Create a workflow to route markups for review for multiple objects

Use this workflow example when there are multiple markup objects related to a BVR and one object is active. The workflow process filters the active markup and routes it for review. The workflow also applies an approved status to the active markup object. This workflow example includes three processes and they must be invoked in the order listed: BOMMarkup_Review BOMMarkup_SplitTargets BOMMarkup_AddStatus Use this workflow example if more than one markup object is related to a BVR and only one is the active markup object. It provides a workflow example that accepts an item revision or BVR with multiple markup objects for review, but only adds a BOM Markup Approved status to the active markup object. If you select the item revision as the initial target, Teamcenter adds BOM Markup Approved status to the item revision, BVR, and the active markup objects. If you select the BVR as the initial target, Teamcenter adds BOM Markup Approved status to the BVR, and the active markup objects.

Note A BVR may contain several markup objects, but only one of these objects can be active, as shown in the following example. BOMMarkup_Review process Sends an item revision or BVR to a review task. After approval, it starts the BOMMarkup_SplitTarget process. The review task is a manual operation. The reviewer or approver must send the workflow target (the item revision or BVR) to Structure Manager to view the product structure. Markup mode must be switched on to see the proposed changes.

Procedure Use Workflow Designer to create a new BOMMarkup_Review process. Place a review task and a generic task between the Start and Finish tasks, as follows. Select the Start task and click the Task Handlers button . Teamcenter displays the Handlers dialog box. Verify that the EPM_attach-item-revision-targets handler is attached to the Start task action. Select the Sub-process task and click the Task Handlers button . Teamcenter displays the Handlers dialog box. Add the EPM-create-sub-process under the Complete task action and specify the following arguments and values: Argument Values -template BOMMarkup_SplitTargets -from_attach TARGET -to_attach TARGET Make the template available for use by selecting the Set stage to available check box. BOMMarkup_SplitTargets process Adds the markup objects as targets. As there may be multiple markup objects, the workflow sends each of them individually to the BOMMarkup_AddStatus object to identify the active markup.

Procedure Use Workflow Designer to create a new BOMMarkup_SplitTargets process. Add a condition task, two generic tasks, and an OR task between the Start and Finish tasks, as follows. Select the Start task and click the Task Handlers button . Teamcenter displays the Handlers dialog box. Verify that the EPM-attach-related-objects handler is defined under Start task action as follows. This action adds the markup objects as workflow targets. The arguments and values are as follows: Argument Values -relation Fnd0PS_Markup -att_type target Create a Has Multiple Targets? condition task that counts the number of workflow target objects and determines if there is more than one. Create this condition task with workflow handlers and a query object, as follows: In Query Builder, create the following query to check the value of the task result. In Workflow Designer, select the BOMMarkup_SplitTargets template, and then select the Has Multiple Targets? condition task. Click the Attributes button . Teamcenter displays the Attributes pane. Click Condition Query. Teamcenter displays the Condition Query dialog box. Select BM-Has Multiple Targets? and Query Against - Task as shown, and then click Assign to assign the query. Close the dialog box. Click Display Settings and ensure the Attributes dialog box shows the following settings. Close the dialog box. Ensure the Has Multiple Targets? condition task is still selected and click the Task Handlers button . Teamcenter displays the Handlers dialog box. Add the EPM-set-task-result-to-property handler under Start task as follows. This reads the num_property task property and sets its value as the task result. Arguments and values are as follows: Argument Value -property num_targets -source task Verify that the EPM-set-condition handler is defined under Start as follows. (This handler was added in step b previously.) Arguments and values are as follows: Argument Value $Query BM - Has Multiple Targets -query_type Task Configure the Single Target task to start the BOMMarkup_AddStatus subprocess. Select Single Target and click the Task Handlers button . Teamcenter displays the Handlers dialog box. Create the EPM-create-sub-process handler under the Complete task. Arguments and values are as follows: Argument Value -template BOMMarkup_AddStatus -from_attach TARGET -to_attach TARGET Configure the Multiple Targets task to start the BOMMarkup_AddStatus subprocess for each target. Select Multiple Targets and click the Task Handlers button . Teamcenter displays the Handlers dialog box. Create the EPM-create-sub-process handler under the Complete task. Make the template available for use by selecting the Set stage to available check box. BOMMarkup_AddStatus process Always has a single target object because the parent BOMMarkup_SplitTargets process always spawns a new BOMMarkup_AddStatus subprocess for each new target object. Checks if the target object is a markup object. If not, it must be an item revision or BVR, and Teamcenter sends it to the Add BOMMarkup Approved Status task. If the target is a markup object, checks if it is active. If so, Teamcenter sends it to the Add BOMMarkup Approved Status task; otherwise, no status is added.

Procedure Use Workflow Designer to create a new BOMMarkup_AddStatus task. Add two condition tasks, two OR tasks, and an Add Status task between the Start and Finish tasks, as follows. Select the Start task and click the Task Handlers button . Teamcenter displays the Handlers dialog box. Verify that the EPM-attach-related-objects and EPM-attach-item-revision-targets handlers are not defined under the Start task. It is not necessary to add or introduce more targets to the subprocess. Create a BM – Is Markup Object? condition task that checks if the target object is a markup object. (The process expects only one target object.) It does this by checking the object_type property value of the markup object with a query that you create as follows. In Query Builder, create the following query. In Workflow Designer, select the BOMMarkup_AddStatus template, and then select the BM – Is Markup Object? condition task. Click the Attributes button . Teamcenter displays the Attributes pane. Click Condition Query. Teamcenter displays the Condition Query dialog box. Select BM-Is Markup Object? and Query Against - Task as shown, and then click Assign to assign the query. Close the dialog box. Click Display Settings and ensure the Attributes dialog box shows the following settings. Close the dialog box. Ensure the BM – Is Markup Object? condition task is still selected and click the Task Handlers button. Teamcenter displays the Handlers dialog box. Verify that the EPM-set-condition handler is defined under the Start task. The BM – Is Markup Active? condition task checks if the markup object is active. It does this by querying the fnd0active property value of the markup object. In Query Builder, create the query as follows. In Workflow Designer, select the BOMMarkup_AddStatus template, and then select the BM – Is Markup Active? condition task. Click the Attributes button . Teamcenter displays the Attributes pane. Click Condition Query. Teamcenter displays the Condition Query dialog box. Select BM – Is Markup Active? and Query Against - Target as shown, and then click Assign to assign the query. Close the dialog box. Click Display Settings and ensure the Attributes dialog box shows the following settings. Close the dialog box. Ensure the Is Markup Object? condition task is still selected and click the Task Handlers button . Teamcenter displays the Handlers dialog box. Verify that the EPM-set-condition handler is defined under the Start task. The Add BOMMarkup Approved Status condition task adds the BOMMarkup Approved status to the target object, which may be an item revision, BVR, or active markup object.

Note BOMMarkup Approved is not a standard status type. It is created for this workflow to ensure the system can write to the target objects of the workflow after the approval process. In Workflow Designer, select the Add BOMMarkup Approved Status status, and then click the Attributes button . Teamcenter displays the Attributes pane. Enter a Release Status of Fnd0BOMMarkupApproved as follows. Ensure the Add BOMMarkup Approved Status status is still selected and click the Task Handlers button . Teamcenter displays the Handlers dialog box. Verify that the EPM-create-status handler is defined under the Start task. (Optional) In Access Manager, create a write operation in the rule tree for status=BOMMarkup Approved. This setting allows you to apply markups to the product structure after the review and approval process. Make the template available for use by selecting the Set stage to available check box.