If I right click on a file in PDM and select Notify a colleague it does not include a hyperlink to the file location in the message. Is there a way to auto-generate this hyperlink when I create the notification? I thought this was working at one time... maybe I'm going crazy and it never has. Any thoughts?
Hi, It works like a message system, nothing more. Unfortunately.
There are enhancement requests for this, e.g. SPR-576731.
There is an add-in example for copying links to add to notifications in S-037515 in KB.
Kind regards
Martin
Hi Ryan,
We do offer a free add-in that allows you to copy single or multiple file PDM links to the clipboard for all our monthly consulting customers.
Best,
Tim CEPA
Does your solution work in PDM Standard? I'm looking for a way to post links to specific files in our internal collaboration tool (Trello) . I saw the article below recently, and it made me think that PDM Standard was crippled in this area. (?)
Sorry. PDM Standard doesn't support the API. You should totally check out Flatter Files though. It does work with Standard. Flatter Files was designed for content distribution. https://www.flatterfiles.com/
Maybe that could help.
We could also write SQL queries that would help you With the links.
Thanks Tim, I actually use FlatterFiles already and am a huge fan!
As for the SQL queries, I didn't realize that you could write custom queries with PDM Standard. Can you point me to a reference about how that works?
I am searching the same problem. I know for sure that a link should be included, and i am sure it worked in the beginning but stopped working at a point.
We have added Notification steps at certain states in our Workflows.
Change state via Send Notification transition allows Notification through the state change. The automatic transition Notification Sent puts the file back where it was. This is not practical to add to every state in every workflow but at key points along the way it is very helpful. For example, we have designers in India and in the States that work on a design together. The state of the file is WIP and should stay there until it needs to be released. The Notification feature (transition/state/automatic transition) is very helpful for telling others about work done or needing to be done.
-Amos
the issue is when you do the following:
You get an empty message, which makes no sense at all, since the want to notify a colleague on the file it self but you can now only send him some text. With ctrl-right click you can copy shortcut and paste it in the message but at that point one can better use e-mail.
Hi Marijn,
I understand the issue. Please tell me if I am wrong, but the functionality you are looking for does not exist unless you do a State change. By using a temporary holding state (called Notification) a user can do the exact thing you are looking for (an email notification with links to the file). The down side is a few more entries in the History of the file but this is a small price to pay for good communication. Another nice thing is that you can name it whatever you like because it is a Transition. You can control who can access it. You can apply it only to specific states where notification is meaningful.
We have used this in at least 15 places in the 2 Vaults I admin and the Users really find it helpful. -Amos
Dang thanks for the reply Atmos. But what is the point of the "notify colleague" if it isn't more than a send message button, it has no use being under right click if it doesn't uses the file it self. Right click is for file depended features/options.
I'm going to be asked to let me follow the spr mentioned.
Totally agree, Marijn. It's a file based function menu. I don't need another email or messenger app, I need to be able to easily tell the team this file updated, moved, rev'd, etc. Marijn van den Heuvel
They have implemented right click and copy link function and marked the spr as fixed, I am ok with this fix.
Is this in the 2018 PDM update?
They have implemented right click and copy link function and marked the spr as fixed, I am ok with this fix.