Workflow task "Task Completion"

[Wayne.Beck.Gen]

Version: Windchill 13.0

Use Case: We would like to bucketize reasons of rework so it is easier to analyze metrics on it.

Description:

In the "Task Completion" section where you enter comments and select your decision, we would like to add a drop down box with a selection list of reasons for rework.  We still plan to leave the comment box but since this is a free fill box running metrics on it is very difficult.  We have taken all comments and run them through AI to have it generate a general list. 

 

[avillanueva]

I think we need a question. What part are you asking for help with? Are you looking for help gathering all the previous comments? Is it the drop down list you are looking for help with? Will this be something that is captured on the change object or resides only within the workflow variables?

[Wayne.Beck.Gen]

Yes we want to add a drop down to the image so when they select reject or rework they can select a general topic we identify.  I think we would want this on the change object.

[avillanueva]

To show something in the task, you would need a workflow variable, a simple text value could work. By associating a data utility to that variable, it can render as a drop down and you would have to add some code to copy the chosen value to the change object's IBA which would have a similar variable and a legal value constraint. Ideally, you would pull from the constraint, this make it dynamic and updatable from the UI, 

Simpler case would be adding the attribute to the change object and giving the user instructions to edit it, choosing a value from its drop down. This requires no workflow coding at all. 

[BrianToussaint]

The simpler case though is more clicks and with my users and the number of CNs done a year, it is a killer.  I have 4 or 5 drop down boxes on the change task that users can access from the task page.  Yes there is customization, but well worth it imho to stay on the your task page and not need to add 4 more clicks and the time for the screens to come up and get back to the task page to complete.

[BrianToussaint]

If you are looking for a dropdown in the task as an attribute, this takes customization.  I had a Felco Solutions create this for me for a project that I am working on and it works great.  It takes an attribute that is set up as a dropdown and uses IBAs and Global Enums.  You have to use a custom JSP page for the task also.  Please message me if you want their contact information.