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.
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
It should be quite simple to translate table names from Italian to English.
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.
I managed to guess a few of them, but I can't find the others with that translation..
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.
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.
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?
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.
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?
Take a look also at this article:
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.
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.
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
The table below is what I want to see as the output of my report:
Change Request Number | Role Object | Role | Name |
00003 | Assignee | Mills | |
00003 | Assignee | Mills | |
00003 | Rework Change Notice Task | Assignee | Mills |
00003 | Rework Change Notice Task | Assignee | Mills |
00003 | Reviewer | Dixcee | |
00003 | Reviewer | Dixcee | |
00003 | Reviewer | Dixcee | |
00003 | Reviewer | Dixcee | |
00003 | Assignee | Wyngaard | |
00003 | Change Admin II | Wyngaard | |
00003 | Change Admin III | Bula | |
00003 | 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 |
Take a look at this article
With the second of two links you can download this report
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)
