Assign participant to a role

[BenLoosli]

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?

[BenLoosli]

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 .

[BenPerry]

BenLoosli‌,

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.

[HelesicPetr]

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

Best regardds

PetrH.

[LoriSood]

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.

Thanks!