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Windchill 10.2 Promotion Requests

smeckstroth
8-Gravel

Windchill 10.2 Promotion Requests

Hello,


Does anyone know of a way (with limitedcustomization) to attach objects to a promotion request? Ideally I would like to be able to associate Windchill objects (such as problem reports or change requests), but out of the box it doesn't seem like youeven havethe ability to add attachments (local files & links).


Any help would be appreciated!


Thanks,


Sarah

3 REPLIES 3

There are configurable links(http://support.ptc.com/cs/help/windchill_hc/wc102_hc/index.jspx?id=WCCG_UICust_CustomizingPSE_ConfigLinkTables&action=show) available to create links between objects. In 10.0 those were supported for WTPart and WTDocument. One can try to customized links for change Objects.


The Promotion Notice implements the ContentHolder interface. The ContentHolder interface allow to have attachments. Promotion request can have the attachment one can write customization to add attachment (seems to be possible but never tried)



Thanks,


Shreyas


Only other OTB way: Use Discussion, browse to a file. Have seen a few organizations do this.
Not super elegant but works.
Admin's can delete discussion postings; users cannot (using OTB ACL's for discussion posting object type).

During your workflow that gets kicked off by the promotion, add "an
associate windchill objects" task (or add attachments task) to be assigned
to someone. From there, you can access the notebook of the workflow
assigned activity and copy the content held from the notebook to the
promotion request. Alternatively, create a wtdocument, and append the
content holder to it. Use configurable links soft type (as Shreyas pointed
out) to create an association between the two types of data.



During a discussion (as Mike pointed out) you could also post, but follow up
by migrating the content from the discussion to a document.



On the associating problems reports / change objects, you can implement a
picker or number search and after the workflow activity is completed, fire
off code in workflow to make the association.



Lastly, you can go to the search results page and create a saved search.
The search would find matches against problem reports and promotion objects.
You could create an action triggered from like File->Some Action or
Edit->Some Action (or add a toolbar action icon) and it will assocate via a
form processor the objects with their respective checkboxes checked by
writing a form processor. (This one sounds the most complicated but is the
most lightweight, portable, and transparent of customization.)



If you need more clarification on any of this, several folks on the board
could get into more specifics about any of these light-to-medium
customizations.










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