You create roles in the Roles category. The New, Copy and Delete buttons are available for this purpose.

Once selecting a role, the setting options are shown on the right:

The setting options are available on different tabbed pages, which will be explained in the following:

Syntax notes can be found under Section 6.1.1, “Fortran Syntax ” or Section 6.1.2, “SQL Syntax ”.

In some input fields Fortran syntax has to be used, in some SQL syntax. The respective note is found above each point. Within the application a tooltip is displayed when moving the mouse over the input field.

When using variables both existing in ERPTABLE and LINKTABLE you have to state the table in addition in some cases.

Examples:

ERPTABLE.ERP_PDM_NUMBER
LINKTABLE.ACTIVE_STATE

To simplify the use of table names they can always be stated when using SQL syntax, then you don't have to think about it at which field it is needed.

When using Fortran syntax you always have to state the variable name in the way it is displayed in PARTsolutions. Mostly it is the same as in the database. Here, the table name may not be stated.

In PARTlinkManager under "Extra [Extras]" menu → "Configure ERP environment [Configure ERP environment]" → "PARTlinkManager settings [PARTlinkManager preferences]" tab you can see the table for the individual variables.

For complex expressions use brackets. Unneeded brackets are ignored. In case of doubt, too many brackets are better than too few brackets.

Remember to update the LinkDB search index when making relevant changes to role settings.

PARTadmin → Index management [Index administration] → Context menu command "Create LinkDB search index [Create LinkDB search index]"

Relevant changes are: