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J
jburress1-Visitor
1-Visitor
January 10, 2017
Question

Need some help modifying a customized Approval Process (Promotion Request).

  • January 10, 2017
  • 1 reply
  • 2621 views

Windchill 10.1 M040.

We have used a customized two level approval process/promotion request for years.  It works great.  Now the Engineering dept structure has changed.  I need to add a third level approval.  So I copied the two-level and modified to add the third level.  So far so good.  everything seems to work.  HOWEVER, I can't figure out how to change the text that shows up in the email notification that goes to the third level approver!

ThreeLevelPromotionRequest.JPG

Any workflow gurus out there willing to give me some direction?

Properties.JPG

Where would I find the item highlighted in properties of the Level 3 approval above?  I've read through the workflow notifications customization but it doesn't seem to apply...

Many thanks in advance.

1 reply

O
olivierfresse15-Moonstone
15-Moonstone
January 10, 2017

Joanna,

The notation {level_2_approve_instructions_2} means the the displayed text comes from a variable named level_2_approve_instructions_2

This variable is defined in activity ( Variables tab).

Now the question is, where is it defined 🙂

Take a look in the startup transition, in the Transitions tab. It may be there !

    J
    jburress1-VisitorAuthor
    1-Visitor
    January 10, 2017

    Thank you for the reply!

    There is nothing in the Transitions tab under any of the Transitions.

    Below are the variables…

    approval_request-lvl3.jpg

    So I should be able to ‘Create’ a new variable
    {level_3_approve_instructions_3} using the level_2 variable as a guide?  Where does it write to and are there
    additional steps required to make it work?

    I can create a new variable, but, according to sample above, all
    other variables are Initialized From themselves and Copied Into themselves.  This is not possible on this screen:

    create_variable.jpg

    I must be missing something.

    Thanks again for any help you can lend.  J

    O
    olivierfresse15-Moonstone
    15-Moonstone
    January 11, 2017

    For the variables, they are copied from the global processus level.

    Take a look in the workflow properties link, you'll find this dialog, with another variables tab :

    Sélection_002.png

    So you have to define your new variable here first, then it can be copied at the activity level.

    Last but not least, you have to find where these variable are initialised !

    It can be done in the transitions at the workflow level, so check in the "Transtions" tab of the same dialog .

    If it's not there, it's in one of the activities transition, in the process.

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