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Change Request Overall Completion Status (Windchill Query Builder)

Ben_M
4-Participant

Change Request Overall Completion Status (Windchill Query Builder)

I have created a report that shows me the Change request number, Change Notice Number & Change Task Number. It also shows who the tasks are assigned to and the task completion dates.

 

I want to be able to see the overall completion status of the Change Request, but I only seem to be able to get information up to the point of the reviewer, which is where it changes from the "Change Activity Workflow" to the "Change Notice Workflow".

 

What do I need to do to see the overall Change request status? It would also help to be able to see the roles for the workflow outside of the "Change Activity Workflow".

 

Any ideas on how I can achieve this would be greatly appreciated. 

 

BM_9857054_0-1713358238706.png

BM_9857054_1-1713358380612.png

 

 

15 REPLIES 15
Marco_Tosin
21-Topaz I
(To:Ben_M)

Take a look at this discussion 

 

How to list all change objects linked to an object or to any of its dependency obejcts?

 

Below last evolution of the same report

 

Marco_Tosin_0-1713360491795.png

It should be quite simple to translate table names from Italian to English.

 

 

 

Marco
Ben_M
4-Participant
(To:Marco_Tosin)

Thanks for the quick reply Marco, that looks like it could be what I need, but I am struggling to find the actual table you have used.

 

Is there any chance you could expand the titles for I can see the full table names? Or even upload the QML code for the query, which I assume would auto translate them.

 

These seem to translate to "User PR", "User CR" & "User CN", which I don't think exist.

BM_9857054_0-1713363196536.png

I managed to guess a few of them, but I can't find the others with that translation.. 

BM_9857054_1-1713363235630.png

 

 

Marco_Tosin
21-Topaz I
(To:Ben_M)

All "Utente XXX" are this table, one for each Change object type

 

Marco_Tosin_0-1713364251014.png

 

Task is

 

Marco_Tosin_1-1713364357411.png

 

Marco
Ben_M
4-Participant
(To:Marco_Tosin)

Hi Marco,

 

I have managed to translate all of the tables apart from these last 2.

 

Would you be able to provide the full table names for those? I will then post back on here with the full set up in English so others can use it as well. 

 

BM_9857054_0-1713427892475.png

BM_9857054_1-1713428001173.png

 

Marco_Tosin
21-Topaz I
(To:Ben_M)

The two tables are again always to select the user for the New and Old assignee.

 

So, in the end, my report calls 6 times the WTUser table.

 

Marco
Ben_M
4-Participant
(To:Marco_Tosin)

So I now have the full table set up and I have managed to pull the data about CR Number, CN Number, CT Number, and who has worked on each task, but I still can't see where I would get the data about the overall change notice and change request status. 

 

I seem to be able to view information about the roles in the Red box, but not in the blue box. I assume I need to pull something from the Change Notice and Change Request tables, but I can't work out what I need to pull. There doesn't appear to be a "role" option to select.

 

BM_9857054_0-1713439870626.png

BM_9857054_1-1713439982351.png

 

Marco_Tosin
21-Topaz I
(To:Ben_M)

But the roles you don't see from the report, do they have a user assigned to the role for the task you're looking at?

 

Marco_Tosin_0-1713521564084.png

 

If the role has an assigned user you can see it, otherwise you have to use outer joins to get the data from roles without assigned users out as well.

 

For example, in the case of the attached image you can see only Assignee and Submitter.

 

Marco
Ben_M
4-Participant
(To:Marco_Tosin)

I have now managed to get the completion date using the last modified attribute, but I am still unable to get the information about the current stage and assignee in the process.

 

As you can see in the attached image, all of the roles have people assigned to them. How would I see the Role and Assignee in the report?

 

Ben_M_0-1714380137872.png

 

Marco_Tosin
21-Topaz I
(To:Ben_M)

Marco_Tosin
21-Topaz I
(To:Ben_M)

Just tested report taken from this article and I think should work.

 

Query builder to retrieve the Team and the roles of a change object

 

 

Marco
Ben_M
4-Participant
(To:Marco_Tosin)

The report in that link shows the team members who are allocated to the task, not the person that has actually done the task.

In the picture below, it shows the information in the blue box, not the information in the red box.

Ben_M_0-1715330766014.png

The image below shows what I currently have set up that partially works and shows what I am trying to achieve and my thought process of how I think it needs to be done. Any suggestions on how I can achieve this would be very appreciated. 

Ben_M_1-1715331592278.png

 

 

Marco_Tosin
21-Topaz I
(To:Ben_M)

As you saw in the first image I shared several days ago, the assignee role descends from the task assigned to the user.

 

The way the tables are linked together depends on where the information I needed was contained when I prepared that report.

 

As far as I know, if you don't have the task, you can't have what you're asking for.

 

Marco
Ben_M
4-Participant
(To:Marco_Tosin)

I don't understand what you mean by that reply.

 

I want to see the person that actually did the task / who has the task. If the person who is assigned delegates the task to someone else, using your suggested method it would show the wrong person.

 

As shown in the image below, all of the data that I want to see is clearly visible and exists when I open up each CR

 

Ben_M_0-1715699406512.png

 

The table below is what I want to see as the output of my report:

 

Change Request Number

Role Object

Role

Name

00003

Complete Change Notice Task

Assignee

Mills

00003

Rework Change Notice Task

Assignee

Mills

00003

Rework Change Notice Task

Assignee

Mills

00003

Rework Change Notice Task

Assignee

Mills

00003

Review Change Notice Task

Reviewer

Dixcee

00003

Review Change Notice Task

Reviewer

Dixcee

00003

Review Change Notice Task

Reviewer

Dixcee

00003

Review Change Notice Task

Reviewer

Dixcee

00003

Modify CN Team

Assignee

Wyngaard

00003

Schedule CIB Review

Change Admin II

Wyngaard

00003

Audit Change Notice

Change Admin III

Bula

00003

Coordinate Production Actions

Implementation Coordinator

Evans

00003

Schedule CRB Review

Change Admin I

Hosking

00003

Schedule CRB Review

Change Admin II

Tiller

00003

Analyze CR

Change Admin I

Clarkehead

00003

Determine if External Approvals Required

Design Authority

Clarkehead

00003

Determine if External Approvals Required

Design Authority

Clarkehead

00003

Analyze CR

Change Admin I

Clarkehead

00003

Submit Change Request

Submitter

Safarova

00003

Analyze CR

Change Admin I

Safarova

00003

Analyze CR

Change Admin I

Safarova

00003

Submit Change Request

Submitter

Safarova

00003

Analyze CR

Change Admin I

Safarova

00003

Create New Change Notice

Change Admin II

Wyngaard

00003

Investigate CR

Engineering Manager

Barea

00003

Investigate CR

Engineering Manager

Barea

 

 

 

Marco_Tosin
21-Topaz I
(To:Ben_M)

Take a look at this article

 

"QML Report" that shows all "Change Notices", "Change Tasks" with "Resulting objects" along with any underlying "Change Requests" and "Problem Reports" (if they exist)

 

With the second of two links you can download this report

 

Marco_Tosin_0-1715948752786.png

 

Marco_Tosin_1-1715948785478.png

 

Marco_Tosin_3-1715948826748.png

 

 

 

 

Marco
Marco_Tosin
21-Topaz I
(To:Ben_M)

I think this is the final answer.

 

QML to list change notice along with change task information in Windchill PDMLink

 

You have to build this for EVERY change object (see below image example)

 

Marco_Tosin_0-1717082661473.png

Marco_Tosin_1-1717082754465.png

 

 

 

Marco
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