Hi
One of our users moved a file that was checked into a folder with workflow A.
The user then checked out the file and moved the file to another folder with workflow B.
He now has errors trying to check in, as the new folder has a different workflow.
Can anyone tell me what the process is for moving files into another folder with a different workflow?
Do I have to create a transition in workflow A to allow the file move to workflow B?
What is the best way of doing this?
Thanks
Hi John, yes as Michael mentioned, you create what's known as a Workflow Link:
1. In your Workflow A, right click in empty space, click New Workflow Link
2. In the Workflow Link, select the target workflow (Workflow B) and the state you wish it to go to.
3. Create a transition that goes from the source state in Workflow A, to the workflow link.
Hope this helps.
Kind regards
Prasad Bhonsule
Would be helpful if SW allowed this to set up as an Automatic transition. In other words you have one group working in folder structure A and the file are in workflow A. You have another group that works in folder structure B and their files are in Workflow B. One user is part of both Group A and B and accidental saves the file in the wrong folder structure. When he moves it to the other folder Structure PDM should automatically change it to the corresponding workflow.
Hi Guys
Thanks for the help.
We are upgrading from 2015 to 2016 today.
So I will implement the suggested workflow changes after the upgrade.
Thanks again
John
You can create a transition from the state the file is currently in to the state in the original workflow where it should be. Once the file is transitioned you can delete the transition.