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Infor PLM for Process (Optiva) User Guide
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About This Guide
Overview
NPDI objects
Verification objects
Label management objects
Object components
Optiva data model
Starting work
Logging into Optiva
Navigating the Optiva Home page
Adding gadgets
Viewing object titles in browser tabs
Configuring the Optiva menu bar
Viewing the session information
Closing Optiva
Managing objects
Rules control creating new objects
Default record data copied to a new empty object
Copying objects
Working with references and views
Working with extension tables
Adding context information
Adding status codes
Working with sets
Exporting grid data to spreadsheets
Locking objects
Checking out objects
Locking in the Web Client
Optimistic locking
Updates to the Modify fields
Releasing locks
Workflow and locking
Finding objects
Search menu
Quick Search
Changing criteria in the Quick Search form
Running a Quick Search from the Quick Search form
Simple Search
Advanced Search
Examples of Advanced Search
Launching workflows from the results
Using the <Search Object> forms
Common tabs in the Search forms
Using the Search modes
Simple search mode
Example of simple search
Advanced Search mode
Advanced search example
Toggling between search modes
Search strings with unicode characters
AND logic versus OR logic
Using wildcards
Formula example
Parameter example
Searching for missing values
Searching for values outside a specified range
Searching for parameters with text string values
Specifying search criteria for extension tables
Saving search criteria
Specifying multiple sets of criteria
Starting and stopping the search
Viewing the search results
Navigating to the Compare form
Document attachments and embedded images
Attaching documentation
Specifying information in the Notes tab
Attaching files or URL paths in the Attachments tab
Locations
System ID numbers
Attaching images in the Embedded Images tab
Working with IDM attachments
Security privileges
Adding attachments and uploading them to IDM
Uploading subsequent changes to IDM
Deleting attachments from Optiva and IDM
Linking attachments between different Optiva symbols
Attaching documents from other Optiva objects
Viewing linked attachments
Change History
Grid layouts
Overview of common usage of the user interface
Selecting multiple values
Working with hyperlink objects
Using auto complete instead of the Lookup
Which Lookup is used for auto complete?
Freezing the leftmost columns in a grid
Unfreezing columns
Moving frozen columns
Hiding and showing columns
Changing column widths
Sorting columns
Resizing sections
Moving columns
Adding a row
Removing rows
Moving or rearranging a row
Copying and pasting rows
Filtering data in rows
Saving a grid as the default layout
Custom Views for grids
Adding views
Removing custom views
Font Styles
Applying the font styles
Formatting tags
Copying information from other applications
Exporting font styles from Optiva
Crystal Reports
<Glossary>
Glossary
approval
brand
class
classification
code
compare
context information
custom
end use
end user
filter
formula
genealogy
group
hold
ingredient
ingredient statement
instruction
intersect command
item
key
lab
layout
manufacturing location
notamember function
object
overwrite
owner
product type
project
reference
role
security
selling location
set
set base key
status
sub#
sub-formula
symbol
temporary copy
unit of measure (UOM)
user
version
view
where used
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