Document templates approval and remove from search results

Forum|Forum|4 years ago
November 29, 2021
1 reply
3075 views

Hello all,

something I surprisingly enough did not find in discussions...

Nobody really asked about it so far and we've managed with just admin set state, but:

How do you manage approval / Promotion of document templates?

How do I remove them from search results so that users are not able to download the file from there instead using New Document from Template in Desktop Integration tools? Templates are managed in Org level.

Windchill 11.1 M020

Document Mgmt

Best answer by STEVEG

You do not need to create a promotion request in the Templates Actions menu but it should be there. You can search for them like a normal search then create a request from the results table.

If you do not have that option shown then you are not allowed to create a promotion request for those files.

Can you create a request for other document types?

S

STEVEG

21-Topaz I

I use promotion requests to set the released state of templates.

We do not restrict our searching for these documents. Most, if not all, users are not concerned about searching for those documents. We train them to use the New Document icon in the Context.

H

HJ1

Author

15-Moonstone

I see I failed to make my point. Promotion request would be what I'd use, but it's not possible, there's no New Promotion Request in the template's Actions menu..?

S

STEVEG

Answer

21-Topaz I

You do not need to create a promotion request in the Templates Actions menu but it should be there. You can search for them like a normal search then create a request from the results table.

If you do not have that option shown then you are not allowed to create a promotion request for those files.

Can you create a request for other document types?

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