Tuesday, June 19, 2012

Excluding new documents from Workflow in PDM

You should have some kind of "Uncontrolled" workflow that all files that don't meet certain criteria fall into, that workflow should have no restrictions on files to be added. So if you add a misc file to the vault it goes to uncontrolled.

I had some Sub-workflows that new files will never go into, but could be passed back and forth between other workflows. I didn't put any incoming criteria and was getting STL files put into a state of ECO validation (as an example) because the workflow was wide open.

What I needed to do was find a way to exclude files easily...here was my solution:



~Corey Hinman, CEPA

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