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MIK_2034-Participant
4-Participant
May 24, 2023
Solved

Unable to add "Reviewer" tab on the "Select Participants" window of a Promotion Request

  • May 24, 2023
  • 1 reply
  • 3689 views

Hello Everyone,

 

We are trying to implement a "Staggered" Approval Promotion process in Windchill. Apart from "Approvers", the workflow must also include "Reviewers" to be aware of the objects being promoted, but not need to perform any actions. I have added a couple of "Review" tasks similar to what was available in the OOTB "Two Level" Approval Process. However, even after adding all the necessary participants for the respective "Review Tasks", I am unable to view the "Reviewer" column in the "Select Participants" window of a Promotion Request.

 

How could I achieve this?

BWorkflowWorkflowNew_Promotion_Request.pngBest Regards,

Irfan

Best answer by HelesicPetr

Hello @MIK_203 

I can see that the users are already selected. 

This means that configuration in the Preference Management the "Fixed Roles For Promote " is set 

 

HelesicPetr_0-1685969675022.png

If the preference is set then the roles are preselected and you can not change it.

 

PetrH

 

1 reply

HelesicPetr
22-Sapphire II
HelesicPetr22-Sapphire II
22-Sapphire II
May 24, 2023

Hello @MIK_203 

Where the "reviewer" role is defined? in which Task? If the "reviewer" role is not used in any task, then it can not be shown in the table  

 

HelesicPetr_0-1684917430933.png

 

 

PetrH

M
MIK_2034-ParticipantAuthor
4-Participant
May 24, 2023

Hello @HelesicPetr ,

 

Both "Review Tasks" as you see in the Workflow include the "Reviewer" & "Review Manager" as participants.

Attached a snapshot for reference.

 

BR, Irfan

Task_Participants.png

HelesicPetr
22-Sapphire II
HelesicPetr22-Sapphire II
22-Sapphire II
May 24, 2023

Hi @MIK_203 

I guess that you did something wrong or you just can not see it.

 

Try to just create new wf template with one task, add there your roles, and setup all this things, and add the wf process to the promotion preference,

 

Check if the roles are presented in the wizard or not. 

 

This way you can approve that all should work as you expected. Just simple wf template with two or three roles that are not Reviewer and Approver

 

PetrH 

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