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RichSPK10-Marble
10-Marble
February 26, 2025
Solved

Create New Promotion Requests

  • February 26, 2025
  • 1 reply
  • 847 views

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.

Best answer by joe_morton

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!

1 reply

joe_morton
18-Opal
joe_morton18-OpalAnswer
18-Opal
February 26, 2025

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!

    R
    RichSPK10-MarbleAuthor
    10-Marble
    February 26, 2025

    That seems to make sense.

     

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

    RichSPK_0-1740598138655.png

    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
    18-Opal
    joe_morton18-Opal
    18-Opal
    February 26, 2025

    Yup, just uncheck that box!

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