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Workflow Error or Bug?

Question asked by Ray Leblanc on Apr 1, 2021
Latest reply on Apr 1, 2021 by Ben Nemec

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Hi everyone, I need some help here. I'm currently setting up our company workflow and it seems to be working pretty well. When a file transitions from "Waiting for Approval" to "Approved", our drawing revision table will add it's first row with revision "00", "Released for Production", the approvers name and the approve date populated in the revsion table which is perfect....exactly what we want to happen. Here is the problem. When there is a revision and the part is being transitioned between "Under Change" to "Change Pending Approval", when the designer enters the change (in this case "added hole") in the comment field, the comment "Released for Production" that was originally in the drawing revision block is wiped out and the change comment goes in it's place in the revision 00 row instead of revision 01 row. The description in the revision 01 row is left blank.
I don't know if I have a mistake somewhere in my workflow or if it's a bug. Can someone help?
Thanks so much in advance!!!!

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Wayne Marshall Apr 1, 2021 12:25 PM

Hi Ray,

It may be worth you mentioning which version of PDM (and SP) you are using, as this functionality has worked on / off for the last few releases and even dependent on Service Pack. There was a new issue in 2021 SP1 that messed up rows when new revs where added - that was reported as fixed in 2021 SP2.

Also are you creating the new Rev number on Revise or Release? In my experience you need to use the 'Revise' transition to add the new row (Revision), then add the Description (we use a validated variable on datacard) before you stamp the Revision on release.

Cheers

Wayne Marshall

Solid Solutions Management (UK)

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Ray Leblanc @ Wayne Marshall on Apr 1, 2021 12:51 PM

Hi Wayne,

Thanks for responding. Our SW & PDM (standard) is 2019 SP4.0 (we are about to have our IT dept update us to 2020 SP5).

The revision number is created on the released (approved) transition and bumped at the "Approved" state.. When you say to add the new revision row in the "Revise" transition, is that the "Request Change" transition or the "Submit Change for Approval" transition? I've attached a screenshot of our workflow.
I think I understand your direction, and the adding of the row and the revision comments currently work well (which makes me THINK the workflow is okay, but the first description is dropped off and the revision comment is put in it's place. Maybe something in the workflow kills the first comment and bumps the rest up???????? Still scratching my head.

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Ray Leblanc @ Ray Leblanc on Apr 1, 2021 12:53 PM

Ooops, here is the workflow I forgot to attach.

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Ben Nemec @ Ray Leblanc on Apr 1, 2021 1:38 PM

This forum is being turned off by the end of today. For a good and speedy answer post your question here: CAD Forum - Index page

We are also using 2019PS4 and have not seen this exact issue with automatic rev table but I see a few differences in our setup already. Probably not going to solve this today and the content here after 3/10 will be gone soon. This is a good thread for the other forum I linked above.

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Wayne Marshall Apr 1, 2021 12:25 PM
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Hi Ray,

It may be worth you mentioning which version of PDM (and SP) you are using, as this functionality has worked on / off for the last few releases and even dependent on Service Pack. There was a new issue in 2021 SP1 that messed up rows when new revs where added - that was reported as fixed in 2021 SP2.
Also are you creating the new Rev number on Revise or Release? In my experience you need to use the 'Revise' transition to add the new row (Revision), then add the Description (we use a validated variable on datacard) before you stamp the Revision on release.

Cheers

Wayne Marshall
Solid Solutions Management (UK)
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- Ray Leblanc @ Wayne Marshall on Apr 1, 2021 12:51 PM
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  Hi Wayne,
  Thanks for responding. Our SW & PDM (standard) is 2019 SP4.0 (we are about to have our IT dept update us to 2020 SP5).
  The revision number is created on the released (approved) transition and bumped at the "Approved" state.. When you say to add the new revision row in the "Revise" transition, is that the "Request Change" transition or the "Submit Change for Approval" transition? I've attached a screenshot of our workflow.
  I think I understand your direction, and the adding of the row and the revision comments currently work well (which makes me THINK the workflow is okay, but the first description is dropped off and the revision comment is put in it's place. Maybe something in the workflow kills the first comment and bumps the rest up???????? Still scratching my head.
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  - Ray Leblanc @ Ray Leblanc on Apr 1, 2021 12:53 PM
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    Ooops, here is the workflow I forgot to attach.
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    - Ben Nemec @ Ray Leblanc on Apr 1, 2021 1:38 PM
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      This forum is being turned off by the end of today. For a good and speedy answer post your question here: CAD Forum - Index page
      
      We are also using 2019PS4 and have not seen this exact issue with automatic rev table but I see a few differences in our setup already. Probably not going to solve this today and the content here after 3/10 will be gone soon. This is a good thread for the other forum I linked above.
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Workflow Error or Bug?

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