Upgrade the change request workflow templates - HxGN SDx - Update 31 - Installation & Upgrade

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Installation & Upgrade
SmartPlant Foundation / SDx Version
10

Update 14 introduces the ability to create a change request from a markup layer, see Create a change request within a markup layer. Markup layers are also automatically selected in the Manage Markup Layers page.

Update 15 reduces the steps in the workflow to provide a simpler process for tracking, reviewing, and coordinating change requests. For more information, see Change request workflow.

Update 16 introduces the ability to attach files from your computer to the change request, as well as the option to create a change request from the Actions menu of a document or tag.

Update 22 introduces the ability to navigate directly to the Prepare Change form from the Create change request form using the Prepare Change button, or to skip the Prepare change request step by clicking on the Finish button. It also adds a Save As Draft button to the Prepare Change form which allows you to save your changes and continue with the Prepare change request step at a later time.

To upgrade the change request workflow templates so that these changes are available in your system:

  1. Update the methods shown in the following table:

    Method

    Argument

    Update to

    SDACreateChangeRequest

    Argument 3 (Classification UID)

    CRC_Change_Request_Normal

    Argument 6 (File attachment configuration)

    SPFDesignFile~SPFFileComposition~PROMPT

    This argument needs updating to incorporate Update 16 and 22 modifications only.

    Argument 8 (Workflow processing option)

    The name of the latest version of the HEX workflow template

    SDACreateTemporaryChangeRequest

    Argument 6 (File attachment configuration)

    SPFDesignFile~SPFFileComposition~PROMPT

    This argument needs updating to incorporate Update 16 and 22 modifications only.

    Argument 8 (Workflow processing option)

    The name of the latest version of the HEX workflow template

    SDACreateChangeRequestWithMarkup

    Argument 8 (Workflow processing option)

    The name of the latest version of the HEX workflow template

    SDACreateChangeRequestFromDocs

    Argument 8 (Workflow processing option)

    The name of the latest version of the HEX workflow template

    This argument needs updating to incorporate Update 16 and 22 modifications only.

    SDACreateChangeRequestFromTags

    Argument 8 (Workflow processing option)

    The name of the latest version of the HEX workflow template

    This argument needs updating to incorporate Update 16 and 22 modifications only.

  2. Click Administration > API Services > Regenerate Metadata to refresh the metadata.

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