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ProjectLink (or PDMLink) - requiring a deliverable (or document) in order to complete an activity (o
Does anyone know of a way to require the upload of a document/production of a deliverable when completing an activity in ProjectLink? (or perhaps as a task in PDMLink)
We have a need for a way to track many simple "projects" and have been considering the use of ProjectLink. But in these projects, certain activities consist of nothing more than providing a scanned copy of a document. Once this is done, other activities can proceed. It sounds simple enough, but in ProjectLink, this seems to mean upload a new document to a folder, then edit the deliverable to point to this new document (using find functionality), then go to the activity and mark it as complete. (Not the cleanest process. Takes too long and is prone to errors.)
I'm guessing this could be done in PDMLink in a custom workflow with some validation coding, but we were hoping that ProjectLink would allow us a little more flexibility than a set workflow.
If anyone has any recommendations or comments on how to address this, it would be most appreciated.
In the task complete transition, or for manual exclusive routing events in the transition for the routing event in which you want to perform a check, you can write a java snippet to validate that the attachment or link or whatever is set up the way you want it. If the data is not set up in accordance with the task instructions, then you can create a new Exception with a user friendly message and throw it from inside the transition. The user will se a pop up with that message, the task will not complete, and the task will remain open so the user can follow the instructions and try again later.
For example, in the Task Complete transition, add something like this.
Exception ex = new Exception("You must do this and that before completing this task. Please do this and that, then try again."); throw ex;
}
I am just writing off the top of my head, but you can play with this until you find what you want. The exact API to check what you are looking for is just an API seach and/or queryspec type of database query. The point is that throwing a homemade error is the way to make sure you enformce your business logic before allowing the task to complete.
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John Frankovich <-> 02/23/2011 08:21 AM Please respond to John Frankovich <->
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Subject [solutions] - ProjectLink (or PDMLink) - requiring a deliverable (or document) in order to complete an activity (or task)
Caterpillar: Confidential Green Retain Until: 03/25/2011
Does anyone know of a way to require the upload of a document/production of a deliverable when completing an activity in ProjectLink? (or perhaps as a task in PDMLink) We have a need for a way to track many simple ?projects? and have been considering the use of ProjectLink. But in these projects, certain activities consist of nothing more than providing a scanned copy of a document. Once this is done, other activities can proceed. It sounds simple enough, but in ProjectLink, this seems to mean upload a new document to a folder, then edit the deliverable to point to this new document (using find functionality), then go to the activity and mark it as complete. (Not the cleanest process. Takes too long and is prone to errors.) I?m guessing this could be done in PDMLink in a custom workflow with some validation coding, but we were hoping that ProjectLink would allow us a little more flexibility than a set workflow. If anyone has any recommendations or comments on how to address this, it would be most appreciated. Thanks, John Frankovich GSI Group LLC www.gsiag.com
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