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Provide Set State Action on Promotion Request Information Actions Menu

Provide Set State Action on Promotion Request Information Actions Menu

In Windchill PDMLink 10.2 the Actions menu on the Promotion Request information page does not provide the Set State action:

Promotion Request Information Actions.jpg

When a complex Promotion Request workflow is required to facilitate a segmented business process, one solution is to use multiple workflows to support the overall Promotion Request lifecycle states. In this case, facilitating rework loops or rejection of the Promotion Request requires the Set State action at certain lifecycle states.

Workflow coordinators (usually a Drafting Team Leader in our business process) often navigate to the Promotion Request details from the workflow Task they are approving, and it would greatly improve their efficiency to have the ability to Set State directly from the information page Actions menu when required. Currently the Set State action for Promotion Requests is only available from Commonspace, which requires extra navigation steps to locate and execute.

1 Comment
olivierlp
Community Manager
Status changed to: Archived

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