I want to thank all the people that responded to my question. There were a lot
of responses that came only to me and not to the list. As it turns out
there were several items that were missing or incorrect in order to make this
work. I sure these missing/incorrect items would be obvious to someone
experienced in workflow customization. However to the novice almost everything
to do with customizing a workflow is not obvious. Not to mention the extremely
sparse or non-existent documentation.
So what I am attempting to do is the following:
1. When user creates a problem report they select a Plant (location)
2. The assignee is then based on the selection of the Plant.
3. More specifically I want the assignee(s) to be all the principal(s)
in particular roles that I have created in the context team.
So the following is what I have done in order to successfully assign the
problem report task based on the Plant (location) in which the problem
report was created.
1. Created a new Attribute Definition Manager Organizer called "ProblemReportAttributes"
2. Created a new attribute called "Plant" in ProblemReportAttributes
3. In the Type Manager selected "Problem Report" and added the Plant attribute
as UpperCase, Discrete Set, Single Valued, and Value Required
4. enumCustomize.sh, opened codebase/wt/project/RoleRB.RB.ser, added the new roles
"Problem Report Reviewer", "Problem Report Reviewer GP Assaria",
"Problem Report Reviewer GP Tipton", and "Problem Report Reviewer LP"
The keys to these roles are all upper case.
Make sure "Selectable" is checked
5. ant -f ./bin/tools.xml bundle_custom -Dbundle.input=registry
6. ant -f ./codebase/MakeJar.xml custUpdate
7. restart Windchill and Tomcat
8. modified the Product context team and added the newly created
"Problem Report Reviewer" role and left it empty
9. added "Problem Report Reviewer GP Assaria",
"Problem Report Reviewer GP Tipton", "Problem Report Reviewer LP" roles to the
context team and added principal(s) to these roles.
11. modified the Problem Report Team and added these roles (empty)
Site | Utilities | Team Administrator | Problem Report Team | Edit
added the following 4 roles and left them empty
Problem Report Reviewer
Problem Report Reviewer GP Assaria
Problem Report Reviewer GP Tipton
Problem Report Reviewer LP
12. modified the "Analyze Problem Report" task in the "Problem Report Workflow"
and changed the Participants Assignee from "Change Admin I" to
"Problem Report Reviewer"
13. added an expression robot called "Set Reviewer" between the
"Set Submit Date" robot and the "Analyze Problem Report" task
The Method robot code is this:
