Store the value Approval Task owner and Date of Approval in a variable from workflows i.e. Promotion

[jbailey]

store the values Special Instructions, Approval Task owner, Approver Comments,  and Date of Approval in a variable from workflows i.e. Promotion Requests or Change Request/Notice, and display those values on Details page of Primary Business Object, as well as make them available columns in tables and reports

[BrianToussaint]

I like this idea.  I had to add a variable for comments so that users could see them and I could make them available in the email.

[TomU]

You would think the maturity table would contain this information but instead it lists the person who initiated the workflow, not the person who actually approved it.  We watermark the approver name and date on our PDFs and in order to extract this information we have to go back and interrogate each change object for the person who completed the approval task in each workflow.  Even that get's flakey if there happens to be more than one promotion request associated with the object.  Getting the name of the approver and the date should not require a bunch of special programming.

[jbailey]

I agree.  That even goes down to the annotations.  When someone initiates the promotion request, their name is listed as the creator of the viewable!

[JeffZemsky]

We added the ability to push workflow signature information from the PBO to the related object in Windchill 11.0 M030.  There is table called Workflow Records that will display this for the object.  Your workflow does need to be configured to support this via two attributes on the Activities that you want copied to the related information.

windchillReview=true

windchillPropagate=true

It is supported for:

CAPA

Change Request

Change Task

Problem Report

I don't think we have it supported for Promotion Request at this time.

[jbailey]

Promotion Requests and Routes would be just as important to us.

Also, Does this include special instructions?  Could you direct me to a location in help/config guide?

[JeffZemsky]

@jbailey - we have a task to improve the help here, but here are some places to start:

Article CS273526

Requiring Electronic Signatures

The comments field is supported, but I don't think other workflow variables are supported.

[jbailey]

 Just tested, it doesn't support pulling the comments from a promotion request...

[jbailey]

Also,

Just tested it on the design review object... It doesn't catch all comments, and it only applies the workflow records for a design review to the design review object, not to the objects reviewed.

[JeffZemsky]

I'd check your workflow activity definition or file a call as those do work for that use case.

[jbailey]

@JeffZemsky  Maybe I am misunderstanding the capabilities OOTB.

So let's say I create a Design Review for a drawing, a wtpart and a cad model.  For those workflow activities that contain the two variables, windchill will record those variables from the activities ( who/how signed) and propogate them to the DRW/WtPart/Part and the Design Review object? or just the Design review object?

[JeffZemsky]

Both the Design Review and the data that is on the Design review.

[jbailey]

That's what I thought.  I was poking around and it looks like its not limited to just the design review.  CS273948 shows an SPR 7073240 where this is the case from change tasks too, and there's a correction in CPS08

[JeffZemsky]

That is correct.  It is currently supported for:

1) Problem Report

2) Change Request

3) Change Task (as there is no Affected/Resulting data directly on the Change Notice)

4) Design Review

[jbailey]

Bring life to an old post @JeffZemsky 

So I noticed that the workflow records are being presented to Design Review Objects, but only the WTPArt, not an EPM Document.  Is that by design?  What might I be missing?

[jbailey]

Never mind... Found https://www.ptc.com/en/support/article?n=CS285911&language=en&posno=1&q=workflow%20record%20cad%20do...

[jbailey]

@JeffZemsky ,

Is there a way to set an object attribute based on this review attribute?