Set the participant as required at the time of promotion request creation in windchill

Forum|Forum|1 year ago
March 13, 2025
2 replies
664 views

Version: Windchill 12.0

Use Case: Currently, I am able to create a promotion request in windchill without selecting any members from the participant list. I want to add up a condition in the promotion creation page, when a user miss to select the required participant from the member list it pops up an error stating that the required members are not added, and the promotion request cannot be created without them.

Description:

When the promotion is created with this issue, the workflow gets stalled when the task is to be created for those missing participant and it cannot be recovered back. User needs to create a new promotion request to proceed further with.

I want to implement a way in promotion request creation where user is notified or there is some pop-up error/validation that checks when the user fails to add the appropriate users in the member list.

Is there a way we can add this validation or customization to our windchill?

General Customization

V

vnamboodheri

Community Moderator

Hi @DN_11160103,

Thank you for your question.

Your post has not yet received any response. I am replying to raise awareness. Hopefully, another community member will be able to help.

Also, feel free to add any additional information you think might be relevant.

Can you describe the current workflow and where it gets stalled due to missing participants?
Have you tried any existing solutions or workarounds to address this issue?
Could you provide a screenshot of the promotion request creation page where you want the validation to be added?

Providing additional information could help to receive meaningful response from peers.

Thanks & Regards,

Vivek N
Community Moderation Team.

D

DN_11160103

Author

6-Contributor

The Workflow starts with the creation of task for an individual to proceed further with, which would be the first drafting task. It gets stalled right there and then as there is no member to assignee that task to.

There are few options that we are using:

This allows us to ignore unresolved role and create a task for the unresolve role which is required but this cannot be used in the case of approver or reviewers task because this will create a task for creator which wouldn't comply with our policy. This will provide a loophole for the user to approver their own task.

The other solution is to add a condition if it finds a conflict, to go to the task where a user's can be added but our workflow is already huge adding up another condition on it doesn't seems viable at this point.

I want a solution where I can actually add a validation at the promotion creation page before it goes to any workflow.

In the image below: If I click on 'Finish' button then I would like to add a pop-up error message to let users know that it is missing participant and it won't allow them to create a promotion request without these members selection.