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ProjectLink (or PDMLink) - requiring a deliverable (or document) in order to complete an activity (o

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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.

Thanks,
John Frankovich
GSI Group LLC
www.gsiag.com<">http://www.gsiag.com>

1 REPLY 1

ProjectLink (or PDMLink) - requiring a deliverable (or document) in order to complete an activity (o

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.

boolean dataSetupIncomplete =
someMethodYouDefineHereToCheckSetup(primaryBusinessObject);

if ( dataSetupIncomplete ) {

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.

AM





John Frankovich <->
02/23/2011 08:21 AM
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[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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