Task flow to automatically add structure elements to partitions

Instead of users manually creating the partition hierarchy, you can automate the process to create and populate partitions with structure elements based on certain structure properties, such as item revision properties or occurrence properties. After identifying the properties, you must index the structure and the properties by using Smart Discovery Indexing, if not already indexed. Also, before proceeding for the property-based setup, ensure that the properties are displayed on the Filter panel and are filtering the content.

Example

Consider that for the product structure, Crosskart, you identify that the properties Design Responsibility and Manufacturing Location ID will be used for populating the structure elements into different partitions. The property values for the structure elements are set as follows:

Structure element	Design Responsibility (Prop_1)	Manufacturing Location ID (Prop_2)
Glue Gun	KITA	IN
Knockdown Tool	KITA	FR
Car Shampoo	KITA	DE
Rear Speaker	ENTM	MX
Front Speaker	ENTM	NL
Steering Wheel	STRG	UK
Rear Suspension	SUSP	US
Front Suspension	SUSP	CA

After identifying the properties, you must ensure that these properties are indexed using Smart Discovery Indexing. Also, you must ensure that each of the identified properties has a value and is included in the partition recipe.

Next, you create different partition schemes to include certain elements within specific partitions as per the business requirements. For example, you create a Custom_System partition scheme to include different partitions in a hierarchical manner. You can set up the partition hierarchy either on Active Workspace or through a .csv file. For each partition, you specify values for the Design Responsibility and Manufacturing Location ID properties so that structure elements can be later on populated within correct partitions.

In this example, for the Kits partition, you enter the value of Design Responsibility as KITA, and for Dent Repair Kit, you enter the value of Manufacturing Location ID as IN and FR.

For leaf partitions, a recipe is automatically inferred based on the specified values. For example, the inferred recipe for Dent Repair Kit is Design Responsibility=KITA AND Manufacturing Location ID=IN, FR.

Before populating the partitions with structure elements, ensure that you have set the values of the indexed properties on partitions and structure elements correctly. These properties are matched with the inferred recipe, and the elements are added to the respective partitions. Once the elements are organized within partitions, you cannot move the partitions or change the values of the indexed properties set on the partitions. However, you can update the values of the indexed properties for the structure elements.

In this example, the inferred recipe for Dent Repair Kit is Design Responsibility=KITA AND Manufacturing Location ID=IN, FR. As the Manufacturing Location ID property of Glue Gun and Knockdown Tool have the values IN and FR, these elements are included in the Dent Repair Kit partition.

After the partitions are created and are populated with structure elements, a BOM engineer can update the structure or can update the values of Design Responsibility or Manufacturing Location ID. The synchronization process that you set up updates the structure regularly with such changes.