8 Replies Latest reply on Mar 14, 2012 4:32 PM by Kevin Stickels

EPDM, Forms, & Workflows

Kevin Stickels Mar 6, 2012 11:22 AM

Just searching for some input as to how to "skin this cat". I am creating a Request for Change (RFC) workflow to incorporate Engineering Change Requests (ECR), Quality Change Requests (QCR), Project Change Requests (PCR), etc. I know it is possible through the workflow, to create a basic request then through the states/transitions, direct the document through differing paths. My question is whether or how I can get the RFC to trigger the correct card and form depending on the checked process. For example, suppose a RFC is checked for an ECR. I would like it to trigger to the appropriate ECR form. My first thought was to capture all the pertinent data on the cards first but that would be a rather large, cumbersome data card. I would prefer being able to "check" ECR or QCR or whatver and then trigger to the proper card/form. Any ideas?

Thanks

Re: EPDM, Forms, & Workflows

Adrian Velazquez Mar 6, 2012 11:29 AM (in response to Kevin Stickels)

The only way would be with API....... I know!
Like Show 0 Likes(0)

Actions
- Re: EPDM, Forms, & Workflows
  
  Kevin Stickels Mar 6, 2012 11:31 AM (in response to Adrian Velazquez)
  
  I was afraid of that...kinda up to my eyeballs right now and dont have the time currently to learn that part...May start creating sub-processes then later down the road, connect them. Oh, joy! Oh, rapture!
  
  Like Show 0 Likes(0)
  
  Actions
  - Re: EPDM, Forms, & Workflows
    
    Adrian Velazquez Mar 6, 2012 12:00 PM (in response to Kevin Stickels)
    
    You could create different Template Forms, Your different choices would be accessible via a Right click. Later on you could create the main interface form (RFC) with API that directs you to the specific Sub-Form.
    
    Like Show 0 Likes(0)
    
    Actions
    - Re: EPDM, Forms, & Workflows
      
      Kevin Stickels Mar 6, 2012 12:58 PM (in response to Adrian Velazquez)
      
      I figure that is the path I will start with...
      
      Like Show 0 Likes(0)
      
      Actions
Re: EPDM, Forms, & Workflows

Michael Dekoning Mar 6, 2012 1:00 PM (in response to Kevin Stickels)

Kevin,

You could possibly create one card with a tab for each request type that shows the appropriate information for that request. Then hide all the tabs except the one that corresponds with the checked process. You can find an example of this in the Administration guide under "Controlled Tab Example 1 - Controlling Visibility of Tabs."

Mike
EPDM 2011 SP2
Like Show 0 Likes(0)

Actions
- Re: EPDM, Forms, & Workflows
  
  Kevin Stickels Mar 14, 2012 4:32 PM (in response to Michael Dekoning)
  
  Brian & Michael...I think that may be my answer...I will experiment, thanks!
  
  Like Show 0 Likes(0)
  
  Actions
Re: EPDM, Forms, & Workflows

Brian Dalton Mar 6, 2012 1:03 PM (in response to Kevin Stickels)

Assuming that your ECR, QCR and PCR documents are of the same filetype (such as Excel) or perhaps they are even the same file repurposed, your best answer may be to use a single card with a tab control, and have the tab shown based on a variable that defines the request type.

In this way, you could have the displayed data match the type of request, the type of request could be selected (via checkbox or dropdown list) in the Template routine and could be changed afterward on the data card if need be. If I understand your need correctly this method should give you what you want with no API programming at all.
Like Show 0 Likes(0)

Actions
- Re: EPDM, Forms, & Workflows
  
  Brian Dalton Mar 6, 2012 1:04 PM (in response to Brian Dalton)
  
  Darn it, Michael!!! You beat me!!
  
  Like Show 0 Likes(0)
  
  Actions

Go to original post