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SebastianDrees10-Marble
10-Marble
June 1, 2022
Solved

Windchill Promotion request

  • June 1, 2022
  • 4 replies
  • 3074 views
I am using Windchill PDMLink Release 12.0 and Datecode with CPS 12.0.2.5

is it possible to configure the creation of the promotion request in such a way that the user has to select an approver before "Finish"? Currently, the user can select "Finish" even though no approver is entered.
      Best answer by SebastianDrees

      Ok, thanks a lot to you both. We have decided to modify the Promotion Request Approvel Process to reject the request and send an email to the creator of the request. So he has to create a new promotion request.

      4 replies

      T
      23-Emerald IV
      TomU23-Emerald IV
      23-Emerald IV
      June 1, 2022

      Not 'out of the box'.  It can be done, but it requires some customization (custom programming.)

        D
        18-Opal
        d_graham18-Opal
        18-Opal
        June 1, 2022

        Tom is correct.

        Not OOTB but would be easy to add a check that would alert and prevent the user from completing "Finish" if the role Approver (or any other role) has no participants.

         

        If you really need this feel free to contact me at windchill.developer@yahoo.com 

         

        David

          S
          SebastianDrees10-MarbleAuthorAnswer
          10-Marble
          June 3, 2022

          Ok, thanks a lot to you both. We have decided to modify the Promotion Request Approvel Process to reject the request and send an email to the creator of the request. So he has to create a new promotion request.

          D
          18-Opal
          d_graham18-Opal
          18-Opal
          June 3, 2022

          Sebastian,

           

          Rather than rejecting the Promotion Request and forcing the user the make a new Promotion Request why not simply send them a Setup Participant workflow task telling this to add a principal to the role Approver.

           

          Seems like that would be a more efficient way to handle this.

           

          David

            H
            HJ115-Moonstone
            15-Moonstone
            November 3, 2022

            Hi all,

            borrowing this thread with another related thing in mind,

            is it possible through promotion flow configuration to prevent the Owner selecting himself as an Approver, but have him available for other users as Approver?

            In other words, I'm looking at assigning certain users to Team roles Reviewer and/or Approver and using these as Resource pools in the flow, However, there are people who author documents but also act as Reviewers and Approvers but should not do either to their own documents.

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