2. Create

This document describes how to create Parts, Documents. It describes how to add new Users too.

Select the type (or subtype) of object you want to create :

• Part
• Document
• Group
• User

When "Auto" box is checked, the reference of the object will be automatically generated. You can uncheck this box if you want to enter a reference.

The revision of the object is automatically set to "a" when you create it but you can modify it as you want.

Select the lifecycle of the object

Select the group which can reach the document

Import csv files to create PLM object, Bom or add users.

2.1. Other creation tools

2.1.1. Sponsor a new user

The sponsor form is also reachable in the delegation tab

2.1.2. Import from a csv file

PLM object (parts and document) and user can be created with a csv file. This file must contains headers related to the target (object or user). Mostly these headers are the required field in the related object or user creation form.

Example of csv file’s structure :

1 - PLM object

type	reference	revision	name	group	lifecycle
Part	PART_00078	a	part_example	leading-group	draft
Document	DOC_00091	b	doc_example	leading-group	official

Download the file.

2 - BOM

parent-type	parent-reference	parent-revision	child-type	child-reference	child-revision	quantity	order
Part	PART_00078	a	Part	PART_00080	a	3	10

Download the file.

3 - User

username	first_name	last_name	email	groups	language
bob	Bob	Bill	bob@example.com	leading_group	en
bill	Bill	Bob	bill@example.com	leading_group/other_group	en

The available values for language are :

• “en” (english)
• “fr” (french)
• “es” (spanish)
• “ja” (japanese)
• “ru” (russian)
• “zh_CN” (chinese)

Download the file.