PLM 360 General Discussion

PLM 360 General Discussion

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Product Support
JohnCHill
Posts: 352
Registered: ‎03-27-2012
Message 1 of 3 (154 Views)
Accepted Solution

Does a Workflow need approval from all users in the tenant?

154 Views, 2 Replies
06-21-2012 06:20 AM

Can you create a Workflow that does not need approval from all users in the tenant?



John Hill
Support Specialist
Product Support
Autodesk, Inc.

Yes, you can set the approval on the workflow from very granular to one or all users.

Some additional tips. Two key ways to enable this are to leverage scripts that are already present in the default tenant.

 

1. Set "GenIsOwner" as a condition script on any workflow that requires just a single sign off and then ensure that the record owner is set to the person you want to sign off on the record. This is also very useful in controlling what items show up on people's Outstanding Work List

 

2. The second is the "Multi-Approval" board scripts that we included. This is a very reusable method for creating a workflow step that requires multiple people fully approve a state before moving on. Examples of how this is configured is in many workspaces today - Consider looking at the "Change Orders" workspace. 

 

Extra Tip - This is very simple to recreate in any workflow.  Simply make sure that each of the "Transitions" that are coming out of your state are named exactly as the examples (Approve, Reject, Final Approaval, Cancel) to ensure the scripts work - then on each of those transitions, set the matching script.  The Cancel step is optional.  The State name itself can be named anything you like.

 

Capture.PNG

Product Support
JohnCHill
Posts: 352
Registered: ‎03-27-2012
Message 2 of 3 (152 Views)

Re: Does a Workflow need approval from all users in the tenant?

06-21-2012 06:21 AM in reply to: JohnCHill

Yes, you can set the approval on the workflow from very granular to one or all users.



John Hill
Support Specialist
Product Support
Autodesk, Inc.
Board Manager
broepke
Posts: 180
Registered: ‎01-24-2004
Message 3 of 3 (142 Views)

Re: Does a Workflow need approval from all users in the tenant?

06-21-2012 07:05 AM in reply to: JohnCHill

Some additional tips. Two key ways to enable this are to leverage scripts that are already present in the default tenant.

 

1. Set "GenIsOwner" as a condition script on any workflow that requires just a single sign off and then ensure that the record owner is set to the person you want to sign off on the record. This is also very useful in controlling what items show up on people's Outstanding Work List

 

2. The second is the "Multi-Approval" board scripts that we included. This is a very reusable method for creating a workflow step that requires multiple people fully approve a state before moving on. Examples of how this is configured is in many workspaces today - Consider looking at the "Change Orders" workspace. 

 

Extra Tip - This is very simple to recreate in any workflow.  Simply make sure that each of the "Transitions" that are coming out of your state are named exactly as the examples (Approve, Reject, Final Approaval, Cancel) to ensure the scripts work - then on each of those transitions, set the matching script.  The Cancel step is optional.  The State name itself can be named anything you like.

 

Capture.PNG



Brian Roepke
Director of PLM & PDM
Autodesk, Inc.

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