I am adding some sign-off actions to our change request workflow. I have created some new roles from the Organization roles menu item. That was easy. Now I need to assign users or groups from the LDAP to those roles. I looked on the team template page, but the new role does not show up with the site roles. How do I get to the role to add part5icipants to it?
Secondly, I need to add the role to the participants tab of the workfloe action item. Again, my added role does not show up in the list of roles? I now I can use an LDAP group or individual name(s) in that tab, but I would prefer using the role as that is the intent of what the Windchill developers thought should be used, I think. How do I get the role to show up in the list of roles on the particpants tab so I can select it?
I was able to get the role added to the product team and then assign a participant to the role.
Still having problems with using the role in a workflow participant role .
I'm not sure why PTC has 2 different ways to do this. But they do. The method you used doesn't expose the role to the Workflow Administrator. Here is one case that might help you: CS120910. You can find more by searching the KB for "rolerb.rbinfo" or something similar.
But in general, you need to customize roleRB.rbinfo. We have done this. I can provide more details for how we accomplished it, if you wish.
You need to use enumcustomize to create a roles that are avaiable in a workflow.
1. Start Windchill shell
2. type enumcustomize
3. Open the roleRB file ( <WT_HOME>\codebase\wt\project\RoleRB.RB.ser)
4. Add new Roles ( Set the attributes as needed - Display name, Key, Description)
don't forget to check the Selectable chekbox for each role
5. Save (new file roleRB.rbinfo will be created under <WT_HOME>\wt_custom\Mod folder)
6. from windchill shell run following ant
ant -f codebase/MakeJar.xml
7. Stop Windchill (clear the cache[<wt_home>\tomcat\instances, <wt_home>\tasks\codebase\com, <wt_home>\temp])
8. Start Windchill
Then the roles will be avaiable in workflow administration
I houpe it will help
Hi Ben, Did Ben or Petr's posts answer your question? I believe that adding the roles to the RoleRB.rbInfo should get you what you are looking for, but would prefer for you to confirm before marking this thread as answered.