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
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