Create New Promotion Requests

[RichSPK]

Version: Windchill 12.1

Use Case: We use a two-stage lifecycle, with prototype (numeric revision) parts being stages In Work (unlocked), Under Review (locked), or Prototype (locked) and production (alpha revision) parts being stages Production Change (unlocked), Under Review (locked), or Released (locked). Prototype parts get promoted to Prototype on promotion requests while production parts get released to Released via change notices. Recently, a production part was on a change notice. It was in the Production Change state so an engineer could complete the CAD work. Another engineer put the part on a promotion request and managed to get it released that way. That caused the change notice to fail near the end when it tried to change state to Released.

Description:

We don't want users to put production parts on promotion requests; we want them to use change notices, instead.  Disallowing promotion requests on parts in the Production Release state should accomplish that.  How can I disallow promotion requests on Production Release objects?

I thought I could use access control rules to not grant Create permission for Promotion Requests on the Production Change state, but I think the state you choose is for the promotion request, not for the objects on the promotion request.

[joe_morton · Accepted solution]

This is defined in the life cycle template(s) for your CAD and WTParts. You can edit the life cycle template to remove the Promote option from Production Change to Released. The tricky part is that all your existing data will continue to use the previous iteration of the life cycle template, until you update them to use the latest. When we have to make changes like this, we have scripts to update the life cycle templates of all active objects, and it's something we run carefully during off-hours. Another thing to be careful of - you don't want to update the life cycle template of items that are on active workflows. It can cause the workflows to fail.

Hope that points you in the right direction!

[RichSPK]

That seems to make sense.

So, as our template is now, they can promote from Production Change to Released, right?

And the solution is just to un-check the box in the Released column and Promote row?

We can probably live with older parts on the old version of the template; this is the first time it's been a problem.

[joe_morton]

Yup, just uncheck that box!

[RichSPK]

Fantastic!  Thank you!