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vissrx71-Visitor
1-Visitor
August 6, 2018
Question

Workflow creation from scratch (Windchill 11)

  • August 6, 2018
  • 1 reply
  • 5083 views

I am trying to figure out how to create a new workflow, including all steps needed to make it appear as a selectable choice from the Actions menu. I am not tryign to do anything fancy since I have never done this before - just tryign to start with something simple. Here is what I am trying to do, specifically:

1. Save a copy of the OOTB Problem Report Template (I did this)

2. Alter the OOTB Change Admin I role to one of our own internal roles (I did this)

3. Start using this new version of the Workflow (this is where I am stuck)

 

Basically, though I have created a new template, let's call it "Problem Report Template 2," I have no understanding of how to launch it throughout Windchill.

 - It does not show up as a Problem Report in the Type and Attribute List.

 - I don't see Problem Report Template 2 anywhere else in Windchill other than the Workflow Template Admin screen

 - Do I need to restart Windchill or something??

 

I have searched many pages of documentation and forum discussions, and I think the nature of my problem is almost too simple to cover! At least hopefully that is the case. Any help is greatly appreciated!

 

Pete 

 

 

1 reply

B
BrianToussaint19-Tanzanite
19-Tanzanite
August 7, 2018

You need to create the following:

  • A soft type under Problem Report Type for your new Problem Report Type 2
  • A new life cycle template for it
    • This is where you will call out your workflow for when this type is created
  • An OIR for the soft type

These are basic things needed to get to a point where it is usable.  As far as getting it in the Action menu, I cannot help you there.  I do know that how we have our CN process set up, it does not reference the OOTB CN but our own CN processes when you pick the OOTB Action menu item for Create Change Notice.  I would have to go back and dig deeper to figure out what the pick is there to get it to bypass the OOTB workflow.  I know it isn't that difficult, just can't remember off the top of my head.

V
vissrx71-VisitorAuthor
1-Visitor
August 7, 2018

BrianToussaint  - thank you very much for the reply. You got me started on a good path - I can now select the other Problem Report when I create a new Problem Report (there is now a pull-down menu with 2 types of Problem Reports to choose from), but I am not sure how to link the new Problem Report Workflow to the new Type that I created. As a result, regardless of whether you choose Problem Report or Problem Report 2, you get the same exact workflow. That is, you get the original Problem Report workflow, not Problem Report 2's workflow.  

 

                       

B
BrianToussaint19-Tanzanite
19-Tanzanite
August 7, 2018

Is the new Problem report pointing to a new Life Cycle?  The Life Cycle points to which workflow to use.  It would be an advanced Life Cycle.  Then you need to have an OIR that points that soft type to the Life Cycle.

 

lifecycle example.png

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