Windchill Promotion Workflow: Sequential Checker and Approver with Auto Signature in Drawing PDF

[AV_13191284]

We want to implement a controlled release process in Windchill for Creo drawings.

Currently, we are unsure how to properly configure the workflow and attribute mapping to achieve this behavior.

Specifically:

1. How can we configure a Promotion Request workflow that:

   • Requires both a Checker and an Approver

   • Updates drawing attributes with their names, approval dates and signatures

2. How can we link those workflow values to the drawing title block so they appear automatically after approval?

3. How can we trigger automatic republishing upon state change to “Released” so the generated PDF contains the approval signatures?

Expected Result:

• After both approvals, the drawing moves to Released

• Checker and Approver names/dates populate automatically in the title block

• Windchill auto-generates an updated PDF representation with the signatures visible

[TDT · Accepted solution]

Could you please clarify why you want to use a Promotion Request for the approval process?
Are you not planning to revise your CAD drawings?

I would recommend reviewing the Change Management concept. If you are new to this area, it would be best to start by testing the OOTB change management process.

The OOTB workflow can be extended and customized based on your specific business requirements, as this largely depends on your internal processes.

There are multiple ways to include approver and checker information on the PDF.

For example, you can use a lifecycle delegate to append this information, which will make the checker and approver details available directly in the Creo view.

If the requirement is limited to displaying this information only on the PDF of the drawing, you can use the EDR Loader to add the details to the generated PDF.

Automatic publishing based on a lifecycle state change can be configured using Publish Rules.

[AV_13191284]

Thanks for the response.

I am very new to this so will do some research on the steps you recommended.

Regards