How to do basic tasks in V5 compared to V4

This article describes a number of common tasks or operations that are done differently in Prodplanner V5 compared to V4. It addresses users that already know how to use the application.

Choice of Browser

V4: Corzia Browser is the only possible choice.

V5: Use Edge, Chrome, Safari or Firefox. Take advantage of the possibility of saving the Prodplanner login URL as a bookmark in the web browser and auto-fill options for user/password.

Clearing cached javascripts from your web browser (Chrome or Edge)

V4: n/a

V5: If Corzia have supplied a mod of bug fix in java scripts, and Comflow is not an official release, javascripts are not versioned and then you may need to clear your browser from old versions of the scripts in order to get the newest scripts.

Start your browser. You don’t need to log into Comflow.

Press F12. The developer tools section will now appear on the bottom half of the page. (Sceen-shots from Chrome, but it works in i similar way on Microsoft Edge.)

Right-click the Refresh icon next to the address row and choose: “Empty cache and hard refresh”.

Then close the developer tools.

Login URL

V4: http://<server>:<port>/comflow  is enough.

V5: http://<server>:<port>/comflow/portal/login.html (important to add the last part “/portal/login.html”)

Launch a Prodplanner session

V4: In the menu system, find and open the function “SCC”. The Planner application now opens in a separate window. If no previous plan exists, you will be forced to the import page.

V5: You will automatically get a Prodplanner session the first time that you open any function from the Prodplanner menu or a Bookmark. .N.B.: The very first time you use Prodplanner, no previous plan exists and you will then be forced to the import function no matter what function you actually tried to start.

Import data from ERP

V4: Go to Schedule Administration, choose your Import End Date, press Import. You get a wait animation and then a refresh of the page and a message “toaster” flying in from the top right saying that import finished.

V5: Go to Manage Plans, choose your Import End Date, press Import. You get a wait animation and then a refresh of the page, with an information message at the bottom of the page when the import has finished.

Log out from Prodplanner

V4: First click your user name in the top right corner and then “Log out”. The Planner window closes. Then, in the Comflow window behind, click your user Avatar in the upper right corner and then “Sign out”.

V5: Click the user Avatar in the upper right corner and then “Log out”.

Forcing one’s way back to the login page

V5. If, for any reason, your session is stuck and you want to start a new session, type this URL on the address line of the web browser. This will log you out and allow a new login.

http://<server>:<port>/comflow/portal/logout.html

Defining System Settings

This needs to be done only once.

V4: n/a

V5: Click the user Avatar in the upper right corner and then click “My Settings”. In the tab “My System Settings”, you have the following choices:

• Locale: This controls the language of the application. Prodplanner is available in English or Swedish.

• Formatting Locale: This lets you choose a different locale for the formatting of dates and decimal numbers. For example you might want to run the application in English while formatting dates the Swedish way.

• Time zone: If the ERP source system is M3, don’t change this, just stay with the server time zone, because in M3 the dates on manufacturing orders are all local dates, anyway (no time zone).

• Navigator type: “Top menu” is the default and also recommended for Prodplanner

• Active Functions display: The option “1-Badge over portlet” is recommended for use with Prodplanner. This is not the default value, so make sure to change it.

Opening a Function

V4: Functions are on the right hand side in the menu tree.

V5: Functions are on top of the screen, collected in different root menus and the root menu of interest is the one called ‘Prodplanner’. This menu is small now but it will grow.

Creating a Favourite Function

V4: n/a

V5: When you have opened a function from the menu that you use often, you can make it a Favourite by clicking the star icon on the top right corner of the screen.  The appearance of the star icon then changes from empty to filled. to undo, click again. Functions that you have marked as Favourites will appear under the menu ‘Favourites’ and also a “tiles” on the desktop. These are practical shortcuts! But note: Favourite functions are not bookmarks, because they don’t refer to any particular data, only to a function in the menu system.

Opening a Favourite function

V4: n/a

V5: If you have the desktop visible you can just click the desktop tile of your Favourite function. Otherwise, you can always find your Favourites under the menu “Favourites”.

Creating a Bookmark

V4: When you have some data (work center, item etc. …) that you want to bookmark - click the star icon on the top right of the screen, then review (adjust if necessary) the name of your new bookmark and optionally add a Description. Press Create.

