PDM: Automatic Daily Report

PDM
1

Hello

I want to extract a daily file from PDM for an ERP routine.csv
This extraction is ideally to be carried out automatically after the working day (around 8 p.m. for example) to retrieve information from the data card (revision/date/validator/reference, etc.) of the plans validated on the same day.

This file will be digested by the ERP and requires a very specific order of columns.
In manual mode, a custom search could do the trick. But it's a textbook!

Questions:

  • Is there a way to schedule a search (with extract) on a daily basis via a task or other?
  • Is there a utility (in myPDMtool?) that can do this kind of extraction?
  • Develop a macro that runs automatically when changing state (dispacth or transition action) that would increment the necessary information from my data map into a csv file?

Obviously if I could avoid going through a development it will be better (and faster).

Thank you for your feedback

3

Hello
you should look at the PDMReport module offered by myPDMTools.

4

Hello

Given your request, it should be able to be managed directly via a SQL query on the SQL server (on the other hand it must take a small SQL level to be able to get everything you want).
SQL server also handles tasks, so you can run your query every day at a fixed time.

Note: The EPDM " Report Builder" allows you to run a SQL query in the EPDM environment