3 Replies Latest reply: May 13, 2012 8:40 PM by Mike Lockwood RSS

    change state


      Hi all,


      I am going through Windchill, and I have managed to check in some CAD data how ever the sate shows as "in work" How do I go about changing the state? When I go to utilities, report management I cannot seem to generate any kind of report they all come up blank. I can only assume they won’t be full of data unless I change the state?

        • Re: change state
          KshetrabasiMahanta Gold


          generally the state of cad data or documents is changed through promotion requests



          Check the process followed in your organisation




          • Re: change state
            BuddyHudson Silver

            Hey William,


            If you are an admin you can. If your a user it depends on how you have the policy set in your system. I have mine set not to allow users to set state. Our policy dictates to use the Promotion Request for this.


            Buddy Hudson

            • Re: change state
              Mike Lockwood PTC Community Champion

              State changes are an essential part of the overall business process. There are 4 main possibilities:

              1. The Manager of a Product or Library can use Set State.

              2. Users can create a Promotion Request if they have Create permission. In general, Promotion Requests are routed to others for approval, via the workflow process associated with the Promotion Request. Following approval, the product data state gets changed by the system to the requested state.

              Note: OTB, there are two promotion processes, and the user who creates the request selects one of them. One process requires approval; the other simply notifies selected users. This is sort of like "I gave myself a raise and I'm just letting you know." Pretty much no real business can use this. So, you have to also manipulate one or more preferences for Promotion. These map a workflow process to the target state (e.g. Released). See Promotion Preference Manager.

              3. A document or Part could have an advanced lifecycle associated with it, such that a workflow process is started on creation (or possibly when it gets to another state). The workflow would include Set State robots which would set the state.

              4. Full Windchill change management (Request, Notice, Task) can be used. Following final approval of the Change Notice, the data goes to the state configured in the Lifecycle with the Change transition.


              This planning is much, much easier if you use a two-dimensional grid, with states along the horizontal, and Revisions along the vertical.