Change Activity Assignement Method

Forum|Forum|3 months ago
January 9, 2026
2 replies
263 views

Version: Windchill 13.0

Use Case: when a new subtype of Change Activity is created and when we select the "Assignment Method" as Multiple participants then in the CA creation page the entire context team appears instead of Assignee and Reviewer. How to get only the assignee and reviewer role ?

Description:

when a new subtype of Change Activity is created and when we select the "Assignment Method" as Multiple participants then in the CA creation page the entire context team appears instead of Assignee and Reviewer. How to get only the assignee and reviewer role ?

Change_Mgmt

Best answer by TDT

Hi @AP_10483126,

The participant list is an accumulation of all resource pools defined across all workflow task roles within the workflow template.

It is necessary to define the resource pools for both the Assignee and Reviewer roles within the change task workflow.

T

TDT

16-Pearl

Hi @AP_10483126,

Could you add some screenshots?

A

AP_10483126

Author

14-Alexandrite

This is how it looks for me when in enable(above screenshot).

https://support.ptc.com/help/windchill/r12.1.2.0/en//index.html#page/Windchill_Help_Center/changemanagement/ChgMgmtParticipantListConfig.html#

But PTC shows this when enabled. How can i get just these two roles

T

TDT

16-Pearl

Hi @AP_10483126,

Update the Assignment Method value on the change task to Assignee and Reviewer Roles Only under Type and Attribute Management.

T

TDT

16-Pearl

Hi @AP_10483126,

I was able to implement this by following the Help Center steps

Resource pools in the object workflow template can be leveraged to configure the list of participants. The participant list is an accumulation of all resource pools defined across all workflow task roles within the workflow template. Groups are listed under the workflow role that they are assigned in the resource pool and teams display participants within the roles of the team. To configure groups for assignee and reviewer roles, complete the following steps.

I followed the Help Center steps below to preselect the roles on the creation page.

Additionally, pre-selection of workflow task roles can be configured using the resource pool defined for the workflow task role and the object team defined using object initialization rules. In order for participant roles to be pre-selected, the object team must have matching roles defined in both the workflow task and the participant list. In the following example the object team has both Assignee and Reviewer roles defined.