meantime, have a look at the two Apps (did I mention they were all available at no additional charge). Once you install a few, use the methods above to tie them together. Stay tuned for more App highlights and best practices.
– Brian Schanen, Product Manager, Autodesk Fusion Lifecycle