In my case I am adding this to a CAD Work Order, in which a word document serves as the traveler.
A few pre-requisites:
- A variable that shows the current state of your document. (hopefully it already exists)
- Images showing your states.
On your data card, add a tab control, and make a tab for each State that you want to display an image for. Insert the image that goes with each tab of your new control, and set the tab control to "Controlled by variable" and select the prerequisite variable mentioned above.
In your workflow, you'll need to make sure that the variable is updated upon workflow transitions.
Decide where you want the tabbed images to show on your data card, and you should be good to go!
~Corey Hinman, CEPA
This would be a fine solution for EPDM 2013 since it will finally have version-free variables. The unfortunate part is EPDM prior is creating unnecessary version with every variable stamp. I agree this should be a part of the out of the box experience since users like to know where they stand in the process.
ReplyDeleteI've seen a little bit of 2013, I can't wait to get my hands on it, I'm sure it will cause me to rework a lot of my workflows.
ReplyDeleteMaybe it's a silly question, but how do you create a variable that shows the current state? Current state is a "special value". I can easily show it as a static text, but can it set a regular variable?
ReplyDeleteMake a variable called "Image status" or whatever you'd like, when you transition a document from (for example) Pending to Approved, you set the variable "image status" to be Approved. Then the image tab should also be set to Approved, with the correct image inserted on that tab. and Viola!
ReplyDeleteThanks Corey, now I get it.
ReplyDelete