Re: Include Workflow Step 'Update Date' in request (168 Views)
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Advisor
Alex Madison
Posts: 36
Registered: ‎09-24-2008
Message 1 of 8 (205 Views)

Include Workflow Step 'Update Date' in request

Hi,
We have the following scenario:
Project workflow changes from
Step 1(Approval)
to
Step 2(Complete)
to
Step 3 (Project Complete - Final Review)
to
Step 4 (Project Completed - Exit - Success)

When a user takes action on Step 2 decision step to complete the project, the workflow would go to a manual decision step 3 (Project Complete - Final Review status).

In the project request type, how could we add a field which would be automatically populated and visible when step 2 goes to step 3?? This field should include the date and time when the change from step 2 to step 3 occured. We would like the user to see the date/time when the action on Step 2 was taken to go to step 3 of the project.

In the database, kcrt_transactions table gives this transaction history. But to add it to the request, how should I go about, and what are the tokens I should use, along with validation to implement this kind of field in project request type?

Thanks in advance for your help!

Alex.
I was wondering if it is possible to add the status and date/time field in a project flow.
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Honored Contributor
Mahen M
Posts: 1,029
Registered: ‎11-12-2008
Message 2 of 8 (205 Views)

Re: Include Workflow Step 'Update Date' in request

Hi,
Please add a execution step after Decision step 2.
In that execution step write a 'ksc_store' command like the one below

ksc_store REQ.TOKEN_NAME = sysdate

I am not 100% sure whether it will work, but it is worth to give a try.

Regards,
Mahendran M

Regards,
Mahendran M
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Valued Contributor
Jyotir ++
Posts: 85
Registered: ‎05-13-2009
Message 3 of 8 (205 Views)

Re: Include Workflow Step 'Update Date' in request

Hi Alex Madison,

If you just want to track data between two steps then i would suggets you to use the Dynamic Rule in the request on before save which will store the curent date and time in the fields.

But the data in this field will change at each time whenever you will move to nexts step or will save the request.

Hope this will help you.

Back Again,
Jyotir
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Advisor
Alex Madison
Posts: 36
Registered: ‎09-24-2008
Message 4 of 8 (205 Views)

Re: Include Workflow Step 'Update Date' in request

I would like to create a field in the project request type. Once an action is taken by the user on Step 1, which would move the request to Step 2, the time/date when this action was carried out should be displayed in the field. Our aim is to just have the date/time field for the update from Step 1 to Step 2 only.
This field would display the date and time when the project was approved in Step 1 and moved over to Step 2 (Complete) - which is sort of officially the completion stage of the project.

Any thoughts? Thanks!
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Honored Contributor
Erik Cole
Posts: 861
Registered: ‎02-11-2008
Message 5 of 8 (205 Views)

Re: Include Workflow Step 'Update Date' in request

Hi Alex,

Each step transition is timestamped and visible in the Status section of a request. Does this not meet your requirement?
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Advisor
Alex Madison
Posts: 36
Registered: ‎09-24-2008
Message 6 of 8 (205 Views)

Re: Include Workflow Step 'Update Date' in request

Hi Eric,
We need to have a field which would be populated with the date/time stamp when the project was moved from Step 1(Approval) to
Step 2(Complete).
Once we have this field, we would have it displayed in Search Requests, so that users could search the project request type using this date field to display when the projects moved from Step 1 to Step 2. They want a field in the request itself, so when they open up any project which has been closed, they should see this field displaying the date only for step where it transition from step 1 to step 2.

Would be lovely if you could brainstorm on this one!!!
Thanks.
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Advisor
Richard Woodmansee
Posts: 15
Registered: ‎04-30-2008
Message 7 of 8 (205 Views)

Re: Include Workflow Step 'Update Date' in request

Create a source step with:
Workflow Scope: Requests
Execution Type: Workflow Step Commands
Page Response: Finish Execution before displaying the request page to the user
Command: ksc_store TARGET_DATE_FIELD_TOKEN="[SYS.ITG_TIME_STAMP]","[SYS.ITG_TIME_STAMP]"

This works with PPM 7.5
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Occasional Advisor
cABany
Posts: 14
Registered: ‎04-30-2012
Message 8 of 8 (168 Views)

Re: Include Workflow Step 'Update Date' in request

This worked on PPM 9.10... THANK YOU!!!!

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