Cancelled Transmittal Workflow - HxGN SDx - Update 64 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
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HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10

The following information describes the cancelled transmittal workflow template (SCLBCancelledTransmittalLifeCycle). It explains what can and cannot be changed.

Details of internal process steps

If the system fails to generate and attach any of the PDF renditions, it directs the workflow to the Correct failure step.

What does the workflow look like?

The steps that make up the workflow are described in the following table.

If you choose to edit the workflow, do not remove any steps marked as mandatory.

SHARED Tip For information on how to upgrade a workflow template, and the changes that have been made in various updates, see Upgrading workflow templates.

Step name

Description

Mandatory?

Comments

Copy recipients from previous transmittal

Copies the recipients from the transmittal that has to be canceled to send a notification that the transmittal has been canceled.

The next step is Set transmittal state to CANCELLED.

Yes

This step is needed to inform the recipients that a particular transmittal is canceled and would no longer be accessible.

Set transmittal state to CANCELLED

Changes the status of the transmittal object to CANCELLED.

If this step is removed, the transmittal object status will not be modified.

The next step is Run and attach cancelled report.

Yes

This step is needed to clearly indicate that the transmittal was canceled. Otherwise, one might assume the transmittal was issued.

Run and attach cancelled report

Runs the configured report to generate and attach the transmittal cover letter. If successful, routes the workflow to the Cancelled Transmittal Issued step. Otherwise, routes the workflow to the Correct failure step.

No

Cancelled Transmittal Issued

Allows the user to complete the transmittal. This is the last step of the workflow.

No

Correct failure

Allows the user to fix the errors that failed the report generation and resubmit the query.

The next step is Run and attach cancelled report.

No

This step is needed if the Run and attach cancelled report step exists, as otherwise, the report generation failure cannot be fixed.