2 Replies Latest reply on Jan 24, 2014 8:33 AM by Jeff Thomas

    Associating documents in different workflows and with different data cards

    Melissa Mills

      We have job cards that track our production tasks and are associated with a drawing.  We also have documents that point out discrepancies or changes needed on the drawing.  Each of these documents are in different workflows and have different data cards. I’m looking to find a way to keep the job card from being “closed” until the change document is “closed” without being in the same workflow or having the same data card.  Any ideas?

        • Re: Associating documents in different workflows and with different data cards
          Laura Whittle

          This is probably not what you want since it wouldn't prevent users from changing state, but it would give them a warning.

           

          Link the files thru paste as reference, then in the diffferent workflows, make sure that the transition for closing the documents is named the same.  Then when a user goes to change state on one file, they will see all the files making the transition, and whether they can be moved or not.

          • Re: Associating documents in different workflows and with different data cards
            Jeff Thomas

            We do what Laura suggested but with a little variation. When we do an ECO, when the ECO reaches a certain state in the ECO workflow it transitions to released state for the drawings. The drawings are then attached to the ECO as references, then the ECO document is changed back into an edit state in the ECO workflow. We only change the state of ECO which drags the reference files with it. When the ECO is finished and transitioned to a Release state in the ECO workflow and automatic transition sends the SW files back into the engineering workflow released state. Same thing would work for what you need.