4 Replies Latest reply on Feb 1, 2018 1:31 AM by Sameer Panse

    How to select different checker and different approvers for same transition in a single workflow?

    Sameer Panse

      We have a scenario where depending on the change type (total 7 change types), we have to select checkers and approvers in a single workflow. There are 5 initiators, 7 checkers and 8 different approvers. There are common users between Initiators and Checkers. Also there is a scenario where for one change there are some users who are checkers and same users are approvers for another change type.


      With these scenarios, can we have flexible list of approvers and checkers on single transition for same workflow? Is it possible to set this with in-built functionalities provided by Solidworks PDM Professional?

        • Re: How to select different checker and different approvers for same transition in a single workflow?
          Stephen Lapic

          You can do this but it is a little complex.


          You have initiators, checkers, and approvers.  You have 7 change types.  There will be unique (either now or in the future) initiators, checkers and approvers for each change type.  You will need to create groups for checkers and approvers for each type, ie. Change Type 1 Checker, Change Type 3 Approver, etc.  You don't need more than just one group for the initiators though.


          Create a variable for Change Type and add it to the data card using either a list or a drop down indicating the types.


          Create a Ready for Checking transition between Design state and Checking state.  Give Change Type 1 Checkers permission.  Add a condition that Change Type = 1.  Create another Ready for Checking transition between those two states but give the Change Type 2 checkers permission with the condition of Change Type = 2.  Do this for the other Ready for Checking transitions.


          The initiator will select the change type and when he changes state he will see only Ready for Checking.  Since the condition is = to a specific type then changing state will automatically go down only the correct one of the transitions.


          Set up the same type of transitions for Approvers.  You can add unique notifications as needed.


          This set up works as I have similar situations in a couple of my workflows.

            • Re: How to select different checker and different approvers for same transition in a single workflow?
              Paul Wyndham

              Another thing you can do if you don't want the same person to check and then approve the file there is a setting to disallow sequential state transitions for the same person. So, if Jim was the checker it would not allow him to do the approver transition.


              I think the hardest part of Stephen's scenario is going to be getting people to put in the correct change type. The initiator will have to set the change type and then transition the file to the next state. During the initiation transition the checkers could be notified that the file is ready for checking. When they transition from Checking to Approving the approvers would be notified.


              You can set the transition to allow the person doing the transition to select which approver they want to have receive the email or you can send it to all the approvers.


              Definitely work out how you want it to work on a test vault so that you don't end up with a bunch of trash in the production vault. Even if you are just setting it up for the first time you don't want to end up with states that are hard to delete because some files you want to keep went through it at some point.