Set precedences for the workflow steps - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

Language
English
Product
SmartPlant Foundation
Search by Category
Help
SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

To prevent a user from being assigned multiple steps in a workflow, steps can be ordered by precedence so that if a user receives a second concurrent step, the step with the lower precedence will be replaced by the step with the higher precedence. To set the precedence between workflow steps, create an SPFStepDefPrecedence relationship definition between each step, as follows:

  • Drag the workflow step definition with the lower precedence onto the workflow step definition with the higher precedence.

The group assignment control setting in the Update Step Recipients dialog box, in the Desktop Client, overrides the precedence set for the workflow step. If OneUserPerRole or OneUserPerStep group assignment control is configured on the workflow step and that step is assigned to multiple users, you must claim the step to apply the precedence.

Understand workflow step precedences

The following table lists the default behavior when a user would be assigned two parallel workflow steps.

For example, in the internal technical query create form, when the technical query is issued:

  • If the same user is set to Technical query receipt notification and Respond to TQ steps, then the Technical query receipt notification step is skipped, and the Respond to TQ step is assigned to the user.

  • If a user role is set to Respond to TQ step and one of the users in that role is set to Technical query receipt notification step, then the Technical query receipt notification and the Respond to TQ steps are assigned to the same user. If that user then claims the Respond to TQ step, the Technical query receipt notification step is terminated.

Workflow step 1

Workflow step 2

Outcome

Receipt notification

Initial review

Step 1 is terminated, and step 2 is assigned.

Initial review

Receipt notification

Step 2 is skipped or terminated.

Perform response

Consolidate responses

Step 1 is terminated, and step 2 is assigned.

Consolidate responses

Perform response

Step 2 is skipped or terminated.

Technical query receipt notification

Respond to TQ

Step1 is terminated, and step 2 is assigned.

Respond to TQ

Technical query receipt notification

Step 2 is skipped or terminated.

Action receipt notification

Perform action and respond

Step 1 is terminated, and step 2 is assigned.

Perform action and respond

Action receipt notification

Step 2 is skipped or terminated.

Perform initial review

Approve the review

Step 1 is terminated, and step 2 is assigned.

Approve the review

Perform initial review

Step 2 is skipped or terminated.

Transmittal receipt notification

Transmittal issued

Step 1 is terminated, and step 2 is assigned.

Transmittal issued

Transmittal receipt notification

Step 2 is skipped or terminated.