SUPPORT Q&A - Looking to create a new Item and Form with BOM type list of parts for RMAs

claytonsummers - Friday, October 2, 2015 3:15 PM:

Hi,

I'm evaluating Innovator 11 for our small company (~25 employees).

One project might be to implement our RMA process using a Workflow in Innovator.  I'm able to create the basic item and form, but need to add a section where we can add a list of parts that will be returned, similar to a BOM.

Are there any resources that will point us in the right direction for implementing this?  I've looked at the Part item to try a decipher how it is done there, but it is not very obvious.

Thanks,

Clayton Summers

tstickel - Tuesday, October 6, 2015 9:20 AM:

Clayton

Take a look at the Innovator Help (also known as Just Ask Innovator).   What it appears you are asking for is to create a Relationship between your new basic item and the existing Part item.  Once you have opened the Innovator Help, Relationships are explained in a section under Innovator Administration.  This should guide you in the steps needed.

Hope this helps.

claytonsummers - Tuesday, October 6, 2015 11:46 AM:

Thanks, that is the hint I needed.