V5:  When you have some data (work center, item etc. …) that you want to bookmark - click the bookmark icon on the top right of the screen, then fill in (optionally) a name for your new bookmark. Press Create.

Opening a Bookmark

V4: Find your bookmark in the menu tree on the left hand side and click it. N.B.: If you have not yet created any bookmarks, you will not see anything about Bookmarks in the menu

← If using “Top menu” - visible only briefly when accessed

← If using “Side menu” - visible at all times - if you “pin” it (press the pin icon to pin/unpin)

V5: Find your bookmark in the Bookmarks menu and click it. If you use the Navigator type “Side Menu”, you have the possibility of keeping the navigator always open, including the bookmarks. See above under “Defining System Settings” how to choose the Navigator Type. N.B.: If you have not yet created any bookmarks, you will not see anything about Bookmarks in the menu.

Editing,  Re-arranging and deleting bookmarks

V4: Click the star icon to open the function Bookmarks. To delete, press the red cross icon. To edit the description, press the edit icon. To launch the bookmark from here, press the green arrow icon. To re-arrange the sequence of bookmarks, drag and drop them to the desired sequence.

V5: Click your user avatar and select “My Setting”, then open the tab “My Bookmarks”. Right-click to Edit, launch or delete. To re-arrange the sequence of bookmarks, drag and drop them into the desired sequence.

User Settings for Prodplanner

V4: The user settings (for example the controlling parameters for re-scheduling) are in the function “User settings”. You don’t need to the “Save button” after changing values except in the Rescheduling tab.

V5: The user settings (for example the controlling parameters for re-scheduling) are in the function “User settings”. You need to press “Save” after changing values. (Tool-tip settings not implemented at this point.)

Structure of screens + Expand/Collapse

V4: The standard structure is a detail segment on top and a tab folder with different list views below. You can collapse the detail segment by pressing the “View mode” icon on the upper right corner of the screen.

V5: The standard structure is like in V4 (detail segment on top and list views below) but does not necessarily need to stay that way. The V5 platform gives more possibilities if you have ideas you want to try (please let us know). You can collapse/expand segments by pressing the blue chevron on the left top corner of each segment.

Opening the Filter row

V4: Right-click somewhere in the list and select “Show filter row”

V5: The filter row is a separate segment. So you can make the filter row visible by expanding it - click the blue chevron.

Ad-hoc filtering from the Filter row - alphanumerical values

Exact match: type <yourFilterValue> in the search field and hit Enter

Wild card search:  Use the percent sign (%) before and/or after and/or inside your search value

Find empty values: type ‘‘ (two straight quotes)

Find non-empty alues: type !’’ (exclamation mark followed by to straight quotes)

Partial search string match: use underscore (“_”) like in wild card search. The difference here is that each underscore denotes exactly one variable character whereas the percent sign will substitute substrings of any length.

Greater than-or-equal: use the + sign after your search value

Less-than-or-equal: use the - sign before your search value.

Ad-hoc filtering from the Filter row - numerical values

Exact match, greater-than-or-equal and less-than-or-equal - done like for alphanumericals

Ad-hoc filtering from the Filter row - date/time values

Use the local date format of your session and always type as many digits as required by the formatting pattern (e.g. 4 year digits, 2 digits for month, day, hour and minute)

Find all records matching a certain year - type the year

Find all records matching a certain month - type the year and month

Find all records matching a certain date (from 0:00:00.000 to 23:59:59.999 of the given date): Type the date in your local input format (date part only, no hours or minutes)

Find all records matchin a certain date and hour (from x:00:00.000 to x:59:59.999 of the given date and hour x): Type the date like above, a space and then the hour.

Find all records matchin a certain date, hour and minute (from x:yy:00.000 to x:yy:59.999 of the given date and hour x:yy): Type the date like above, a space and then the time in hours and minutes as per your local timestamp format).

Inequalities: Like all variants above but add - before the search value or + after the search value.

Exporting list view data to Excel

V4: Press the export-to-excel icon, on the top right of the screen.

V5: Press the export-to-excel icon, on the left bottom of the list view.

Creating custom views

Please see separate article on how to create custom views in Comflow 3.0 using the Customizer.