Rules for attributes mandatory when upgrade state

Forum|Forum|1 year ago
March 11, 2025
2 replies
777 views

I am using Windchill PDMLink Release 12.0 and Datecode with CPS 12.0.2.9

Hello,
Please, we use several states (design, prototype, and production) and we use partslink (parts with classification attributes).
How is it possible to ensure, when we upgrade from prototype to production, that we have a check that all classifications attributes are filed.
If it's not the case, stop the upgrade.
Thanks

Best answer by Fadel

you need some kind of business rules to do the validation on the attributes , see https://www.ptc.com/en/support/article/CS301629 , https://www.ptc.com/en/support/article/CS156636, https://www.ptc.com/en/support/article/CS361541

avillanueva

23-Emerald I

Did you mean to use the word "upgrade"? That typically means Windchill version change. I think what you mean is promotion or change in lifecycle state. If the latter, you can build these checks into a promotion request workflow or a listener. Attributes can be made mandatory such that at any point, they are required to be filled out. I see that you might want it non-mandatory early on but as it progresses, flip that. I do not think that can be done by lifecycle state which is why it needs to be built into your promotion workflows. This can be done in change notice workflow is that is your process to move states as well.

Z

ZANET

Author

8-Gravel

You're right Avillanueva, I mean promotion in lifecycle state. I'm going to look for informations about promotion workflows.

You know how can I configure a promotion workflow?

thanks.

avillanueva

23-Emerald I

I would start by looking at online help documentation around workflows and workflow programming. Are you using the promotion workflow currently or are you just using set state? Workflows themselves are not hard to modify and edit but there is a ton of information and best practices out there. Skills needed for what you are asking for would be workflow customization which is Java programming and understanding the Windchill API.